Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2025 ▲▼ | Q2 2025 ▲▼ | Change ▲▼ | Q1 2025 ▲▼ | Q2 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| ZEBRA TECHNOLOGIES CORPORATI(ZBRA) | 0 | 269,070 | +269,070 | 0 | 82,970 | 7.05% | +82,970 |
| COSTAR GROUP INC(CSGP) | 0 | 940,155 | +940,155 | 0 | 75,588 | 6.43% | +75,588 |
| OSHKOSH CORP(OSK) | 0 | 557,006 | +557,006 | 0 | 63,242 | 5.38% | +63,242 |
| CORNING INC(GLW) | 411,064 | 1,182,462 | +771,398 | 18,819 | 62,186 | 5.29% | +43,367 |
| DOUBLEVERIFY HLDGS INC(DV) | 0 | 2,247,262 | +2,247,262 | 0 | 33,642 | 2.86% | +33,642 |
| CIENA CORP(CIEN) | 0 | 404,735 | +404,735 | 0 | 32,917 | 2.80% | +32,917 |
| ABM INDS INC | 0 | 615,636 | +615,636 | 0 | 29,064 | 2.47% | +29,064 |
| DEXCOM INC(DXCM) | 0 | 304,536 | +304,536 | 0 | 26,583 | 2.26% | +26,583 |
| ELEMENT SOLUTIONS INC(ESI) | 0 | 1,159,243 | +1,159,243 | 0 | 26,257 | 2.23% | +26,257 |
| SENSATA TECHNOLOGIES HLDG PL SHS | 0 | 792,977 | +792,977 | 0 | 23,877 | 2.03% | +23,877 |
| PARSONS CORP DEL(PSN) | 0 | 323,421 | +323,421 | 0 | 23,212 | 1.97% | +23,212 |
| HAEMONETICS CORP MASS(HAE) | 719,432 | 906,892 | +187,460 | 45,720 | 67,663 | 5.75% | +21,943 |
| OPENLANE INC(OPLN) | 0 | 884,378 | +884,378 | 0 | 21,623 | 1.84% | +21,623 |
| CLEAN HARBORS INC(CLH) | 0 | 89,771 | +89,771 | 0 | 20,753 | 1.76% | +20,753 |
| MINERALS TECHNOLOGIES INC(MTX) | 0 | 370,145 | +370,145 | 0 | 20,384 | 1.73% | +20,384 |
| BELDEN INC | 0 | 163,138 | +163,138 | 0 | 18,891 | 1.61% | +18,891 |
| AVNET INC | 0 | 319,152 | +319,152 | 0 | 16,941 | 1.44% | +16,941 |
| AZZ INC | 0 | 178,004 | +178,004 | 0 | 16,818 | 1.43% | +16,818 |
| VEECO INSTRS INC DEL(VECO) | 0 | 808,114 | +808,114 | 0 | 16,421 | 1.40% | +16,421 |
| HURON CONSULTING GROUP INC(HURN) | 0 | 108,041 | +108,041 | 0 | 14,860 | 1.26% | +14,860 |
| OLLIES BARGAIN OUTLET HLDGS(OLLI) | 0 | 103,828 | +103,828 | 0 | 13,682 | 1.16% | +13,682 |
| WNS HLDGS LTD | 826,706 | 1,003,353 | +176,647 | 50,834 | 63,452 | 5.40% | +12,618 |
| PRIMORIS SVCS CORP(PRIM) | 0 | 154,727 | +154,727 | 0 | 12,059 | 1.03% | +12,059 |
| AMBARELLA INC(AMBA) | 56,355 | 189,221 | +132,866 | 2,836 | 12,501 | 1.06% | +9,665 |
| VERINT SYS INC | 0 | 460,774 | +460,774 | 0 | 9,063 | 0.77% | +9,063 |
| MICROCHIP TECHNOLOGY INC.(MCHP) | 0 | 127,000 | +127,000 | 0 | 8,937 | 0.76% | +8,937 |
| BRINKS CO(BCO) | 0 | 99,028 | +99,028 | 0 | 8,842 | 0.75% | +8,842 |
| SONOCO PRODS CO(SON) | 0 | 187,881 | +187,881 | 0 | 8,184 | 0.70% | +8,184 |
| ETHAN ALLEN INTERIORS INC(ETD) | 0 | 290,380 | +290,380 | 0 | 8,087 | 0.69% | +8,087 |
| ADTRAN HOLDINGS INC(ADTN) | 0 | 847,417 | +847,417 | 0 | 7,601 | 0.65% | +7,601 |
| PERDOCEO ED CORP(PRDO) | 0 | 192,161 | +192,161 | 0 | 6,282 | 0.53% | +6,282 |
| AMERICAS CAR-MART INC(CRMT) | 123,785 | 212,339 | +88,554 | 5,619 | 11,899 | 1.01% | +6,281 |
| CAREDX INC(CDNA) | 0 | 315,795 | +315,795 | 0 | 6,171 | 0.52% | +6,171 |
| FIRSTCASH HOLDINGS INC(FCFS) | 51,653 | 91,549 | +39,896 | 6,215 | 12,372 | 1.05% | +6,157 |
| STRIDE INC(LRN) | 0 | 40,355 | +40,355 | 0 | 5,859 | 0.50% | +5,859 |
| NAPCO SEC TECHNOLOGIES INC(NSSC) | 0 | 154,726 | +154,726 | 0 | 4,594 | 0.39% | +4,594 |
| BLACKBAUD INC(BLKB) | 0 | 68,227 | +68,227 | 0 | 4,381 | 0.37% | +4,381 |
| LINCOLN EDL SVCS CORP(LINC) | 17,146 | 170,556 | +153,410 | 272 | 3,931 | 0.33% | +3,659 |
| TURNING PT BRANDS INC(TPB) | 0 | 43,570 | +43,570 | 0 | 3,301 | 0.28% | +3,301 |
| QUANTA SVCS INC | 0 | 8,466 | +8,466 | 0 | 3,201 | 0.27% | +3,201 |
| SPDR SERIES TRUST ST STR SP REGBNK | 73,408 | 120,667 | +47,259 | 4,173 | 7,166 | 0.61% | +2,993 |
| SLEEP NUMBER CORP(SNBRQ) | 0 | 317,560 | +317,560 | 0 | 2,145 | 0.18% | +2,145 |
| BEL FUSE INC | 0 | 21,229 | +21,229 | 0 | 2,074 | 0.18% | +2,074 |
| GATX CORP(GATX) | 23,785 | 27,711 | +3,926 | 3,693 | 4,255 | 0.36% | +562 |
| AGRIFY CORP | 19,869 | 0 | -19,869 | 349 | 0 | — | -349 |
| COGENT COMMUNICATIONS HLDGS(CCOI) | 255,616 | 313,250 | +57,634 | 15,672 | 15,102 | 1.28% | -570 |
| NATIONAL VISION HLDGS INC(EYE) | 56,182 | 0 | -56,182 | 718 | 0 | — | -718 |
| ISHARES TR | 3,741 | 0 | -3,741 | 746 | 0 | — | -746 |
| MAMAS CREATIONS INC(MAMA) | 182,559 | 44,729 | -137,830 | 1,188 | 371 | 0.03% | -817 |
| FLOWSERVE CORP(FLS) | 51,223 | 0 | -51,223 | 2,502 | 0 | — | -2,502 |
| GENIUS SPORTS LIMITED SHARES CL A | 575,379 | 294,817 | -280,562 | 5,760 | 3,066 | 0.26% | -2,693 |
| CARMAX INC(KMX) | 54,565 | 0 | -54,565 | 4,252 | 0 | — | -4,252 |
| STEELCASE INC | 401,092 | 0 | -401,092 | 4,396 | 0 | — | -4,396 |
| REV GROUP INC | 249,807 | 67,956 | -181,851 | 7,894 | 3,234 | 0.27% | -4,660 |
| PATRICK INDS INC(PATK) | 55,640 | 0 | -55,640 | 4,705 | 0 | — | -4,705 |
| SILICON MOTION TECHNOLOGY CO(SIMO) | 270,656 | 113,851 | -156,805 | 13,684 | 8,558 | 0.73% | -5,126 |
| HEICO CORP NEW(HEI) | 31,624 | 9,782 | -21,842 | 8,450 | 3,208 | 0.27% | -5,241 |
| LUMENTUM HLDGS INC(LITE) | 163,322 | 48,618 | -114,704 | 10,181 | 4,622 | 0.39% | -5,560 |
| MOOG INC(MOG-A) | 32,459 | 0 | -32,459 | 5,627 | 0 | — | -5,627 |
| CALIX INC(CALX) | 341,740 | 120,463 | -221,277 | 12,111 | 6,407 | 0.54% | -5,704 |
| CBIZ INC(CBZ) | 90,314 | 0 | -90,314 | 6,851 | 0 | — | -6,851 |
| CARS COM INC | 612,580 | 0 | -612,580 | 6,904 | 0 | — | -6,904 |
| QIAGEN NV(QGEN) | 248,608 | 0 | -248,608 | 9,982 | 0 | — | -9,982 |
| SALLY BEAUTY HLDGS INC | 1,116,672 | 0 | -1,116,672 | 10,084 | 0 | — | -10,084 |
| MONRO INC(MNRO) | 1,221,282 | 486,042 | -735,240 | 17,672 | 7,247 | 0.62% | -10,425 |
| HNI CORP(HNI) | 402,123 | 137,294 | -264,829 | 17,834 | 6,752 | 0.57% | -11,082 |
| WILEY JOHN & SONS INC(WLY) | 1,397,338 | 1,111,930 | -285,408 | 62,265 | 49,625 | 4.22% | -12,640 |
| CACI INTL INC(CACI) | 34,808 | 0 | -34,808 | 12,772 | 0 | — | -12,772 |
| COMMVAULT SYS INC(CVLT) | 89,850 | 0 | -89,850 | 14,175 | 0 | — | -14,175 |
| LOUISIANA PAC CORP(LPX) | 160,125 | 0 | -160,125 | 14,728 | 0 | — | -14,728 |
| ALAMO GROUP INC | 100,979 | 14,299 | -86,680 | 17,995 | 3,123 | 0.27% | -14,873 |
| DYCOM INDS INC(DY) | 277,391 | 106,521 | -170,870 | 42,258 | 26,033 | 2.21% | -16,225 |
| CAVCO INDS INC DEL(CVCO) | 31,667 | 0 | -31,667 | 16,455 | 0 | — | -16,455 |
| API GROUP CORP(APG) | 474,535 | 0 | -474,535 | 16,969 | 0 | — | -16,969 |
| CHAMPION HOMES INC(SKY) | 308,055 | 113,293 | -194,762 | 29,191 | 7,093 | 0.60% | -22,098 |
| ARMSTRONG WORLD INDS INC NEW(AWI) | 158,626 | 0 | -158,626 | 22,347 | 0 | — | -22,347 |
| CAMPING WORLD HLDGS INC(CWH) | 1,504,663 | 0 | -1,504,663 | 24,315 | 0 | — | -24,315 |
| CASELLA WASTE SYS INC(CWST) | 229,322 | 0 | -229,322 | 25,572 | 0 | — | -25,572 |
| MSC INDL DIRECT INC(MSM) | 633,586 | 237,329 | -396,257 | 49,211 | 20,178 | 1.72% | -29,033 |
| MUELLER WTR PRODS INC(MWA) | 1,211,295 | 0 | -1,211,295 | 30,791 | 0 | — | -30,791 |
| OSI SYSTEMS INC(OSIS) | 225,986 | 53,943 | -172,043 | 43,918 | 12,130 | 1.03% | -31,788 |
| FABRINET(FN) | 264,625 | 67,267 | -197,358 | 52,266 | 19,822 | 1.69% | -32,444 |
| CELESTICA INC(CLS) | 856,227 | 200,629 | -655,598 | 67,479 | 31,320 | 2.66% | -36,159 |
| MASTEC INC(MTZ) | 403,017 | 50,012 | -353,005 | 47,036 | 8,524 | 0.72% | -38,513 |
| ADTALEM GLOBAL ED INC(CVSA) | 539,992 | 123,676 | -416,316 | 54,345 | 15,735 | 1.34% | -38,609 |
| MUELLER INDS INC(MLI) | 588,373 | 0 | -588,373 | 44,799 | 0 | — | -44,799 |