Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2024 ▲▼ | Q3 2024 ▲▼ | Change ▲▼ | Q2 2024 ▲▼ | Q3 2024 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| Sleep Number Corp | 1,846,203 | 2,008,367 | +162,164 | 17,668 | 36,793 | 27.68% | +19,125 |
| TriNet Group Inc(TNET) | 10,938 | 100,823 | +89,885 | 1,094 | 9,777 | 7.36% | +8,683 |
| Sonos Inc(SONO) | 0 | 659,491 | +659,491 | 0 | 8,105 | 6.10% | +8,105 |
| Builders FirstSource Inc(BLDR) | 221,258 | 192,958 | -28,300 | 30,624 | 37,407 | 28.14% | +6,783 |
| Brunswick Corp/DE(BC) | 156,385 | 196,251 | +39,866 | 11,380 | 16,450 | 12.38% | +5,070 |
| Malibu Boats Inc | 0 | 69,108 | +69,108 | 0 | 2,682 | 2.02% | +2,682 |
| LCI Industries(LCII) | 0 | 20,011 | +20,011 | 0 | 2,412 | 1.81% | +2,412 |
| Navient Corp(JSM) | 318,785 | 340,170 | +21,385 | 4,642 | 5,303 | 3.99% | +662 |
| Gitlab Inc(GTLB) | 47,383 | 47,383 | 0 | 2,356 | 2,442 | 1.84% | +86 |
| JELD-WEN Holding Inc | 162,924 | 0 | -162,924 | 2,195 | 0 | — | -2,195 |
| GoDaddy Inc(GDDY) | 93,591 | 57,238 | -36,353 | 13,076 | 8,974 | 6.75% | -4,102 |
| DoubleVerify Hldgs Inc(DV) | 400,258 | 152,200 | -248,058 | 7,793 | 2,563 | 1.93% | -5,230 |