Stephens Investment Management Group LLC Diversified Active

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
SRAD	SPORTRADAR GROUP AG	2,214,678	$52,643	0.7%	$23.77	—	CLASS A ORD SHS	H8088L103
PEN	PENUMBRA INC	120,815	$37,563	0.5%	$276.19	0.0%	COM	70975L107
AROC	ARCHROCK INC	1,264,576	$32,904	0.4%	$24.62	0.0%	COM	03957W106
MIR	MIRION TECHNOLOGIES INC	809,943	$18,969	0.2%	$24.94	0.0%	COM CL A	60471A101
MPWR	MONOLITHIC PWR SYS INC	11,836	$10,728	0.1%	$960.73	0.0%	COM	609839105
NTSK	NETSKOPE INC	449,622	$7,886	0.1%	$20.86	0.0%	CL A	64119N608
AXGN	AXOGEN INC	154,085	$5,043	0.1%	$24.59	0.0%	COM	05463X106
RTX	RTX CORPORATION	1,383	$254	0.0%	$173.32	0.0%	COM	75513E101
CME	CME GROUP INC	821	$224	0.0%	$270.74	0.0%	COM	12572Q105
ISRG	INTUITIVE SURGICAL INC	387	$219	0.0%	$532.37	0.0%	COM NEW	46120E602
TSLA	TESLA INC	485	$218	0.0%	$443.29	0.0%	COM	88160R101

Increased Positions (79)

VRNS VARONIS SYS INC 0.7%

Value ($000) $55,443 (-39.1%) Shares 1,690,349 (+6.7%) Est. Cost $42.72 Unrealized -1.7%

CWAN CLEARWATER ANALYTICS HLDGS I 1.1%

Value ($000) $85,187 (+58.7%) Shares 3,531,792 (+18.6%) Est. Cost $23.85 Unrealized -16.0%

TXRH TEXAS ROADHOUSE INC 0.8%

Value ($000) $61,457 (+98.0%) Shares 370,225 (+98.2%) Est. Cost $171.93 Unrealized -1.8%

XMTR XOMETRY INC 0.7%

Value ($000) $50,132 (+135.0%) Shares 842,987 (+115.2%) Est. Cost $43.80 Unrealized +28.7%

RGEN REPLIGEN CORP 1.4%

Value ($000) $107,674 (+34.6%) Shares 657,111 (+9.8%) Est. Cost $73.22 Unrealized +113.9%

TVTX TRAVERE THERAPEUTICS INC 0.9%

Value ($000) $65,783 (+72.1%) Shares 1,721,623 (+7.6%) Est. Cost $19.77 Unrealized +64.5%

ALAB ASTERA LABS INC 0.5%

Value ($000) $39,723 (+200.9%) Shares 238,777 (+254.1%) Est. Cost $166.49 Unrealized +0.5%

PLMR PALOMAR HLDGS INC 1.2%

Value ($000) $93,566 (+38.3%) Shares 694,317 (+19.8%) Est. Cost $62.98 Unrealized +93.8%

VIK VIKING HOLDINGS LTD 0.9%

Value ($000) $68,278 (+59.9%) Shares 956,147 (+39.2%) Est. Cost $50.95 Unrealized +25.2%

CRDO CREDO TECHNOLOGY GROUP HOLDI 0.7%

Value ($000) $51,175 (+97.0%) Shares 355,653 (+99.4%) Est. Cost $120.03 Unrealized +28.1%

RYAN RYAN SPECIALTY HOLDINGS INC 1.3%

Value ($000) $99,599 (+29.7%) Shares 1,929,094 (+41.6%) Est. Cost $41.64 Unrealized +31.7%

GENI GENIUS SPORTS LIMITED 0.8%

Value ($000) $61,980 (+50.3%) Shares 5,624,316 (+68.9%) Est. Cost $11.27 Unrealized -3.2%

KNSL KINSALE CAP GROUP INC 1.1%

Value ($000) $81,382 (+26.6%) Shares 208,075 (+37.7%) Est. Cost $406.17 Unrealized +0.4%

ILMN ILLUMINA INC 0.6%

Value ($000) $44,932 (+60.1%) Shares 342,571 (+15.9%) Est. Cost $140.92 Unrealized -16.7%

ICLR ICON PLC 1.3%

Value ($000) $98,945 (+17.8%) Shares 542,996 (+13.1%) Est. Cost $119.16 Unrealized +49.4%

U UNITY SOFTWARE INC 0.9%

Value ($000) $69,327 (+24.9%) Shares 1,569,541 (+13.2%) Est. Cost $24.48 Unrealized +66.5%

PSTG PURE STORAGE INC 0.9%

Value ($000) $72,832 (-15.7%) Shares 1,086,889 (+5.4%) Est. Cost $33.81 Unrealized +147.1%

RBRK RUBRIK INC. 0.6%

Value ($000) $45,571 (+37.1%) Shares 595,851 (+47.4%) Est. Cost $62.62 Unrealized +22.5%

DXCM DEXCOM INC 0.9%

Value ($000) $69,211 (+19.4%) Shares 1,042,801 (+21.1%) Est. Cost $76.18 Unrealized -15.1%

CSGP COSTAR GROUP INC 1.0%

Value ($000) $74,971 (+15.9%) Shares 1,114,972 (+45.5%) Est. Cost $74.63 Unrealized -5.1%

BRZE BRAZE INC 0.6%

Value ($000) $42,284 (+31.1%) Shares 1,233,143 (+8.7%) Est. Cost $36.11 Unrealized -18.0%

FOLD AMICUS THERAPEUTICS INC 0.3%

Value ($000) $19,250 (+93.8%) Shares 1,351,814 (+7.2%) Est. Cost $8.16 Unrealized +20.4%

TECH BIO-TECHNE CORP 0.8%

Value ($000) $65,259 (+15.6%) Shares 1,109,658 (+9.3%) Est. Cost $66.78 Unrealized -9.1%

AZTA AZENTA INC 0.5%

Value ($000) $35,656 (+28.5%) Shares 1,072,039 (+11.0%) Est. Cost $67.57 Unrealized -51.6%

EXEL EXELIXIS INC 1.4%

Value ($000) $111,303 (+7.3%) Shares 2,539,421 (+1.1%) Est. Cost $21.45 Unrealized +92.8%

TSCO TRACTOR SUPPLY CO 0.9%

Value ($000) $68,161 (+12.4%) Shares 1,362,940 (+27.9%) Est. Cost $52.97 Unrealized +1.4%

BROS DUTCH BROS INC 0.2%

Value ($000) $18,628 (+62.0%) Shares 304,281 (+38.5%) Est. Cost $62.14 Unrealized -8.6%

TER TERADYNE INC 0.3%

Value ($000) $21,848 (+42.5%) Shares 112,874 (+1.3%) Est. Cost $118.41 Unrealized +44.8%

SAIA SAIA INC 0.5%

Value ($000) $41,531 (+17.6%) Shares 127,193 (+7.8%) Est. Cost $462.58 Unrealized -34.7%

LSCC LATTICE SEMICONDUCTOR CORP 0.8%

Value ($000) $64,983 (+10.5%) Shares 883,165 (+10.1%) Est. Cost $63.82 Unrealized —

FWRG FIRST WATCH RESTAURANT GROUP 0.3%

Value ($000) $20,615 (+41.4%) Shares 1,367,051 (+46.7%) Est. Cost $17.65 Unrealized -4.5%

OLLI OLLIES BARGAIN OUTLET HLDGS 1.2%

Value ($000) $92,991 (+6.9%) Shares 848,385 (+25.2%) Est. Cost $104.35 Unrealized +15.6%

VRSK VERISK ANALYTICS INC 1.0%

Value ($000) $77,888 (+8.1%) Shares 348,196 (+21.5%) Est. Cost $137.24 Unrealized +64.2%

ZETA ZETA GLOBAL HOLDINGS CORP 0.5%

Value ($000) $41,519 (+15.9%) Shares 2,040,266 (+13.2%) Est. Cost $20.43 Unrealized -8.6%

MDB MONGODB INC 0.3%

Value ($000) $20,558 (+38.3%) Shares 48,983 (+2.3%) Est. Cost $294.77 Unrealized +23.4%

NTNX NUTANIX INC 0.5%

Value ($000) $38,777 (-12.7%) Shares 750,188 (+25.7%) Est. Cost $63.79 Unrealized -4.2%

SUPN SUPERNUS PHARMACEUTICALS INC 0.9%

Value ($000) $69,904 (+8.7%) Shares 1,406,522 (+4.5%) Est. Cost $29.35 Unrealized +65.6%

AAON AAON INC 0.6%

Value ($000) $48,518 (-10.3%) Shares 636,296 (+9.9%) Est. Cost $86.30 Unrealized +6.9%

JHX JAMES HARDIE INDS PLC 0.6%

Value ($000) $44,130 (+14.5%) Shares 2,126,724 (+6.0%) Est. Cost $23.73 Unrealized -15.5%

PCOR PROCORE TECHNOLOGIES INC 0.4%

Value ($000) $32,048 (+20.4%) Shares 440,585 (+20.7%) Est. Cost $67.40 Unrealized +9.7%

BLSH BULLISH 0.4%

Value ($000) $32,199 (+18.9%) Shares 850,248 (+99.7%) Est. Cost $55.03 Unrealized -11.5%

IDXX IDEXX LABS INC 0.9%

Value ($000) $65,882 (+7.9%) Shares 97,382 (+1.9%) Est. Cost $143.84 Unrealized +373.4%

ROST ROSS STORES INC 0.4%

Value ($000) $28,474 (+19.5%) Shares 158,065 (+1.1%) Est. Cost $113.61 Unrealized +46.6%

PAR PAR TECHNOLOGY CORP 0.1%

Value ($000) $10,260 (+63.1%) Shares 282,790 (+77.9%) Est. Cost $49.48 Unrealized -27.1%

SDGR SCHRODINGER INC 0.5%

Value ($000) $40,232 (-8.5%) Shares 2,250,098 (+2.6%) Est. Cost $28.83 Unrealized -34.2%

PI IMPINJ INC 0.1%

Value ($000) $10,149 (+57.1%) Shares 58,326 (+63.2%) Est. Cost $129.88 Unrealized +37.2%

SLP SIMULATIONS PLUS INC 0.1%

Value ($000) $9,365 (+58.2%) Shares 513,728 (+30.8%) Est. Cost $22.31 Unrealized -21.4%

HUBG HUB GROUP INC 0.2%

Value ($000) $14,118 (+31.8%) Shares 331,319 (+6.5%) Est. Cost $35.88 Unrealized +6.0%

FAST FASTENAL CO 0.3%

Value ($000) $19,690 (-14.0%) Shares 490,661 (+5.1%) Est. Cost $31.19 Unrealized +34.7%

MGNI MAGNITE INC 0.2%

Value ($000) $18,317 (-12.8%) Shares 1,128,578 (+17.0%) Est. Cost $14.71 Unrealized +12.8%

POWI POWER INTEGRATIONS INC 0.3%

Value ($000) $26,581 (-9.0%) Shares 747,929 (+3.0%) Est. Cost $48.83 Unrealized -22.7%

DT DYNATRACE INC 0.6%

Value ($000) $47,878 (-5.0%) Shares 1,104,704 (+6.2%) Est. Cost $52.44 Unrealized -11.1%

CDNS CADENCE DESIGN SYSTEM INC 0.3%

Value ($000) $21,723 (-9.8%) Shares 69,497 (+1.4%) Est. Cost $33.97 Unrealized +860.5%

DRS LEONARDO DRS INC 0.5%

Value ($000) $34,779 (-6.3%) Shares 1,020,223 (+24.8%) Est. Cost $20.53 Unrealized +79.4%

VIA VIA TRANSN INC 0.1%

Value ($000) $6,794 (+41.9%) Shares 234,211 (+135.2%) Est. Cost $44.76 Unrealized -7.8%

KEYS KEYSIGHT TECHNOLOGIES INC 0.2%

Value ($000) $12,023 (+18.5%) Shares 59,171 (+2.1%) Est. Cost $109.20 Unrealized +69.9%

GLBE GLOBAL E ONLINE LTD 0.1%

Value ($000) $10,888 (+19.5%) Shares 276,971 (+8.7%) Est. Cost $41.95 Unrealized -11.6%

GPOR GULFPORT ENERGY CORP 0.1%

Value ($000) $10,392 (+19.6%) Shares 49,964 (+4.1%) Est. Cost $184.29 Unrealized +8.2%

SAIL SAILPOINT INC 0.5%

Value ($000) $38,787 (+4.6%) Shares 1,917,324 (+14.2%) Est. Cost $21.18 Unrealized -1.6%

BE BLOOM ENERGY CORP 0.6%

Value ($000) $43,430 (+3.9%) Shares 499,823 (+1.1%) Est. Cost $47.07 Unrealized +123.2%

HSIC HENRY SCHEIN INC 0.1%

Value ($000) $10,505 (+16.7%) Shares 138,996 (+2.5%) Est. Cost $68.93 Unrealized +2.1%

TITN TITAN MACHY INC 0.1%

Value ($000) $8,416 (+16.8%) Shares 559,589 (+30.0%) Est. Cost $17.91 Unrealized -10.1%

AMSC AMERICAN SUPERCONDUCTOR CORP 0.1%

Value ($000) $5,014 (+24.3%) Shares 174,228 (+156.6%) Est. Cost $45.87 Unrealized -5.7%

PANW PALO ALTO NETWORKS INC 0.1%

Value ($000) $9,952 (-8.4%) Shares 54,028 (+1.3%) Est. Cost $135.76 Unrealized +48.6%

FANG DIAMONDBACK ENERGY INC 0.1%

Value ($000) $10,807 (+6.6%) Shares 71,889 (+1.5%) Est. Cost $150.68 Unrealized -2.4%

MEG MONTROSE ENVIRONMENTAL GROUP 0.2%

Value ($000) $17,498 (-3.6%) Shares 704,702 (+6.6%) Est. Cost $25.87 Unrealized +2.1%

ADSK AUTODESK INC 0.1%

Value ($000) $10,585 (-5.0%) Shares 35,759 (+1.9%) Est. Cost $139.30 Unrealized +117.2%

DSGX DESCARTES SYS GROUP INC 0.2%

Value ($000) $18,203 (-2.8%) Shares 207,652 (+4.5%) Est. Cost $80.32 Unrealized +11.3%

MRVL MARVELL TECHNOLOGY INC 0.2%

Value ($000) $16,088 (+2.3%) Shares 189,314 (+1.2%) Est. Cost $64.40 Unrealized +35.8%

GOOGL ALPHABET INC 0.0%

Value ($000) $548 (+73.5%) Shares 1,750 (+34.7%) Est. Cost $202.87 Unrealized +40.8%

TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%

Value ($000) $787 (+21.4%) Shares 2,591 (+11.6%) Est. Cost $95.48 Unrealized —

AMZN AMAZON COM INC 0.0%

Value ($000) $574 (+15.9%) Shares 2,488 (+10.2%) Est. Cost $130.09 Unrealized +75.9%

ASML ASML HOLDING N V 0.0%

Value ($000) $272 (+27.0%) Shares 254 (+14.9%) Est. Cost $724.34 Unrealized —

SHOP SHOPIFY INC 0.0%

Value ($000) $326 (+20.7%) Shares 2,027 (+11.4%) Est. Cost $106.23 Unrealized +51.1%

TJX TJX COS INC NEW 0.0%

Value ($000) $267 (+22.7%) Shares 1,735 (+15.4%) Est. Cost $60.45 Unrealized +144.3%

MSFT MICROSOFT CORP 0.0%

Value ($000) $843 (+3.6%) Shares 1,743 (+10.9%) Est. Cost $211.35 Unrealized +136.8%

AMPX AMPRIUS TECHNOLOGIES INC 0.1%

Value ($000) $11,375 (-0.2%) Shares 1,441,698 (+33.1%) Est. Cost $8.75 Unrealized +30.6%

MELI MERCADOLIBRE INC 0.0%

Value ($000) $322 (-4.9%) Shares 160 (+10.3%) Est. Cost $761.32 Unrealized +175.9%

META META PLATFORMS INC 0.0%

Value ($000) $370 (-2.8%) Shares 561 (+8.1%) Est. Cost $638.72 Unrealized +4.5%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
VRNS	VARONIS SYS INC	1,690,349 (+6.7%)	$55,443 (-39.1%)	0.7%	$42.72	-1.7%	COM	922280102
CWAN	CLEARWATER ANALYTICS HLDGS I	3,531,792 (+18.6%)	$85,187 (+58.7%)	1.1%	$23.85	-16.0%	CL A	185123106
TXRH	TEXAS ROADHOUSE INC	370,225 (+98.2%)	$61,457 (+98.0%)	0.8%	$171.93	-1.8%	COM	882681109
XMTR	XOMETRY INC	842,987 (+115.2%)	$50,132 (+135.0%)	0.7%	$43.80	+28.7%	CLASS A COM	98423F109
RGEN	REPLIGEN CORP	657,111 (+9.8%)	$107,674 (+34.6%)	1.4%	$73.22	+113.9%	COM	759916109
TVTX	TRAVERE THERAPEUTICS INC	1,721,623 (+7.6%)	$65,783 (+72.1%)	0.9%	$19.77	+64.5%	COM	89422G107
ALAB	ASTERA LABS INC	238,777 (+254.1%)	$39,723 (+200.9%)	0.5%	$166.49	+0.5%	COM	04626A103
PLMR	PALOMAR HLDGS INC	694,317 (+19.8%)	$93,566 (+38.3%)	1.2%	$62.98	+93.8%	COM	69753M105
VIK	VIKING HOLDINGS LTD	956,147 (+39.2%)	$68,278 (+59.9%)	0.9%	$50.95	+25.2%	ORD SHS	G93A5A101
CRDO	CREDO TECHNOLOGY GROUP HOLDI	355,653 (+99.4%)	$51,175 (+97.0%)	0.7%	$120.03	+28.1%	ORDINARY SHARES	G25457105
RYAN	RYAN SPECIALTY HOLDINGS INC	1,929,094 (+41.6%)	$99,599 (+29.7%)	1.3%	$41.64	+31.7%	CL A	78351F107
GENI	GENIUS SPORTS LIMITED	5,624,316 (+68.9%)	$61,980 (+50.3%)	0.8%	$11.27	-3.2%	SHARES CL A	G3934V109
KNSL	KINSALE CAP GROUP INC	208,075 (+37.7%)	$81,382 (+26.6%)	1.1%	$406.17	+0.4%	COM	49714P108
ILMN	ILLUMINA INC	342,571 (+15.9%)	$44,932 (+60.1%)	0.6%	$140.92	-16.7%	COM	452327109
ICLR	ICON PLC	542,996 (+13.1%)	$98,945 (+17.8%)	1.3%	$119.16	+49.4%	SHS	G4705A100
U	UNITY SOFTWARE INC	1,569,541 (+13.2%)	$69,327 (+24.9%)	0.9%	$24.48	+66.5%	COM	91332U101
PSTG	PURE STORAGE INC	1,086,889 (+5.4%)	$72,832 (-15.7%)	0.9%	$33.81	+147.1%	CL A	74624M102
RBRK	RUBRIK INC.	595,851 (+47.4%)	$45,571 (+37.1%)	0.6%	$62.62	+22.5%	CL A	781154109
DXCM	DEXCOM INC	1,042,801 (+21.1%)	$69,211 (+19.4%)	0.9%	$76.18	-15.1%	COM	252131107
CSGP	COSTAR GROUP INC	1,114,972 (+45.5%)	$74,971 (+15.9%)	1.0%	$74.63	-5.1%	COM	22160N109
BRZE	BRAZE INC	1,233,143 (+8.7%)	$42,284 (+31.1%)	0.6%	$36.11	-18.0%	COM CL A	10576N102
FOLD	AMICUS THERAPEUTICS INC	1,351,814 (+7.2%)	$19,250 (+93.8%)	0.3%	$8.16	+20.4%	COM	03152W109
TECH	BIO-TECHNE CORP	1,109,658 (+9.3%)	$65,259 (+15.6%)	0.8%	$66.78	-9.1%	COM	09073M104
AZTA	AZENTA INC	1,072,039 (+11.0%)	$35,656 (+28.5%)	0.5%	$67.57	-51.6%	COM	114340102
EXEL	EXELIXIS INC	2,539,421 (+1.1%)	$111,303 (+7.3%)	1.4%	$21.45	+92.8%	COM	30161Q104
TSCO	TRACTOR SUPPLY CO	1,362,940 (+27.9%)	$68,161 (+12.4%)	0.9%	$52.97	+1.4%	COM	892356106
BROS	DUTCH BROS INC	304,281 (+38.5%)	$18,628 (+62.0%)	0.2%	$62.14	-8.6%	CL A	26701L100
TER	TERADYNE INC	112,874 (+1.3%)	$21,848 (+42.5%)	0.3%	$118.41	+44.8%	COM	880770102
SAIA	SAIA INC	127,193 (+7.8%)	$41,531 (+17.6%)	0.5%	$462.58	-34.7%	COM	78709Y105
LSCC	LATTICE SEMICONDUCTOR CORP	883,165 (+10.1%)	$64,983 (+10.5%)	0.8%	$63.82	—	COM	518415104
FWRG	FIRST WATCH RESTAURANT GROUP	1,367,051 (+46.7%)	$20,615 (+41.4%)	0.3%	$17.65	-4.5%	COM	33748L101
OLLI	OLLIES BARGAIN OUTLET HLDGS	848,385 (+25.2%)	$92,991 (+6.9%)	1.2%	$104.35	+15.6%	COM	681116109
VRSK	VERISK ANALYTICS INC	348,196 (+21.5%)	$77,888 (+8.1%)	1.0%	$137.24	+64.2%	COM	92345Y106
ZETA	ZETA GLOBAL HOLDINGS CORP	2,040,266 (+13.2%)	$41,519 (+15.9%)	0.5%	$20.43	-8.6%	CL A	98956A105
MDB	MONGODB INC	48,983 (+2.3%)	$20,558 (+38.3%)	0.3%	$294.77	+23.4%	CL A	60937P106
NTNX	NUTANIX INC	750,188 (+25.7%)	$38,777 (-12.7%)	0.5%	$63.79	-4.2%	CL A	67059N108
SUPN	SUPERNUS PHARMACEUTICALS INC	1,406,522 (+4.5%)	$69,904 (+8.7%)	0.9%	$29.35	+65.6%	COM	868459108
AAON	AAON INC	636,296 (+9.9%)	$48,518 (-10.3%)	0.6%	$86.30	+6.9%	COM PAR $0.004	000360206
JHX	JAMES HARDIE INDS PLC	2,126,724 (+6.0%)	$44,130 (+14.5%)	0.6%	$23.73	-15.5%	ORD SHS	G4253H101
PCOR	PROCORE TECHNOLOGIES INC	440,585 (+20.7%)	$32,048 (+20.4%)	0.4%	$67.40	+9.7%	COM	74275K108
BLSH	BULLISH	850,248 (+99.7%)	$32,199 (+18.9%)	0.4%	$55.03	-11.5%	ORD SHS	G16910120
IDXX	IDEXX LABS INC	97,382 (+1.9%)	$65,882 (+7.9%)	0.9%	$143.84	+373.4%	COM	45168D104
ROST	ROSS STORES INC	158,065 (+1.1%)	$28,474 (+19.5%)	0.4%	$113.61	+46.6%	COM	778296103
PAR	PAR TECHNOLOGY CORP	282,790 (+77.9%)	$10,260 (+63.1%)	0.1%	$49.48	-27.1%	COM	698884103
SDGR	SCHRODINGER INC	2,250,098 (+2.6%)	$40,232 (-8.5%)	0.5%	$28.83	-34.2%	COM	80810D103
PI	IMPINJ INC	58,326 (+63.2%)	$10,149 (+57.1%)	0.1%	$129.88	+37.2%	COM	453204109
SLP	SIMULATIONS PLUS INC	513,728 (+30.8%)	$9,365 (+58.2%)	0.1%	$22.31	-21.4%	COM	829214105
HUBG	HUB GROUP INC	331,319 (+6.5%)	$14,118 (+31.8%)	0.2%	$35.88	+6.0%	CL A	443320106
FAST	FASTENAL CO	490,661 (+5.1%)	$19,690 (-14.0%)	0.3%	$31.19	+34.7%	COM	311900104
MGNI	MAGNITE INC	1,128,578 (+17.0%)	$18,317 (-12.8%)	0.2%	$14.71	+12.8%	COM	55955D100
POWI	POWER INTEGRATIONS INC	747,929 (+3.0%)	$26,581 (-9.0%)	0.3%	$48.83	-22.7%	COM	739276103
DT	DYNATRACE INC	1,104,704 (+6.2%)	$47,878 (-5.0%)	0.6%	$52.44	-11.1%	COM NEW	268150109
CDNS	CADENCE DESIGN SYSTEM INC	69,497 (+1.4%)	$21,723 (-9.8%)	0.3%	$33.97	+860.5%	COM	127387108
DRS	LEONARDO DRS INC	1,020,223 (+24.8%)	$34,779 (-6.3%)	0.5%	$20.53	+79.4%	COM	52661A108
VIA	VIA TRANSN INC	234,211 (+135.2%)	$6,794 (+41.9%)	0.1%	$44.76	-7.8%	COM CL A	92556W104
KEYS	KEYSIGHT TECHNOLOGIES INC	59,171 (+2.1%)	$12,023 (+18.5%)	0.2%	$109.20	+69.9%	COM	49338L103
GLBE	GLOBAL E ONLINE LTD	276,971 (+8.7%)	$10,888 (+19.5%)	0.1%	$41.95	-11.6%	SHS	M5216V106
GPOR	GULFPORT ENERGY CORP	49,964 (+4.1%)	$10,392 (+19.6%)	0.1%	$184.29	+8.2%	COMMON SHARES	402635502
SAIL	SAILPOINT INC	1,917,324 (+14.2%)	$38,787 (+4.6%)	0.5%	$21.18	-1.6%	COM	78781J109
BE	BLOOM ENERGY CORP	499,823 (+1.1%)	$43,430 (+3.9%)	0.6%	$47.07	+123.2%	COM CL A	093712107
HSIC	HENRY SCHEIN INC	138,996 (+2.5%)	$10,505 (+16.7%)	0.1%	$68.93	+2.1%	COM	806407102
TITN	TITAN MACHY INC	559,589 (+30.0%)	$8,416 (+16.8%)	0.1%	$17.91	-10.1%	COM	88830R101
AMSC	AMERICAN SUPERCONDUCTOR CORP	174,228 (+156.6%)	$5,014 (+24.3%)	0.1%	$45.87	-5.7%	SHS NEW	030111207
PANW	PALO ALTO NETWORKS INC	54,028 (+1.3%)	$9,952 (-8.4%)	0.1%	$135.76	+48.6%	COM	697435105
FANG	DIAMONDBACK ENERGY INC	71,889 (+1.5%)	$10,807 (+6.6%)	0.1%	$150.68	-2.4%	COM	25278X109
MEG	MONTROSE ENVIRONMENTAL GROUP	704,702 (+6.6%)	$17,498 (-3.6%)	0.2%	$25.87	+2.1%	COM	615111101
ADSK	AUTODESK INC	35,759 (+1.9%)	$10,585 (-5.0%)	0.1%	$139.30	+117.2%	COM	052769106
DSGX	DESCARTES SYS GROUP INC	207,652 (+4.5%)	$18,203 (-2.8%)	0.2%	$80.32	+11.3%	COM	249906108
MRVL	MARVELL TECHNOLOGY INC	189,314 (+1.2%)	$16,088 (+2.3%)	0.2%	$64.40	+35.8%	COM	573874104
GOOGL	ALPHABET INC	1,750 (+34.7%)	$548 (+73.5%)	0.0%	$202.87	+40.8%	CAP STK CL A	02079K305
TSM	TAIWAN SEMICONDUCTOR MFG LTD	2,591 (+11.6%)	$787 (+21.4%)	0.0%	$95.48	—	SPONSORED ADS	874039100
AMZN	AMAZON COM INC	2,488 (+10.2%)	$574 (+15.9%)	0.0%	$130.09	+75.9%	COM	023135106
ASML	ASML HOLDING N V	254 (+14.9%)	$272 (+27.0%)	0.0%	$724.34	—	N Y REGISTRY SHS	N07059210
SHOP	SHOPIFY INC	2,027 (+11.4%)	$326 (+20.7%)	0.0%	$106.23	+51.1%	CL A SUB VTG SHS	82509L107
TJX	TJX COS INC NEW	1,735 (+15.4%)	$267 (+22.7%)	0.0%	$60.45	+144.3%	COM	872540109
MSFT	MICROSOFT CORP	1,743 (+10.9%)	$843 (+3.6%)	0.0%	$211.35	+136.8%	COM	594918104
AMPX	AMPRIUS TECHNOLOGIES INC	1,441,698 (+33.1%)	$11,375 (-0.2%)	0.1%	$8.75	+30.6%	COMMON STOCK	03214Q108
MELI	MERCADOLIBRE INC	160 (+10.3%)	$322 (-4.9%)	0.0%	$761.32	+175.9%	COM	58733R102
META	META PLATFORMS INC	561 (+8.1%)	$370 (-2.8%)	0.0%	$638.72	+4.5%	CL A	30303M102

Exited Positions (10)

EA ELECTRONIC ARTS INC 1.5%

Value ($000) $116,511 Shares 577,643 Est. Cost $116.06 Unrealized +73.8%

— CYBERARK SOFTWARE LTD 1.3%

Value ($000) $100,151 Shares 207,288 Est. Cost $84.43 Unrealized —

BRBR BELLRING BRANDS INC 0.6%

Value ($000) $48,322 Shares 1,329,359 Est. Cost $25.53 Unrealized +21.6%

HOLX HOLOGIC INC 0.5%

Value ($000) $39,028 Shares 578,276 Est. Cost $42.84 Unrealized +70.5%

TREX TREX CO INC 0.5%

Value ($000) $36,157 Shares 699,776 Est. Cost $49.54 Unrealized -18.4%

MNDY MONDAY COM LTD 0.3%

Value ($000) $24,397 Shares 125,960 Est. Cost $228.81 Unrealized -26.4%

— PROS HOLDINGS INC 0.3%

Value ($000) $21,579 Shares 941,893 Est. Cost $31.52 Unrealized —

SMPL SIMPLY GOOD FOODS CO 0.2%

Value ($000) $13,263 Shares 534,386 Est. Cost $35.87 Unrealized -42.0%

ROP ROPER TECHNOLOGIES INC 0.1%

Value ($000) $11,232 Shares 22,524 Est. Cost $368.32 Unrealized +25.5%

SPSC SPS COMM INC 0.1%

Value ($000) $11,140 Shares 106,967 Est. Cost $43.94 Unrealized +111.0%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
EA	ELECTRONIC ARTS INC	577,643	$116,511	1.5%	$116.06	+73.8%	—	285512109
—	CYBERARK SOFTWARE LTD	207,288	$100,151	1.3%	$84.43	—	—	M2682V108
BRBR	BELLRING BRANDS INC	1,329,359	$48,322	0.6%	$25.53	+21.6%	—	07831C103
HOLX	HOLOGIC INC	578,276	$39,028	0.5%	$42.84	+70.5%	—	436440101
TREX	TREX CO INC	699,776	$36,157	0.5%	$49.54	-18.4%	—	89531P105
MNDY	MONDAY COM LTD	125,960	$24,397	0.3%	$228.81	-26.4%	—	M7S64H106
—	PROS HOLDINGS INC	941,893	$21,579	0.3%	$31.52	—	—	74346Y103
SMPL	SIMPLY GOOD FOODS CO	534,386	$13,263	0.2%	$35.87	-42.0%	—	82900L102
ROP	ROPER TECHNOLOGIES INC	22,524	$11,232	0.1%	$368.32	+25.5%	—	776696106
SPSC	SPS COMM INC	106,967	$11,140	0.1%	$43.94	+111.0%	—	78463M107

Decreased Positions (28)

AVAV AEROVIRONMENT INC 1.3%

Value ($000) $99,854 (-38.7%) Shares 412,807 (-20.2%) Est. Cost $122.28 Unrealized +157.1%

KTOS KRATOS DEFENSE & SEC SOLUTIO 1.2%

Value ($000) $89,520 (-26.9%) Shares 1,179,288 (-12.1%) Est. Cost $14.47 Unrealized +465.8%

WING WINGSTOP INC 0.9%

Value ($000) $72,806 (-30.4%) Shares 305,281 (-26.5%) Est. Cost $185.05 Unrealized +33.8%

GWRE GUIDEWIRE SOFTWARE INC 1.3%

Value ($000) $102,426 (-17.4%) Shares 509,558 (-5.6%) Est. Cost $68.70 Unrealized +221.9%

RDDT REDDIT INC 0.4%

Value ($000) $30,325 (-40.9%) Shares 131,922 (-40.8%) Est. Cost $134.99 Unrealized +55.8%

FTI TECHNIPFMC PLC 1.0%

Value ($000) $73,696 (-20.8%) Shares 1,653,866 (-29.9%) Est. Cost $11.96 Unrealized +252.9%

FIVE FIVE BELOW INC 1.5%

Value ($000) $117,699 (+15.7%) Shares 624,864 (-5.0%) Est. Cost $139.92 Unrealized +16.2%

RMD RESMED INC 0.9%

Value ($000) $65,851 (-15.6%) Shares 273,388 (-4.1%) Est. Cost $93.68 Unrealized +172.7%

EXAS EXACT SCIENCES CORP 0.4%

Value ($000) $31,982 (-26.1%) Shares 314,906 (-60.2%) Est. Cost $50.53 Unrealized +58.9%

RVLV REVOLVE GROUP INC 0.1%

Value ($000) $6,144 (-64.5%) Shares 203,517 (-74.9%) Est. Cost $25.74 Unrealized -6.2%

COHR COHERENT CORP 0.3%

Value ($000) $26,540 (+58.5%) Shares 143,793 (-7.5%) Est. Cost $93.14 Unrealized +60.6%

HOOD ROBINHOOD MKTS INC 0.2%

Value ($000) $18,808 (-31.0%) Shares 166,295 (-12.6%) Est. Cost $33.95 Unrealized +283.1%

CIEN CIENA CORP 0.9%

Value ($000) $71,684 (-9.1%) Shares 306,512 (-43.4%) Est. Cost $71.85 Unrealized +170.0%

HEI/A HEICO CORP NEW 1.3%

Value ($000) $102,041 (-5.8%) Shares 404,234 (-5.2%) Est. Cost $45.40 Unrealized +443.9%

MCHP MICROCHIP TECHNOLOGY INC. 0.5%

Value ($000) $41,707 (-10.3%) Shares 654,538 (-9.6%) Est. Cost $53.16 Unrealized +15.4%

KRMN KARMAN HLDGS INC 1.2%

Value ($000) $92,858 (-3.8%) Shares 1,269,076 (-5.0%) Est. Cost $49.50 Unrealized +46.3%

LGND LIGAND PHARMACEUTICALS INC 1.2%

Value ($000) $94,732 (-3.6%) Shares 501,040 (-9.6%) Est. Cost $56.87 Unrealized +237.9%

LASR NLIGHT INC 0.4%

Value ($000) $28,535 (+13.9%) Shares 760,729 (-10.0%) Est. Cost $18.86 Unrealized +77.1%

SPOT SPOTIFY TECHNOLOGY S A 0.2%

Value ($000) $15,571 (-18.0%) Shares 26,814 (-1.4%) Est. Cost $144.48 Unrealized +332.7%

POWL POWELL INDS INC 0.3%

Value ($000) $24,488 (-10.4%) Shares 76,819 (-14.3%) Est. Cost $183.38 Unrealized +83.5%

VRT VERTIV HOLDINGS CO 1.3%

Value ($000) $97,313 (+2.9%) Shares 600,663 (-4.2%) Est. Cost $27.88 Unrealized +522.5%

EZPW EZCORP INC 0.4%

Value ($000) $29,908 (-3.9%) Shares 1,540,046 (-5.8%) Est. Cost $7.51 Unrealized +151.0%

FTNT FORTINET INC 0.1%

Value ($000) $7,183 (-12.2%) Shares 90,450 (-7.0%) Est. Cost $54.07 Unrealized +53.4%

FCFS FIRSTCASH HOLDINGS INC 1.8%

Value ($000) $135,033 (-0.6%) Shares 847,241 (-1.2%) Est. Cost $74.84 Unrealized +109.8%

SEI SOLARIS ENERGY INFRAS INC 0.1%

Value ($000) $11,381 (+7.0%) Shares 247,578 (-7.0%) Est. Cost $20.94 Unrealized +130.7%

BOOT BOOT BARN HLDGS INC 1.0%

Value ($000) $76,661 (-0.5%) Shares 434,412 (-6.6%) Est. Cost $141.75 Unrealized +31.6%

PLTR PALANTIR TECHNOLOGIES INC 0.0%

Value ($000) $453 (-12.6%) Shares 2,549 (-10.3%) Est. Cost $19.88 Unrealized +810.6%

NVDA NVIDIA CORPORATION 0.0%

Value ($000) $844 (-1.5%) Shares 4,526 (-1.5%) Est. Cost $91.06 Unrealized +104.4%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
AVAV	AEROVIRONMENT INC	412,807 (-20.2%)	$99,854 (-38.7%)	1.3%	$122.28	+157.1%	COM	008073108
KTOS	KRATOS DEFENSE & SEC SOLUTIO	1,179,288 (-12.1%)	$89,520 (-26.9%)	1.2%	$14.47	+465.8%	COM NEW	50077B207
WING	WINGSTOP INC	305,281 (-26.5%)	$72,806 (-30.4%)	0.9%	$185.05	+33.8%	COM	974155103
GWRE	GUIDEWIRE SOFTWARE INC	509,558 (-5.6%)	$102,426 (-17.4%)	1.3%	$68.70	+221.9%	COM	40171V100
RDDT	REDDIT INC	131,922 (-40.8%)	$30,325 (-40.9%)	0.4%	$134.99	+55.8%	CL A	75734B100
FTI	TECHNIPFMC PLC	1,653,866 (-29.9%)	$73,696 (-20.8%)	1.0%	$11.96	+252.9%	COM	G87110105
FIVE	FIVE BELOW INC	624,864 (-5.0%)	$117,699 (+15.7%)	1.5%	$139.92	+16.2%	COM	33829M101
RMD	RESMED INC	273,388 (-4.1%)	$65,851 (-15.6%)	0.9%	$93.68	+172.7%	COM	761152107
EXAS	EXACT SCIENCES CORP	314,906 (-60.2%)	$31,982 (-26.1%)	0.4%	$50.53	+58.9%	COM	30063P105
RVLV	REVOLVE GROUP INC	203,517 (-74.9%)	$6,144 (-64.5%)	0.1%	$25.74	-6.2%	CL A	76156B107
COHR	COHERENT CORP	143,793 (-7.5%)	$26,540 (+58.5%)	0.3%	$93.14	+60.6%	COM	19247G107
HOOD	ROBINHOOD MKTS INC	166,295 (-12.6%)	$18,808 (-31.0%)	0.2%	$33.95	+283.1%	COM CL A	770700102
CIEN	CIENA CORP	306,512 (-43.4%)	$71,684 (-9.1%)	0.9%	$71.85	+170.0%	COM NEW	171779309
HEI/A	HEICO CORP NEW	404,234 (-5.2%)	$102,041 (-5.8%)	1.3%	$45.40	+443.9%	CL A	422806208
MCHP	MICROCHIP TECHNOLOGY INC.	654,538 (-9.6%)	$41,707 (-10.3%)	0.5%	$53.16	+15.4%	COM	595017104
KRMN	KARMAN HLDGS INC	1,269,076 (-5.0%)	$92,858 (-3.8%)	1.2%	$49.50	+46.3%	COMMON STOCK	485924104
LGND	LIGAND PHARMACEUTICALS INC	501,040 (-9.6%)	$94,732 (-3.6%)	1.2%	$56.87	+237.9%	COM NEW	53220K504
LASR	NLIGHT INC	760,729 (-10.0%)	$28,535 (+13.9%)	0.4%	$18.86	+77.1%	COM	65487K100
SPOT	SPOTIFY TECHNOLOGY S A	26,814 (-1.4%)	$15,571 (-18.0%)	0.2%	$144.48	+332.7%	SHS	L8681T102
POWL	POWELL INDS INC	76,819 (-14.3%)	$24,488 (-10.4%)	0.3%	$183.38	+83.5%	COM	739128106
VRT	VERTIV HOLDINGS CO	600,663 (-4.2%)	$97,313 (+2.9%)	1.3%	$27.88	+522.5%	COM CL A	92537N108
EZPW	EZCORP INC	1,540,046 (-5.8%)	$29,908 (-3.9%)	0.4%	$7.51	+151.0%	CL A NON VTG	302301106
FTNT	FORTINET INC	90,450 (-7.0%)	$7,183 (-12.2%)	0.1%	$54.07	+53.4%	COM	34959E109
FCFS	FIRSTCASH HOLDINGS INC	847,241 (-1.2%)	$135,033 (-0.6%)	1.8%	$74.84	+109.8%	COM	33768G107
SEI	SOLARIS ENERGY INFRAS INC	247,578 (-7.0%)	$11,381 (+7.0%)	0.1%	$20.94	+130.7%	COM CL A	83418M103
BOOT	BOOT BARN HLDGS INC	434,412 (-6.6%)	$76,661 (-0.5%)	1.0%	$141.75	+31.6%	COM	099406100
PLTR	PALANTIR TECHNOLOGIES INC	2,549 (-10.3%)	$453 (-12.6%)	0.0%	$19.88	+810.6%	CL A	69608A108
NVDA	NVIDIA CORPORATION	4,526 (-1.5%)	$844 (-1.5%)	0.0%	$91.06	+104.4%	COM	67066G104

Unchanged Positions (58)

MTSI MACOM TECH SOLUTIONS HLDGS I 1.2%

Value ($000) $92,673 Shares 541,059 Est. Cost $91.49 Unrealized +73.5%

GMED GLOBUS MED INC 0.8%

Value ($000) $62,629 Shares 717,323 Est. Cost $58.07 Unrealized +30.7%

ECPG ENCORE CAP GROUP INC 0.9%

Value ($000) $70,962 Shares 1,305,649 Est. Cost $45.30 Unrealized +6.4%

RBC RBC BEARINGS INC 1.6%

Value ($000) $122,111 Shares 272,307 Est. Cost $175.08 Unrealized +141.9%

MANH MANHATTAN ASSOCIATES INC 1.0%

Value ($000) $75,355 Shares 434,799 Est. Cost $53.79 Unrealized +239.8%

BURL BURLINGTON STORES INC 1.4%

Value ($000) $109,442 Shares 378,889 Est. Cost $189.44 Unrealized +43.2%

FN FABRINET 0.8%

Value ($000) $62,874 Shares 138,100 Est. Cost $236.88 Unrealized +83.6%

JBHT HUNT J B TRANS SVCS INC 0.5%

Value ($000) $38,669 Shares 198,976 Est. Cost $114.65 Unrealized +49.6%

AXON AXON ENTERPRISE INC 0.6%

Value ($000) $47,265 Shares 83,224 Est. Cost $61.57 Unrealized +907.8%

LYV LIVE NATION ENTERTAINMENT IN 1.0%

Value ($000) $79,091 Shares 555,026 Est. Cost $53.54 Unrealized +168.4%

CGNX COGNEX CORP 0.5%

Value ($000) $39,750 Shares 1,104,783 Est. Cost $36.61 Unrealized +10.4%

PTC PTC INC 0.8%

Value ($000) $59,908 Shares 343,886 Est. Cost $73.05 Unrealized +154.4%

TYL TYLER TECHNOLOGIES INC 0.8%

Value ($000) $61,521 Shares 135,524 Est. Cost $140.19 Unrealized +239.8%

GNRC GENERAC HLDGS INC 0.5%

Value ($000) $39,703 Shares 291,143 Est. Cost $159.43 Unrealized +1.2%

POOL POOL CORP 0.3%

Value ($000) $24,635 Shares 107,694 Est. Cost $293.20 Unrealized -11.5%

HALO HALOZYME THERAPEUTICS INC 1.1%

Value ($000) $82,353 Shares 1,223,665 Est. Cost $35.86 Unrealized +87.6%

ROK ROCKWELL AUTOMATION INC 0.8%

Value ($000) $64,493 Shares 165,763 Est. Cost $190.46 Unrealized +97.0%

BWXT BWX TECHNOLOGIES INC 1.3%

Value ($000) $96,995 Shares 561,185 Est. Cost $118.91 Unrealized +57.6%

S SENTINELONE INC 0.5%

Value ($000) $35,957 Shares 2,397,116 Est. Cost $22.25 Unrealized -26.4%

TENB TENABLE HLDGS INC 0.3%

Value ($000) $25,893 Shares 1,100,446 Est. Cost $40.64 Unrealized -32.8%

MEDP MEDPACE HLDGS INC 0.9%

Value ($000) $66,902 Shares 119,117 Est. Cost $298.82 Unrealized +90.0%

AMBA AMBARELLA INC 0.4%

Value ($000) $33,787 Shares 476,948 Est. Cost $92.49 Unrealized -12.6%

MGY MAGNOLIA OIL & GAS CORP 0.6%

Value ($000) $47,164 Shares 2,154,579 Est. Cost $17.15 Unrealized +32.6%

VEEV VEEVA SYS INC 0.2%

Value ($000) $12,802 Shares 57,349 Est. Cost $154.16 Unrealized +72.1%

VST VISTRA CORP 0.3%

Value ($000) $19,603 Shares 121,508 Est. Cost $152.22 Unrealized +19.5%

BFAM BRIGHT HORIZONS FAM SOL IN D 0.7%

Value ($000) $57,109 Shares 563,210 Est. Cost $89.81 Unrealized +12.3%

MMS MAXIMUS INC 0.8%

Value ($000) $62,137 Shares 719,847 Est. Cost $76.37 Unrealized +11.9%

EXE EXPAND ENERGY CORPORATION 1.1%

Value ($000) $84,084 Shares 761,911 Est. Cost $89.24 Unrealized +24.0%

PODD INSULET CORP 0.5%

Value ($000) $40,093 Shares 141,052 Est. Cost $200.49 Unrealized +56.0%

IRTC IRHYTHM TECHNOLOGIES INC 1.2%

Value ($000) $92,149 Shares 519,325 Est. Cost $119.06 Unrealized +48.8%

CPRT COPART INC 0.2%

Value ($000) $17,716 Shares 452,519 Est. Cost $40.30 Unrealized +2.9%

RMBS RAMBUS INC DEL 0.2%

Value ($000) $17,799 Shares 193,702 Est. Cost $56.52 Unrealized +74.1%

DPZ DOMINOS PIZZA INC 1.0%

Value ($000) $75,516 Shares 181,172 Est. Cost $317.90 Unrealized +30.7%

OKTA OKTA INC 0.5%

Value ($000) $37,842 Shares 437,635 Est. Cost $81.78 Unrealized +6.7%

PIPR PIPER SANDLER COMPANIES 1.2%

Value ($000) $94,792 Shares 279,037 Est. Cost $136.62 Unrealized +147.3%

IBP INSTALLED BLDG PRODS INC 0.6%

Value ($000) $44,477 Shares 171,468 Est. Cost $113.50 Unrealized +127.6%

LNN LINDSAY CORP 0.1%

Value ($000) $10,795 Shares 91,587 Est. Cost $83.73 Unrealized +43.1%

HQY HEALTHEQUITY INC 0.9%

Value ($000) $66,526 Shares 726,185 Est. Cost $58.17 Unrealized +64.6%

AGYS AGILYSYS INC 0.2%

Value ($000) $15,563 Shares 130,954 Est. Cost $103.99 Unrealized +15.7%

SITE SITEONE LANDSCAPE SUPPLY INC 0.7%

Value ($000) $54,507 Shares 437,599 Est. Cost $59.00 Unrealized +114.6%

HUBB HUBBELL INC 0.7%

Value ($000) $50,742 Shares 114,255 Est. Cost $381.60 Unrealized +14.6%

HSTM HEALTHSTREAM INC 0.1%

Value ($000) $7,274 Shares 315,291 Est. Cost $28.85 Unrealized -12.8%

TW TRADEWEB MKTS INC 0.7%

Value ($000) $52,678 Shares 489,841 Est. Cost $51.98 Unrealized +106.5%

TOST TOAST INC 0.8%

Value ($000) $62,122 Shares 1,749,414 Est. Cost $28.39 Unrealized +27.0%

KRNT KORNIT DIGITAL LTD 0.3%

Value ($000) $21,224 Shares 1,475,945 Est. Cost $20.39 Unrealized -32.8%

AR ANTERO RESOURCES CORP 0.5%

Value ($000) $40,937 Shares 1,187,970 Est. Cost $38.14 Unrealized -11.2%

VSEC VSE CORP 0.4%

Value ($000) $30,052 Shares 173,943 Est. Cost $75.27 Unrealized +127.1%

BKR BAKER HUGHES COMPANY 0.2%

Value ($000) $16,978 Shares 372,808 Est. Cost $30.23 Unrealized +56.6%

VIRT VIRTU FINL INC 0.2%

Value ($000) $13,492 Shares 404,929 Est. Cost $23.50 Unrealized +45.5%

BLFS BIOLIFE SOLUTIONS INC 0.2%

Value ($000) $14,675 Shares 606,887 Est. Cost $26.67 Unrealized -1.9%

BCPC BALCHEM CORP 0.5%

Value ($000) $41,017 Shares 267,455 Est. Cost $54.64 Unrealized +177.8%

TTWO TAKE-TWO INTERACTIVE SOFTWAR 1.3%

Value ($000) $98,352 Shares 384,142 Est. Cost $101.38 Unrealized +145.9%

LHX L3HARRIS TECHNOLOGIES INC 0.3%

Value ($000) $20,038 Shares 68,255 Est. Cost $214.71 Unrealized +34.3%

EVR EVERCORE INC 1.1%

Value ($000) $83,382 Shares 245,062 Est. Cost $267.54 Unrealized +19.9%

VNOM VIPER ENERGY INC 0.6%

Value ($000) $43,970 Shares 1,138,230 Est. Cost $38.10 Unrealized -0.6%

CRWD CROWDSTRIKE HLDGS INC 0.1%

Value ($000) $6,982 Shares 14,895 Est. Cost $198.28 Unrealized +156.8%

SLAB SILICON LABORATORIES INC 0.5%

Value ($000) $38,471 Shares 294,343 Est. Cost $99.12 Unrealized +32.6%

ASO ACADEMY SPORTS & OUTDOORS IN 0.8%

Value ($000) $61,642 Shares 1,233,834 Est. Cost $50.34 Unrealized -1.7%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
MTSI	MACOM TECH SOLUTIONS HLDGS I	541,059	$92,673	1.2%	$91.49	+73.5%	COM	55405Y100
GMED	GLOBUS MED INC	717,323	$62,629	0.8%	$58.07	+30.7%	CL A	379577208
ECPG	ENCORE CAP GROUP INC	1,305,649	$70,962	0.9%	$45.30	+6.4%	COM	292554102
RBC	RBC BEARINGS INC	272,307	$122,111	1.6%	$175.08	+141.9%	COM	75524B104
MANH	MANHATTAN ASSOCIATES INC	434,799	$75,355	1.0%	$53.79	+239.8%	COM	562750109
BURL	BURLINGTON STORES INC	378,889	$109,442	1.4%	$189.44	+43.2%	COM	122017106
FN	FABRINET	138,100	$62,874	0.8%	$236.88	+83.6%	SHS	G3323L100
JBHT	HUNT J B TRANS SVCS INC	198,976	$38,669	0.5%	$114.65	+49.6%	COM	445658107
AXON	AXON ENTERPRISE INC	83,224	$47,265	0.6%	$61.57	+907.8%	COM	05464C101
LYV	LIVE NATION ENTERTAINMENT IN	555,026	$79,091	1.0%	$53.54	+168.4%	COM	538034109
CGNX	COGNEX CORP	1,104,783	$39,750	0.5%	$36.61	+10.4%	COM	192422103
PTC	PTC INC	343,886	$59,908	0.8%	$73.05	+154.4%	COM	69370C100
TYL	TYLER TECHNOLOGIES INC	135,524	$61,521	0.8%	$140.19	+239.8%	COM	902252105
GNRC	GENERAC HLDGS INC	291,143	$39,703	0.5%	$159.43	+1.2%	COM	368736104
POOL	POOL CORP	107,694	$24,635	0.3%	$293.20	-11.5%	COM	73278L105
HALO	HALOZYME THERAPEUTICS INC	1,223,665	$82,353	1.1%	$35.86	+87.6%	COM	40637H109
ROK	ROCKWELL AUTOMATION INC	165,763	$64,493	0.8%	$190.46	+97.0%	COM	773903109
BWXT	BWX TECHNOLOGIES INC	561,185	$96,995	1.3%	$118.91	+57.6%	COM	05605H100
S	SENTINELONE INC	2,397,116	$35,957	0.5%	$22.25	-26.4%	CL A	81730H109
TENB	TENABLE HLDGS INC	1,100,446	$25,893	0.3%	$40.64	-32.8%	COM	88025T102
MEDP	MEDPACE HLDGS INC	119,117	$66,902	0.9%	$298.82	+90.0%	COM	58506Q109
AMBA	AMBARELLA INC	476,948	$33,787	0.4%	$92.49	-12.6%	SHS	G037AX101
MGY	MAGNOLIA OIL & GAS CORP	2,154,579	$47,164	0.6%	$17.15	+32.6%	CL A	559663109
VEEV	VEEVA SYS INC	57,349	$12,802	0.2%	$154.16	+72.1%	CL A COM	922475108
VST	VISTRA CORP	121,508	$19,603	0.3%	$152.22	+19.5%	COM	92840M102
BFAM	BRIGHT HORIZONS FAM SOL IN D	563,210	$57,109	0.7%	$89.81	+12.3%	COM	109194100
MMS	MAXIMUS INC	719,847	$62,137	0.8%	$76.37	+11.9%	COM	577933104
EXE	EXPAND ENERGY CORPORATION	761,911	$84,084	1.1%	$89.24	+24.0%	COM	165167735
PODD	INSULET CORP	141,052	$40,093	0.5%	$200.49	+56.0%	COM	45784P101
IRTC	IRHYTHM TECHNOLOGIES INC	519,325	$92,149	1.2%	$119.06	+48.8%	COM	450056106
CPRT	COPART INC	452,519	$17,716	0.2%	$40.30	+2.9%	COM	217204106
RMBS	RAMBUS INC DEL	193,702	$17,799	0.2%	$56.52	+74.1%	COM	750917106
DPZ	DOMINOS PIZZA INC	181,172	$75,516	1.0%	$317.90	+30.7%	COM	25754A201
OKTA	OKTA INC	437,635	$37,842	0.5%	$81.78	+6.7%	CL A	679295105
PIPR	PIPER SANDLER COMPANIES	279,037	$94,792	1.2%	$136.62	+147.3%	COM	724078100
IBP	INSTALLED BLDG PRODS INC	171,468	$44,477	0.6%	$113.50	+127.6%	COM	45780R101
LNN	LINDSAY CORP	91,587	$10,795	0.1%	$83.73	+43.1%	COM	535555106
HQY	HEALTHEQUITY INC	726,185	$66,526	0.9%	$58.17	+64.6%	COM	42226A107
AGYS	AGILYSYS INC	130,954	$15,563	0.2%	$103.99	+15.7%	COM	00847J105
SITE	SITEONE LANDSCAPE SUPPLY INC	437,599	$54,507	0.7%	$59.00	+114.6%	COM	82982L103
HUBB	HUBBELL INC	114,255	$50,742	0.7%	$381.60	+14.6%	COM	443510607
HSTM	HEALTHSTREAM INC	315,291	$7,274	0.1%	$28.85	-12.8%	COM	42222N103
TW	TRADEWEB MKTS INC	489,841	$52,678	0.7%	$51.98	+106.5%	CL A	892672106
TOST	TOAST INC	1,749,414	$62,122	0.8%	$28.39	+27.0%	CL A	888787108
KRNT	KORNIT DIGITAL LTD	1,475,945	$21,224	0.3%	$20.39	-32.8%	SHS	M6372Q113
AR	ANTERO RESOURCES CORP	1,187,970	$40,937	0.5%	$38.14	-11.2%	COM	03674X106
VSEC	VSE CORP	173,943	$30,052	0.4%	$75.27	+127.1%	COM	918284100
BKR	BAKER HUGHES COMPANY	372,808	$16,978	0.2%	$30.23	+56.6%	CL A	05722G100
VIRT	VIRTU FINL INC	404,929	$13,492	0.2%	$23.50	+45.5%	CL A	928254101
BLFS	BIOLIFE SOLUTIONS INC	606,887	$14,675	0.2%	$26.67	-1.9%	COM NEW	09062W204
BCPC	BALCHEM CORP	267,455	$41,017	0.5%	$54.64	+177.8%	COM	057665200
TTWO	TAKE-TWO INTERACTIVE SOFTWAR	384,142	$98,352	1.3%	$101.38	+145.9%	COM	874054109
LHX	L3HARRIS TECHNOLOGIES INC	68,255	$20,038	0.3%	$214.71	+34.3%	COM	502431109
EVR	EVERCORE INC	245,062	$83,382	1.1%	$267.54	+19.9%	CLASS A	29977A105
VNOM	VIPER ENERGY INC	1,138,230	$43,970	0.6%	$38.10	-0.6%	CL A	64361Q101
CRWD	CROWDSTRIKE HLDGS INC	14,895	$6,982	0.1%	$198.28	+156.8%	CL A	22788C105
SLAB	SILICON LABORATORIES INC	294,343	$38,471	0.5%	$99.12	+32.6%	COM	826919102
ASO	ACADEMY SPORTS & OUTDOORS IN	1,233,834	$61,642	0.8%	$50.34	-1.7%	COM	00402L107