Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2023 ▲▼ | Q2 2023 ▲▼ | Change ▲▼ | Q1 2023 ▲▼ | Q2 2023 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| EXTREME NETWORKS(EXTR) | 0 | 446,285 | +446,285 | 0 | 11,626 | 1.61% | +11,626 |
| CELSIUS HLDGS INC(CELH) | 0 | 76,315 | +76,315 | 0 | 11,385 | 1.58% | +11,385 |
| TOPBUILD CORP(BLD) | 0 | 39,020 | +39,020 | 0 | 10,380 | 1.44% | +10,380 |
| SPX TECHNOLOGIES INC | 66,125 | 171,575 | +105,450 | 4,667 | 14,579 | 2.02% | +9,912 |
| DOUBLEVERIFY HLDGS INC(DV) | 0 | 237,205 | +237,205 | 0 | 9,232 | 1.28% | +9,232 |
| SHOCKWAVE MED INC | 0 | 31,530 | +31,530 | 0 | 8,999 | 1.25% | +8,999 |
| HARMONIC INC(HLIT) | 0 | 520,380 | +520,380 | 0 | 8,415 | 1.17% | +8,415 |
| MAGNITE INC(MGNI) | 0 | 601,430 | +601,430 | 0 | 8,210 | 1.14% | +8,210 |
| POWER INTEGRATIONS INC(POWI) | 0 | 86,615 | +86,615 | 0 | 8,200 | 1.14% | +8,200 |
| LIVENT CORP | 0 | 276,720 | +276,720 | 0 | 7,590 | 1.05% | +7,590 |
| GFL ENVIRONMENTAL INC(GFL) | 0 | 184,240 | +184,240 | 0 | 7,149 | 0.99% | +7,149 |
| SURGERY PARTNERS INC(SGRY) | 91,830 | 224,375 | +132,545 | 3,165 | 10,095 | 1.40% | +6,929 |
| FLUENCE ENERGY INC(FLNC) | 0 | 259,690 | +259,690 | 0 | 6,918 | 0.96% | +6,918 |
| VAXCYTE INC(PCVX) | 0 | 132,735 | +132,735 | 0 | 6,629 | 0.92% | +6,629 |
| INSPIRE MED SYS INC(INSP) | 11,878 | 28,968 | +17,090 | 2,780 | 9,404 | 1.30% | +6,624 |
| SOVOS BRANDS INC | 0 | 334,430 | +334,430 | 0 | 6,541 | 0.91% | +6,541 |
| NAVITAS SEMICONDUCTOR CORP(NVTS) | 0 | 608,355 | +608,355 | 0 | 6,412 | 0.89% | +6,412 |
| MANHATTAN ASSOCIATES INC(MANH) | 0 | 31,360 | +31,360 | 0 | 6,268 | 0.87% | +6,268 |
| SHAKE SHACK INC(SHAK) | 0 | 74,395 | +74,395 | 0 | 5,782 | 0.80% | +5,782 |
| RED ROCK RESORTS INC(RRR) | 65,445 | 183,180 | +117,735 | 2,917 | 8,569 | 1.19% | +5,652 |
| ONTO INNOVATION INC(ONTO) | 0 | 48,145 | +48,145 | 0 | 5,607 | 0.78% | +5,607 |
| RAMBUS INC DEL(RMBS) | 0 | 85,255 | +85,255 | 0 | 5,471 | 0.76% | +5,471 |
| SAIA INC(SAIA) | 22,780 | 33,780 | +11,000 | 6,198 | 11,567 | 1.60% | +5,369 |
| KORNIT DIGITAL LTD | 0 | 180,600 | +180,600 | 0 | 5,304 | 0.74% | +5,304 |
| WAYFAIR INC(W) | 0 | 80,910 | +80,910 | 0 | 5,260 | 0.73% | +5,260 |
| SUMMIT MATLS INC | 0 | 136,530 | +136,530 | 0 | 5,168 | 0.72% | +5,168 |
| INTEGRAL AD SCIENCE HLDNG CO | 0 | 410,555 | +410,555 | 0 | 7,382 | 1.02% | +7,382 |
| ENTEGRIS INC(ENTG) | 0 | 45,430 | +45,430 | 0 | 5,035 | 0.70% | +5,035 |
| BENTLEY SYS INC(BSY) | 0 | 90,725 | +90,725 | 0 | 4,920 | 0.68% | +4,920 |
| VITA COCO CO INC(COCO) | 0 | 180,195 | +180,195 | 0 | 4,842 | 0.67% | +4,842 |
| TG THERAPEUTICS INC(TGTX) | 0 | 193,460 | +193,460 | 0 | 4,806 | 0.67% | +4,806 |
| ABERCROMBIE & FITCH CO | 0 | 125,355 | +125,355 | 0 | 4,723 | 0.65% | +4,723 |
| TREACE MED CONCEPTS INC | 0 | 179,605 | +179,605 | 0 | 4,594 | 0.64% | +4,594 |
| KURA SUSHI USA INC | 0 | 48,065 | +48,065 | 0 | 4,468 | 0.62% | +4,468 |
| PDF SOLUTIONS INC(PDFS) | 0 | 98,610 | +98,610 | 0 | 4,447 | 0.62% | +4,447 |
| DYNATRACE INC(DT) | 0 | 85,935 | +85,935 | 0 | 4,423 | 0.61% | +4,423 |
| NORWEGIAN CRUISE LINE HLDG L SHS | 0 | 200,110 | +200,110 | 0 | 4,356 | 0.60% | +4,356 |
| JOHN BEAN TECHNOLOGIES CORP(JBTM) | 0 | 35,245 | +35,245 | 0 | 4,275 | 0.59% | +4,275 |
| TACTILE SYS TECHNOLOGY INC | 0 | 170,130 | +170,130 | 0 | 4,241 | 0.59% | +4,241 |
| SKYWARD SPECIALTY INS GROUP(SKWD) | 0 | 165,045 | +165,045 | 0 | 4,192 | 0.58% | +4,192 |
| TEREX CORP NEW(TEX) | 88,330 | 141,200 | +52,870 | 4,273 | 8,448 | 1.17% | +4,175 |
| CHART INDS INC(GTLS) | 41,930 | 57,280 | +15,350 | 5,258 | 9,153 | 1.27% | +3,895 |
| CARNIVAL CORP | 0 | 203,055 | +203,055 | 0 | 3,824 | 0.53% | +3,824 |
| SUPER MICRO COMPUTER INC(SMCI) | 0 | 15,190 | +15,190 | 0 | 3,786 | 0.52% | +3,786 |
| INTRA-CELLULAR THERAPIES INC | 63,510 | 112,650 | +49,140 | 3,439 | 7,133 | 0.99% | +3,694 |
| SPROUT SOCIAL INC | 111,220 | 225,410 | +114,190 | 6,771 | 10,405 | 1.44% | +3,634 |
| BEACON ROOFING SUPPLY INC | 0 | 42,050 | +42,050 | 0 | 3,489 | 0.48% | +3,489 |
| MERIT MED SYS INC(MMSI) | 0 | 41,120 | +41,120 | 0 | 3,439 | 0.48% | +3,439 |
| LIFE TIME GROUP HOLDINGS INC(LTH) | 0 | 163,530 | +163,530 | 0 | 3,217 | 0.45% | +3,217 |
| AXON ENTERPRISE INC(AXON) | 0 | 16,225 | +16,225 | 0 | 3,166 | 0.44% | +3,166 |
| CACI INTL INC(CACI) | 9,955 | 17,835 | +7,880 | 2,949 | 6,079 | 0.84% | +3,129 |
| TRANSOCEAN LTD(RIG) | 0 | 442,790 | +442,790 | 0 | 3,104 | 0.43% | +3,104 |
| MONTROSE ENVIRONMENTAL GROUP | 0 | 71,820 | +71,820 | 0 | 3,025 | 0.42% | +3,025 |
| TREX CO INC(TREX) | 0 | 45,840 | +45,840 | 0 | 3,005 | 0.42% | +3,005 |
| CONFLUENT INC | 0 | 81,280 | +81,280 | 0 | 2,870 | 0.40% | +2,870 |
| AZEK CO INC | 242,485 | 282,680 | +40,195 | 5,708 | 8,562 | 1.19% | +2,854 |
| TECHNIPFMC PLC(FTI) | 724,360 | 757,005 | +32,645 | 9,888 | 12,581 | 1.74% | +2,694 |
| BANCORP INC DEL(TBBK) | 0 | 74,990 | +74,990 | 0 | 2,448 | 0.34% | +2,448 |
| AXSOME THERAPEUTICS INC(AXSM) | 0 | 33,325 | +33,325 | 0 | 2,395 | 0.33% | +2,395 |
| CONSTRUCTION PARTNERS INC(ROAD) | 0 | 75,895 | +75,895 | 0 | 2,382 | 0.33% | +2,382 |
| SCHRODINGER INC(SDGR) | 0 | 47,180 | +47,180 | 0 | 2,355 | 0.33% | +2,355 |
| VERICEL CORP(VCEL) | 143,470 | 172,765 | +29,295 | 4,207 | 6,491 | 0.90% | +2,284 |
| NAPCO SEC TECHNOLOGIES INC(NSSC) | 0 | 63,615 | +63,615 | 0 | 2,204 | 0.31% | +2,204 |
| PROCEPT BIOROBOTICS CORP(PRCT) | 0 | 61,730 | +61,730 | 0 | 2,182 | 0.30% | +2,182 |
| XOMETRY INC(XMTR) | 0 | 102,820 | +102,820 | 0 | 2,178 | 0.30% | +2,178 |
| ADVANCED ENERGY INDS | 0 | 19,385 | +19,385 | 0 | 2,160 | 0.30% | +2,160 |
| CONMED CORP(CNMD) | 0 | 15,885 | +15,885 | 0 | 2,159 | 0.30% | +2,159 |
| NLIGHT INC(LASR) | 0 | 138,270 | +138,270 | 0 | 2,132 | 0.30% | +2,132 |
| FABRINET(FN) | 0 | 16,205 | +16,205 | 0 | 2,105 | 0.29% | +2,105 |
| URBAN OUTFITTERS INC(URBN) | 0 | 61,980 | +61,980 | 0 | 2,053 | 0.28% | +2,053 |
| KRYSTAL BIOTECH INC(KRYS) | 0 | 16,845 | +16,845 | 0 | 1,978 | 0.27% | +1,978 |
| HARMONY BIOSCIENCES HLDGS IN(HRMY) | 0 | 54,800 | +54,800 | 0 | 1,928 | 0.27% | +1,928 |
| SITEONE LANDSCAPE SUPPLY INC(SITE) | 49,780 | 52,140 | +2,360 | 6,813 | 8,726 | 1.21% | +1,913 |
| CERENCE INC | 0 | 58,935 | +58,935 | 0 | 1,723 | 0.24% | +1,723 |
| RXSIGHT INC | 0 | 59,075 | +59,075 | 0 | 1,701 | 0.24% | +1,701 |
| KRATOS DEFENSE & SEC SOLUTIO(KTOS) | 333,405 | 428,750 | +95,345 | 4,494 | 6,148 | 0.85% | +1,654 |
| E L F BEAUTY INC(ELF) | 174,650 | 140,370 | -34,280 | 14,382 | 16,034 | 2.22% | +1,652 |
| SI-BONE INC | 0 | 60,055 | +60,055 | 0 | 1,620 | 0.22% | +1,620 |
| OLLIES BARGAIN OUTLET HLDGS(OLLI) | 0 | 27,810 | +27,810 | 0 | 1,611 | 0.22% | +1,611 |
| DUOLINGO INC(DUOL) | 0 | 11,145 | +11,145 | 0 | 1,593 | 0.22% | +1,593 |
| ARCOSA INC | 71,920 | 79,685 | +7,765 | 4,539 | 6,038 | 0.84% | +1,499 |
| CYBERARK SOFTWARE LTD | 0 | 9,495 | +9,495 | 0 | 1,484 | 0.21% | +1,484 |
| TECNOGLASS INC(TGLS) | 206,025 | 195,475 | -10,550 | 8,645 | 10,098 | 1.40% | +1,453 |
| SPS COMM INC(SPSC) | 67,560 | 61,115 | -6,445 | 10,289 | 11,738 | 1.63% | +1,448 |
| TOLL BROTHERS INC(TOL) | 73,135 | 72,715 | -420 | 4,390 | 5,750 | 0.80% | +1,359 |
| BLACKBAUD INC(BLKB) | 0 | 18,245 | +18,245 | 0 | 1,299 | 0.18% | +1,299 |
| NEUROCRINE BIOSCIENCES INC(NBIX) | 0 | 13,590 | +13,590 | 0 | 1,282 | 0.18% | +1,282 |
| CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES | 0 | 73,715 | +73,715 | 0 | 1,278 | 0.18% | +1,278 |
| PROS HOLDINGS INC | 0 | 103,875 | +103,875 | 0 | 3,199 | 0.44% | +3,199 |
| FTAI AVIATION LTD(FTAI) | 0 | 39,580 | +39,580 | 0 | 1,253 | 0.17% | +1,253 |
| AVIDXCHANGE HOLDINGS INC | 0 | 111,560 | +111,560 | 0 | 1,158 | 0.16% | +1,158 |
| DIGI INTL INC(DGII) | 0 | 51,280 | +51,280 | 0 | 2,020 | 0.28% | +2,020 |
| KARUNA THERAPEUTICS INC | 0 | 4,980 | +4,980 | 0 | 1,080 | 0.15% | +1,080 |
| MYR GROUP INC DEL(MYRG) | 20,350 | 26,130 | +5,780 | 2,564 | 3,615 | 0.50% | +1,051 |
| QUANTA SVCS INC | 31,926 | 31,741 | -185 | 5,320 | 6,236 | 0.86% | +915 |
| UFP TECHNOLOGIES INC(UFPT) | 0 | 4,525 | +4,525 | 0 | 877 | 0.12% | +877 |
| XPO INC(XPO) | 0 | 14,420 | +14,420 | 0 | 851 | 0.12% | +851 |
| EXACT SCIENCES CORP(EXK) | 89,445 | 73,530 | -15,915 | 6,065 | 6,904 | 0.96% | +839 |
| TAYLOR MORRISON HOME CORP(TMHC) | 118,210 | 109,100 | -9,110 | 4,523 | 5,321 | 0.74% | +798 |
| BELDEN INC | 40,835 | 42,795 | +1,960 | 3,543 | 4,093 | 0.57% | +550 |