Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2024 ▲▼ | Q1 2025 ▲▼ | Change ▲▼ | Q4 2024 ▲▼ | Q1 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| VALVOLINE INC(VVV) | 0 | 1,159,141 | +1,159,141 | 0 | 40,686 | 5.88% | +40,686 |
| PRIMO BRANDS CORPORATION(PRMB) | 0 | 919,659 | +919,659 | 0 | 32,464 | 4.69% | +32,464 |
| SHARKNINJA INC(SN) | 370,981 | 504,866 | +133,885 | 36,119 | 42,419 | 6.13% | +6,300 |
| AMAZON COM INC(AMZN) | 125,152 | 166,956 | +41,804 | 27,457 | 32,176 | 4.65% | +4,719 |
| CHEMOURS CO(CC) | 1,398,627 | 1,953,722 | +555,095 | 23,637 | 26,805 | 3.87% | +3,168 |
| DRAFTKINGS INC NEW(DKNG) | 825,052 | 877,976 | +52,924 | 30,692 | 30,984 | 4.47% | +292 |
| TPI COMPOSITES INC | 66,074 | 0 | -66,074 | 125 | 0 | — | -125 |
| LESLIES INC | 97,706 | 0 | -97,706 | 218 | 0 | — | -218 |
| INDIVIOR PLC | 1,483,124 | 1,875,108 | +391,984 | 18,435 | 17,926 | 2.59% | -509 |
| CARVANA CO(CVNA) | 7,772 | 0 | -7,772 | 1,581 | 0 | — | -1,581 |
| MOBILEYE GLOBAL INC(MBLY) | 79,899 | 0 | -79,899 | 1,592 | 0 | — | -1,592 |
| HUMANA INC(HUM) | 30,130 | 20,830 | -9,300 | 7,644 | 5,511 | 0.80% | -2,133 |
| IMPINJ INC(PI) | 15,958 | 0 | -15,958 | 2,318 | 0 | — | -2,318 |
| PEGASYSTEMS INC(PEGA) | 28,688 | 0 | -28,688 | 2,674 | 0 | — | -2,674 |
| MANNKIND CORP(MNKD) | 694,961 | 0 | -694,961 | 4,469 | 0 | — | -4,469 |
| MAGNERA CORP | 947,035 | 689,215 | -257,820 | 17,208 | 12,599 | 1.82% | -4,609 |
| BURLINGTON STORES INC(BURL) | 18,871 | 0 | -18,871 | 5,379 | 0 | — | -5,379 |
| HUNT J B TRANS SVCS INC(JBHT) | 232,955 | 219,306 | -13,649 | 39,756 | 32,045 | 4.63% | -7,711 |
| FORTREA HLDGS INC(FTRE) | 427,077 | 0 | -427,077 | 7,965 | 0 | — | -7,965 |
| ENERSYS(ENS) | 386,834 | 285,732 | -101,102 | 35,755 | 26,605 | 3.84% | -9,151 |
| CORTEVA INC(CTVA) | 1,215,113 | 957,884 | -257,229 | 69,213 | 58,488 | 8.45% | -10,724 |
| SIX FLAGS ENTERTAINMENT CORP(FUN) | 487,235 | 314,962 | -172,273 | 23,480 | 11,156 | 1.61% | -12,324 |
| PELOTON INTERACTIVE INC(PTON) | 4,199,342 | 3,660,316 | -539,026 | 36,534 | 23,060 | 3.33% | -13,474 |
| TOWER SEMICONDUCTOR LTD(TSEM) | 272,684 | 0 | -272,684 | 14,046 | 0 | — | -14,046 |
| KBR INC(KBR) | 1,092,978 | 952,352 | -140,626 | 63,316 | 47,951 | 6.92% | -15,365 |
| SOMNIGROUP INTERNATIONAL INC(SGI) | 1,081,957 | 773,492 | -308,465 | 61,336 | 45,126 | 6.52% | -16,211 |
| VESTIS CORPORATION(VSTS) | 2,821,190 | 2,495,360 | -325,830 | 42,995 | 25,128 | 3.63% | -17,867 |
| DRIVEN BRANDS HLDGS INC(DRVN) | 1,138,455 | 0 | -1,138,455 | 18,375 | 0 | — | -18,375 |
| MERCURY SYS INC(MRCY) | 1,328,021 | 871,772 | -456,249 | 55,777 | 37,329 | 5.39% | -18,448 |
| REGAL REXNORD CORPORATION(RRX) | 454,090 | 403,348 | -50,742 | 70,443 | 47,607 | 6.88% | -22,836 |
| AERCAP HOLDINGS NV(AER) | 690,082 | 415,360 | -274,722 | 66,041 | 42,433 | 6.13% | -23,608 |
| DOLLAR TREE INC(DLTR) | 649,233 | 283,651 | -365,582 | 48,654 | 20,636 | 2.98% | -28,018 |
| JFROG LTD(FROG) | 1,196,727 | 0 | -1,196,727 | 35,196 | 0 | — | -35,196 |
| HARMONIC INC(HLIT) | 5,816,601 | 3,432,288 | -2,384,313 | 76,954 | 33,328 | 4.81% | -43,626 |