Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
NVDA	NVIDIA CORPORATION	78,051,805	$14.56B	8.7%	$186.50	$92.02	+102.3%	COM	67066G104
MSFT	MICROSOFT CORP	21,051,290	$10.18B	6.1%	$483.62 *	$142.27	+251.9%	COM	594918104
AMZN	AMAZON COM INC	43,437,204	$10.03B	6.0%	$230.82	$123.79	+84.8%	COM	023135106
AAPL	APPLE INC	35,669,018	$9.697B	5.8%	$271.86	$131.54	+104.0%	COM	037833100
AVGO	BROADCOM INC	21,892,210	$7.577B	4.5%	$346.10 *	$149.40	+139.0%	COM	11135F101
GOOGL	ALPHABET INC	21,851,279	$6.839B	4.1%	$313.00 *	$159.95	+78.6%	CAP STK CL A	02079K305
LLY	ELI LILLY & CO	5,133,676	$5.517B	3.3%	$1074.68 *	$405.20	+135.8%	COM	532457108
META	META PLATFORMS INC	8,350,538	$5.512B	3.3%	$660.09	$261.97	+154.7%	CL A	30303M102
TSLA	TESLA INC	10,484,848	$4.715B	2.8%	$449.72	$249.83	+77.4%	COM	88160R101
GOOG	ALPHABET INC	14,575,191	$4.574B	2.7%	$313.80 *	$136.88	+109.2%	CAP STK CL C	02079K107
TSM	TAIWAN SEMICONDUCTOR MFG LTD	13,394,299	$4.07B	2.4%	$303.89	$178.21	—	SPONSORED ADS	874039100
NFLX	NETFLIX INC	34,871,951	$3.27B	2.0%	$93.76 *	$98.45	+9.5%	COM	64110L106
SHOP	SHOPIFY INC	18,966,407	$3.053B	1.8%	$160.97	$115.66	+38.8%	CL A SUB VTG SHS	82509L107
MA	MASTERCARD INCORPORATED	4,642,316	$2.65B	1.6%	$570.88 *	$201.02	+178.1%	CL A	57636Q104
CRWD	CROWDSTRIKE HLDGS INC	5,507,835	$2.582B	1.6%	$468.76 *	$224.07	+127.3%	CL A	22788C105
SNOW	SNOWFLAKE INC	11,603,302	$2.545B	1.5%	$219.36 *	$207.61	+17.6%	COM SHS	833445109
V	VISA INC	7,096,058	$2.489B	1.5%	$350.71 *	$118.48	+187.3%	COM CL A	92826C839
GE	GE AEROSPACE	8,008,069	$2.467B	1.5%	$308.03 *	$179.63	+67.4%	COM NEW	369604301
CEG	CONSTELLATION ENERGY CORP	6,980,223	$2.466B	1.5%	$353.27 *	$256.87	+41.4%	COM	21037T109
CDNS	CADENCE DESIGN SYSTEM INC	7,715,550	$2.412B	1.4%	$312.58 *	$221.53	+47.3%	COM	127387108
AMD	ADVANCED MICRO DEVICES INC	10,910,310	$2.337B	1.4%	$214.16 *	$202.15	+11.1%	COM	007903107
WMT	WALMART INC	20,053,855	$2.234B	1.3%	$111.41 *	$72.72	+47.4%	COM	931142103
BA	BOEING CO	10,163,707	$2.207B	1.3%	$217.12 *	$185.28	+11.0%	COM	097023105
COST	COSTCO WHSL CORP NEW	2,227,635	$1.921B	1.2%	$862.34 *	$289.44	+212.9%	COM	22160K105
DIS	DISNEY WALT CO	16,688,019	$1.899B	1.1%	$113.77 *	$103.34	+6.0%	COM	254687106
APP	APPLOVIN CORP	2,737,024	$1.844B	1.1%	$673.82 *	$355.25	+77.4%	COM CL A	03831W108
ORCL	ORACLE CORP	9,414,334	$1.835B	1.1%	$194.91 *	$249.57	-4.6%	COM	68389X105
ISRG	INTUITIVE SURGICAL INC	3,209,137	$1.818B	1.1%	$566.36 *	$345.50	+54.1%	COM NEW	46120E602
SPOT	SPOTIFY TECHNOLOGY S A	3,007,221	$1.746B	1.0%	$580.71 *	$467.06	+33.8%	SHS	L8681T102
VRTX	VERTEX PHARMACEUTICALS INC	3,249,541	$1.473B	0.9%	$453.36 *	$370.23	+16.4%	COM	92532F100
APH	AMPHENOL CORP NEW	10,257,379	$1.386B	0.8%	$135.14	$128.06	+4.3%	CL A	032095101
NOW	SERVICENOW INC	8,432,389	$1.292B	0.8%	$153.19 *	$160.26	+7.0%	COM	81762P102
GS	GOLDMAN SACHS GROUP INC	1,353,007	$1.189B	0.7%	$879.00 *	$451.96	+80.0%	COM	38141G104
EW	EDWARDS LIFESCIENCES CORP	13,780,515	$1.175B	0.7%	$85.25 *	$72.14	+13.8%	COM	28176E108
ORLY	OREILLY AUTOMOTIVE INC	11,977,711	$1.092B	0.7%	$91.21 *	$88.99	+9.8%	COM	67103H107
DDOG	DATADOG INC	7,623,993	$1.037B	0.6%	$135.99 *	$135.34	+16.8%	CL A COM	23804L103
HLT	HILTON WORLDWIDE HLDGS INC	3,321,298	$954M	0.6%	$287.25 *	$214.30	+27.0%	COM	43300A203
MELI	MERCADOLIBRE INC	369,796	$745M	0.4%	$2014.26 *	$1196.83	+75.5%	COM	58733R102
NU	NU HLDGS LTD	39,370,791	$659M	0.4%	$16.74 *	$12.47	+28.9%	ORD SHS CL A	G6683N103
MRK	MERCK & CO INC	5,559,488	$585M	0.4%	$105.26 *	$93.24	0.0%	COM	58933Y105
TOST	TOAST INC	15,157,955	$538M	0.3%	$35.51	$40.70	-11.4%	CL A	888787108
UBER	UBER TECHNOLOGIES INC	6,435,002	$526M	0.3%	$81.71 *	$46.68	+92.9%	COM	90353T100
BSX	BOSTON SCIENTIFIC CORP	5,468,295	$521M	0.3%	$95.35 *	$95.86	+2.3%	COM	101137107
AXON	AXON ENTERPRISE INC	900,397	$511M	0.3%	$567.93 *	$645.03	-3.8%	COM	05464C101
HOOD	ROBINHOOD MKTS INC	4,412,036	$499M	0.3%	$113.10 *	$119.32	+9.0%	COM CL A	770700102
NEE	NEXTERA ENERGY INC	5,932,840	$476M	0.3%	$80.28 *	$64.24	+28.4%	COM	65339F101
JPM	JPMORGAN CHASE & CO.	1,403,134	$452M	0.3%	$322.22 *	$115.15	+168.8%	COM	46625H100
GEV	GE VERNOVA INC	647,791	$423M	0.3%	$653.57 *	$593.24	+2.7%	COM	36828A101
NI	NISOURCE INC	9,429,794	$394M	0.2%	$41.76 *	$26.08	+63.4%	COM	65473P105
DXCM	DEXCOM INC	5,789,944	$384M	0.2%	$66.37 *	$81.49	-20.7%	COM	252131107
EMBJ	EMBRAER S.A.	5,729,568	$369M	0.2%	$64.37	$46.66	—	SPONSORED ADS	29082A107
NET	CLOUDFLARE INC	1,863,612	$367M	0.2%	$197.15 *	$204.48	+3.4%	CL A COM	18915M107
TXN	TEXAS INSTRS INC	2,050,925	$356M	0.2%	$173.49	$176.62	-3.3%	COM	882508104
BAC	BANK AMERICA CORP	5,821,274	$320M	0.2%	$55.00 *	$43.25	+21.8%	COM	060505104
AZN	ASTRAZENECA PLC	3,362,846	$309M	0.2%	$91.93	$66.25	—	SPONSORED ADR	046353108
CNP	CENTERPOINT ENERGY INC	7,722,893	$296M	0.2%	$38.34	$26.66	+45.7%	COM	15189T107
EGO	ELDORADO GOLD CORP NEW	8,077,905	$290M	0.2%	$35.92 *	$15.45	+93.8%	COM	284902509
CSCO	CISCO SYS INC	3,716,184	$286M	0.2%	$77.03 *	$48.97	+50.7%	COM	17275R102
TJX	TJX COS INC NEW	1,803,226	$277M	0.2%	$153.61 *	$64.25	+129.9%	COM	872540109
ABBV	ABBVIE INC	1,186,974	$271M	0.2%	$228.49	$171.94	+32.3%	COM	00287Y109
SHEL	SHELL PLC	3,615,220	$266M	0.2%	$73.48	$66.01	—	SPON ADS	780259305
PNC	PNC FINL SVCS GROUP INC	1,220,014	$255M	0.2%	$208.73 *	$132.73	+45.2%	COM	693475105
KKR	KKR & CO INC	1,978,888	$252M	0.2%	$127.48 *	$135.47	-8.3%	COM	48251W104
MET	METLIFE INC	3,102,885	$245M	0.1%	$78.94	$56.44	+39.9%	COM	59156R108
ETR	ENTERGY CORP NEW	2,618,834	$242M	0.1%	$92.43 *	$66.93	+41.3%	COM	29364G103
NOC	NORTHROP GRUMMAN CORP	401,664	$229M	0.1%	$570.21	$551.81	+4.9%	COM	666807102
VST	VISTRA CORP	1,353,285	$218M	0.1%	$161.33 *	$48.20	+277.4%	COM	92840M102
SE	SEA LTD	1,619,291	$207M	0.1%	$127.57	$152.66	—	SPONSORD ADS	81141R100
LNG	CHENIERE ENERGY INC	1,029,213	$200M	0.1%	$194.39 *	$131.43	+59.8%	COM NEW	16411R208
RL	RALPH LAUREN CORP	558,012	$197M	0.1%	$353.61 *	$157.79	+115.5%	CL A	751212101
ARQT	ARCUTIS BIOTHERAPEUTICS INC	6,758,006	$196M	0.1%	$29.04 *	$9.24	+177.1%	COM	03969K108
UNP	UNION PAC CORP	846,453	$196M	0.1%	$231.32	$214.76	+5.8%	COM	907818108
ARGX	ARGENX SE	229,761	$193M	0.1%	$840.95	$398.14	—	SPONSORED ADR	04016X101
—	CYBERARK SOFTWARE LTD	429,883	$192M	0.1%	$446.06	$234.13	—	SHS	M2682V108
SRE	SEMPRA	2,156,356	$190M	0.1%	$88.29 *	$70.52	+28.4%	COM	816851109
IDA	IDACORP INC	1,483,648	$188M	0.1%	$126.56 *	$115.63	+12.5%	COM	451107106
RTX	RTX CORPORATION	1,003,143	$184M	0.1%	$183.40 *	$136.82	+26.7%	COM	75513E101
TARS	TARSUS PHARMACEUTICALS INC	2,230,069	$183M	0.1%	$81.88 *	$32.29	+131.2%	COM	87650L103
GM	GENERAL MTRS CO	2,160,491	$176M	0.1%	$81.32 *	$51.26	+37.3%	COM	37045V100
CB	CHUBB LIMITED	554,588	$173M	0.1%	$312.12 *	$141.20	+107.1%	COM	H1467J104
MTB	M & T BK CORP	829,772	$167M	0.1%	$201.48 *	$179.65	+5.8%	COM	55261F104
DHR	DANAHER CORPORATION	730,178	$167M	0.1%	$228.92 *	$212.43	+3.3%	COM	235851102
IBM	INTERNATIONAL BUSINESS MACHS	563,006	$167M	0.1%	$296.21	$223.47	+33.7%	COM	459200101
TFC	TRUIST FINL CORP	3,349,465	$165M	0.1%	$49.21 *	$41.33	+10.8%	COM	89832Q109
KEYS	KEYSIGHT TECHNOLOGIES INC	810,967	$165M	0.1%	$203.19 *	$142.05	+30.6%	COM	49338L103
LOW	LOWES COS INC	682,688	$165M	0.1%	$241.16	$226.12	+6.1%	COM	548661107
TSEM	TOWER SEMICONDUCTOR LTD	1,398,987	$164M	0.1%	$117.42 *	$32.02	+200.8%	SHS NEW	M87915274
LNC	LINCOLN NATL CORP IND	3,681,158	$164M	0.1%	$44.53 *	$36.90	+11.6%	COM	534187109
GLPI	GAMING & LEISURE PPTYS INC	3,597,211	$161M	0.1%	$44.69	$46.83	—	COM	36467J108
DELL	DELL TECHNOLOGIES INC	1,276,677	$161M	0.1%	$125.88 *	$110.64	+27.2%	CL C	24703L202
TMO	THERMO FISHER SCIENTIFIC INC	277,111	$161M	0.1%	$579.45 *	$445.48	+26.9%	COM	883556102
FIVE	FIVE BELOW INC	842,771	$159M	0.1%	$188.36 *	$132.78	+22.4%	COM	33829M101
CVX	CHEVRON CORP NEW	1,036,502	$158M	0.1%	$152.41	$133.40	+13.5%	COM	166764100
MKL	MARKEL GROUP INC	73,199	$157M	0.1%	$2149.65 *	$1456.82	+39.1%	COM	570535104
TOL	TOLL BROTHERS INC	1,090,590	$147M	0.1%	$135.22	$112.74	+20.4%	COM	889478103
PCG	PG&E CORP	9,132,573	$147M	0.1%	$16.07	$13.44	+18.4%	COM	69331C108
LRCX	LAM RESEARCH CORP	849,955	$145M	0.1%	$171.18 *	$80.02	+94.1%	COM NEW	512807306
XEL	XCEL ENERGY INC	1,961,795	$145M	0.1%	$73.86 *	$56.80	+37.8%	COM	98389B100
LSCC	LATTICE SEMICONDUCTOR CORP	1,960,900	$144M	0.1%	$73.58	$73.41	—	COM	518415104
AEE	AMEREN CORP	1,440,327	$144M	0.1%	$99.86 *	$70.43	+44.8%	COM	023608102
EWBC	EAST WEST BANCORP INC	1,265,192	$142M	0.1%	$112.39 *	$66.15	+59.0%	COM	27579R104
CHDN	CHURCHILL DOWNS INC	1,233,495	$140M	0.1%	$113.78 *	$117.11	-11.7%	COM	171484108
GPOR	GULFPORT ENERGY CORP	671,483	$140M	0.1%	$207.99 *	$184.16	+8.2%	COMMON SHARES	402635502
SO	SOUTHERN CO	1,596,263	$139M	0.1%	$87.20 *	$72.38	+25.6%	COM	842587107
WTFC	WINTRUST FINL CORP	993,304	$139M	0.1%	$139.82 *	$102.52	+29.7%	COM	97650W108
UNH	UNITEDHEALTH GROUP INC	415,600	$137M	0.1%	$330.11 *	$464.30	-27.4%	COM	91324P102
PLD	PROLOGIS INC.	1,074,022	$137M	0.1%	$127.66 *	$107.96	+14.7%	COM	74340W103
WMB	WILLIAMS COS INC	2,166,100	$130M	0.1%	$60.11	$30.13	+99.4%	COM	969457100
ABCB	AMERIS BANCORP	1,741,214	$129M	0.1%	$74.27	$67.11	+10.6%	COM	03076K108
ONON	ON HLDG AG	2,699,144	$125M	0.1%	$46.48 *	$44.12	-2.3%	NAMEN AKT A	H5919C104
VSEC	VSE CORP	723,779	$125M	0.1%	$172.77	$68.38	+150.0%	COM	918284100
XOM	EXXON MOBIL CORP	1,033,901	$124M	0.1%	$120.34 *	$103.18	+11.9%	COM	30231G102
ICLR	ICON PLC	677,981	$124M	0.1%	$182.22 *	$178.08	0.0%	SHS	G4705A100
PEG	PUBLIC SVC ENTERPRISE GRP IN	1,535,459	$123M	0.1%	$80.30	$76.22	+6.4%	COM	744573106
SRRK	SCHOLAR ROCK HLDG CORP	2,795,188	$123M	0.1%	$44.05 *	$35.58	+5.4%	COM	80706P103
NAMS	NEWAMSTERDAM PHARMA COMPANY	3,489,221	$122M	0.1%	$35.08 *	$21.84	+66.6%	ORDINARY SHARES	N62509109
GH	GUARDANT HEALTH INC	1,170,337	$120M	0.1%	$102.14 *	$49.66	+80.1%	COM	40131M109
LNT	ALLIANT ENERGY CORP	1,805,214	$117M	0.1%	$65.01 *	$63.27	+5.6%	COM	018802108
CMS	CMS ENERGY CORP	1,620,141	$113M	0.1%	$69.93 *	$32.12	+125.7%	COM	125896100
AXS	AXIS CAP HLDGS LTD	1,048,778	$112M	0.1%	$107.09 *	$54.52	+82.2%	SHS	G0692U109
BURL	BURLINGTON STORES INC	387,666	$112M	0.1%	$288.85 *	$182.52	+48.6%	COM	122017106
CVS	CVS HEALTH CORP	1,395,959	$111M	0.1%	$79.36	$66.07	+19.1%	COM	126650100
PFGC	PERFORMANCE FOOD GROUP CO	1,231,691	$111M	0.1%	$89.92 *	$50.03	+93.0%	COM	71377A103
ALNY	ALNYLAM PHARMACEUTICALS INC	277,759	$110M	0.1%	$397.65 *	$263.75	+67.8%	COM	02043Q107
GILD	GILEAD SCIENCES INC	889,187	$109M	0.1%	$122.74	$118.13	+2.3%	COM	375558103
ONTO	ONTO INNOVATION INC	680,822	$107M	0.1%	$157.86 *	$139.51	+1.8%	COM	683344105
GTES	GATES INDL CORP PLC	4,956,867	$106M	0.1%	$21.47 *	$18.10	+27.6%	ORD SHS	G39108108
EXC	EXELON CORP	2,440,833	$106M	0.1%	$43.59 *	$36.54	+24.4%	COM	30161N101
EVRG	EVERGY INC	1,452,966	$105M	0.1%	$72.49 *	$50.91	+48.2%	COM	30034W106
TLN	TALEN ENERGY CORP	278,902	$105M	0.1%	$374.84 *	$250.75	+55.0%	COM	87422Q109
HLI	HOULIHAN LOKEY INC	587,767	$102M	0.1%	$174.19 *	$165.45	+10.7%	CL A	441593100
HURN	HURON CONSULTING GROUP INC	587,755	$102M	0.1%	$172.91 *	$76.19	+114.9%	COM	447462102
DORM	DORMAN PRODS INC	813,781	$100M	0.1%	$123.19 *	$108.27	+24.7%	COM	258278100
UL	UNILEVER PLC	1,518,969	$99.34M	0.1%	$65.40	$65.40	—	SPON ADR NEW	904767803
HXL	HEXCEL CORP NEW	1,335,002	$98.66M	0.1%	$73.90 *	$65.98	+7.2%	COM	428291108
EXE	EXPAND ENERGY CORPORATION	892,935	$98.54M	0.1%	$110.36	$99.35	+11.4%	COM	165167735
RYTM	RHYTHM PHARMACEUTICALS INC	918,567	$98.32M	0.1%	$107.04	$100.14	+5.9%	COM	76243J105
EBC	EASTERN BANKSHARES INC	5,311,122	$97.88M	0.1%	$18.43	$15.30	+19.1%	COM	27627N105
INSM	INSMED INC	562,296	$97.86M	0.1%	$174.04 *	$37.94	+381.0%	COM PAR $.01	457669307
VEEV	VEEVA SYS INC	413,826	$92.38M	0.1%	$223.23 *	$273.69	-3.0%	CL A COM	922475108
PH	PARKER-HANNIFIN CORP	103,831	$91.26M	0.1%	$878.96 *	$376.56	+117.2%	COM	701094104
T	AT&T INC	3,670,242	$91.17M	0.1%	$24.84	$16.43	+53.9%	COM	00206R102
AAMI	ACADIAN ASSET MANAGEMENT INC	1,909,222	$89.73M	0.1%	$47.00	$24.93	+84.8%	COM	10948W103
FTI	TECHNIPFMC PLC	2,011,177	$89.62M	0.1%	$44.56 *	$23.11	+82.6%	COM	G87110105
ROK	ROCKWELL AUTOMATION INC	228,406	$88.87M	0.1%	$389.07 *	$326.49	+14.9%	COM	773903109
RBC	RBC BEARINGS INC	192,945	$86.52M	0.1%	$448.43 *	$354.31	+19.5%	COM	75524B104
XYL	XYLEM INC	633,648	$86.29M	0.1%	$136.18 *	$137.34	+4.5%	COM	98419M100
LADR	LADDER CAP CORP	7,736,681	$85.03M	0.1%	$10.99	$10.75	—	CL A	505743104
INTA	INTAPP INC	1,831,625	$83.93M	0.1%	$45.82 *	$34.00	+22.0%	COM	45827U109
JCI	JOHNSON CTLS INTL PLC	689,441	$82.56M	0.0%	$119.75 *	$74.66	+53.8%	SHS	G51502105
A	AGILENT TECHNOLOGIES INC	606,316	$82.5M	0.0%	$136.07 *	$139.22	+3.2%	COM	00846U101
PPL	PPL CORP	2,353,709	$82.43M	0.0%	$35.02 *	$24.77	+44.7%	COM	69351T106
NRG	NRG ENERGY INC	510,565	$81.3M	0.0%	$159.24 *	$115.00	+43.7%	COM NEW	629377508
ASML	ASML HOLDING N V	75,928	$81.23M	0.0%	$1069.85	$991.48	—	N Y REGISTRY SHS	N07059210
KEX	KIRBY CORP	733,882	$80.86M	0.0%	$110.18 *	$71.16	+42.9%	COM	497266106
IRT	INDEPENDENCE RLTY TR INC	4,603,487	$80.47M	0.0%	$17.48	$15.44	—	COM	45378A106
QTWO	Q2 HLDGS INC	1,096,783	$79.14M	0.0%	$72.16 *	$39.86	+72.2%	COM	74736L109
WCC	WESCO INTL INC	317,866	$77.76M	0.0%	$244.64	$191.13	+28.2%	COM	95082P105
MMM	3M CO	485,176	$77.68M	0.0%	$160.10	$131.95	+23.7%	COM	88579Y101
KTB	KONTOOR BRANDS INC	1,214,831	$74.21M	0.0%	$61.09 *	$56.71	+30.9%	COM	50050N103
TRN	TRINITY INDS INC	2,788,236	$73.72M	0.0%	$26.44	$22.58	+18.9%	COM	896522109
HFWA	HERITAGE FINL CORP WASH	3,107,165	$73.48M	0.0%	$23.65	$21.74	+8.3%	COM	42722X106
HAYW	HAYWARD HLDGS INC	4,708,109	$72.74M	0.0%	$15.45 *	$12.88	+22.7%	COM	421298100
CAT	CATERPILLAR INC	122,936	$70.43M	0.0%	$572.87 *	$248.61	+123.4%	COM	149123101
GNRC	GENERAC HLDGS INC	515,643	$70.32M	0.0%	$136.37 *	$161.35	+0.0%	COM	368736104
CUZ	COUSINS PPTYS INC	2,665,996	$68.73M	0.0%	$25.78	$28.97	—	COM NEW	222795502
RNR	RENAISSANCERE HLDGS LTD	242,182	$68.09M	0.0%	$281.16 *	$175.12	+50.3%	COM	G7496G103
MMYT	MAKEMYTRIP LIMITED MAURITIUS	814,722	$66.9M	0.0%	$82.12	$83.64	-1.9%	SHS	V5633W109
CPT	CAMDEN PPTY TR	602,857	$66.36M	0.0%	$110.08 *	$112.31	-8.2%	SH BEN INT	133131102
C	CITIGROUP INC	564,595	$65.88M	0.0%	$116.69 *	$101.62	+2.0%	COM NEW	172967424
LIN	LINDE PLC	153,975	$65.65M	0.0%	$426.39	$356.48	+19.9%	SHS	G54950103
TTWO	TAKE-TWO INTERACTIVE SOFTWAR	252,197	$64.57M	0.0%	$256.03 *	$143.65	+73.6%	COM	874054109
MC	MOELIS & CO	935,531	$64.31M	0.0%	$68.74 *	$61.34	+7.3%	CL A	60786M105
KRMN	KARMAN HLDGS INC	871,147	$63.74M	0.0%	$73.17	$57.75	+25.4%	COMMON STOCK	485924104
KFY	KORN FERRY	956,648	$63.16M	0.0%	$66.02	$60.19	+11.1%	COM NEW	500643200
FLYW	FLYWIRE CORPORATION	4,420,633	$62.6M	0.0%	$14.16 *	$16.53	-17.2%	COM VTG	302492103
SCCO	SOUTHERN COPPER CORP	424,174	$60.86M	0.0%	$143.47 *	$92.67	+43.3%	COM	84265V105
NDSN	NORDSON CORP	252,353	$60.67M	0.0%	$240.43 *	$231.89	+1.0%	COM	655663102
MTSI	MACOM TECH SOLUTIONS HLDGS I	352,650	$60.4M	0.0%	$171.28 *	$83.03	+91.2%	COM	55405Y100
CCK	CROWN HLDGS INC	582,375	$59.97M	0.0%	$102.97 *	$86.03	+13.2%	COM	228368106
CPK	CHESAPEAKE UTILS CORP	479,181	$59.78M	0.0%	$124.76 *	$97.17	+35.2%	COM	165303108
CRNX	CRINETICS PHARMACEUTICALS IN	1,281,601	$59.66M	0.0%	$46.55 *	$26.41	+68.6%	COM	22663K107
EHC	ENCOMPASS HEALTH CORP	560,779	$59.52M	0.0%	$106.14 *	$99.70	+16.0%	COM	29261A100
ELAN	ELANCO ANIMAL HEALTH INC	2,626,449	$59.44M	0.0%	$22.63 *	$13.29	+63.8%	COM	28414H103
ATO	ATMOS ENERGY CORP	353,048	$59.18M	0.0%	$167.63 *	$133.45	+29.1%	COM	049560105
COR	CENCORA INC	174,003	$58.77M	0.0%	$337.75	$288.35	+18.1%	COM	03073E105
FOUR	SHIFT4 PMTS INC	925,232	$58.26M	0.0%	$62.97 *	$66.49	+6.3%	CL A	82452J109
XPRO	EXPRO GROUP HOLDINGS NV	4,356,921	$58.16M	0.0%	$13.35	$13.48	0.0%	COM	N3144W105
AEP	AMERICAN ELEC PWR CO INC	503,728	$58.08M	0.0%	$115.31 *	$83.57	+40.8%	COM	025537101
CELH	CELSIUS HLDGS INC	1,268,194	$58.01M	0.0%	$45.74 *	$47.42	+6.2%	COM NEW	15118V207
AVPT	AVEPOINT INC	4,173,280	$57.97M	0.0%	$13.89	$16.60	-16.8%	COM CL A	053604104
XENE	XENON PHARMACEUTICALS INC	1,292,055	$57.91M	0.0%	$44.82 *	$37.65	+11.6%	COM	98420N105
DPZ	DOMINOS PIZZA INC	137,603	$57.36M	0.0%	$416.82	$412.03	+0.8%	COM	25754A201
MRX	MAREX GROUP PLC	1,475,255	$56.59M	0.0%	$38.36 *	$23.99	+41.5%	ORD	G5S37H101
ACWX	ISHARES TR	837,174	$56.2M	0.0%	$67.13	$65.91	—	MSCI ACWI EX US	464288240
MPWR	MONOLITHIC PWR SYS INC	61,828	$56.04M	0.0%	$906.35 *	$817.61	+17.5%	COM	609839105
ESI	ELEMENT SOLUTIONS INC	2,179,035	$54.45M	0.0%	$24.99 *	$25.85	+0.3%	COM	28618M106
VZ	VERIZON COMMUNICATIONS INC	1,331,412	$54.23M	0.0%	$40.73	$41.98	-3.6%	COM	92343V104
D	DOMINION ENERGY INC	922,445	$54.05M	0.0%	$58.59	$50.30	+18.8%	COM	25746U109
PWR	QUANTA SVCS INC	127,760	$53.92M	0.0%	$422.06 *	$273.36	+60.7%	COM	74762E102
PR	PERMIAN RESOURCES CORP	3,818,742	$53.58M	0.0%	$14.03 *	$13.98	-3.9%	CLASS A COM	71424F105
WWD	WOODWARD INC	172,861	$52.26M	0.0%	$302.32 *	$226.11	+21.5%	COM	980745103
BOOT	BOOT BARN HLDGS INC	296,093	$52.25M	0.0%	$176.47 *	$124.14	+50.3%	COM	099406100
LFST	LIFESTANCE HEALTH GROUP INC	7,385,413	$51.99M	0.0%	$7.04 *	$7.15	-15.6%	COM	53228F101
ERO	ERO COPPER CORP	1,824,213	$51.61M	0.0%	$28.29 *	$17.63	+32.1%	COM	296006109
UE	URBAN EDGE PPTYS	2,662,054	$51.08M	0.0%	$19.19	$18.46	—	COM	91704F104
ROIV	ROIVANT SCIENCES LTD	2,353,386	$51.07M	0.0%	$21.70 *	$19.73	0.0%	SHS	G76279101
EQT	EQT CORP	951,774	$51.02M	0.0%	$53.60 *	$46.41	+20.9%	COM	26884L109
GLDD	GREAT LAKES DREDGE & DOCK CO	3,806,504	$49.94M	0.0%	$13.12 *	$8.31	+48.2%	COM	390607109
SOLV	SOLVENTUM CORP	625,764	$49.59M	0.0%	$79.24 *	$73.50	+4.2%	COM SHS	83444M101
GEHC	GE HEALTHCARE TECHNOLOGIES I	583,585	$47.87M	0.0%	$82.02 *	$77.64	+0.3%	COMMON STOCK	36266G107
TEVA	TEVA PHARMACEUTICAL INDS LTD	1,533,371	$47.86M	0.0%	$31.21	$31.21	—	SPONSORED ADS	881624209
OLED	UNIVERSAL DISPLAY CORP	409,678	$47.84M	0.0%	$116.78 *	$159.05	-18.7%	COM	91347P105
SHAK	SHAKE SHACK INC	588,325	$47.75M	0.0%	$81.17 *	$101.79	-13.4%	CL A	819047101
SMTC	SEMTECH CORP	643,828	$47.44M	0.0%	$73.69 *	$60.57	+17.1%	COM	816850101
BWXT	BWX TECHNOLOGIES INC	272,132	$47.04M	0.0%	$172.84 *	$126.43	+48.2%	COM	05605H100
FIBK	FIRST INTST BANCSYSTEM INC	1,356,333	$46.93M	0.0%	$34.60 *	$26.52	+21.2%	COM	32055Y201
ACVA	ACV AUCTIONS INC	5,766,578	$46.25M	0.0%	$8.02	$17.97	-55.0%	COM CL A	00091G104
AEM	AGNICO EAGLE MINES LTD	272,648	$46.22M	0.0%	$169.53	$47.52	+253.2%	COM	008474108
SION	SIONNA THERAPEUTICS INC	1,115,278	$45.88M	0.0%	$41.14 *	$19.81	+91.4%	COM	829401108
DTE	DTE ENERGY CO	355,298	$45.83M	0.0%	$128.98 *	$77.98	+72.9%	COM	233331107
PINS	PINTEREST INC	1,768,597	$45.79M	0.0%	$25.89 *	$29.87	-3.6%	CL A	72352L106
MLYS	MINERALYS THERAPEUTICS INC	1,258,653	$45.68M	0.0%	$36.29 *	$31.76	+26.3%	COM	603170101
CHRW	C H ROBINSON WORLDWIDE INC	282,431	$45.4M	0.0%	$160.76 *	$119.18	+23.6%	COM NEW	12541W209
MCD	MCDONALDS CORP	148,145	$45.28M	0.0%	$305.63	$221.87	+37.5%	COM	580135101
RNST	RENASANT CORP	1,276,458	$44.96M	0.0%	$35.22	$34.92	+1.5%	COM	75970E107
NTRA	NATERA INC	195,943	$44.89M	0.0%	$229.09 *	$78.76	+164.8%	COM	632307104
TNDM	TANDEM DIABETES CARE INC	2,021,376	$44.43M	0.0%	$21.98 *	$23.96	-24.7%	COM NEW	875372203
TTMI	TTM TECHNOLOGIES INC	640,047	$44.16M	0.0%	$69.00 *	$64.40	+1.4%	COM	87305R109
IWF	ISHARES TR	93,000	$44.02M	0.0%	$473.30	$441.34	—	RUS 1000 GRW ETF	464287614
CHEF	CHEFS WHSE INC	702,128	$43.76M	0.0%	$62.33 *	$35.87	+67.6%	COM	163086101
APGE	APOGEE THERAPEUTICS INC	578,627	$43.67M	0.0%	$75.48 *	$62.99	0.0%	COM	03770N101
ADPT	ADAPTIVE BIOTECHNOLOGIES COR	2,674,668	$43.44M	0.0%	$16.24	$14.11	+15.7%	COM	00650F109
AMGN	AMGEN INC	132,464	$43.36M	0.0%	$327.31 *	$270.41	+16.8%	COM	031162100
CBRE	CBRE GROUP INC	268,456	$43.16M	0.0%	$160.79 *	$106.11	+48.2%	CL A	12504L109
HLIO	HELIOS TECHNOLOGIES INC	796,101	$42.58M	0.0%	$53.49	$53.90	0.0%	COM	42328H109
MRSH	MARSH & MCLENNAN COS INC	229,075	$42.5M	0.0%	$185.52	$208.29	-10.5%	COM	571748102
IRON	DISC MEDICINE INC	532,079	$42.25M	0.0%	$79.41 *	$84.50	0.0%	COM	254604101
PI	IMPINJ INC	242,504	$42.2M	0.0%	$174.01 *	$114.42	+55.7%	COM	453204109
RRX	REGAL REXNORD CORPORATION	295,785	$41.5M	0.0%	$140.32	$147.34	-3.4%	COM	758750103
PCOR	PROCORE TECHNOLOGIES INC	569,097	$41.4M	0.0%	$72.74	$67.31	+9.9%	COM	74275K108
CCJ	CAMECO CORP	449,577	$41.13M	0.0%	$91.49	$30.98	+190.3%	COM	13321L108
PVLA	PALVELLA THERAPEUTICS INC NE	387,483	$40.56M	0.0%	$104.67 *	$74.07	+15.2%	COM	697947109
BX	BLACKSTONE INC	261,761	$40.35M	0.0%	$154.14	$121.59	+24.6%	COM	09260D107
CNM	CORE & MAIN INC	775,592	$40.31M	0.0%	$51.97	$54.67	-6.2%	CL A	21874C102
LPLA	LPL FINL HLDGS INC	111,667	$39.88M	0.0%	$357.17	$342.21	+3.4%	COM	50212V100
WGS	GENEDX HOLDINGS CORP	302,149	$39.3M	0.0%	$130.06 *	$88.79	+54.6%	COM CL A	81663L200
KYMR	KYMERA THERAPEUTICS INC	496,665	$38.65M	0.0%	$77.81 *	$39.34	+71.7%	COM	501575104
BZ	KANZHUN LIMITED	1,891,265	$38.54M	0.0%	$20.38	$18.87	—	SPONSORED ADS	48553T106
RSG	REPUBLIC SVCS INC	181,751	$38.52M	0.0%	$211.93	$206.02	+4.2%	COM	760759100
APLS	APELLIS PHARMACEUTICALS INC	1,504,299	$37.79M	0.0%	$25.12 *	$30.78	-23.8%	COM	03753U106
URI	UNITED RENTALS INC	46,197	$37.39M	0.0%	$809.32 *	$742.25	+16.8%	COM	911363109
OPCH	OPTION CARE HEALTH INC	1,163,931	$37.08M	0.0%	$31.86 *	$32.20	-8.8%	COM NEW	68404L201
SAP	SAP SE	152,356	$37.01M	0.0%	$242.91	$284.48	—	SPON ADR	803054204
FBNC	FIRST BANCORP N C	726,362	$36.89M	0.0%	$50.79	$37.64	+34.1%	COM	318910106
RBLX	ROBLOX CORP	454,309	$36.81M	0.0%	$81.03 *	$79.40	+33.7%	CL A	771049103
CWAN	CLEARWATER ANALYTICS HLDGS I	1,501,384	$36.21M	0.0%	$24.12 *	$20.23	-1.0%	CL A	185123106
VRDN	VIRIDIAN THERAPEUTICS INC	1,154,080	$35.91M	0.0%	$31.12 *	$27.43	0.0%	COM	92790C104
MPLX	MPLX LP	670,327	$35.78M	0.0%	$53.37	$30.47	—	COM UNIT REP LTD	55336V100
STVN	STEVANATO GROUP S P A	1,772,896	$35.67M	0.0%	$20.12 *	$21.80	+6.6%	ORD SHS	T9224W109
ANET	ARISTA NETWORKS INC	271,097	$35.52M	0.0%	$131.03 *	$102.84	+33.9%	COM SHS	040413205
IOT	SAMSARA INC	993,356	$35.21M	0.0%	$35.45 *	$45.89	-15.7%	COM CL A	79589L106
LNN	LINDSAY CORP	296,017	$34.89M	0.0%	$117.87	$130.63	-8.3%	COM	535555106
VRNS	VARONIS SYS INC	1,036,934	$34.01M	0.0%	$32.80 *	$40.47	+3.7%	COM	922280102
INN	SUMMIT HOTEL PPTYS INC	6,941,074	$33.8M	0.0%	$4.87	$8.27	—	COM	866082100
FROG	JFROG LTD	538,444	$33.63M	0.0%	$62.46 *	$56.71	+0.3%	ORD SHS	M6191J100
EFSC	ENTERPRISE FINL SVCS CORP	621,824	$33.58M	0.0%	$54.00	$43.10	+26.8%	COM	293712105
PLYM	PLYMOUTH INDL REIT INC	1,532,682	$33.54M	0.0%	$21.88	$21.24	—	COM	729640102
EL	LAUDER ESTEE COS INC	314,556	$32.94M	0.0%	$104.72 *	$96.82	0.0%	CL A	518439104
MRCY	MERCURY SYS INC	449,967	$32.85M	0.0%	$73.01	$62.18	+19.6%	COM	589378108
QURE	UNIQURE NV	1,371,190	$32.81M	0.0%	$23.93 *	$23.21	+66.2%	SHS	N90064101
AGX	ARGAN INC	101,097	$31.68M	0.0%	$313.32	$316.84	0.0%	COM	04010E109
PCVX	VAXCYTE INC	677,553	$31.26M	0.0%	$46.14 *	$41.44	+7.9%	COM	92243G108
NAVN	NAVAN INC	1,826,419	$31.2M	0.0%	$17.08 *	$15.89	0.0%	CL A	639193101
TREE	LENDINGTREE INC NEW	586,173	$31.12M	0.0%	$53.09	$53.09	—	COM	52603B107
DUK	DUKE ENERGY CORP NEW	260,403	$30.52M	0.0%	$117.21 *	$115.43	+5.3%	COM NEW	26441C204
SITM	SITIME CORP	85,428	$30.17M	0.0%	$353.19 *	$129.48	+141.7%	COM	82982T106
APPF	APPFOLIO INC	129,401	$30.11M	0.0%	$232.65 *	$232.90	+2.0%	COM CL A	03783C100
PODD	INSULET CORP	105,512	$29.99M	0.0%	$284.24 *	$243.78	+28.3%	COM	45784P101
DTM	DT MIDSTREAM INC	247,640	$29.64M	0.0%	$119.68 *	$62.26	+83.6%	COMMON STOCK	23345M107
PEP	PEPSICO INC	205,851	$29.54M	0.0%	$143.52	$149.65	-2.5%	COM	713448108
TRGP	TARGA RES CORP	158,561	$29.25M	0.0%	$184.50 *	$33.62	+400.0%	COM	87612G101
MAA	MID-AMER APT CMNTYS INC	208,484	$28.96M	0.0%	$138.91 *	$133.62	-0.5%	COM	59522J103
PTGX	PROTAGONIST THERAPEUTICS INC	331,164	$28.92M	0.0%	$87.34 *	$81.85	0.0%	COM	74366E102
WAY	WAYSTAR HLDG CORP	882,830	$28.91M	0.0%	$32.75 *	$27.68	+28.7%	COM	946784105
HEI	HEICO CORP NEW	88,647	$28.69M	0.0%	$323.59 *	$146.48	+115.7%	COM	422806109
KMI	KINDER MORGAN INC DEL	1,036,481	$28.49M	0.0%	$27.49 *	$24.62	+9.3%	COM	49456B101
XP	XP INC	1,738,889	$28.47M	0.0%	$16.37 *	$13.77	+27.9%	CL A	G98239109
IIIV	I3 VERTICALS INC	1,093,762	$27.55M	0.0%	$25.19 *	$29.12	-3.3%	COM CL A	46571Y107
NSA	NATIONAL STORAGE AFFILIATES	975,810	$27.53M	0.0%	$28.21	$35.67	—	COM SHS BEN IN	637870106
AME	AMETEK INC	132,974	$27.3M	0.0%	$205.31 *	$120.44	+61.4%	COM	031100100
TCOM	TRIP COM GROUP LTD	369,952	$26.6M	0.0%	$71.91	$55.66	—	ADS	89677Q107
FUTU	FUTU HLDGS LTD	161,280	$26.48M	0.0%	$164.21	$102.35	—	SPON ADS CL A	36118L106
TME	TENCENT MUSIC ENTMT GROUP	1,508,978	$26.45M	0.0%	$17.53	$13.92	—	SPON ADS	88034P109
AGYS	AGILYSYS INC	221,791	$26.36M	0.0%	$118.84	$112.30	+7.2%	COM	00847J105
AGI	ALAMOS GOLD INC NEW	682,747	$26.34M	0.0%	$38.58 *	$25.04	+39.2%	COM CL A	011532108
AMAT	APPLIED MATLS INC	102,231	$26.27M	0.0%	$256.99 *	$218.93	+9.4%	COM	038222105
RACE	FERRARI N V	70,993	$26.24M	0.0%	$369.56 *	$431.73	-7.3%	COM	N3167Y103
ILMN	ILLUMINA INC	199,858	$26.21M	0.0%	$131.16 *	$122.93	-4.5%	COM	452327109
CHWY	CHEWY INC	789,467	$26.09M	0.0%	$33.05 *	$38.72	-10.3%	CL A	16679L109
WHD	CACTUS INC	566,935	$25.9M	0.0%	$45.68 *	$37.68	+10.9%	CL A	127203107
ACWI	ISHARES TR	181,265	$25.65M	0.0%	$141.49	$137.76	—	MSCI ACWI ETF	464288257
EPAC	ENERPAC TOOL GROUP CORP	663,069	$25.36M	0.0%	$38.24 *	$25.10	+57.7%	CL A COM	292765104
RDNT	RADNET INC	350,615	$25.02M	0.0%	$71.35 *	$59.76	+29.2%	COM	750491102
CIFR	CIPHER MINING INC	1,694,663	$25.01M	0.0%	$14.76 *	$17.65	0.0%	COM	17253J106
ET	ENERGY TRANSFER L P	1,514,712	$24.98M	0.0%	$16.49	$11.94	—	COM UT LTD PTN	29273V100
SHC	SOTERA HEALTH CO	1,401,362	$24.72M	0.0%	$17.64 *	$16.54	0.0%	COM	83601L102
IRTC	IRHYTHM TECHNOLOGIES INC	139,059	$24.67M	0.0%	$177.44	$107.27	+65.2%	COM	450056106
TTE	TOTALENERGIES SE	372,385	$24.36M	0.0%	$65.42 *	$63.23	0.0%	ACT	F92124100
RVMD	REVOLUTION MEDICINES INC	305,260	$24.31M	0.0%	$79.65 *	$65.57	0.0%	COM	76155X100
PDD	PDD HOLDINGS INC	213,348	$24.19M	0.0%	$113.39	$113.39	—	SPONSORED ADS	722304102
GFF	GRIFFON CORP	328,431	$24.19M	0.0%	$73.65	$76.61	-3.1%	COM	398433102
OLMA	OLEMA PHARMACEUTICALS INC	963,997	$24.1M	0.0%	$25.00 *	$17.79	0.0%	COM	68062P106
SKWD	SKYWARD SPECIALTY INS GROUP	469,438	$23.99M	0.0%	$51.11 *	$27.38	+75.6%	COM	830940102
BROS	DUTCH BROS INC	382,067	$23.39M	0.0%	$61.22 *	$57.06	-0.4%	CL A	26701L100
ALGN	ALIGN TECHNOLOGY INC	149,584	$23.36M	0.0%	$156.15 *	$143.30	0.0%	COM	016255101
MIR	MIRION TECHNOLOGIES INC	992,583	$23.25M	0.0%	$23.42 *	$13.66	+82.6%	COM CL A	60471A101
ONC	BEONE MEDICINES LTD	76,438	$23.22M	0.0%	$303.81	$339.33	—	SPONSORED ADS	07725L102
DD	DUPONT DE NEMOURS INC	572,209	$23M	0.0%	$40.20 *	$30.24	+23.6%	COM	26614N102
CELC	CELCUITY INC	229,704	$22.91M	0.0%	$99.74 *	$82.21	0.0%	COM	15102K100
RSKD	RISKIFIED LTD	4,595,027	$22.84M	0.0%	$4.97 *	$5.30	-9.2%	SHS CL A	M8216R109
RUSHA	RUSH ENTERPRISES INC	420,939	$22.71M	0.0%	$53.94 *	$56.05	-7.3%	CL A	781846209
AVNT	AVIENT CORPORATION	719,938	$22.49M	0.0%	$31.24	$31.51	-2.5%	COM	05368V106
ROAD	CONSTRUCTION PARTNERS INC	206,935	$22.46M	0.0%	$108.55 *	$30.70	+266.6%	COM CL A	21044C107
MTZ	MASTEC INC	102,856	$22.36M	0.0%	$217.37 *	$166.83	+25.8%	COM	576323109
EPD	ENTERPRISE PRODS PARTNERS L	687,096	$22.03M	0.0%	$32.06	$27.01	—	COM	293792107
PAGP	PLAINS GP HLDGS L P	1,141,702	$21.85M	0.0%	$19.14	$13.31	—	LTD PARTNR INT A	72651A207
UMH	UMH PPTYS INC	1,355,600	$21.57M	0.0%	$15.91	$19.51	—	COM	903002103
HBNC	HORIZON BANCORP INC	1,242,365	$21.07M	0.0%	$16.96 *	$16.24	+2.0%	COM	440407104
CRDO	CREDO TECHNOLOGY GROUP HOLDI	146,432	$21.07M	0.0%	$143.89 *	$17.07	+801.1%	ORDINARY SHARES	G25457105
WRBY	WARBY PARKER INC	965,275	$21.03M	0.0%	$21.79	$15.63	+39.2%	CL A COM	93403J106
VALE	VALE S A	1,603,391	$20.89M	0.0%	$13.03	$11.61	—	SPONSORED ADS	91912E105
GLW	CORNING INC	237,503	$20.8M	0.0%	$87.56	$44.45	+93.4%	COM	219350105
CRGY	CRESCENT ENERGY COMPANY	2,444,182	$20.51M	0.0%	$8.39 *	$12.26	-28.8%	CL A COM	44952J104
PNW	PINNACLE WEST CAP CORP	230,932	$20.48M	0.0%	$88.70	$84.97	+5.0%	COM	723484101
RGEN	REPLIGEN CORP	123,600	$20.25M	0.0%	$163.86 *	$156.63	0.0%	COM	759916109
ZWS	ZURN ELKAY WATER SOLNS CORP	429,248	$19.96M	0.0%	$46.49	$31.48	+48.6%	COM	98983L108
MOFG	MIDWESTONE FINL GROUP INC NE	517,960	$19.94M	0.0%	$38.50 *	$28.44	+28.2%	COM	598511103
VERX	VERTEX INC	991,820	$19.81M	0.0%	$19.97 *	$30.55	-29.2%	CL A	92538J106
CCS	CENTURY CMNTYS INC	333,045	$19.77M	0.0%	$59.35 *	$59.93	+1.3%	COM	156504300
CWST	CASELLA WASTE SYS INC	200,455	$19.63M	0.0%	$97.94 *	$82.88	+12.0%	CL A	147448104
TWST	TWIST BIOSCIENCE CORP	618,933	$19.63M	0.0%	$31.72	$41.05	-24.0%	COM	90184D100
CABA	CABALETTA BIO INC	8,905,699	$19.5M	0.0%	$2.19 *	$5.27	-53.0%	COM	12674W109
ZS	ZSCALER INC	85,099	$19.14M	0.0%	$224.92 *	$261.97	+7.7%	COM	98980G102
COHR	COHERENT CORP	103,661	$19.13M	0.0%	$184.57 *	$85.82	+74.3%	COM	19247G107
UTZ	UTZ BRANDS INC	1,830,224	$19M	0.0%	$10.38 *	$16.01	-32.6%	COM CL A	918090101
GRAB	GRAB HOLDINGS LIMITED	3,791,286	$18.92M	0.0%	$4.99 *	$5.53	0.0%	CLASS A ORD	G4124C109
MLM	MARTIN MARIETTA MATLS INC	29,930	$18.64M	0.0%	$622.66	$621.36	0.0%	COM	573284106
LBRX	LB PHARMACEUTICALS INC	821,852	$18.29M	0.0%	$22.26 *	$16.03	+9.0%	COM SHS	50180M108
OKE	ONEOK INC NEW	248,626	$18.27M	0.0%	$73.50 *	$59.39	+18.6%	COM	682680103
AM	ANTERO MIDSTREAM CORP	1,026,140	$18.26M	0.0%	$17.79	$12.58	+41.1%	COM	03676B102
IMVT	IMMUNOVANT INC	700,464	$17.81M	0.0%	$25.42 *	$22.30	0.0%	COM	45258J102
ABVX	ABIVAX SA	127,907	$17.25M	0.0%	$134.86	$134.86	—	SPONSORED ADS	00370M103
SEI	SOLARIS ENERGY INFRAS INC	374,417	$17.21M	0.0%	$45.97 *	$30.86	+56.5%	COM CL A	83418M103
TDY	TELEDYNE TECHNOLOGIES INC	32,757	$16.73M	0.0%	$510.73 *	$477.90	+10.3%	COM	879360105
WWW	WOLVERINE WORLD WIDE INC	903,801	$16.4M	0.0%	$18.15 *	$14.51	+38.4%	COM	978097103
FLUT	FLUTTER ENTMT PLC	75,975	$16.34M	0.0%	$215.04 *	$292.68	-23.2%	SHS	G3643J108
RYAN	RYAN SPECIALTY HOLDINGS INC	311,144	$16.06M	0.0%	$51.63 *	$49.56	+10.7%	CL A	78351F107
STLD	STEEL DYNAMICS INC	93,182	$15.79M	0.0%	$169.45 *	$158.36	0.0%	COM	858119100
CASY	CASEYS GEN STORES INC	28,548	$15.78M	0.0%	$552.71	$463.18	+18.7%	COM	147528103
CPNG	COUPANG INC	654,362	$15.44M	0.0%	$23.59 *	$29.82	-4.6%	CL A	22266T109
ASGN	ASGN INC	320,157	$15.42M	0.0%	$48.17 *	$87.80	-47.5%	COM	00191U102
FSLR	FIRST SOLAR INC	58,392	$15.25M	0.0%	$261.23 *	$215.11	+17.2%	COM	336433107
BKR	BAKER HUGHES COMPANY	333,846	$15.2M	0.0%	$45.54 *	$43.83	+8.0%	CL A	05722G100
WST	WEST PHARMACEUTICAL SVSC INC	54,593	$15.02M	0.0%	$275.14	$252.54	+8.3%	COM	955306105
RIO	RIO TINTO PLC	187,269	$14.99M	0.0%	$80.03	$71.08	—	SPONSORED ADR	767204100
WES	WESTERN MIDSTREAM PARTNERS L	374,918	$14.81M	0.0%	$39.50	$26.88	—	COM UNIT LP INT	958669103
BVN	COMPANIA DE MINAS BUENAVENTU	526,654	$14.66M	0.0%	$27.83	$27.83	—	SPONSORED ADR	204448104
CON	CONCENTRA GROUP HOLDINGS PAR	734,379	$14.45M	0.0%	$19.68	$21.16	-5.7%	COMMON STOCK	20603L102
COP	CONOCOPHILLIPS	153,240	$14.34M	0.0%	$93.61 *	$93.05	-3.3%	COM	20825C104
PANW	PALO ALTO NETWORKS INC	76,908	$14.17M	0.0%	$184.20 *	$180.40	+11.8%	COM	697435105
VLO	VALERO ENERGY CORP	86,660	$14.11M	0.0%	$162.79 *	$117.37	+43.8%	COM	91913Y100
XZO	EXZEO GROUP INC	581,262	$14.1M	0.0%	$24.25 *	$19.02	0.0%	COM SHS	30234F101
CORZ	CORE SCIENTIFIC INC NEW	966,709	$14.08M	0.0%	$14.56 *	$17.44	0.0%	COM	21874A106
PENN	PENN ENTERTAINMENT INC	924,364	$13.63M	0.0%	$14.75 *	$18.08	-13.7%	COM	707569109
TPG	TPG INC	213,506	$13.63M	0.0%	$63.84 *	$59.03	0.0%	COM CL A	872657101
FRPT	FRESHPET INC	216,620	$13.2M	0.0%	$60.93 *	$85.13	-33.4%	COM	358039105
PBH	PRESTIGE CONSMR HEALTHCARE I	209,677	$12.93M	0.0%	$61.69	$55.77	+9.8%	COM	74112D101
IE	IVANHOE ELECTRIC INC	787,017	$12.58M	0.0%	$15.98 *	$13.08	+9.4%	COM	46578C108
HESM	HESS MIDSTREAM LP	351,650	$12.13M	0.0%	$34.50 *	$27.48	+18.7%	CL A SHS	428103105
TTAN	SERVICETITAN INC	113,466	$12.08M	0.0%	$106.50 *	$111.77	-12.6%	SHS CL A	81764X103
CGON	CG ONCOLOGY INC	282,506	$11.73M	0.0%	$41.52	$41.38	0.0%	COM	156944100
CTVA	CORTEVA INC	172,501	$11.56M	0.0%	$67.03 *	$55.22	+16.9%	COM	22052L104
—	PG&E CORP	279,165	$11.45M	0.0%	$41.00	$49.79	—	PFD CONV SER A	69331C306
APO	APOLLO GLOBAL MGMT INC	76,829	$11.12M	0.0%	$144.76 *	$96.03	+38.0%	COM	03769M106
CSGP	COSTAR GROUP INC	164,960	$11.09M	0.0%	$67.24 *	$80.58	-12.1%	COM	22160N109
NGNE	NEUROGENE INC	533,088	$10.98M	0.0%	$20.60 *	$23.21	+7.2%	COM	64135M105
GFL	GFL ENVIRONMENTAL INC	243,220	$10.45M	0.0%	$42.95 *	$27.85	+60.4%	SUB VTG SHS	36168Q104
AMT	AMERICAN TOWER CORP NEW	57,955	$10.18M	0.0%	$175.57 *	$204.47	-11.8%	COM	03027X100
BBCP	CONCRETE PUMPING HLDGS INC	1,495,209	$10.03M	0.0%	$6.71 *	$6.47	+1.6%	COM	206704108
ORA	ORMAT TECHNOLOGIES INC	90,753	$10.03M	0.0%	$110.47	$96.60	+13.2%	COM	686688102
FANG	DIAMONDBACK ENERGY INC	65,937	$9.912M	0.0%	$150.33 *	$103.07	+42.7%	COM	25278X109
TVTX	TRAVERE THERAPEUTICS INC	256,335	$9.795M	0.0%	$38.21 *	$18.09	+79.8%	COM	89422G107
KNTK	KINETIK HOLDINGS INC	270,126	$9.738M	0.0%	$36.05	$36.61	-1.3%	COM NEW CL A	02215L209
ESNT	ESSENT GROUP LTD	148,655	$9.664M	0.0%	$65.01 *	$51.94	+19.5%	COM	G3198U102
FA	FIRST ADVANTAGE CORP NEW	633,878	$9.21M	0.0%	$14.53 *	$17.48	-19.4%	COM	31846B108
ALNT	ALLIENT INC	167,114	$8.982M	0.0%	$53.75 *	$52.29	0.0%	COM	019330109
GDEN	GOLDEN ENTMT INC	322,886	$8.779M	0.0%	$27.19 *	$35.53	-27.7%	COM	381013101
SNY	SANOFI SA	178,539	$8.652M	0.0%	$48.46	$55.90	—	SPONSORED ADR	80105N105
AVTX	AVALO THERAPEUTICS INC	475,625	$8.637M	0.0%	$18.16 *	$16.88	0.0%	COM NEW	05338F306
XME	SPDR SERIES TRUST	82,708	$8.569M	0.0%	$103.61	$46.23	—	STATE STREET SPD	78464A755
SLB	SLB LIMITED	222,689	$8.547M	0.0%	$38.38 *	$36.06	0.0%	COM STK	806857108
AUB	ATLANTIC UN BANKSHARES CORP	238,208	$8.409M	0.0%	$35.30 *	$29.43	+15.0%	COM	04911A107
HRI	HERC HLDGS INC	55,864	$8.289M	0.0%	$148.38 *	$135.97	0.0%	COM	42704L104
BRCB	BLACK ROCK COFFEE BAR INC	365,114	$8.124M	0.0%	$22.25 *	$26.13	-11.3%	CL A	092244102
FLY	FIREFLY AEROSPACE INC	356,692	$7.979M	0.0%	$22.37 *	$43.71	-47.1%	COM	31816X106
BABA	ALIBABA GROUP HLDG LTD	54,235	$7.95M	0.0%	$146.58	$133.75	—	SPONSORED ADS	01609W102
UPB	UPSTREAM BIO INC	288,847	$7.842M	0.0%	$27.15 *	$24.89	0.0%	COM	91678A107
CRM	SALESFORCE INC	29,447	$7.801M	0.0%	$264.91 *	$215.32	+15.3%	COM	79466L302
KO	COCA COLA CO	109,645	$7.665M	0.0%	$69.91	$64.79	+7.1%	COM	191216100
MMI	MARCUS & MILLICHAP INC	280,730	$7.661M	0.0%	$27.29 *	$33.15	-12.7%	COM	566324109
PGR	PROGRESSIVE CORP	33,268	$7.576M	0.0%	$227.72 *	$195.93	+8.4%	COM	743315103
CNI	CANADIAN NATL RY CO	73,290	$7.245M	0.0%	$98.85 *	$107.39	-10.5%	COM	136375102
NXT	NEXTPOWER INC	79,777	$6.949M	0.0%	$87.11 *	$66.32	+36.7%	CLASS A COM	65290E101
MCO	MOODYS CORP	13,335	$6.812M	0.0%	$510.85 *	$349.96	+39.3%	COM	615369105
VT	VANGUARD INTL EQUITY INDEX F	48,281	$6.81M	0.0%	$141.06	$138.45	—	TT WRLD ST ETF	922042742
MOS	MOSAIC CO NEW	267,722	$6.449M	0.0%	$24.09 *	$31.28	-14.5%	COM	61945C103
WBI	WATERBRIDGE INFRASTRUCTURE L	306,677	$6.137M	0.0%	$20.01 *	$23.42	-0.9%	CL A SHS REPSTG	940923105
VUG	VANGUARD INDEX FDS	12,181	$5.943M	0.0%	$487.87	$466.35	—	GROWTH ETF	922908736
MCHP	MICROCHIP TECHNOLOGY INC.	93,011	$5.927M	0.0%	$63.72 *	$61.35	0.0%	COM	595017104
KMTS	KESTRA MED TECHNOLOGIES LTD	219,355	$5.817M	0.0%	$26.52 *	$21.72	+18.6%	SHS	G52441105
ALB	ALBEMARLE CORP	40,933	$5.79M	0.0%	$141.44 *	$113.25	0.0%	COM	012653101
FIGS	FIGS INC	503,279	$5.717M	0.0%	$11.36 *	$9.37	0.0%	CL A	30260D103
HBM	HUDBAY MINERALS INC	249,345	$4.949M	0.0%	$19.85 *	$6.71	+152.1%	COM	443628102
HUBS	HUBSPOT INC	12,310	$4.94M	0.0%	$401.31 *	$585.13	-29.2%	COM	443573100
VEA	VANGUARD TAX-MANAGED FDS	76,275	$4.765M	0.0%	$62.47	$61.86	—	VAN FTSE DEV MKT	921943858
AXP	AMERICAN EXPRESS CO	12,820	$4.743M	0.0%	$369.95 *	$309.80	+15.2%	COM	025816109
IWM	ISHARES TR	19,201	$4.727M	0.0%	$246.16	$246.16	—	RUSSELL 2000 ETF	464287655
APD	AIR PRODS & CHEMS INC	18,649	$4.607M	0.0%	$247.02	$300.39	-16.2%	COM	009158106
ABNB	AIRBNB INC	33,644	$4.566M	0.0%	$135.72 *	$155.96	-20.2%	COM CL A	009066101
WLTH	WEALTHFRONT CORP	323,476	$4.396M	0.0%	$13.59 *	$13.20	0.0%	COM	947002101
HD	HOME DEPOT INC	12,217	$4.204M	0.0%	$344.09 *	$272.44	+33.8%	COM	437076102
INDA	ISHARES TR	75,050	$4.056M	0.0%	$54.05	$54.75	—	MSCI INDIA ETF	46429B598
CSX	CSX CORP	99,032	$3.59M	0.0%	$36.25	$34.44	+3.7%	COM	126408103
GRDN	GUARDIAN PHARMACY SVCS INC	115,961	$3.489M	0.0%	$30.09 *	$28.30	0.0%	CL A	40145W101
—	BOEING CO	50,000	$3.453M	0.0%	$69.06	$60.89	—	DEP CONV PFD A	097023204
LZM	LIFEZONE METALS LIMITED	775,168	$3.31M	0.0%	$4.27 *	$7.49	-39.7%	ORD SHS	G5568L109
LEU	CENTRUS ENERGY CORP	13,077	$3.175M	0.0%	$242.76 *	$221.21	+36.5%	CL A	15643U104
VIA	VIA TRANSN INC	101,336	$2.94M	0.0%	$29.01 *	$49.48	-16.6%	COM CL A	92556W104
TE	T1 ENERGY INC	394,757	$2.637M	0.0%	$6.68 *	$4.41	0.0%	COM NEW	35834F104
ROST	ROSS STORES INC	13,469	$2.426M	0.0%	$180.14 *	$160.42	+3.9%	COM	778296103
CNO	CNO FINL GROUP INC	55,502	$2.357M	0.0%	$42.47 *	$24.61	+65.0%	COM	12621E103
WCN	WASTE CONNECTIONS INC	13,296	$2.332M	0.0%	$175.36	$121.79	+41.9%	COM	94106B101
MGRC	MCGRATH RENTCORP	20,424	$2.143M	0.0%	$104.93 *	$114.20	-5.1%	COM	580589109
FCPT	FOUR CORNERS PPTY TR INC	92,480	$2.133M	0.0%	$23.06	$25.68	—	COM	35086T109
MDY	SPDR S&P MIDCAP 400 ETF TR	3,528	$2.128M	0.0%	$603.30	$594.68	—	UTSER1 S&PDCRP	78467Y107
OII	OCEANEERING INTL INC	87,910	$2.112M	0.0%	$24.03	$24.37	-0.9%	COM	675232102
CDP	COPT DEFENSE PROPERTIES	74,022	$2.058M	0.0%	$27.80	$27.80	—	SHS BEN INT	22002T108
APAM	ARTISAN PARTNERS ASSET MGMT	48,780	$1.987M	0.0%	$40.74	$38.85	+4.8%	CL A	04316A108
CP	CANADIAN PACIFIC KANSAS CITY	26,929	$1.983M	0.0%	$73.63	$73.60	0.0%	COM	13646K108
FIX	COMFORT SYS USA INC	2,118	$1.976M	0.0%	$933.09	$663.17	+39.2%	COM	199908104
DLR	DIGITAL RLTY TR INC	12,190	$1.886M	0.0%	$154.71 *	$145.98	+11.8%	COM	253868103
SITC	SITE CTRS CORP	293,532	$1.884M	0.0%	$6.42	$9.67	—	COM	82981J851
EFC	ELLINGTON FINANCIAL INC	138,517	$1.881M	0.0%	$13.58	$13.21	—	COM	28852N109
XLE	SELECT SECTOR SPDR TR	41,750	$1.867M	0.0%	$44.71	$81.25	—	STATE STREET ENE	81369Y506
NSC	NORFOLK SOUTHN CORP	6,230	$1.799M	0.0%	$288.72	$227.90	+26.6%	COM	655844108
SKYW	SKYWEST INC	17,517	$1.759M	0.0%	$100.41	$102.53	-2.3%	COM	830879102
CCI	CROWN CASTLE INC	19,732	$1.754M	0.0%	$88.87 *	$89.25	+2.1%	COM	22822V101
TRNO	TERRENO RLTY CORP	29,462	$1.73M	0.0%	$58.71	$58.71	—	COM	88146M101
CENTA	CENTRAL GARDEN & PET CO	58,573	$1.71M	0.0%	$29.19	$30.92	-6.5%	CL A NON-VTG	153527205
AEIS	ADVANCED ENERGY INDS	7,952	$1.665M	0.0%	$209.37 *	$203.45	0.0%	COM	007973100
HL	HECLA MNG CO	83,824	$1.609M	0.0%	$19.19 *	$11.12	+37.3%	COM	422704106
SANM	SANMINA CORPORATION	10,687	$1.604M	0.0%	$150.07	$43.41	+240.1%	COM	801056102
HNI	HNI CORP	37,843	$1.591M	0.0%	$42.04	$45.01	-6.2%	COM	404251100
USAR	USA RARE EARTH INC	133,267	$1.586M	0.0%	$11.90 *	$19.05	0.0%	COM	91733P107
TILE	INTERFACE INC	56,248	$1.57M	0.0%	$27.92 *	$21.28	+28.1%	COM	458665304
TKO	TKO GROUP HOLDINGS INC	7,303	$1.526M	0.0%	$209.00 *	$165.57	+17.0%	CL A	87256C101
SBUX	STARBUCKS CORP	17,821	$1.501M	0.0%	$84.21	$100.99	-16.8%	COM	855244109
EPI	WISDOMTREE TR	32,336	$1.497M	0.0%	$46.29	$50.46	—	INDIA ERNGS FD	97717W422
CDE	COEUR MNG INC	83,155	$1.483M	0.0%	$17.83 *	$11.66	+49.1%	COM NEW	192108504
ESE	ESCO TECHNOLOGIES INC	7,370	$1.44M	0.0%	$195.39 *	$159.12	+32.4%	COM	296315104
SXC	SUNCOKE ENERGY INC	199,423	$1.436M	0.0%	$7.20 *	$8.74	-15.8%	COM	86722A103
WS	WORTHINGTON STL INC	41,277	$1.429M	0.0%	$34.62 *	$32.32	+1.7%	COM SHS	982104101
RDDT	REDDIT INC	6,116	$1.406M	0.0%	$229.87 *	$123.45	+70.3%	CL A	75734B100
CW	CURTISS WRIGHT CORP	2,528	$1.394M	0.0%	$551.27	$492.21	+13.3%	COM	231561101
CRC	CALIFORNIA RES CORP	31,154	$1.393M	0.0%	$44.71 *	$48.50	-2.7%	COM STOCK	13057Q305
HAS	HASBRO INC	16,950	$1.39M	0.0%	$82.00 *	$62.24	+25.4%	COM	418056107
EQIX	EQUINIX INC	1,787	$1.369M	0.0%	$766.16	$834.00	-6.3%	COM	29444U700
FN	FABRINET	2,987	$1.36M	0.0%	$455.28 *	$298.13	+45.9%	SHS	G3323L100
HOV	HOVNANIAN ENTERPRISES INC	12,950	$1.263M	0.0%	$97.54 *	$124.08	-5.0%	CL A NEW	442487401
LGIH	LGI HOMES INC	28,957	$1.244M	0.0%	$42.96 *	$54.09	-13.3%	COM	50187T106
TT	TRANE TECHNOLOGIES PLC	3,016	$1.174M	0.0%	$389.20 *	$196.47	+110.5%	SHS	G8994E103
NVMI	NOVA LTD	3,546	$1.164M	0.0%	$328.39 *	$203.42	+58.0%	COM	M7516K103
BE	BLOOM ENERGY CORP	13,319	$1.157M	0.0%	$86.89 *	$58.98	+78.1%	COM CL A	093712107
CTRE	CARETRUST REIT INC	31,968	$1.156M	0.0%	$36.16	$36.16	—	COM	14174T107
ENVA	ENOVA INTL INC	7,251	$1.14M	0.0%	$157.20 *	$130.16	0.0%	COM	29357K103
ADI	ANALOG DEVICES INC	4,166	$1.13M	0.0%	$271.20 *	$217.57	+15.2%	COM	032654105
CAKE	CHEESECAKE FACTORY INC	22,178	$1.12M	0.0%	$50.48	$50.03	0.0%	COM	163072101
KN	KNOWLES CORP	52,101	$1.117M	0.0%	$21.43 *	$22.79	0.0%	COM	49926D109
RMBS	RAMBUS INC DEL	11,972	$1.1M	0.0%	$91.89 *	$88.78	+10.8%	COM	750917106
EVTC	EVERTEC INC	37,588	$1.093M	0.0%	$29.09 *	$34.70	-14.4%	COM	30040P103
TXG	10X GENOMICS INC	66,969	$1.092M	0.0%	$16.31 *	$13.69	+10.3%	CL A COM	88025U109
SWX	SOUTHWEST GAS HLDGS INC	13,575	$1.086M	0.0%	$80.02	$80.11	0.0%	COM	844895102
ARCB	ARCBEST CORP	14,313	$1.062M	0.0%	$74.19 *	$74.93	-5.2%	COM	03937C105
BZH	BEAZER HOMES USA INC	51,268	$1.039M	0.0%	$20.27 *	$22.25	0.0%	COM NEW	07556Q881
ITGR	INTEGER HLDGS CORP	13,208	$1.036M	0.0%	$78.43	$79.69	0.0%	COM	45826H109
NBR	NABORS INDUSTRIES LTD	18,954	$1.029M	0.0%	$54.30 *	$48.74	0.0%	SHS	G6359F137
FBRT	FRANKLIN BSP RLTY TR INC	100,931	$1.012M	0.0%	$10.03	$10.03	—	COMMON STOCK	35243J101
IOO	ISHARES TR	7,987	$1.012M	0.0%	$126.67	$126.67	—	GLOBAL 100 ETF	464287572
FLR	FLUOR CORP NEW	25,071	$994K	0.0%	$39.63 *	$45.62	-3.0%	COM	343412102
LRN	STRIDE INC	15,216	$988K	0.0%	$64.93 *	$90.80	0.0%	COM	86333M108
DX	DYNEX CAP INC	70,482	$987K	0.0%	$14.01	$14.01	—	COM	26817Q886
AMRX	AMNEAL PHARMACEUTICALS INC	77,401	$975K	0.0%	$12.60 *	$11.44	0.0%	COM STK CL A	03168L105
HAE	HAEMONETICS CORP MASS	12,103	$970K	0.0%	$80.15 *	$62.46	+7.6%	COM	405024100
CLS	CELESTICA INC	3,271	$967K	0.0%	$295.61	$249.04	+21.0%	COM	15101Q207
DOCN	DIGITALOCEAN HLDGS INC	20,037	$964K	0.0%	$48.12 *	$30.50	+44.4%	COM	25402D102
GCMG	GCM GROSVENOR INC	85,159	$964K	0.0%	$11.32	$11.34	0.0%	COM CL A	36831E108
HLMN	HILLMAN SOLUTIONS CORP	109,694	$950K	0.0%	$8.66 *	$9.01	0.0%	COM	431636109
FWONK	LIBERTY MEDIA CORP DEL	9,631	$949K	0.0%	$98.51	$98.51	—	COM LBTY ONE S C	531229755
LBRT	LIBERTY ENERGY INC	51,175	$945K	0.0%	$18.46 *	$11.56	+44.5%	COM CL A	53115L104
INVA	INNOVIVA INC	46,403	$928K	0.0%	$19.99 *	$19.53	0.0%	COM	45781M101
ETN	EATON CORP PLC	2,901	$924K	0.0%	$318.49 *	$303.08	+16.9%	SHS	G29183103
AZZ	AZZ INC	8,559	$917K	0.0%	$107.18 *	$107.70	-4.0%	COM	002474104
PLAB	PHOTRONICS INC	28,560	$914K	0.0%	$32.00 *	$25.80	0.0%	COM	719405102
VAL	VALARIS LTD	18,019	$908K	0.0%	$50.40 *	$53.67	0.0%	CL A	G9460G101
POR	PORTLAND GEN ELEC CO	18,687	$897K	0.0%	$47.99 *	$46.76	0.0%	COM NEW	736508847
PRIM	PRIMORIS SVCS CORP	7,013	$871K	0.0%	$124.14 *	$71.90	+81.6%	COM	74164F103
ETD	ETHAN ALLEN INTERIORS INC	37,955	$867K	0.0%	$22.84 *	$22.41	+8.7%	COM	297602104
AEO	AMERICAN EAGLE OUTFITTERS IN	32,754	$864K	0.0%	$26.37 *	$19.66	0.0%	COM	02553E106
BORR	BORR DRILLING LTD	212,364	$856K	0.0%	$4.03 *	$3.31	0.0%	SHS	G1466R173
URBN	URBAN OUTFITTERS INC	11,317	$852K	0.0%	$75.26 *	$70.74	0.0%	COM	917047102
HTO	H2O AMERICA	17,235	$844K	0.0%	$48.99 *	$47.95	0.0%	COM	784305104
MTH	MERITAGE HOMES CORP	12,694	$835K	0.0%	$65.80 *	$69.25	0.0%	COM	59001A102
KVYO	KLAVIYO INC	25,559	$830K	0.0%	$32.47 *	$31.68	-11.6%	COM SER A	49845K101
IBP	INSTALLED BLDG PRODS INC	3,105	$805K	0.0%	$259.39	$242.01	+6.7%	COM	45780R101
ENSG	ENSIGN GROUP INC	4,548	$792K	0.0%	$174.20 *	$179.59	0.0%	COM	29358P101
IGE	ISHARES TR	15,735	$790K	0.0%	$50.20	$49.80	—	NORTH AMERN NAT	464287374
EMBC	EMBECTA CORP	66,124	$786K	0.0%	$11.88 *	$13.78	-5.2%	COMMON STOCK	29082K105
LOAR	LOAR HOLDINGS INC	11,390	$775K	0.0%	$68.00 *	$86.55	-15.8%	COM SHS	53947R105
SBH	SALLY BEAUTY HLDGS INC	54,155	$772K	0.0%	$14.26 *	$15.07	0.0%	COM	79546E104
MD	PEDIATRIX MEDICAL GROUP INC	35,896	$768K	0.0%	$21.39 *	$20.49	0.0%	COM	58502B106
GTX	GARRETT MOTION INC	43,899	$765K	0.0%	$17.43 *	$12.66	+25.7%	COM	366505105
TRIP	TRIPADVISOR INC	50,673	$738K	0.0%	$14.56 *	$15.22	0.0%	COM	896945201
PL	PLANET LABS PBC	37,044	$731K	0.0%	$19.72 *	$3.10	+361.8%	COM CL A	72703X106
—	MIND MEDICINE MINDMED INC	53,785	$720K	0.0%	$13.39	$13.39	—	COM NEW	60255C885
SPXC	SPX TECHNOLOGIES INC	3,592	$719K	0.0%	$200.06	$200.06	—	COM	78473E103
OUT	OUTFRONT MEDIA INC	29,669	$715K	0.0%	$24.10	$24.10	—	COM NEW	69007J304
APPN	APPIAN CORP	20,141	$713K	0.0%	$35.42	$35.62	0.0%	CL A	03782L101
TDOC	TELADOC HEALTH INC	100,360	$703K	0.0%	$7.00 *	$8.20	-4.6%	COM	87918A105
WLFC	WILLIS LEASE FIN CORP	5,153	$699K	0.0%	$135.64 *	$144.72	-10.6%	COM	970646105
—	INDIVIOR PLC	19,081	$685K	0.0%	$35.88	$35.88	—	ORD	G4766E116
MFA	MFA FINL INC	72,855	$678K	0.0%	$9.31	$9.31	—	COM	55272X607
RIOT	RIOT PLATFORMS INC	53,116	$673K	0.0%	$12.67 *	$14.68	+16.5%	COM	767292105
SNEX	STONEX GROUP INC	6,972	$663K	0.0%	$95.13	$75.46	+25.0%	COM	861896108
BDC	BELDEN INC	5,410	$631K	0.0%	$116.55	$116.62	0.0%	COM	077454106
LXP	LXP INDUSTRIAL TRUST	12,399	$615K	0.0%	$49.58	$49.58	—	COM	529043408
HASI	HA SUSTAINABLE INFRA CAP INC	19,394	$610K	0.0%	$31.43	$31.10	0.0%	COM	41068X100
AFRM	AFFIRM HLDGS INC	8,151	$607K	0.0%	$74.43 *	$75.38	-4.5%	COM CL A	00827B106
STRL	STERLING INFRASTRUCTURE INC	1,943	$595K	0.0%	$306.23 *	$98.26	+250.6%	COM	859241101
AROC	ARCHROCK INC	22,637	$589K	0.0%	$26.02 *	$22.64	+8.7%	COM	03957W106
HIMS	HIMS & HERS HEALTH INC	17,960	$583K	0.0%	$32.47 *	$49.24	-13.0%	COM CL A	433000106
EFA	ISHARES TR	5,972	$573K	0.0%	$96.02	$96.02	—	MSCI EAFE ETF	464287465
NPO	ENPRO INC	2,664	$570K	0.0%	$214.13 *	$221.15	0.0%	COM	29355X107
KSS	KOHLS CORP	27,783	$567K	0.0%	$20.41 *	$18.74	0.0%	COM	500255104
OKLO	OKLO INC	7,877	$565K	0.0%	$71.76 *	$78.30	+42.4%	COM CL A	02156V109
IONQ	IONQ INC	12,378	$555K	0.0%	$44.87 *	$34.84	+60.8%	COM	46222L108
ITRI	ITRON INC	5,885	$546K	0.0%	$92.86 *	$88.69	+22.8%	COM	465741106
MARA	MARA HOLDINGS INC	58,055	$521K	0.0%	$8.98 *	$16.36	-9.8%	COM	565788106
GTLS	CHART INDS INC	2,438	$503K	0.0%	$206.20	$126.23	+60.5%	COM	16115Q308
MGY	MAGNOLIA OIL & GAS CORP	22,806	$499K	0.0%	$21.89 *	$25.45	-10.7%	CL A	559663109
—	NEXTERA ENERGY INC	10,076	$491K	0.0%	$48.75	$45.60	—	UNIT 11/01/2027	65339F119
HUBB	HUBBELL INC	1,097	$487K	0.0%	$444.11	$420.50	+4.0%	COM	443510607
PECO	PHILLIPS EDISON & CO INC	12,599	$448K	0.0%	$35.57	$35.57	—	COMMON STOCK	71844V201
ALAB	ASTERA LABS INC	2,630	$438K	0.0%	$166.36	$164.44	+1.7%	COM	04626A103
IVW	ISHARES TR	3,276	$404K	0.0%	$123.26	$123.26	—	S&P 500 GRWT ETF	464287309
ADBE	ADOBE INC	1,080	$378K	0.0%	$350.07 *	$145.07	+134.4%	COM	00724F101
HSY	HERSHEY CO	2,047	$373K	0.0%	$181.98	$182.13	-0.0%	COM	427866108
QBTS	D-WAVE QUANTUM INC	14,226	$372K	0.0%	$26.15 *	$29.13	0.0%	COM	26740W109
MAR	MARRIOTT INTL INC NEW	1,151	$357K	0.0%	$310.15 *	$160.35	+77.9%	CL A	571903202
GENI	GENIUS SPORTS LIMITED	28,826	$318K	0.0%	$11.02	$11.96	-8.8%	SHARES CL A	G3934V109
DAR	DARLING INGREDIENTS INC	8,542	$308K	0.0%	$36.00 *	$47.05	-28.1%	COM	237266101
BCE	BCE INC	11,748	$280K	0.0%	$23.82 *	$39.40	-41.5%	COM NEW	05534B760
ARM	ARM HOLDINGS PLC	2,253	$246K	0.0%	$109.32	$148.82	—	SPONSORED ADS	042068205
STWD	STARWOOD PPTY TR INC	11,370	$205K	0.0%	$18.01	$21.27	—	COM	85571B105