Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
NVDA	NVIDIA CORPORATION	88,210,227	$16.46B	9.6%	$92.02	+89.4%	COM	67066G104
MSFT	MICROSOFT CORP	21,468,902	$11.12B	6.5%	$142.27	+257.6%	COM	594918104
AMZN	AMAZON COM INC	44,267,097	$9.72B	5.7%	$123.79	+82.9%	COM	023135106
AAPL	APPLE INC	37,458,386	$9.538B	5.6%	$131.54	+71.5%	COM	037833100
META	META PLATFORMS INC	11,701,736	$8.594B	5.0%	$261.97	+183.7%	CL A	30303M102
AVGO	BROADCOM INC	22,267,616	$7.346B	4.3%	$149.40	+104.6%	COM	11135F101
NFLX	NETFLIX INC	4,713,051	$5.651B	3.3%	$38.57	+216.5%	COM	64110L106
TSLA	TESLA INC	10,909,666	$4.852B	2.8%	$249.83	+38.8%	COM	88160R101
GOOGL	ALPHABET INC	19,121,915	$4.649B	2.7%	$142.01	+47.3%	CAP STK CL A	02079K305
TSM	TAIWAN SEMICONDUCTOR MFG LTD	12,591,542	$3.517B	2.0%	$170.20	—	SPONSORED ADS	874039100
GOOG	ALPHABET INC	14,170,542	$3.451B	2.0%	$132.61	+58.3%	CAP STK CL C	02079K107
LLY	ELI LILLY & CO	4,196,472	$3.202B	1.9%	$282.29	+162.9%	COM	532457108
CDNS	CADENCE DESIGN SYSTEM INC	8,731,648	$3.067B	1.8%	$221.53	+55.3%	COM	127387108
MA	MASTERCARD INCORPORATED	5,267,730	$2.996B	1.7%	$201.02	+185.3%	CL A	57636Q104
SHOP	SHOPIFY INC	18,923,431	$2.812B	1.6%	$115.66	+17.2%	CL A SUB VTG SHS	82509L107
CRWD	CROWDSTRIKE HLDGS INC	5,705,412	$2.798B	1.6%	$224.07	+103.0%	CL A	22788C105
APP	APPLOVIN CORP	3,886,150	$2.792B	1.6%	$355.25	+29.8%	COM CL A	03831W108
COST	COSTCO WHSL CORP NEW	2,824,116	$2.614B	1.5%	$289.44	+230.5%	COM	22160K105
ORCL	ORACLE CORP	9,227,252	$2.595B	1.5%	$249.81	+1.7%	COM	68389X105
V	VISA INC	7,502,839	$2.561B	1.5%	$118.48	+191.3%	COM CL A	92826C839
MELI	MERCADOLIBRE INC	1,086,283	$2.539B	1.5%	$1196.83	+100.6%	COM	58733R102
GE	GE AEROSPACE	8,430,878	$2.536B	1.5%	$179.63	+51.8%	COM NEW	369604301
BA	BOEING CO	11,365,276	$2.453B	1.4%	$185.28	+21.7%	COM	097023105
DIS	DISNEY WALT CO	20,164,896	$2.309B	1.3%	$103.34	+13.2%	COM	254687106
WMT	WALMART INC	21,023,710	$2.167B	1.3%	$72.72	+36.5%	COM	931142103
SPOT	SPOTIFY TECHNOLOGY S A	3,089,333	$2.156B	1.3%	$467.06	+49.7%	SHS	L8681T102
SNOW	SNOWFLAKE INC	9,083,889	$2.049B	1.2%	$197.49	+8.7%	COM SHS	833445109
NOW	SERVICENOW INC	2,218,627	$2.042B	1.2%	$128.68	+45.2%	COM	81762P102
CEG	CONSTELLATION ENERGY CORP	5,915,539	$1.947B	1.1%	$237.74	+35.5%	COM	21037T109
ORLY	OREILLY AUTOMOTIVE INC	13,889,043	$1.497B	0.9%	$88.99	+13.0%	COM	67103H107
VRTX	VERTEX PHARMACEUTICALS INC	3,454,947	$1.353B	0.8%	$370.23	+12.9%	COM	92532F100
ISRG	INTUITIVE SURGICAL INC	2,887,378	$1.291B	0.8%	$324.68	+47.8%	COM NEW	46120E602
HLT	HILTON WORLDWIDE HLDGS INC	4,750,891	$1.233B	0.7%	$214.30	+26.0%	COM	43300A203
EW	EDWARDS LIFESCIENCES CORP	13,958,774	$1.086B	0.6%	$72.14	+8.3%	COM	28176E108
SE	SEA LTD	5,987,445	$1.07B	0.6%	$152.66	—	SPONSORD ADS	81141R100
UBER	UBER TECHNOLOGIES INC	10,840,903	$1.062B	0.6%	$46.68	+100.4%	COM	90353T100
NKE	NIKE INC	11,838,528	$826M	0.5%	$72.24	+2.2%	CL B	654106103
GS	GOLDMAN SACHS GROUP INC	960,688	$765M	0.4%	$304.37	+141.4%	COM	38141G104
DDOG	DATADOG INC	5,306,999	$756M	0.4%	$125.44	+9.8%	CL A COM	23804L103
DXCM	DEXCOM INC	10,090,374	$679M	0.4%	$81.49	-2.9%	COM	252131107
AXON	AXON ENTERPRISE INC	943,944	$677M	0.4%	$645.03	+17.6%	COM	05464C101
AMD	ADVANCED MICRO DEVICES INC	3,874,319	$627M	0.4%	$161.38	0.0%	COM	007903107
TOST	TOAST INC	15,000,561	$548M	0.3%	$40.75	+6.5%	CL A	888787108
BSX	BOSTON SCIENTIFIC CORP	4,938,746	$482M	0.3%	$95.63	+8.3%	COM	101137107
JPM	JPMORGAN CHASE & CO.	1,477,091	$466M	0.3%	$115.15	+157.0%	COM	46625H100
NI	NISOURCE INC	9,527,596	$413M	0.2%	$26.08	+57.4%	COM	65473P105
LPLA	LPL FINL HLDGS INC	1,104,950	$368M	0.2%	$342.21	+5.9%	COM	50212V100
NEE	NEXTERA ENERGY INC	4,822,672	$364M	0.2%	$60.04	+20.3%	COM	65339F101
LNG	CHENIERE ENERGY INC	1,480,581	$348M	0.2%	$131.43	+78.8%	COM NEW	16411R208
NU	NU HLDGS LTD	21,561,147	$345M	0.2%	$9.49	+46.9%	ORD SHS CL A	G6683N103
EMBJ	EMBRAER S.A.	5,554,758	$336M	0.2%	$46.10	—	SPONSORED ADS	29082A107
VST	VISTRA CORP	1,685,989	$330M	0.2%	$48.20	+310.1%	COM	92840M102
HOOD	ROBINHOOD MKTS INC	2,254,664	$323M	0.2%	$109.05	0.0%	COM CL A	770700102
TXN	TEXAS INSTRS INC	1,720,961	$316M	0.2%	$177.75	+8.7%	COM	882508104
CSCO	CISCO SYS INC	4,231,396	$290M	0.2%	$48.97	+37.6%	COM	17275R102
APH	AMPHENOL CORP NEW	2,326,847	$288M	0.2%	$109.40	0.0%	CL A	032095101
AZN	ASTRAZENECA PLC	3,685,664	$283M	0.2%	$66.25	—	SPONSORED ADR	046353108
PNC	PNC FINL SVCS GROUP INC	1,334,629	$268M	0.2%	$132.73	+47.5%	COM	693475105
KKR	KKR & CO INC	2,019,954	$262M	0.2%	$135.47	+4.6%	COM	48251W104
MET	METLIFE INC	3,146,060	$259M	0.2%	$56.44	+38.0%	COM	59156R108
TJX	TJX COS INC NEW	1,762,327	$255M	0.1%	$62.32	+112.3%	COM	872540109
CNP	CENTERPOINT ENERGY INC	6,465,900	$251M	0.1%	$24.29	+54.1%	COM	15189T107
PH	PARKER-HANNIFIN CORP	315,733	$239M	0.1%	$376.56	+95.2%	COM	701094104
ETR	ENTERGY CORP NEW	2,560,688	$239M	0.1%	$66.31	+31.4%	COM	29364G103
EGO	ELDORADO GOLD CORP NEW	8,173,003	$236M	0.1%	$15.45	+52.4%	COM	284902509
ARQT	ARCUTIS BIOTHERAPEUTICS INC	12,254,119	$231M	0.1%	$9.24	+70.7%	COM	03969K108
JCI	JOHNSON CTLS INTL PLC	2,040,834	$224M	0.1%	$74.66	+43.1%	SHS	G51502105
—	CYBERARK SOFTWARE LTD	461,998	$223M	0.1%	$234.13	—	SHS	M2682V108
WMB	WILLIAMS COS INC	3,512,768	$223M	0.1%	$30.13	+91.9%	COM	969457100
UNP	UNION PAC CORP	852,110	$201M	0.1%	$214.76	+3.9%	COM	907818108
SRE	SEMPRA	2,196,844	$198M	0.1%	$70.52	+13.2%	COM	816851109
HUBS	HUBSPOT INC	421,279	$197M	0.1%	$585.13	-14.0%	COM	443573100
GLPI	GAMING & LEISURE PPTYS INC	4,225,137	$197M	0.1%	$46.83	—	COM	36467J108
SHEL	SHELL PLC	2,710,413	$194M	0.1%	$63.52	—	SPON ADS	780259305
RL	RALPH LAUREN CORP	604,728	$190M	0.1%	$157.79	+87.8%	CL A	751212101
IDA	IDACORP INC	1,370,069	$181M	0.1%	$114.44	+8.2%	COM	451107106
TFC	TRUIST FINL CORP	3,918,994	$179M	0.1%	$41.33	+7.3%	COM	89832Q109
ARGX	ARGENX SE	240,228	$177M	0.1%	$398.14	—	SPONSORED ADR	04016X101
MMYT	MAKEMYTRIP LIMITED MAURITIUS	1,861,604	$174M	0.1%	$83.64	+16.2%	SHS	V5633W109
ONON	ON HLDG AG	4,094,195	$173M	0.1%	$44.12	+7.9%	NAMEN AKT A	H5919C104
SO	SOUTHERN CO	1,779,203	$169M	0.1%	$72.38	+27.4%	COM	842587107
TSEM	TOWER SEMICONDUCTOR LTD	2,331,831	$169M	0.1%	$32.02	+70.6%	SHS NEW	M87915274
IBM	INTERNATIONAL BUSINESS MACHS	597,242	$169M	0.1%	$223.47	+16.1%	COM	459200101
DELL	DELL TECHNOLOGIES INC	1,187,965	$168M	0.1%	$108.39	+19.2%	CL C	24703L202
LOW	LOWES COS INC	669,556	$168M	0.1%	$225.85	+8.1%	COM	548661107
MTB	M & T BK CORP	840,655	$166M	0.1%	$179.65	+7.8%	COM	55261F104
EWBC	EAST WEST BANCORP INC	1,559,840	$166M	0.1%	$66.15	+56.7%	COM	27579R104
—	UNILEVER PLC	2,797,876	$166M	0.1%	$60.76	—	SPON ADR NEW	904767704
CB	CHUBB LIMITED	586,822	$166M	0.1%	$141.20	+94.9%	COM	H1467J104
PCG	PG&E CORP	10,807,853	$163M	0.1%	$13.44	+8.0%	COM	69331C108
PFGC	PERFORMANCE FOOD GROUP CO	1,556,991	$162M	0.1%	$50.03	+100.1%	COM	71377A103
CVX	CHEVRON CORP NEW	1,031,837	$160M	0.1%	$133.40	+14.2%	COM	166764100
FOUR	SHIFT4 PMTS INC	2,056,056	$159M	0.1%	$66.49	+39.8%	CL A	82452J109
TARS	TARSUS PHARMACEUTICALS INC	2,604,580	$155M	0.1%	$32.29	+52.5%	COM	87650L103
AEE	AMEREN CORP	1,467,815	$153M	0.1%	$70.43	+40.0%	COM	023608102
XEL	XCEL ENERGY INC	1,780,492	$144M	0.1%	$54.61	+30.6%	COM	98389B100
ABBV	ABBVIE INC	619,984	$144M	0.1%	$121.10	+66.8%	COM	00287Y109
KEYS	KEYSIGHT TECHNOLOGIES INC	809,795	$142M	0.1%	$142.05	+17.3%	COM	49338L103
UNH	UNITEDHEALTH GROUP INC	410,180	$142M	0.1%	$465.98	-35.8%	COM	91324P102
CHDN	CHURCHILL DOWNS INC	1,457,336	$141M	0.1%	$117.11	-12.5%	COM	171484108
ALNY	ALNYLAM PHARMACEUTICALS INC	304,863	$139M	0.1%	$263.75	+54.4%	COM	02043Q107
CCK	CROWN HLDGS INC	1,439,118	$139M	0.1%	$86.03	+16.2%	COM	228368106
PPL	PPL CORP	3,708,735	$138M	0.1%	$24.77	+43.0%	COM	69351T106
WTFC	WINTRUST FINL CORP	1,020,660	$135M	0.1%	$102.52	+28.8%	COM	97650W108
PEG	PUBLIC SVC ENTERPRISE GRP IN	1,558,080	$130M	0.1%	$76.22	+8.5%	COM	744573106
MKL	MARKEL GROUP INC	67,853	$130M	0.1%	$1411.99	+38.8%	COM	570535104
AXS	AXIS CAP HLDGS LTD	1,334,450	$128M	0.1%	$54.52	+77.6%	SHS	G0692U109
FIVE	FIVE BELOW INC	819,502	$127M	0.1%	$131.94	+7.2%	COM	33829M101
PINS	PINTEREST INC	3,867,869	$124M	0.1%	$29.87	+21.4%	CL A	72352L106
PLD	PROLOGIS INC.	1,083,889	$124M	0.1%	$107.96	+0.3%	COM	74340W103
EVRG	EVERGY INC	1,631,532	$124M	0.1%	$50.91	+38.0%	COM	30034W106
GTES	GATES INDL CORP PLC	4,935,881	$123M	0.1%	$18.10	+37.3%	ORD SHS	G39108108
TMO	THERMO FISHER SCIENTIFIC INC	251,467	$122M	0.1%	$433.28	+7.3%	COM	883556102
CMS	CMS ENERGY CORP	1,652,130	$121M	0.1%	$32.12	+121.3%	COM	125896100
HLI	HOULIHAN LOKEY INC	589,093	$121M	0.1%	$165.45	+17.9%	CL A	441593100
MRSH	MARSH & MCLENNAN COS INC	600,013	$121M	0.1%	$208.29	-2.1%	COM	571748102
VSEC	VSE CORP	725,383	$121M	0.1%	$68.38	+122.7%	COM	918284100
TLN	TALEN ENERGY CORP	281,659	$120M	0.1%	$250.75	+44.1%	COM	87422Q109
NAMS	NEWAMSTERDAM PHARMA COMPANY	4,198,554	$119M	0.1%	$21.84	+9.7%	ORDINARY SHARES	N62509109
XOM	EXXON MOBIL CORP	1,020,528	$115M	0.1%	$103.02	+6.5%	COM	30231G102
EHC	ENCOMPASS HEALTH CORP	894,511	$114M	0.1%	$99.70	+19.0%	COM	29261A100
CAT	CATERPILLAR INC	236,906	$113M	0.1%	$248.61	+71.1%	COM	149123101
CNM	CORE & MAIN INC	2,087,166	$112M	0.1%	$54.67	+10.8%	CL A	21874C102
EXC	EXELON CORP	2,487,162	$112M	0.1%	$36.54	+18.7%	COM	30161N101
GEHC	GE HEALTHCARE TECHNOLOGIES I	1,474,947	$111M	0.1%	$77.64	-4.0%	COMMON STOCK	36266G107
VEEV	VEEVA SYS INC	369,458	$110M	0.1%	$274.69	+2.5%	CL A COM	922475108
LRCX	LAM RESEARCH CORP	796,608	$107M	0.1%	$74.98	+40.7%	COM NEW	512807306
GPOR	GULFPORT ENERGY CORP	587,870	$106M	0.1%	$182.00	-4.4%	COMMON SHARES	402635502
T	AT&T INC	3,719,270	$105M	0.1%	$16.43	+70.8%	COM	00206R102
DORM	DORMAN PRODS INC	666,548	$104M	0.1%	$102.37	+40.1%	COM	258278100
BAC	BANK AMERICA CORP	1,982,647	$102M	0.1%	$25.01	+93.3%	COM	060505104
IRT	INDEPENDENCE RLTY TR INC	6,227,114	$102M	0.1%	$15.44	—	COM	45378A106
BURL	BURLINGTON STORES INC	400,305	$102M	0.1%	$182.52	+48.8%	COM	122017106
TRN	TRINITY INDS INC	3,546,036	$99.43M	0.1%	$22.58	+19.3%	COM	896522109
TOL	TOLL BROTHERS INC	717,614	$99.13M	0.1%	$100.77	+29.5%	COM	889478103
APLS	APELLIS PHARMACEUTICALS INC	4,348,055	$98.4M	0.1%	$30.78	-24.2%	COM	03753U106
ABCB	AMERIS BANCORP	1,326,294	$97.23M	0.1%	$64.89	+7.9%	COM	03076K108
LIN	LINDE PLC	202,587	$96.23M	0.1%	$356.48	+32.0%	SHS	G54950103
LNC	LINCOLN NATL CORP IND	2,319,323	$93.54M	0.1%	$34.39	+9.9%	COM	534187109
LSCC	LATTICE SEMICONDUCTOR CORP	1,272,786	$93.32M	0.1%	$73.32	—	COM	518415104
GH	GUARDANT HEALTH INC	1,471,294	$91.93M	0.1%	$49.66	+9.5%	COM	40131M109
ROK	ROCKWELL AUTOMATION INC	262,727	$91.83M	0.1%	$326.49	+5.2%	COM	773903109
KTB	KONTOOR BRANDS INC	1,115,238	$88.96M	0.1%	$55.15	+29.8%	COM	50050N103
FTI	TECHNIPFMC PLC	2,201,912	$86.87M	0.1%	$23.11	+58.1%	COM	G87110105
INSM	INSMED INC	602,775	$86.81M	0.1%	$37.94	+222.9%	COM PAR $.01	457669307
LADR	LADDER CAP CORP	7,898,310	$86.17M	0.1%	$10.75	—	CL A	505743104
RTX	RTX CORPORATION	509,855	$85.31M	0.0%	$101.51	+52.0%	COM	75513E101
HURN	HURON CONSULTING GROUP INC	580,945	$85.27M	0.0%	$75.16	+81.4%	COM	447462102
CRNX	CRINETICS PHARMACEUTICALS IN	2,044,734	$85.16M	0.0%	$26.41	+21.1%	COM	22663K107
DHR	DANAHER CORPORATION	425,575	$84.37M	0.0%	$207.34	-4.3%	COM	235851102
AAMI	ACADIAN ASSET MANAGEMENT INC	1,729,842	$83.31M	0.0%	$22.74	+96.0%	COM	10948W103
RACE	FERRARI N V	171,343	$83.14M	0.0%	$431.73	+11.0%	COM	N3167Y103
KEX	KIRBY CORP	988,468	$82.49M	0.0%	$71.16	+41.2%	COM	497266106
NRG	NRG ENERGY INC	505,129	$81.81M	0.0%	$114.46	+35.6%	COM NEW	629377508
QTWO	Q2 HLDGS INC	1,111,292	$80.45M	0.0%	$39.86	+106.1%	COM	74736L109
GM	GENERAL MTRS CO	1,317,306	$80.32M	0.0%	$39.01	+42.4%	COM	37045V100
ELAN	ELANCO ANIMAL HEALTH INC	3,974,347	$80.04M	0.0%	$13.29	+26.1%	COM	28414H103
PLYM	PLYMOUTH INDL REIT INC	3,527,652	$78.77M	0.0%	$21.24	—	COM	729640102
EBC	EASTERN BANKSHARES INC	4,318,962	$78.39M	0.0%	$14.63	+11.4%	COM	27627N105
KFY	KORN FERRY	1,116,815	$78.15M	0.0%	$60.19	+19.5%	COM NEW	500643200
CUZ	COUSINS PPTYS INC	2,654,044	$76.81M	0.0%	$28.97	—	COM NEW	222795502
CRM	SALESFORCE INC	320,087	$75.86M	0.0%	$215.32	+16.8%	COM	79466L302
MMM	3M CO	485,348	$75.32M	0.0%	$131.95	+16.0%	COM	88579Y101
CVS	CVS HEALTH CORP	991,265	$74.73M	0.0%	$60.92	+11.3%	COM	126650100
HFWA	HERITAGE FINL CORP WASH	3,080,022	$74.51M	0.0%	$21.74	+11.5%	COM	42722X106
WCC	WESCO INTL INC	351,500	$74.34M	0.0%	$191.13	+9.5%	COM	95082P105
ABNB	AIRBNB INC	607,865	$73.81M	0.0%	$155.96	-17.1%	COM CL A	009066101
NBIX	NEUROCRINE BIOSCIENCES INC	519,953	$72.99M	0.0%	$119.90	+13.0%	COM	64125C109
DTE	DTE ENERGY CO	512,833	$72.53M	0.0%	$77.98	+73.0%	COM	233331107
INTA	INTAPP INC	1,766,451	$72.25M	0.0%	$33.72	+28.2%	COM	45827U109
CPK	CHESAPEAKE UTILS CORP	529,306	$71.29M	0.0%	$97.17	+26.6%	COM	165303108
HAYW	HAYWARD HLDGS INC	4,604,819	$69.62M	0.0%	$12.82	+19.5%	COM	421298100
RBC	RBC BEARINGS INC	176,922	$69.05M	0.0%	$348.04	+11.8%	COM	75524B104
LNN	LINDSAY CORP	488,787	$68.7M	0.0%	$130.63	+5.7%	COM	535555106
D	DOMINION ENERGY INC	1,113,274	$68.1M	0.0%	$50.30	+15.9%	COM	25746U109
NVO	NOVO-NORDISK A S	1,226,004	$68.03M	0.0%	$101.95	—	ADR	670100205
NOC	NORTHROP GRUMMAN CORP	107,755	$65.66M	0.0%	$478.15	+17.8%	COM	666807102
TTWO	TAKE-TWO INTERACTIVE SOFTWAR	252,973	$65.36M	0.0%	$143.65	+64.8%	COM	874054109
CPT	CAMDEN PPTY TR	604,468	$64.55M	0.0%	$112.31	-4.1%	SH BEN INT	133131102
WGS	GENEDX HOLDINGS CORP	598,426	$64.47M	0.0%	$88.79	+22.7%	COM CL A	81663L200
MC	MOELIS & CO	898,056	$64.05M	0.0%	$61.15	+14.0%	CL A	60786M105
LNT	ALLIANT ENERGY CORP	937,958	$63.23M	0.0%	$59.98	+6.5%	COM	018802108
AMGN	AMGEN INC	223,807	$63.16M	0.0%	$270.41	+6.0%	COM	031162100
BZ	KANZHUN LIMITED	2,676,655	$62.53M	0.0%	$18.87	—	SPONSORED ADS	48553T106
ATO	ATMOS ENERGY CORP	360,565	$61.57M	0.0%	$133.45	+19.9%	COM	049560105
RNR	RENAISSANCERE HLDGS LTD	240,645	$61.11M	0.0%	$175.12	+38.3%	COM	G7496G103
RBLX	ROBLOX CORP	440,328	$60.99M	0.0%	$78.55	+58.2%	CL A	771049103
OLED	UNIVERSAL DISPLAY CORP	423,153	$60.78M	0.0%	$159.05	-9.2%	COM	91347P105
RNST	RENASANT CORP	1,632,045	$60.21M	0.0%	$34.92	+8.3%	COM	75970E107
SRRK	SCHOLAR ROCK HLDG CORP	1,606,512	$59.83M	0.0%	$34.16	+2.4%	COM	80706P103
DPZ	DOMINOS PIZZA INC	137,195	$59.23M	0.0%	$412.03	+9.4%	COM	25754A201
WWD	WOODWARD INC	233,346	$58.97M	0.0%	$226.11	+9.6%	COM	980745103
PG	PROCTER AND GAMBLE CO	382,083	$58.71M	0.0%	$123.30	+25.6%	COM	742718109
QURE	UNIQURE NV	999,484	$58.34M	0.0%	$17.50	+3.8%	SHS	N90064101
KYMR	KYMERA THERAPEUTICS INC	1,027,739	$58.17M	0.0%	$39.34	+14.6%	COM	501575104
AEP	AMERICAN ELEC PWR CO INC	514,249	$57.85M	0.0%	$83.57	+29.5%	COM	025537101
CW	CURTISS WRIGHT CORP	106,071	$57.59M	0.0%	$492.21	0.0%	COM	231561101
AVPT	AVEPOINT INC	3,755,655	$56.37M	0.0%	$16.91	-0.7%	COM CL A	053604104
ACVA	ACV AUCTIONS INC	5,678,619	$56.28M	0.0%	$18.12	-29.3%	COM CL A	00091G104
CELH	CELSIUS HLDGS INC	953,432	$54.81M	0.0%	$46.45	+12.6%	COM NEW	15118V207
WRBY	WARBY PARKER INC	1,987,196	$54.81M	0.0%	$15.63	+61.6%	CL A COM	93403J106
NTRA	NATERA INC	340,309	$54.78M	0.0%	$78.76	+100.9%	COM	632307104
EQT	EQT CORP	1,005,538	$54.73M	0.0%	$46.41	+13.4%	COM	26884L109
RRX	REGAL REXNORD CORPORATION	378,945	$54.36M	0.0%	$147.34	+0.0%	COM	758750103
COR	CENCORA INC	169,829	$53.08M	0.0%	$287.06	+2.2%	COM	03073E105
MTZ	MASTEC INC	249,259	$53.04M	0.0%	$166.83	+9.8%	COM	576323109
SHAK	SHAKE SHACK INC	562,773	$52.68M	0.0%	$102.40	+12.2%	CL A	819047101
UE	URBAN EDGE PPTYS	2,567,047	$52.55M	0.0%	$18.44	—	COM	91704F104
KRMN	KARMAN HLDGS INC	727,335	$52.51M	0.0%	$54.85	0.0%	COMMON STOCK	485924104
FIX	COMFORT SYS USA INC	63,561	$52.45M	0.0%	$663.17	+2.1%	COM	199908104
MCD	MCDONALDS CORP	172,096	$52.3M	0.0%	$221.87	+35.8%	COM	580135101
EXE	EXPAND ENERGY CORPORATION	490,317	$52.09M	0.0%	$90.08	+10.0%	COM	165167735
FIBK	FIRST INTST BANCSYSTEM INC	1,629,122	$51.92M	0.0%	$26.52	+13.4%	COM	32055Y201
AEM	AGNICO EAGLE MINES LTD	308,018	$51.92M	0.0%	$47.52	+187.9%	COM	008474108
XP	XP INC	2,754,791	$51.76M	0.0%	$13.77	+30.2%	CL A	G98239109
GLDD	GREAT LAKES DREDGE & DOCK CO	4,274,268	$51.25M	0.0%	$8.31	+39.4%	COM	390607109
SCCO	SOUTHERN COPPER CORP	413,964	$50.24M	0.0%	$91.68	+6.6%	COM	84265V105
MPWR	MONOLITHIC PWR SYS INC	53,955	$49.67M	0.0%	$796.73	+1.4%	COM	609839105
AME	AMETEK INC	260,636	$49M	0.0%	$120.44	+52.3%	COM	031100100
MRX	MAREX GROUP PLC	1,453,778	$48.88M	0.0%	$23.84	+50.4%	ORD	G5S37H101
GNRC	GENERAC HLDGS INC	288,149	$48.24M	0.0%	$161.34	+8.6%	COM	368736104
PWR	QUANTA SVCS INC	115,470	$47.85M	0.0%	$255.70	+51.9%	COM	74762E102
PR	PERMIAN RESOURCES CORP	3,713,346	$47.53M	0.0%	$13.99	-2.0%	CLASS A COM	71424F105
ANET	ARISTA NETWORKS INC	316,768	$46.16M	0.0%	$102.84	+25.2%	COM SHS	040413205
VZ	VERIZON COMMUNICATIONS INC	1,048,890	$46.1M	0.0%	$42.39	+0.3%	COM	92343V104
NSA	NATIONAL STORAGE AFFILIATES	1,518,447	$45.89M	0.0%	$35.67	—	COM SHS BEN IN	637870106
RSG	REPUBLIC SVCS INC	198,860	$45.63M	0.0%	$206.02	+13.2%	COM	760759100
XENE	XENON PHARMACEUTICALS INC	1,135,235	$45.58M	0.0%	$37.05	-4.9%	COM	98420N105
GFF	GRIFFON CORP	593,966	$45.23M	0.0%	$76.61	+0.2%	COM	398433102
PI	IMPINJ INC	247,545	$44.74M	0.0%	$114.42	+37.8%	COM	453204109
BX	BLACKSTONE INC	261,699	$44.71M	0.0%	$121.59	+39.4%	COM	09260D107
HXL	HEXCEL CORP NEW	711,970	$44.64M	0.0%	$61.85	-0.7%	COM	428291108
DD	DUPONT DE NEMOURS INC	573,007	$44.64M	0.0%	$30.24	+3.0%	COM	26614N102
AVNT	AVIENT CORPORATION	1,345,673	$44.34M	0.0%	$31.51	+8.8%	COM	05368V106
NET	CLOUDFLARE INC	206,468	$44.31M	0.0%	$147.96	+38.0%	CL A COM	18915M107
FLYW	FLYWIRE CORPORATION	3,269,831	$44.27M	0.0%	$17.53	-29.9%	COM VTG	302492103
URI	UNITED RENTALS INC	46,316	$44.22M	0.0%	$742.25	+19.7%	COM	911363109
ERO	ERO COPPER CORP	2,167,724	$43.85M	0.0%	$17.63	-13.6%	COM	296006109
CBRE	CBRE GROUP INC	275,778	$43.45M	0.0%	$106.11	+45.8%	CL A	12504L109
CCJ	CAMECO CORP	517,644	$43.41M	0.0%	$30.98	+149.8%	COM	13321L108
PEP	PEPSICO INC	306,389	$43.03M	0.0%	$149.65	-6.2%	COM	713448108
CHEF	CHEFS WHSE INC	737,016	$42.99M	0.0%	$35.87	+77.7%	COM	163086101
ASML	ASML HOLDING N V	44,386	$42.97M	0.0%	$935.79	—	N Y REGISTRY SHS	N07059210
MTSI	MACOM TECH SOLUTIONS HLDGS I	343,744	$42.79M	0.0%	$81.07	+62.8%	COM	55405Y100
PCVX	VAXCYTE INC	1,170,899	$42.18M	0.0%	$41.44	-20.1%	COM	92243G108
A	AGILENT TECHNOLOGIES INC	326,557	$41.91M	0.0%	$135.35	-10.9%	COM	00846U101
RYTM	RHYTHM PHARMACEUTICALS INC	411,550	$41.56M	0.0%	$92.84	0.0%	COM	76243J105
MRCY	MERCURY SYS INC	536,407	$41.52M	0.0%	$62.18	0.0%	COM	589378108
BOOT	BOOT BARN HLDGS INC	250,174	$41.46M	0.0%	$112.68	+53.0%	COM	099406100
ZWS	ZURN ELKAY WATER SOLNS CORP	878,160	$41.3M	0.0%	$31.48	+36.4%	COM	98983L108
SAP	SAP SE	154,300	$41.23M	0.0%	$284.48	—	SPON ADR	803054204
LFST	LIFESTANCE HEALTH GROUP INC	7,433,270	$40.88M	0.0%	$7.15	-31.4%	COM	53228F101
SOLV	SOLVENTUM CORP	558,537	$40.77M	0.0%	$73.12	+0.2%	COM SHS	83444M101
MOFG	MIDWESTONE FINL GROUP INC NE	1,430,011	$40.46M	0.0%	$28.44	+2.5%	COM	598511103
STVN	STEVANATO GROUP S P A	1,559,294	$40.15M	0.0%	$21.60	+14.3%	ORD SHS	T9224W109
RYAN	RYAN SPECIALTY HOLDINGS INC	703,577	$39.65M	0.0%	$49.56	+19.5%	CL A	78351F107
INN	SUMMIT HOTEL PPTYS INC	7,124,329	$39.11M	0.0%	$8.27	—	COM	866082100
ABT	ABBOTT LABS	290,085	$38.85M	0.0%	$121.54	+7.5%	COM	002824100
MPLX	MPLX LP	768,631	$38.39M	0.0%	$30.47	—	COM UNIT REP LTD	55336V100
PCOR	PROCORE TECHNOLOGIES INC	522,742	$38.12M	0.0%	$66.72	+4.6%	COM	74275K108
COHR	COHERENT CORP	353,664	$38.1M	0.0%	$85.82	+16.2%	COM	19247G107
MNDY	MONDAY COM LTD	196,538	$38.07M	0.0%	$247.58	-7.0%	SHS	M7S64H106
—	CIDARA THERAPEUTICS INC	396,015	$37.92M	0.0%	$89.91	—	COM NEW	171757206
TCOM	TRIP COM GROUP LTD	501,961	$37.75M	0.0%	$55.66	—	ADS	89677Q107
FUTU	FUTU HLDGS LTD	215,018	$37.39M	0.0%	$102.35	—	SPON ADS CL A	36118L106
EFSC	ENTERPRISE FINL SVCS CORP	632,503	$36.67M	0.0%	$43.10	+33.6%	COM	293712105
PAYC	PAYCOM SOFTWARE INC	170,990	$35.59M	0.0%	$235.94	-4.8%	COM	70432V102
OPCH	OPTION CARE HEALTH INC	1,268,626	$35.22M	0.0%	$32.20	-10.1%	COM NEW	68404L201
ROAD	CONSTRUCTION PARTNERS INC	275,075	$34.93M	0.0%	$30.70	+271.8%	COM CL A	21044C107
ESI	ELEMENT SOLUTIONS INC	1,381,018	$34.76M	0.0%	$25.81	-3.9%	COM	28618M106
ZS	ZSCALER INC	115,388	$34.58M	0.0%	$261.97	+8.8%	COM	98980G102
APPF	APPFOLIO INC	124,582	$34.34M	0.0%	$232.72	+16.1%	COM CL A	03783C100
CHRW	C H ROBINSON WORLDWIDE INC	257,538	$34.1M	0.0%	$116.46	0.0%	COM NEW	12541W209
SITM	SITIME CORP	112,245	$33.82M	0.0%	$129.48	+79.0%	COM	82982T106
WAY	WAYSTAR HLDG CORP	890,860	$33.78M	0.0%	$27.68	+33.9%	COM	946784105
GFL	GFL ENVIRONMENTAL INC	710,577	$33.67M	0.0%	$27.85	+73.9%	SUB VTG SHS	36168Q104
IOT	SAMSARA INC	892,263	$33.24M	0.0%	$46.70	-20.5%	COM CL A	79589L106
EPAC	ENERPAC TOOL GROUP CORP	805,525	$33.03M	0.0%	$25.10	+60.6%	CL A COM	292765104
DUK	DUKE ENERGY CORP NEW	265,842	$32.9M	0.0%	$115.43	+3.8%	COM NEW	26441C204
RUSHA	RUSH ENTERPRISES INC	610,417	$32.64M	0.0%	$56.05	-0.7%	CL A	781846209
TXRH	TEXAS ROADHOUSE INC	194,956	$32.39M	0.0%	$139.42	+25.6%	COM	882681109
FBNC	FIRST BANCORP N C	603,079	$31.9M	0.0%	$35.02	+45.0%	COM	318910106
CWST	CASELLA WASTE SYS INC	334,770	$31.76M	0.0%	$82.88	+21.5%	CL A	147448104
PNW	PINNACLE WEST CAP CORP	352,005	$31.56M	0.0%	$84.97	+4.5%	COM	723484101
VRNS	VARONIS SYS INC	538,521	$30.95M	0.0%	$39.08	+42.0%	COM	922280102
PODD	INSULET CORP	99,856	$30.83M	0.0%	$239.88	+30.6%	COM	45784P101
KMI	KINDER MORGAN INC DEL	1,083,058	$30.66M	0.0%	$24.62	+9.6%	COM	49456B101
IIIV	I3 VERTICALS INC	938,875	$30.48M	0.0%	$29.28	+3.0%	COM CL A	46571Y107
SKWD	SKYWARD SPECIALTY INS GROUP	629,456	$29.94M	0.0%	$27.38	+82.7%	COM	830940102
WAL	WESTERN ALLIANCE BANCORP	344,540	$29.88M	0.0%	$45.71	+83.2%	COM	957638109
SION	SIONNA THERAPEUTICS INC	997,375	$29.33M	0.0%	$17.67	+23.1%	COM	829401108
SMTC	SEMTECH CORP	401,179	$28.66M	0.0%	$54.29	0.0%	COM	816850101
TME	TENCENT MUSIC ENTMT GROUP	1,226,599	$28.63M	0.0%	$13.09	—	SPON ADS	88034P109
GEV	GE VERNOVA INC	46,258	$28.44M	0.0%	$387.72	+56.2%	COM	36828A101
FLUT	FLUTTER ENTMT PLC	110,679	$28.11M	0.0%	$292.68	0.0%	SHS	G3643J108
ASGN	ASGN INC	593,047	$28.08M	0.0%	$87.80	-41.9%	COM	00191U102
HEI	HEICO CORP NEW	86,986	$28.08M	0.0%	$143.24	+122.2%	COM	422806109
BWXT	BWX TECHNOLOGIES INC	151,723	$27.97M	0.0%	$78.02	+105.8%	COM	05605H100
RDNT	RADNET INC	360,204	$27.45M	0.0%	$59.76	+8.7%	COM	750491102
ET	ENERGY TRANSFER L P	1,598,741	$27.43M	0.0%	$11.94	—	COM UT LTD PTN	29273V100
XYL	XYLEM INC	185,500	$27.36M	0.0%	$122.27	+12.9%	COM	98419M100
IRTC	IRHYTHM TECHNOLOGIES INC	157,276	$27.05M	0.0%	$107.27	+48.2%	COM	450056106
TRGP	TARGA RES CORP	156,841	$26.28M	0.0%	$32.14	+413.8%	COM	87612G101
WHD	CACTUS INC	660,421	$26.07M	0.0%	$37.68	+11.6%	CL A	127203107
TVTX	TRAVERE THERAPEUTICS INC	1,084,350	$25.92M	0.0%	$18.09	+3.9%	COM	89422G107
CHWY	CHEWY INC	639,194	$25.86M	0.0%	$39.66	-2.8%	CL A	16679L109
DTM	DT MIDSTREAM INC	227,332	$25.7M	0.0%	$57.61	+79.1%	COMMON STOCK	23345M107
WWW	WOLVERINE WORLD WIDE INC	935,665	$25.67M	0.0%	$14.51	+79.7%	COM	978097103
TDY	TELEDYNE TECHNOLOGIES INC	43,583	$25.54M	0.0%	$477.90	+14.6%	COM	879360105
ONC	BEONE MEDICINES LTD	73,598	$25.07M	0.0%	$340.70	—	SPONSORED ADS	07725L102
MIR	MIRION TECHNOLOGIES INC	1,051,494	$24.46M	0.0%	$13.66	+58.3%	COM CL A	60471A101
ESNT	ESSENT GROUP LTD	378,624	$24.07M	0.0%	$51.94	+17.0%	COM	G3198U102
AGI	ALAMOS GOLD INC NEW	688,580	$24M	0.0%	$25.04	+14.2%	COM CL A	011532108
UTZ	UTZ BRANDS INC	1,943,757	$23.62M	0.0%	$16.01	-17.3%	COM CL A	918090101
SLNO	SOLENO THERAPEUTICS INC	349,071	$23.6M	0.0%	$74.14	0.0%	COM	834203309
UMH	UMH PPTYS INC	1,588,276	$23.59M	0.0%	$19.51	—	COM	903002103
CRGY	CRESCENT ENERGY COMPANY	2,593,998	$23.14M	0.0%	$12.26	-27.3%	CL A COM	44952J104
EPD	ENTERPRISE PRODS PARTNERS L	725,211	$22.68M	0.0%	$27.01	—	COM	293792107
—	TOTALENERGIES SE	375,887	$22.44M	0.0%	$57.72	—	SPONSORED ADS	89151E109
AUB	ATLANTIC UN BANKSHARES CORP	632,579	$22.32M	0.0%	$29.43	+12.8%	COM	04911A107
RSKD	RISKIFIED LTD	4,709,854	$22.04M	0.0%	$5.30	-7.2%	SHS CL A	M8216R109
PAGP	PLAINS GP HLDGS L P	1,205,037	$21.98M	0.0%	$13.31	—	LTD PARTNR INT A	72651A207
CCS	CENTURY CMNTYS INC	345,473	$21.89M	0.0%	$59.93	+4.5%	COM	156504300
CPNG	COUPANG INC	677,223	$21.81M	0.0%	$29.82	+1.4%	CL A	22266T109
CRDO	CREDO TECHNOLOGY GROUP HOLDI	149,747	$21.8M	0.0%	$17.07	+617.1%	ORDINARY SHARES	G25457105
SPT	SPROUT SOCIAL INC	1,645,017	$21.25M	0.0%	$57.63	-71.7%	COM CL A	85209W109
AM	ANTERO MIDSTREAM CORP	1,082,266	$21.04M	0.0%	$12.58	+39.7%	COM	03676B102
VERX	VERTEX INC	819,128	$20.31M	0.0%	$32.43	-10.7%	CL A	92538J106
CABA	CABALETTA BIO INC	8,497,537	$19.88M	0.0%	$5.40	-68.2%	COM	12674W109
GLW	CORNING INC	239,889	$19.68M	0.0%	$44.45	+46.2%	COM	219350105
ADPT	ADAPTIVE BIOTECHNOLOGIES COR	1,311,487	$19.62M	0.0%	$11.81	+3.1%	COM	00650F109
AGYS	AGILYSYS INC	183,784	$19.34M	0.0%	$110.64	0.0%	COM	00847J105
OKE	ONEOK INC NEW	262,331	$19.14M	0.0%	$59.39	+26.4%	COM	682680103
CTVA	CORTEVA INC	281,349	$19.03M	0.0%	$55.22	+30.7%	COM	22052L104
PENN	PENN ENTERTAINMENT INC	945,360	$18.21M	0.0%	$18.08	+3.7%	COM	707569109
TWST	TWIST BIOSCIENCE CORP	634,600	$17.86M	0.0%	$41.05	-26.2%	COM	90184D100
APO	APOLLO GLOBAL MGMT INC	131,022	$17.46M	0.0%	$96.03	+46.6%	COM	03769M106
TNDM	TANDEM DIABETES CARE INC	1,420,116	$17.24M	0.0%	$26.46	-48.8%	COM NEW	875372203
EXAS	EXACT SCIENCES CORP	306,196	$16.75M	0.0%	$64.56	-22.6%	COM	30063P105
BKR	BAKER HUGHES COMPANY	337,843	$16.46M	0.0%	$43.83	0.0%	CL A	05722G100
GILD	GILEAD SCIENCES INC	148,143	$16.44M	0.0%	$104.39	+7.6%	COM	375558103
ILMN	ILLUMINA INC	167,847	$15.94M	0.0%	$123.98	-20.0%	COM	452327109
PBH	PRESTIGE CONSMR HEALTHCARE I	252,216	$15.74M	0.0%	$55.77	+24.8%	COM	74112D101
WES	WESTERN MIDSTREAM PARTNERS L	395,716	$15.55M	0.0%	$26.88	—	COM UNIT LP INT	958669103
AMT	AMERICAN TOWER CORP NEW	80,442	$15.47M	0.0%	$204.47	+0.0%	COM	03027X100
SEI	SOLARIS ENERGY INFRAS INC	386,447	$15.45M	0.0%	$30.86	+0.8%	COM CL A	83418M103
CASY	CASEYS GEN STORES INC	27,297	$15.43M	0.0%	$459.22	+13.6%	COM	147528103
HESM	HESS MIDSTREAM LP	441,729	$15.26M	0.0%	$27.48	+37.1%	CL A SHS	428103105
CWAN	CLEARWATER ANALYTICS HLDGS I	828,878	$14.94M	0.0%	$20.39	-0.6%	CL A	185123106
VLO	VALERO ENERGY CORP	87,339	$14.87M	0.0%	$117.37	+25.9%	COM	91913Y100
CON	CONCENTRA GROUP HOLDINGS PAR	692,367	$14.49M	0.0%	$21.23	0.0%	COMMON STOCK	20603L102
MLYS	MINERALYS THERAPEUTICS INC	376,346	$14.27M	0.0%	$12.19	+77.4%	COM	603170101
BRCB	BLACK ROCK COFFEE BAR INC	582,727	$13.9M	0.0%	$26.13	0.0%	CL A	092244102
PGR	PROGRESSIVE CORP	56,133	$13.86M	0.0%	$195.93	+18.3%	COM	743315103
COP	CONOCOPHILLIPS	142,461	$13.48M	0.0%	$93.28	0.0%	COM	20825C104
CCOI	COGENT COMMUNICATIONS HLDGS	342,316	$13.13M	0.0%	$53.11	-22.8%	COM NEW	19239V302
IWF	ISHARES TR	27,246	$12.76M	0.0%	$364.22	—	RUS 1000 GRW ETF	464287614
STUB	STUBHUB HLDGS INC	752,788	$12.68M	0.0%	$18.34	0.0%	CL A	86384P109
CFLT	CONFLUENT INC	634,133	$12.56M	0.0%	$28.73	-27.2%	CLASS A COM	20717M103
FSLR	FIRST SOLAR INC	55,376	$12.21M	0.0%	$213.09	-9.9%	COM	336433107
FRPT	FRESHPET INC	214,563	$11.82M	0.0%	$85.13	-27.2%	COM	358039105
HBNC	HORIZON BANCORP INC	732,590	$11.73M	0.0%	$16.02	0.0%	COM	440407104
LBRX	LB PHARMACEUTICALS INC	739,040	$11.67M	0.0%	$15.87	0.0%	COM SHS	50180M108
TTAN	SERVICETITAN INC	114,387	$11.53M	0.0%	$111.77	-1.8%	SHS CL A	81764X103
VALE	VALE S A	1,034,754	$11.24M	0.0%	$10.84	—	SPONSORED ADS	91912E105
SAIA	SAIA INC	37,034	$11.09M	0.0%	$227.02	+32.9%	COM	78709Y105
—	PG&E CORP	279,165	$10.99M	0.0%	$49.79	—	PFD CONV SER A	69331C306
PANW	PALO ALTO NETWORKS INC	52,918	$10.78M	0.0%	$170.72	+12.1%	COM	697435105
BBCP	CONCRETE PUMPING HLDGS INC	1,525,812	$10.76M	0.0%	$6.47	+7.5%	COM	206704108
FA	FIRST ADVANTAGE CORP NEW	646,086	$9.943M	0.0%	$17.48	-5.2%	COM	31846B108
CSGP	COSTAR GROUP INC	117,295	$9.896M	0.0%	$84.53	+4.5%	COM	22160N109
IE	IVANHOE ELECTRIC INC	786,567	$9.871M	0.0%	$13.08	-24.4%	COM	46578C108
FLY	FIREFLY AEROSPACE INC	336,333	$9.861M	0.0%	$44.96	0.0%	COM	31816X106
WST	WEST PHARMACEUTICAL SVSC INC	37,230	$9.767M	0.0%	$242.79	0.0%	COM	955306105
FANG	DIAMONDBACK ENERGY INC	66,456	$9.51M	0.0%	$103.07	+36.7%	COM	25278X109
NDSN	NORDSON CORP	39,477	$8.959M	0.0%	$219.03	0.0%	COM	655663102
SNY	SANOFI SA	188,685	$8.906M	0.0%	$55.90	—	SPONSORED ADR	80105N105
KNTK	KINETIK HOLDINGS INC	203,134	$8.682M	0.0%	$36.78	+15.0%	COM NEW CL A	02215L209
BABA	ALIBABA GROUP HLDG LTD	48,475	$8.664M	0.0%	$132.23	—	SPONSORED ADS	01609W102
SNPS	SYNOPSYS INC	17,371	$8.571M	0.0%	$465.46	+21.4%	COM	871607107
MOS	MOSAIC CO NEW	244,425	$8.477M	0.0%	$31.71	+7.1%	COM	61945C103
MMI	MARCUS & MILLICHAP INC	286,129	$8.398M	0.0%	$33.15	-5.8%	COM	566324109
MCO	MOODYS CORP	16,708	$7.961M	0.0%	$349.96	+43.6%	COM	615369105
OMDA	OMADA HEALTH INC	357,386	$7.902M	0.0%	$18.26	+12.2%	COM	68170A108
RIO	RIO TINTO PLC	119,586	$7.894M	0.0%	$66.01	—	SPONSORED ADR	767204100
AMLX	AMYLYX PHARMACEUTICALS INC	578,659	$7.864M	0.0%	$9.41	0.0%	COM	03237H101
ACWX	ISHARES TR	120,792	$7.853M	0.0%	$58.70	—	MSCI ACWI EX US	464288240
XME	SPDR SERIES TRUST	83,491	$7.781M	0.0%	$46.23	—	S&P METALS MNG	78464A755
GDEN	GOLDEN ENTMT INC	328,861	$7.755M	0.0%	$35.53	-26.5%	COM	381013101
CNI	CANADIAN NATL RY CO	74,086	$6.986M	0.0%	$107.39	-10.6%	COM	136375102
NGNE	NEUROGENE INC	394,089	$6.83M	0.0%	$22.62	-11.2%	COM	64135M105
WBI	WATERBRIDGE INFRASTRUCTURE L	268,666	$6.776M	0.0%	$23.45	0.0%	CL A SHS REPSTG	940923105
KO	COCA COLA CO	101,079	$6.704M	0.0%	$64.40	+5.5%	COM	191216100
PVLA	PALVELLA THERAPEUTICS INC NE	106,910	$6.702M	0.0%	$44.59	0.0%	COM	697947109
—	AVIDXCHANGE HOLDINGS INC	673,130	$6.698M	0.0%	$10.91	—	COM	05368X102
—	AKERO THERAPEUTICS INC	139,366	$6.617M	0.0%	$49.51	—	COM	00973Y108
ONTO	ONTO INNOVATION INC	48,857	$6.313M	0.0%	$107.03	0.0%	COM	683344105
ORA	ORMAT TECHNOLOGIES INC	59,843	$5.76M	0.0%	$90.04	0.0%	COM	686688102
INTU	INTUIT	8,220	$5.614M	0.0%	$615.25	+16.9%	COM	461202103
VIA	VIA TRANSN INC	107,745	$5.18M	0.0%	$49.48	0.0%	COM CL A	92556W104
XLE	SELECT SECTOR SPDR TR	57,794	$5.163M	0.0%	$81.25	—	ENERGY	81369Y506
APD	AIR PRODS & CHEMS INC	18,831	$5.136M	0.0%	$300.39	-5.0%	COM	009158106
HD	HOME DEPOT INC	12,035	$4.877M	0.0%	$271.05	+43.6%	COM	437076102
TTD	THE TRADE DESK INC	96,592	$4.734M	0.0%	$72.31	-12.3%	COM CL A	88339J105
NXT	NEXTRACKER INC	63,861	$4.725M	0.0%	$60.26	+6.9%	CLASS A COM	65290E101
LEU	CENTRUS ENERGY CORP	14,818	$4.595M	0.0%	$221.21	0.0%	CL A	15643U104
KMTS	KESTRA MED TECHNOLOGIES LTD	190,782	$4.533M	0.0%	$21.11	-15.3%	SHS	G52441105
INDA	ISHARES TR	87,001	$4.529M	0.0%	$54.75	—	MSCI INDIA ETF	46429B598
LZM	LIFEZONE METALS LIMITED	775,168	$4.248M	0.0%	$7.49	-38.6%	ORD SHS	G5568L109
HBM	HUDBAY MINERALS INC	273,871	$4.152M	0.0%	$6.71	+70.7%	COM	443628102
AMAT	APPLIED MATLS INC	19,672	$4.028M	0.0%	$132.65	+36.3%	COM	038222105
DRI	DARDEN RESTAURANTS INC	19,525	$3.717M	0.0%	$159.70	+27.6%	COM	237194105
ACWI	ISHARES TR	26,487	$3.662M	0.0%	$115.99	—	MSCI ACWI ETF	464288257
—	BOEING CO	50,000	$3.478M	0.0%	$60.89	—	DEP CONV PFD A	097023204
HTFL	HEARTFLOW INC	94,121	$3.168M	0.0%	$32.24	0.0%	COM	42238D107
CAI	CARIS LIFE SCIENCES INC	84,459	$2.555M	0.0%	$26.95	+18.3%	COM	142152107
CSX	CSX CORP	70,817	$2.515M	0.0%	$33.93	0.0%	COM	126408103
NSC	NORFOLK SOUTHN CORP	8,359	$2.511M	0.0%	$227.90	+21.1%	COM	655844108
NJR	NEW JERSEY RES CORP	50,916	$2.452M	0.0%	$45.66	+0.1%	COM	646025106
CNO	CNO FINL GROUP INC	57,603	$2.278M	0.0%	$24.61	+54.0%	COM	12621E103
ARES	ARES MANAGEMENT CORPORATION	14,198	$2.27M	0.0%	$55.88	+219.0%	CL A COM STK	03990B101
C	CITIGROUP INC	21,749	$2.208M	0.0%	$51.18	+83.9%	COM NEW	172967424
WCN	WASTE CONNECTIONS INC	12,273	$2.158M	0.0%	$117.53	+54.7%	COM	94106B101
TPH	TRI POINTE HOMES INC	63,070	$2.142M	0.0%	$31.50	+8.1%	COM	87265H109
FCPT	FOUR CORNERS PPTY TR INC	86,978	$2.122M	0.0%	$25.84	—	COM	35086T109
DLR	DIGITAL RLTY TR INC	11,699	$2.023M	0.0%	$145.26	+16.1%	COM	253868103
OII	OCEANEERING INTL INC	80,904	$2.005M	0.0%	$24.39	-6.0%	COM	675232102
ALEX	ALEXANDER & BALDWIN INC NEW	108,897	$1.981M	0.0%	$17.79	—	COM	014491104
MGRC	MCGRATH RENTCORP	16,733	$1.963M	0.0%	$115.48	+4.5%	COM	580589109
EVTC	EVERTEC INC	56,063	$1.894M	0.0%	$34.70	+0.4%	COM	30040P103
CCI	CROWN CASTLE INC	18,515	$1.787M	0.0%	$89.13	+11.2%	COM	22822V101
NVMI	NOVA LTD	5,378	$1.719M	0.0%	$203.42	+35.7%	COM	M7516K103
TTMI	TTM TECHNOLOGIES INC	29,684	$1.71M	0.0%	$46.47	0.0%	COM	87305R109
SBUX	STARBUCKS CORP	18,714	$1.583M	0.0%	$100.99	-12.3%	COM	855244109
AXP	AMERICAN EXPRESS CO	4,726	$1.57M	0.0%	$229.03	+38.2%	COM	025816109
ESE	ESCO TECHNOLOGIES INC	7,400	$1.562M	0.0%	$159.12	+24.2%	COM	296315104
SITC	SITE CTRS CORP	170,923	$1.54M	0.0%	$12.01	—	COM	82981J851
MWA	MUELLER WTR PRODS INC	58,738	$1.499M	0.0%	$24.86	+2.0%	COM SER A	624758108
TKO	TKO GROUP HOLDINGS INC	7,333	$1.481M	0.0%	$165.57	+9.6%	CL A	87256C101
TILE	INTERFACE INC	50,296	$1.456M	0.0%	$20.58	+22.6%	COM	458665304
EPI	WISDOMTREE TR	32,336	$1.429M	0.0%	$50.46	—	INDIA ERNGS FD	97717W422
ALAB	ASTERA LABS INC	7,237	$1.417M	0.0%	$164.44	0.0%	COM	04626A103
NTGR	NETGEAR INC	43,425	$1.407M	0.0%	$24.44	+11.8%	COM	64111Q104
RDDT	REDDIT INC	6,115	$1.406M	0.0%	$123.45	+65.3%	CL A	75734B100
PRIM	PRIMORIS SVCS CORP	9,843	$1.352M	0.0%	$71.90	+49.3%	COM	74164F103
VUG	VANGUARD INDEX FDS	2,786	$1.336M	0.0%	$393.79	—	GROWTH ETF	922908736
EQIX	EQUINIX INC	1,681	$1.317M	0.0%	$837.33	-7.5%	COM	29444U700
APAM	ARTISAN PARTNERS ASSET MGMT	29,821	$1.294M	0.0%	$37.67	+14.7%	CL A	04316A108
HAS	HASBRO INC	16,950	$1.286M	0.0%	$62.24	+22.9%	COM	418056107
TT	TRANE TECHNOLOGIES PLC	3,016	$1.273M	0.0%	$196.47	+117.1%	SHS	G8994E103
AROC	ARCHROCK INC	48,281	$1.27M	0.0%	$22.64	+4.5%	COM	03957W106
SANM	SANMINA CORPORATION	10,900	$1.255M	0.0%	$43.41	+159.1%	COM	801056102
PHM	PULTE GROUP INC	9,411	$1.243M	0.0%	$128.60	-3.7%	COM	745867101
ARCB	ARCBEST CORP	17,711	$1.237M	0.0%	$74.93	0.0%	COM	03937C105
ZG	ZILLOW GROUP INC	15,556	$1.158M	0.0%	$78.72	0.0%	CL A	98954M101
SXC	SUNCOKE ENERGY INC	140,650	$1.148M	0.0%	$9.32	-14.5%	COM	86722A103
DOCN	DIGITALOCEAN HLDGS INC	33,028	$1.128M	0.0%	$30.50	+4.0%	COM	25402D102
SKYW	SKYWEST INC	11,132	$1.12M	0.0%	$103.92	+7.5%	COM	830879102
EFC	ELLINGTON FINANCIAL INC	84,466	$1.096M	0.0%	$12.98	—	COM	28852N109
ETN	EATON CORP PLC	2,904	$1.087M	0.0%	$303.08	+19.9%	SHS	G29183103
LBRT	LIBERTY ENERGY INC	84,600	$1.044M	0.0%	$11.56	0.0%	COM CL A	53115L104
BUR	BURFORD CAP LTD	85,659	$1.024M	0.0%	$13.03	+2.6%	ORD SHS	G17977110
GTLS	CHART INDS INC	5,085	$1.018M	0.0%	$126.23	+50.6%	COM	16115Q308
XHR	XENIA HOTELS & RESORTS INC	72,854	$1M	0.0%	$13.72	—	COM	984017103
BMY	BRISTOL-MYERS SQUIBB CO	21,733	$980K	0.0%	$48.30	-5.8%	COM	110122108
CRC	CALIFORNIA RES CORP	18,174	$966K	0.0%	$49.44	0.0%	COM STOCK	13057Q305
NPKI	NPK INTERNATIONAL INC	85,001	$961K	0.0%	$9.74	0.0%	COM SHS	651718504
HNI	HNI CORP	20,507	$961K	0.0%	$47.36	0.0%	COM	404251100
LGIH	LGI HOMES INC	18,262	$944K	0.0%	$58.31	0.0%	COM	50187T106
CNMD	CONMED CORP	19,960	$939K	0.0%	$51.68	0.0%	COM	207410101
LOAR	LOAR HOLDINGS INC	11,437	$915K	0.0%	$86.55	-13.1%	COM SHS	53947R105
OKLO	OKLO INC	8,173	$912K	0.0%	$78.30	0.0%	COM CL A	02156V109
MAA	MID-AMER APT CMNTYS INC	6,490	$907K	0.0%	$152.87	-6.7%	COM	59522J103
STRL	STERLING INFRASTRUCTURE INC	2,641	$897K	0.0%	$98.26	+188.9%	COM	859241101
EMBC	EMBECTA CORP	63,194	$892K	0.0%	$13.81	-10.2%	COMMON STOCK	29082K105
BE	BLOOM ENERGY CORP	10,470	$885K	0.0%	$46.44	0.0%	COM CL A	093712107
MGNI	MAGNITE INC	40,431	$881K	0.0%	$23.61	0.0%	COM	55955D100
HCSG	HEALTHCARE SVCS GROUP INC	52,077	$876K	0.0%	$14.18	+5.0%	COM	421906108
—	CUSHMAN WAKEFIELD PLC	54,786	$872K	0.0%	$15.92	—	SHS	G2717B108
CDE	COEUR MNG INC	46,465	$872K	0.0%	$7.14	+71.4%	COM NEW	192108504
IVT	INVENTRUST PPTYS CORP	30,143	$863K	0.0%	$28.62	—	COM NEW	46124J201
ATEN	A10 NETWORKS INC	47,445	$861K	0.0%	$17.94	0.0%	COM	002121101
LEG	LEGGETT & PLATT INC	96,256	$855K	0.0%	$9.53	0.0%	COM	524660107
KMT	KENNAMETAL INC	40,537	$848K	0.0%	$22.07	0.0%	COM	489170100
—	LXP INDUSTRIAL TRUST	94,426	$846K	0.0%	$8.96	—	COM	529043101
PL	PLANET LABS PBC	64,253	$834K	0.0%	$3.10	+148.5%	COM CL A	72703X106
FLR	FLUOR CORP NEW	19,463	$819K	0.0%	$46.02	0.0%	COM	343412102
MARA	MARA HOLDINGS INC	44,262	$808K	0.0%	$16.85	0.0%	COM	565788106
CENTA	CENTRAL GARDEN & PET CO	26,865	$793K	0.0%	$33.30	0.0%	CL A NON-VTG	153527205
ALSN	ALLISON TRANSMISSION HLDGS I	9,339	$793K	0.0%	$90.60	-2.3%	COM	01973R101
ADI	ANALOG DEVICES INC	3,200	$786K	0.0%	$207.59	+15.1%	COM	032654105
CPRX	CATALYST PHARMACEUTICALS INC	39,625	$781K	0.0%	$20.57	0.0%	COM	14888U101
HIMS	HIMS & HERS HEALTH INC	13,684	$776K	0.0%	$51.24	0.0%	COM CL A	433000106
TGLS	TECNOGLASS INC	11,522	$771K	0.0%	$73.79	0.0%	ORD SHS	G87264100
GTX	GARRETT MOTION INC	56,144	$765K	0.0%	$12.66	0.0%	COM	366505105
ASAN	ASANA INC	56,410	$754K	0.0%	$14.13	0.0%	CL A	04342Y104
RIOT	RIOT PLATFORMS INC	39,520	$752K	0.0%	$13.85	0.0%	COM	767292105
FN	FABRINET	2,052	$748K	0.0%	$235.76	+39.7%	SHS	G3323L100
BHVN	BIOHAVEN LTD	49,457	$742K	0.0%	$14.56	0.0%	COM	G1110E107
VT	VANGUARD INTL EQUITY INDEX F	5,363	$739K	0.0%	$117.61	—	TT WRLD ST ETF	922042742
IONQ	IONQ INC	12,005	$738K	0.0%	$34.18	+37.6%	COM	46222L108
GENI	GENIUS SPORTS LIMITED	59,576	$738K	0.0%	$11.96	0.0%	SHARES CL A	G3934V109
WS	WORTHINGTON STL INC	24,195	$735K	0.0%	$31.92	0.0%	COM SHS	982104101
ITRI	ITRON INC	5,885	$733K	0.0%	$88.69	+43.4%	COM	465741106
PTLO	PORTILLOS INC	112,084	$723K	0.0%	$8.44	0.0%	COM CL A	73642K106
KVYO	KLAVIYO INC	25,666	$711K	0.0%	$31.68	+1.9%	COM SER A	49845K101
SNEX	STONEX GROUP INC	7,001	$707K	0.0%	$75.46	+26.6%	COM	861896108
BV	BRIGHTVIEW HLDGS INC	52,585	$705K	0.0%	$14.84	0.0%	COM	10948C107
ETD	ETHAN ALLEN INTERIORS INC	23,254	$685K	0.0%	$21.18	+33.6%	COM	297602104
HLF	HERBALIFE LTD	79,903	$674K	0.0%	$8.40	+12.3%	COM SHS	G4412G101
WLFC	WILLIS LEASE FIN CORP	4,918	$674K	0.0%	$145.46	0.0%	COM	970646105
HOV	HOVNANIAN ENTERPRISES INC	5,180	$666K	0.0%	$133.31	0.0%	CL A NEW	442487401
DNLI	DENALI THERAPEUTICS INC	45,445	$660K	0.0%	$14.37	0.0%	COM	24823R105
HGV	HILTON GRAND VACATIONS INC	15,630	$653K	0.0%	$46.03	0.0%	COM	43283X105
TDOC	TELADOC HEALTH INC	84,302	$652K	0.0%	$8.28	-5.7%	COM	87918A105
ACHR	ARCHER AVIATION INC	65,428	$627K	0.0%	$9.62	+2.9%	COM CL A	03945R102
IART	INTEGRA LIFESCIENCES HLDGS C	42,841	$614K	0.0%	$13.70	0.0%	COM NEW	457985208
ABG	ASBURY AUTOMOTIVE GROUP INC	2,509	$613K	0.0%	$243.08	0.0%	COM	043436104
YELP	YELP INC	19,205	$599K	0.0%	$32.78	0.0%	CL A	985817105
BROS	DUTCH BROS INC	11,321	$593K	0.0%	$65.23	-3.1%	CL A	26701L100
CRI	CARTERS INC	20,997	$593K	0.0%	$28.29	0.0%	COM	146229109
ALKS	ALKERMES PLC	19,570	$587K	0.0%	$29.76	-5.3%	SHS	G01767105
IBP	INSTALLED BLDG PRODS INC	2,359	$582K	0.0%	$236.87	0.0%	COM	45780R101
HL	HECLA MNG CO	48,011	$581K	0.0%	$8.03	0.0%	COM	422704106
CLSK	CLEANSPARK INC	39,935	$579K	0.0%	$11.28	0.0%	COM NEW	18452B209
MGY	MAGNOLIA OIL & GAS CORP	23,875	$570K	0.0%	$25.45	-6.3%	CL A	559663109
RMBS	RAMBUS INC DEL	5,406	$563K	0.0%	$77.09	0.0%	COM	750917106
AZZ	AZZ INC	5,121	$559K	0.0%	$110.55	0.0%	COM	002474104
WM	WASTE MGMT INC DEL	2,509	$554K	0.0%	$184.95	+20.9%	COM	94106L109
TDW	TIDEWATER INC NEW	10,306	$550K	0.0%	$54.81	0.0%	COM	88642R109
NBIS	NEBIUS GROUP N.V.	4,865	$546K	0.0%	$69.43	0.0%	SHS CLASS A	N97284108
MNTN	MNTN INC	28,885	$536K	0.0%	$22.74	0.0%	CL A	55318A108
TXG	10X GENOMICS INC	45,807	$535K	0.0%	$13.04	0.0%	CL A COM	88025U109
HAE	HAEMONETICS CORP MASS	10,813	$527K	0.0%	$61.90	0.0%	COM	405024100
AIN	ALBANY INTL CORP	9,808	$523K	0.0%	$62.93	0.0%	CL A	012348108
—	ASPEN INSURANCE HOLDINGS LTD	13,979	$513K	0.0%	$33.33	-1.4%	ORD SHS CL A	G05384501
VEA	VANGUARD TAX-MANAGED FDS	8,517	$510K	0.0%	$57.01	—	VAN FTSE DEV MKT	921943858
UPWK	UPWORK INC	27,394	$509K	0.0%	$15.19	-1.9%	COM	91688F104
KURA	KURA ONCOLOGY INC	56,731	$502K	0.0%	$11.05	-35.5%	COM	50127T109
AFRM	AFFIRM HLDGS INC	6,737	$492K	0.0%	$76.10	0.0%	COM CL A	00827B106
ARM	ARM HOLDINGS PLC	3,355	$475K	0.0%	$148.82	—	SPONSORED ADS	042068205
—	NEXTERA ENERGY INC	10,076	$474K	0.0%	$45.60	—	UNIT 11/01/2027	65339F119
HUBB	HUBBELL INC	1,097	$472K	0.0%	$420.50	+1.8%	COM	443510607
EAT	BRINKER INTL INC	3,583	$454K	0.0%	$156.63	-0.4%	COM	109641100
ADBE	ADOBE INC	1,268	$447K	0.0%	$145.07	+147.3%	COM	00724F101
SRAD	SPORTRADAR GROUP AG	16,546	$445K	0.0%	$26.90	—	CLASS A ORD SHS	H8088L103
CLS	CELESTICA INC	1,716	$423K	0.0%	$201.61	0.0%	COM	15101Q207
UPST	UPSTART HLDGS INC	8,129	$413K	0.0%	$62.07	+13.3%	COM	91680M107
HUT	HUT 8 CORP	11,736	$409K	0.0%	$25.41	0.0%	COM	44812J104
HSY	HERSHEY CO	2,047	$383K	0.0%	$182.13	-1.4%	COM	427866108
MAR	MARRIOTT INTL INC NEW	1,165	$303K	0.0%	$160.35	+66.8%	CL A	571903202
BCE	BCE INC	11,893	$278K	0.0%	$39.40	-40.3%	COM NEW	05534B760
ROST	ROSS STORES INC	1,819	$277K	0.0%	$120.83	+17.7%	COM	778296103
MDY	SPDR S&P MIDCAP 400 ETF TR	457	$272K	0.0%	$536.78	—	UTSER1 S&PDCRP	78467Y107
IGE	ISHARES TR	5,463	$268K	0.0%	$49.05	—	NORTH AMERN NAT	464287374
DAR	DARLING INGREDIENTS INC	8,572	$265K	0.0%	$47.05	-29.0%	COM	237266101
STWD	STARWOOD PPTY TR INC	11,731	$227K	0.0%	$21.27	—	COM	85571B105
FROG	JFROG LTD	4,610	$218K	0.0%	$38.00	+18.9%	ORD SHS	M6191J100
WING	WINGSTOP INC	844	$212K	0.0%	$295.94	+5.0%	COM	974155103
CAVA	CAVA GROUP INC	3,347	$202K	0.0%	$115.55	-34.4%	COM	148929102