Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2025 ▲▼ | Q2 2025 ▲▼ | Change ▲▼ | Q1 2025 ▲▼ | Q2 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| E L F BEAUTY INC(ELF) | 59,799 | 88,517 | +28,718 | 3,755 | 11,015 | 1.53% | +7,260 |
| INTERPARFUMS INC(IPAR) | 0 | 53,317 | +53,317 | 0 | 7,001 | 0.97% | +7,001 |
| DOLBY LABORATORIES(DLB) | 5,833 | 100,129 | +94,296 | 468 | 7,436 | 1.03% | +6,967 |
| FIVE BELOW INC. | 116,924 | 111,949 | -4,975 | 8,761 | 14,685 | 2.04% | +5,925 |
| PEGASYSTEMS INC(PEGA) | 170,688 | 327,410 | +156,722 | 11,866 | 17,723 | 2.47% | +5,856 |
| MONTROSE ENVIRONMENTAL GROUP | 584,514 | 626,560 | +42,046 | 8,335 | 13,715 | 1.91% | +5,380 |
| WILLDAN GROUP INC(WLDN) | 364,737 | 313,892 | -50,845 | 14,852 | 19,621 | 2.73% | +4,769 |
| PURE STORAGE | 372,948 | 361,368 | -11,580 | 16,510 | 20,808 | 2.90% | +4,297 |
| VERTEX INC CL A | 94,484 | 205,330 | +110,846 | 3,308 | 7,255 | 1.01% | +3,947 |
| AGILYSYS INC(AGYS) | 91,348 | 87,594 | -3,754 | 6,626 | 10,042 | 1.40% | +3,415 |
| BOOT BARN HOLDINGS | 153,141 | 125,037 | -28,104 | 16,452 | 19,006 | 2.64% | +2,554 |
| Q2 HOLDINGS INC(QTWO) | 221,192 | 215,140 | -6,052 | 17,698 | 20,135 | 2.80% | +2,437 |
| BOWMAN CONSULTING GROUP | 408,042 | 393,386 | -14,656 | 8,908 | 11,310 | 1.57% | +2,402 |
| ADDUS HOMECARE | 208,323 | 199,670 | -8,653 | 20,601 | 23,000 | 3.20% | +2,399 |
| GLOBAL-E ONLINE(GLBE) | 191,802 | 272,032 | +80,230 | 6,838 | 9,124 | 1.27% | +2,286 |
| CASELLA WASTE SYSTEMS INC(CWST) | 179,037 | 187,109 | +8,072 | 19,964 | 21,589 | 3.00% | +1,624 |
| ZETA GLOBAL | 1,047,677 | 1,006,535 | -41,142 | 14,207 | 15,591 | 2.17% | +1,385 |
| VITA COCO CO INC | 339,771 | 325,728 | -14,043 | 10,414 | 11,759 | 1.64% | +1,345 |
| WORKIVA, INC.(WK) | 68,759 | 95,108 | +26,349 | 5,219 | 6,510 | 0.91% | +1,291 |
| SPS COMMERCE(SPSC) | 140,828 | 146,342 | +5,514 | 18,692 | 19,916 | 2.77% | +1,224 |
| LITTELFUSE INC.(LFUS) | 54,154 | 51,864 | -2,290 | 10,654 | 11,759 | 1.64% | +1,105 |
| VERICEL CORPORATION(VCEL) | 351,385 | 393,479 | +42,094 | 15,679 | 16,743 | 2.33% | +1,064 |
| AMERIS BANCORP(ABCB) | 241,199 | 230,697 | -10,502 | 13,886 | 14,926 | 2.08% | +1,040 |
| VERRA MOBILITY CORP | 389,481 | 373,470 | -16,011 | 8,767 | 9,482 | 1.32% | +715 |
| QUALYS INC.(QLYS) | 40,764 | 39,023 | -1,741 | 5,133 | 5,575 | 0.78% | +442 |
| BOX INC(BOX) | 224,542 | 215,113 | -9,429 | 6,929 | 7,350 | 1.02% | +421 |
| monday.com | 0 | 895 | +895 | 0 | 281 | 0.04% | +281 |
| DYNATRACE, INC.(DT) | 6,639 | 9,281 | +2,642 | 313 | 512 | 0.07% | +199 |
| HEALTHEQUITY(HQY) | 244,860 | 208,195 | -36,665 | 21,638 | 21,811 | 3.04% | +172 |
| CONSTRUCTION PARTNERS INC(ROAD) | 255,978 | 173,937 | -82,041 | 18,397 | 18,486 | 2.57% | +89 |
| TRIMBLE INC.(TRMB) | 7,324 | 7,324 | 0 | 481 | 556 | 0.08% | +76 |
| MONOLITHIC POWER SYSTEMS INC.(MPWR) | 390 | 390 | 0 | 226 | 285 | 0.04% | +59 |
| NICE LTD SPONSORED ADR(NICE) | 2,145 | 2,145 | 0 | 331 | 362 | 0.05% | +32 |
| ADVANCED DRAINAGE SYSTEMS(WMS) | 2,318 | 2,318 | 0 | 252 | 266 | 0.04% | +14 |
| TYLER TECHNOLOGY INC.(TYL) | 555 | 555 | 0 | 323 | 329 | 0.05% | +6 |
| GODADDY INC.(GDDY) | 3,908 | 3,908 | 0 | 704 | 704 | 0.10% | -0 |
| FAIR ISAAC CORPORATION(FICO) | 251 | 251 | 0 | 463 | 459 | 0.06% | -4 |
| WEST PHARMACEUTICAL SVCS(WST) | 1,032 | 1,032 | 0 | 231 | 226 | 0.03% | -5 |
| JACK HENRY & ASSOCIATES(JKHY) | 2,559 | 2,559 | 0 | 467 | 461 | 0.06% | -6 |
| TRADEWEB MARKETS INC(TW) | 4,081 | 4,081 | 0 | 606 | 597 | 0.08% | -8 |
| CCC INTELLIGENT SOLUTIONS | 2,139,936 | 2,051,337 | -88,599 | 19,324 | 19,303 | 2.69% | -21 |
| POOL CORPORATION(POOL) | 842 | 842 | 0 | 268 | 245 | 0.03% | -23 |
| ICON PLC | 1,768 | 1,768 | 0 | 309 | 257 | 0.04% | -52 |
| MEDPACE HOLDINGS, INC.(MEDP) | 52,232 | 50,101 | -2,131 | 15,915 | 15,725 | 2.19% | -190 |
| FLOOR & DECOR HOLDINGS INC(FND) | 2,504 | 0 | -2,504 | 201 | 0 | — | -201 |
| GLOBANT SA(GLOB) | 1,754 | 0 | -1,754 | 206 | 0 | — | -206 |
| NOVANTA INC | 56,258 | 53,933 | -2,325 | 7,194 | 6,954 | 0.97% | -240 |
| DORMAN PRODUCTS INC(DORM) | 86,921 | 83,342 | -3,579 | 10,477 | 10,224 | 1.42% | -254 |
| ALARM.COM | 259,485 | 248,795 | -10,690 | 14,440 | 14,074 | 1.96% | -366 |
| SITEONE LANDSCAPE SUPPLY(SITE) | 67,742 | 64,889 | -2,853 | 8,227 | 7,848 | 1.09% | -379 |
| FIVE9, INC(FIVN) | 216,614 | 207,368 | -9,246 | 5,881 | 5,491 | 0.76% | -390 |
| FIRSTSERVICE CORP | 115,245 | 105,990 | -9,255 | 19,125 | 18,508 | 2.58% | -617 |
| BALDWIN INSURANCE GROUP INC(BWIN) | 181,142 | 173,747 | -7,395 | 8,095 | 7,438 | 1.04% | -657 |
| LEMAITRE VASCULAR INC.(LMAT) | 175,692 | 168,384 | -7,308 | 14,741 | 13,984 | 1.95% | -756 |
| TREX COMPANY(TREX) | 168,774 | 161,865 | -6,909 | 9,806 | 8,802 | 1.22% | -1,004 |
| CBIZ INC(CBZ) | 304,090 | 306,318 | +2,228 | 23,068 | 21,966 | 3.06% | -1,102 |
| MISTER CAR WASH, INC | 590,432 | 574,484 | -15,948 | 4,659 | 3,453 | 0.48% | -1,206 |
| WNS HOLDINGS LTD | 289,203 | 259,405 | -29,798 | 17,783 | 16,405 | 2.28% | -1,378 |
| DESCARTES SYSTEMS GROUP(DSGX) | 206,101 | 189,859 | -16,242 | 20,781 | 19,298 | 2.69% | -1,483 |
| DOUBLEVERIFY | 368,124 | 214,082 | -154,042 | 4,922 | 3,205 | 0.45% | -1,717 |
| REMITLY GLOBAL INC(RELY) | 739,901 | 721,320 | -18,581 | 15,390 | 13,539 | 1.88% | -1,851 |
| EVOLENT HEALTH | 196,316 | 0 | -196,316 | 1,859 | 0 | — | -1,859 |
| CLEARWATER ANALYTICS HOLDINGS | 344,770 | 330,633 | -14,137 | 9,240 | 7,251 | 1.01% | -1,989 |
| OPTION CARE HEALTH INC(OPCH) | 543,404 | 521,333 | -22,071 | 18,992 | 16,933 | 2.36% | -2,059 |
| EXLSERVICE HOLDINGS INC.(EXLS) | 424,839 | 407,312 | -17,527 | 20,057 | 17,836 | 2.48% | -2,220 |
| BIO-TECHNE CORP(TECH) | 333,822 | 320,175 | -13,647 | 19,572 | 16,473 | 2.29% | -3,099 |
| OLLIE'S BARGAIN OUTLET(OLLI) | 177,532 | 128,879 | -48,653 | 20,658 | 16,984 | 2.36% | -3,674 |
| GRID DYNAMICS | 804,294 | 770,585 | -33,709 | 12,587 | 8,900 | 1.24% | -3,687 |
| PAYLOCITY HOLDINGS | 125,807 | 109,430 | -16,377 | 23,569 | 19,828 | 2.76% | -3,741 |
| REPAY HOLDINGS CORP | 1,649,748 | 1,129,870 | -519,878 | 9,189 | 5,446 | 0.76% | -3,743 |
| NV5 GLOBAL INC. | 474,500 | 165,040 | -309,460 | 9,144 | 3,811 | 0.53% | -5,333 |