Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q3 2024 ▲▼ | Q4 2024 ▲▼ | Change ▲▼ | Q3 2024 ▲▼ | Q4 2024 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| HARMONIC INC(HLIT) | 2,197,308 | 5,816,601 | +3,619,293 | 32,015 | 76,954 | 8.14% | +44,939 |
| TEMPUR SEALY INTL INC(SGI) | 300,798 | 1,081,957 | +781,159 | 16,424 | 61,336 | 6.49% | +44,913 |
| KBR INC(KBR) | 338,206 | 1,092,978 | +754,772 | 22,027 | 63,316 | 6.70% | +41,289 |
| AERCAP HOLDINGS NV(AER) | 266,439 | 690,082 | +423,643 | 25,237 | 66,041 | 6.99% | +40,804 |
| CORTEVA INC(CTVA) | 490,664 | 1,215,113 | +724,449 | 28,846 | 69,213 | 7.32% | +40,367 |
| REGAL REXNORD CORPORATION(RRX) | 196,334 | 454,090 | +257,756 | 32,568 | 70,443 | 7.45% | +37,875 |
| DOLLAR TREE INC(DLTR) | 229,673 | 649,233 | +419,560 | 16,151 | 48,654 | 5.15% | +32,503 |
| DRAFTKINGS INC NEW(DKNG) | 0 | 825,052 | +825,052 | 0 | 30,692 | 3.25% | +30,692 |
| MERCURY SYS INC(MRCY) | 679,143 | 1,328,021 | +648,878 | 25,128 | 55,777 | 5.90% | +30,649 |
| AMAZON COM INC(AMZN) | 0 | 125,152 | +125,152 | 0 | 27,457 | 2.90% | +27,457 |
| HUNT J B TRANS SVCS INC(JBHT) | 73,291 | 232,955 | +159,664 | 12,630 | 39,756 | 4.21% | +27,126 |
| VESTIS CORPORATION(VSTS) | 1,105,356 | 2,821,190 | +1,715,834 | 16,470 | 42,995 | 4.55% | +26,525 |
| PELOTON INTERACTIVE INC(PTON) | 2,303,841 | 4,199,342 | +1,895,501 | 10,782 | 36,534 | 3.86% | +25,752 |
| SIX FLAGS ENTERTAINMENT CORP(FUN) | 0 | 487,235 | +487,235 | 0 | 23,480 | 2.48% | +23,480 |
| JFROG LTD(FROG) | 444,895 | 1,196,727 | +751,832 | 12,920 | 35,196 | 3.72% | +22,276 |
| SHARKNINJA INC(SN) | 135,014 | 370,981 | +235,967 | 14,677 | 36,119 | 3.82% | +21,441 |
| MAGNERA CORP | 0 | 947,035 | +947,035 | 0 | 17,208 | 1.82% | +17,208 |
| ENERSYS(ENS) | 206,140 | 386,834 | +180,694 | 21,037 | 35,755 | 3.78% | +14,718 |
| CHEMOURS CO(CC) | 670,430 | 1,398,627 | +728,197 | 13,623 | 23,637 | 2.50% | +10,014 |
| FORTREA HLDGS INC(FTRE) | 0 | 427,077 | +427,077 | 0 | 7,965 | 0.84% | +7,965 |
| INDIVIOR PLC | 1,284,086 | 1,483,124 | +199,038 | 12,520 | 18,435 | 1.95% | +5,915 |
| DRIVEN BRANDS HLDGS INC(DRVN) | 1,183,623 | 1,138,455 | -45,168 | 16,890 | 18,375 | 1.94% | +1,484 |
| MOBILEYE GLOBAL INC(MBLY) | 79,899 | 79,899 | 0 | 1,095 | 1,592 | 0.17% | +497 |
| BURLINGTON STORES INC(BURL) | 18,871 | 18,871 | 0 | 4,972 | 5,379 | 0.57% | +407 |
| CARVANA CO(CVNA) | 7,772 | 7,772 | 0 | 1,353 | 1,581 | 0.17% | +227 |
| TOWER SEMICONDUCTOR LTD(TSEM) | 314,631 | 272,684 | -41,947 | 13,926 | 14,046 | 1.49% | +120 |
| MANNKIND CORP(MNKD) | 694,961 | 694,961 | 0 | 4,371 | 4,469 | 0.47% | +97 |
| LESLIES INC | 97,706 | 97,706 | 0 | 309 | 218 | 0.02% | -91 |
| TPI COMPOSITES INC | 66,074 | 66,074 | 0 | 301 | 125 | 0.01% | -176 |
| HUMANA INC(HUM) | 26,735 | 30,130 | +3,395 | 8,468 | 7,644 | 0.81% | -824 |
| IMPINJ INC(PI) | 15,958 | 15,958 | 0 | 3,455 | 2,318 | 0.25% | -1,137 |
| INTAPP INC(INTA) | 102,657 | 0 | -102,657 | 4,910 | 0 | — | -4,910 |
| PEGASYSTEMS INC(PEGA) | 197,841 | 28,688 | -169,153 | 14,460 | 2,674 | 0.28% | -11,786 |
| LAMB WESTON HLDGS INC(LW) | 182,683 | 0 | -182,683 | 11,827 | 0 | — | -11,827 |
| GMS INC | 133,268 | 0 | -133,268 | 12,070 | 0 | — | -12,070 |
| ARAMARK(ARMK) | 428,764 | 0 | -428,764 | 16,606 | 0 | — | -16,606 |
| FRESHWORKS INC(FRSH) | 1,479,804 | 0 | -1,479,804 | 16,988 | 0 | — | -16,988 |
| ELASTIC N V ORD SHS | 241,268 | 0 | -241,268 | 18,520 | 0 | — | -18,520 |
| MARQETA INC(MQ) | 4,266,325 | 0 | -4,266,325 | 20,990 | 0 | — | -20,990 |