Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| Dick's Sporting Goods Inc(DKS) | 35,319 | 35,319 | 0 | 6,992 | 7,003 | 17.25% | +11 |
| Gitlab Inc(GTLB) | 84,683 | 44,683 | -40,000 | 3,178 | 967 | 2.38% | -2,211 |
| Builders FirstSource Inc(BLDR) | 158,894 | 158,894 | 0 | 16,349 | 13,082 | 32.22% | -3,267 |
| Brunswick Corp/DE(BC) | 233,208 | 133,656 | -99,552 | 17,313 | 9,725 | 23.95% | -7,589 |
| LCI Industries(LCII) | 167,923 | 41,745 | -126,178 | 20,376 | 5,134 | 12.64% | -15,242 |
| Sleep Number Corp(SNBRQ) | 2,616,459 | 2,616,459 | 0 | 22,135 | 4,697 | 11.57% | -17,439 |