Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q3 2024 ▲▼ | Q4 2024 ▲▼ | Change ▲▼ | Q3 2024 ▲▼ | Q4 2024 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| LCI Industries(LCII) | 20,011 | 70,069 | +50,058 | 2,412 | 7,244 | 6.14% | +4,832 |
| Etsy Inc(ETSY) | 0 | 67,800 | +67,800 | 0 | 3,586 | 3.04% | +3,586 |
| Sleep Number Corp | 2,008,367 | 2,616,459 | +608,092 | 36,793 | 39,875 | 33.80% | +3,082 |
| GoDaddy Inc(GDDY) | 57,238 | 57,238 | 0 | 8,974 | 11,297 | 9.58% | +2,323 |
| Brunswick Corp(BC) | 196,251 | 258,323 | +62,072 | 16,450 | 16,708 | 14.16% | +259 |
| Gitlab Inc(GTLB) | 47,383 | 47,383 | 0 | 2,442 | 2,670 | 2.26% | +228 |
| Malibu Boats Inc | 69,108 | 69,108 | 0 | 2,682 | 2,598 | 2.20% | -84 |
| Navient Corp(JSM) | 340,170 | 365,069 | +24,899 | 5,303 | 4,852 | 4.11% | -451 |
| DoubleVerify Hldgs Inc(DV) | 152,200 | 0 | -152,200 | 2,563 | 0 | — | -2,563 |
| Sonos Inc(SONO) | 659,491 | 104,456 | -555,035 | 8,105 | 1,571 | 1.33% | -6,534 |
| TriNet Group Inc(TNET) | 100,823 | 0 | -100,823 | 9,777 | 0 | — | -9,777 |
| Builders FirstSource Inc(BLDR) | 192,958 | 192,958 | 0 | 37,407 | 27,579 | 23.38% | -9,827 |