Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
CRDO	Credo Technology Group	643,948	$93.77M	3.6%	—	—	COM	G25457105
LITE	Lumentum Hldgs, Inc.	328,630	$53.47M	2.0%	—	—	COM	55024U109
RMBS	Rambus, Inc	507,899	$52.92M	2.0%	—	—	COM	750917106
AMBA	Ambarella, Inc.	611,360	$50.45M	1.9%	—	—	COM	G037AX101
SN	SharkNinja, Inc.	482,810	$49.8M	1.9%	—	—	COM	G8068L108
AAOI	Applied Optoelectronics Inc.	1,888,041	$48.96M	1.9%	—	—	COM	03823U102
EHC	Encompass Health Corporation	358,800	$45.57M	1.7%	—	—	COM	29261A100
FTDR	Frontdoor, Inc.	610,860	$41.1M	1.6%	—	—	COM	35905A109
ADMA	ADMA Biologics, Inc.	2,712,040	$39.76M	1.5%	—	—	COM	000899104
AMSC	American Superconductor	665,700	$39.54M	1.5%	—	—	COM	030111207
SRAD	Sportradar Group	1,379,100	$37.1M	1.4%	—	—	COM	H8088L103
NVMI	Nova Ltd.	113,285	$36.21M	1.4%	—	—	COM	M7516K103
ITRI	Itron Inc	284,150	$35.39M	1.4%	—	—	COM	465741106
SKYW	Skywest Inc	330,790	$33.28M	1.3%	—	—	COM	830879102
SITM	SiTime Corporation	106,396	$32.06M	1.2%	—	—	COM	82982T106
WAY	Waystar Holding Corp.	836,550	$31.72M	1.2%	—	—	COM	946784105
MRCY	Mercury Systems, Inc.	398,500	$30.84M	1.2%	—	—	COM	589378108
CLH	Clean Harbors, Inc.	116,770	$27.12M	1.0%	—	—	COM	184496107
LRN	Stride, Inc.	181,800	$27.08M	1.0%	—	—	COM	86333M108
BTSG	BrightSpring Health Services	908,000	$26.84M	1.0%	—	—	COM	10950A106
PRIM	Primoris Services Corp.	192,400	$26.42M	1.0%	—	—	COM	74164F103
DOCN	Digital Ocean Holdings, Inc.	772,000	$26.37M	1.0%	—	—	COM	25402D102
OSIS	Osi Systems, Inc.	101,400	$25.27M	1.0%	—	—	COM	671044105
TPC	Tutor Perini Corp.	377,800	$24.78M	0.9%	—	—	COM	901109108
VCYT	Veracyte, Inc.	721,690	$24.78M	0.9%	—	—	COM	92337F107
RSI	Rush Street Interactive, Inc.	1,191,560	$24.4M	0.9%	—	—	COM	782011100
CVLT	Commvault Systems, Inc.	128,600	$24.28M	0.9%	—	—	COM	204166102
FRSH	Freshworks, Inc.	2,059,470	$24.24M	0.9%	—	—	COM	358054104
LTH	Life Time Holdings, Inc.	866,400	$23.91M	0.9%	—	—	COM	53190C102
QRVO	Qorvo, Inc.	260,900	$23.76M	0.9%	—	—	COM	74736K101
PSN	Parsons Corp.	272,730	$22.61M	0.9%	—	—	COM	70202L102
CAMT	Camtek, Ltd.	213,580	$22.44M	0.9%	—	—	COM	M20791105
PEGA	Pegasystems Inc.	389,400	$22.39M	0.9%	—	—	COM	705573103
ECG	Everus Construction Group	259,800	$22.28M	0.9%	—	—	COM	300426103
MTSI	Macom Technology Solutions	177,790	$22.13M	0.8%	—	—	COM	55405Y100
LOPE	Grand Canyon Education, Inc.	99,800	$21.91M	0.8%	—	—	COM	38526M106
SIMO	Silicon Motion Techn ADR	230,600	$21.86M	0.8%	—	—	COM	82706C108
FLS	Flowserve Corporation	409,285	$21.75M	0.8%	—	—	COM	34354P105
G	Genpact Ltd.	516,800	$21.65M	0.8%	—	—	COM	G3922B107
BLBD	Blue Bird Corporation	373,400	$21.49M	0.8%	—	—	COM	095306106
AIR	AAR Corp.	236,500	$21.21M	0.8%	—	—	COM	000361105
BROS	Dutch Bros., Inc.	404,500	$21.17M	0.8%	—	—	COM	26701L100
QTWO	Q2 Holdings, Inc.	292,260	$21.16M	0.8%	—	—	COM	74736L109
LEVI	Levi Strauss & Co.	903,500	$21.05M	0.8%	—	—	COM	52736R102
BOX	Box, Inc.	652,320	$21.05M	0.8%	—	—	COM	10316T104
WGS	Genedx Holdings Corp.	193,920	$20.89M	0.8%	—	—	COM	81663L200
ACA	Arcosa, Inc.	221,600	$20.77M	0.8%	—	—	COM	039653100
CRS	Carpenter Technology Corp.	82,611	$20.28M	0.8%	—	—	COM	144285103
LSCC	Lattice Semiconductor Corporat	275,536	$20.2M	0.8%	—	—	COM	518415104
FSS	Federal Signal Corp.	166,500	$19.81M	0.8%	—	—	COM	313855108
PI	Impinj, Inc.	107,120	$19.36M	0.7%	—	—	COM	453204109
MMSI	Merit Medical System Inc	232,010	$19.31M	0.7%	—	—	COM	589889104
CARG	CarGurus, Inc.	518,400	$19.3M	0.7%	—	—	COM	141788109
IMAX	Imax Corp.	579,600	$18.98M	0.7%	—	—	COM	45245E109
AIZ	Assurant, Inc.	83,000	$17.98M	0.7%	—	—	COM	04621X108
ICUI	ICU Medical, Inc.	149,130	$17.89M	0.7%	—	—	COM	44930G107
ACIW	ACI Worldwide Inc.	330,702	$17.45M	0.7%	—	—	COM	004498101
EYE	National Vision Holdings, Inc.	594,900	$17.37M	0.7%	—	—	COM	63845R107
FN	Fabrinet	45,900	$16.74M	0.6%	—	—	COM	G3323L100
URBN	Urban Outfitters, Inc.	234,300	$16.74M	0.6%	—	—	COM	917047102
UCTT	Ultra Clean Holdings	613,300	$16.71M	0.6%	—	—	COM	90385V107
AGX	Argan, Inc	60,571	$16.36M	0.6%	—	—	COM	04010E109
RELY	Remitly Global, Inc.	1,002,800	$16.35M	0.6%	—	—	COM	75960P104
LFUS	Littelfuse, Inc.	62,300	$16.14M	0.6%	—	—	COM	537008104
SFM	Sprouts Farmers Markets LLC	145,500	$15.83M	0.6%	—	—	COM	85208M102
FCFS	FirstCash Holdings, Inc	97,800	$15.49M	0.6%	—	—	COM	33768G107
ZETA	Zeta Global Holdings Corp.	761,200	$15.13M	0.6%	—	—	COM	98956A105
SEI	Solaris Energy Infrastructur	366,900	$14.66M	0.6%	—	—	COM	83418M103
POWL	Powell Industries Inc.	47,500	$14.48M	0.6%	—	—	COM	739128106
NYT	New York Times Co. Cl A	252,000	$14.46M	0.6%	—	—	COM	650111107
SPXC	SPX Technologies, Inc.	76,900	$14.36M	0.5%	—	—	COM	78473E103
IRTC	Irhythm Technologies Inc	81,200	$13.97M	0.5%	—	—	COM	450056106
HQY	HealthEquity Inc.	140,080	$13.28M	0.5%	—	—	COM	42226A107
EZPW	EZCorp, Inc.	685,500	$13.05M	0.5%	—	—	COM	302301106
GDOT	Green Dot Corp. Cl A	970,300	$13.03M	0.5%	—	—	COM	39304D102
BMI	Badger Meter	72,610	$12.97M	0.5%	—	—	COM	056525108
ANIP	ANI Pharmaceuticals, Inc.	138,900	$12.72M	0.5%	—	—	COM	00182C103
SXT	Sensient Technologies Corp.	134,200	$12.59M	0.5%	—	—	COM	81725T100
GENI	Genius Sports Ltd.	1,015,100	$12.57M	0.5%	—	—	COM	G3934V109
ZWS	Zurn Elkay Water Solutions Cor	266,000	$12.51M	0.5%	—	—	COM	98983L108
TILE	Interface, Inc.	425,300	$12.31M	0.5%	—	—	COM	458665304
VISN	CommScope Holding Company, Inc	790,912	$12.24M	0.5%	—	—	COM	20337X109
AEIS	Advanced Energy Industry, Inc.	69,700	$11.86M	0.5%	—	—	COM	007973100
KNSA	Kiniksa Pharmaceuticals, Ltd.	305,200	$11.85M	0.5%	—	—	COM	G52694109
IDCC	Interdigital, Inc.	34,100	$11.77M	0.5%	—	—	COM	45867G101
DIOD	Diodes, Inc.	218,700	$11.64M	0.4%	—	—	COM	254543101
ABCB	Ameris Bancorp	156,400	$11.47M	0.4%	—	—	COM	03076K108
MTDR	Matador Resources Company	253,900	$11.41M	0.4%	—	—	COM	576485205
MGNI	Magnite, Inc.	514,000	$11.19M	0.4%	—	—	COM	55955D100
QLYS	Qualys, Inc.	84,000	$11.12M	0.4%	—	—	COM	74758T303
SKWD	Skyward Specialty Ins Group	231,800	$11.02M	0.4%	—	—	COM	830940102
ADPT	Adaptive Biotechnologies	726,500	$10.87M	0.4%	—	—	COM	00650F109
MHO	M/I Homes, Inc.	73,200	$10.57M	0.4%	—	—	COM	55305B101
CBSH	Commerce Bancshares, Inc.	176,890	$10.57M	0.4%	—	—	COM	200525103
CPRX	Catalyst Pharmaceuticals, Inc.	528,560	$10.41M	0.4%	—	—	COM	14888U101
OSPN	OneSpan, Inc.	640,450	$10.18M	0.4%	—	—	COM	68287N100
VRNS	Varonis Sys, Inc.	176,600	$10.15M	0.4%	—	—	COM	922280102
TPB	Turning PT Brands, Inc.	101,000	$9.985M	0.4%	—	—	COM	90041L105
LMAT	LeMaitre Vascular, Inc.	113,767	$9.956M	0.4%	—	—	COM	525558201
OSW	OneSpaWorld Holdings Limited	465,400	$9.839M	0.4%	—	—	COM	P73684113
LIVN	LivaNova Plc	186,000	$9.743M	0.4%	—	—	COM	G5509L101
COCO	The Vita Coco Co., Inc.	228,300	$9.696M	0.4%	—	—	COM	92846Q107
FIVN	Five9, Inc.	396,600	$9.598M	0.4%	—	—	COM	338307101
—	IBEX Ltd.	236,000	$9.563M	0.4%	—	—	COM	g4690m101
ADUS	Addus Homecare Corp.	78,200	$9.227M	0.4%	—	—	COM	006739106
DCO	Ducommun Inc.	95,700	$9.2M	0.4%	—	—	COM	264147109
MD	Pediatrix Medical Group, Inc.	545,600	$9.139M	0.3%	—	—	COM	58502B106
CRMD	CorMedix, Inc.	785,700	$9.138M	0.3%	—	—	COM	21900C308
DAVE	Dave, Inc.	45,622	$9.095M	0.3%	—	—	COM	23834J201
MGY	Magnolia Oil & Gas Corp.	376,300	$8.982M	0.3%	—	—	COM	559663109
AORT	Artivion, Inc	211,800	$8.968M	0.3%	—	—	COM	228903100
NGVC	Natural Grocers by Vitamin Cot	218,806	$8.752M	0.3%	—	—	COM	63888U108
HALO	Halozyme Therapeutics, Inc.	117,580	$8.623M	0.3%	—	—	COM	40637H109
EXLS	Exlservice Holdings	194,400	$8.559M	0.3%	—	—	COM	302081104
HWKN	Hawkins, Inc.	45,700	$8.35M	0.3%	—	—	COM	420261109
AEO	American Eagle Outfitters	484,000	$8.281M	0.3%	—	—	COM	02553E106
LMB	Limbach Hldgs, Inc.	83,700	$8.129M	0.3%	—	—	COM	53263P105
NIC	Nicolet Bankshares, Inc.	60,200	$8.097M	0.3%	—	—	COM	65406E102
LASR	nLIGHT Inc.	266,000	$7.882M	0.3%	—	—	COM	65487K100
MBUU	Malibu Boats, Inc.	238,200	$7.73M	0.3%	—	—	COM	56117J100
CLBT	Cellebrite DI Ltd.	414,550	$7.682M	0.3%	—	—	COM	M2197Q107
—	Rev Group, Inc.	134,500	$7.622M	0.3%	—	—	COM	749527107
AOSL	Alpha & Omega Semiconductor	271,100	$7.58M	0.3%	—	—	COM	G6331P104
VSEC	VSE Corp.	44,600	$7.414M	0.3%	—	—	COM	918284100
FRME	First Merchants Corporation	196,000	$7.389M	0.3%	—	—	COM	320817109
LQDA	Liquidia Corp.	321,200	$7.304M	0.3%	—	—	COM	53635D202
CRAI	CRA Int'l Inc.	34,900	$7.278M	0.3%	—	—	COM	12618T105
RDWR	Radware, Ltd.	274,700	$7.277M	0.3%	—	—	COM	M81873107
EVLV	Evolv Technologies Holdings	948,400	$7.16M	0.3%	—	—	COM	30049H102
LINC	Lincoln EDL Svcs	301,600	$7.088M	0.3%	—	—	COM	533535100
BOOT	Boot Barn Hldgs, Inc.	42,100	$6.977M	0.3%	—	—	COM	099406100
FBK	FB Financial Corp.	123,500	$6.884M	0.3%	—	—	COM	30257X104
ATEC	Alphatec Hldgs Inc.	461,122	$6.705M	0.3%	—	—	COM	02081G201
WEAV	Weave Communications, Inc.	985,950	$6.586M	0.3%	—	—	COM	94724R108
COUR	Coursera, Inc.	561,000	$6.569M	0.3%	—	—	COM	22266M104
BBW	Build A Bear	91,600	$5.973M	0.2%	—	—	COM	120076104
HURN	Huron Consulting Group, Inc.	40,500	$5.944M	0.2%	—	—	COM	447462102
AXGN	AxoGen Inc.	328,100	$5.853M	0.2%	—	—	COM	05463X106
—	Pagaya Technologies Ltd.	190,000	$5.641M	0.2%	—	—	COM	M7S64l123
NPKI	NPK International, Inc.	496,500	$5.615M	0.2%	—	—	COM	651718504
AIOT	Powerfleet, Inc.	1,068,800	$5.601M	0.2%	—	—	COM	73931J109
PDS	Precision Drilling Corp.	97,100	$5.473M	0.2%	—	—	COM	74022D407
ATRC	Atricure, Inc.	153,500	$5.411M	0.2%	—	—	COM	04963C209
RDVT	Red Violet, Inc.	100,300	$5.241M	0.2%	—	—	COM	75704L104
XPRO	Expro Group Holdings N.V.	435,500	$5.174M	0.2%	—	—	COM	N3144W105
SRCE	1st Source Corp.	82,700	$5.091M	0.2%	—	—	COM	336901103
IIIN	Insteel Industries Inc.	132,732	$5.089M	0.2%	—	—	COM	45774W108
BLZE	Backblaze, Inc.	538,700	$4.999M	0.2%	—	—	COM	05637B105
CECO	CECO Environmental Corp.	92,008	$4.711M	0.2%	—	—	COM	125141101
AVPT	AvePoint, Inc.	296,300	$4.447M	0.2%	—	—	COM	053604104
CLMB	Climb Global Solutions, Inc.	32,500	$4.382M	0.2%	—	—	COM	946760105
GRC	The Gorman-Rupp Co.	90,900	$4.219M	0.2%	—	—	COM	383082104
ETON	Eton Pharmaceuticals, Inc.	192,360	$4.18M	0.2%	—	—	COM	29772L108
BVS	Bioventus, Inc.	601,714	$4.025M	0.2%	—	—	COM	09075A108
LYTS	LSI Industries Inc.	169,200	$3.995M	0.2%	—	—	COM	50216C108
LIND	Lindblad Expeditions Holdings,	299,400	$3.832M	0.1%	—	—	COM	535219109
SE	Sea Ltd	17,000	$3.038M	0.1%	—	—	COM	81141R100
MTRX	Matrix Service Co.	221,075	$2.892M	0.1%	—	—	COM	576853105
CDNS	Cadence Design System, Inc.	7,400	$2.599M	0.1%	—	—	COM	127387108
SPOT	Spotify Technology S.A.	2,800	$1.954M	0.1%	—	—	COM	L8681T102
FUTU	Futu Holdings Ltd.	11,000	$1.913M	0.1%	—	—	COM	36118L106
SHOP	Shopify, Inc.	10,000	$1.486M	0.1%	—	—	COM	82509L107
SPY	SPDR S&P 500 ETF Trust	2,173	$1.447M	0.1%	—	—	COM	78462F103
MSFT	Microsoft Corp.	2,665	$1.38M	0.1%	—	—	COM	594918104
JPM	JP Morgan Chase & Company Inc.	3,121	$984K	0.0%	—	—	COM	46625H100
PDD	PDD Holdings Inc. ADR	7,000	$925K	0.0%	—	—	COM	722304102
AAPL	Apple, Inc.	3,388	$863K	0.0%	—	—	COM	037833100
HSAI	Hesai Group	28,000	$787K	0.0%	—	—	COM	428050108
—	Aris Water Solutions, Inc.	22,201	$547K	0.0%	—	—	COM	04041L106
TRV	The Travelers Co., Inc.	1,670	$466K	0.0%	—	—	COM	89417E109
—	Alphabet, Inc. Cl A	1,900	$462K	0.0%	—	—	COM	02079k305
RMD	Resmed Inc.	1,450	$397K	0.0%	—	—	COM	761152107
—	Alphabet, Inc. Cl C	1,620	$395K	0.0%	—	—	COM	02079k107
MA	Mastercard, Inc.	671	$382K	0.0%	—	—	COM	57636Q104
JNJ	Johnson & Johnson	2,047	$380K	0.0%	—	—	COM	478160104
AMGN	Amgen, Inc.	1,034	$292K	0.0%	—	—	COM	031162100
BK	Bank of New York Mellon Corp.	2,608	$284K	0.0%	—	—	COM	064058100
NEM	Newmont Mining	3,171	$267K	0.0%	—	—	COM	651639106
MCD	McDonald's Corporation	852	$259K	0.0%	—	—	COM	580135101
WMT	Wal Mart Stores Inc.	2,357	$243K	0.0%	—	—	COM	931142103
AFL	Aflac Inc.	2,000	$223K	0.0%	—	—	COM	001055102
CAT	Caterpillar, Inc.	426	$203K	0.0%	—	—	COM	149123101
—	Xenacare Hldgs, Inc.	140,000	$0	0.0%	—	—	COM	98401A106