Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2026 ▲▼ | Q2 2026 ▲▼ | Change ▲▼ | Q1 2026 ▲▼ | Q2 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| DIGITALOCEAN HOLDINGS INC(DOCN) | 3,487,118 | 4,200,719 | +713,601 | 299,125 | 659,639 | 4.78% | +360,514 |
| APPLIED DIGITAL CORP | 23,075,612 | 22,518,887 | -556,725 | 547,815 | 839,954 | 6.09% | +292,139 |
| DAVE INC(DAVE) | 0 | 1,104,277 | +1,104,277 | 0 | 411,443 | 2.98% | +411,443 |
| BLOOM ENERGY CORP- A | 1,576,258 | 1,345,873 | -230,385 | 213,567 | 407,396 | 2.95% | +193,829 |
| SEMTECH CORP(SMTC) | 2,287,529 | 2,250,382 | -37,147 | 175,888 | 364,224 | 2.64% | +188,336 |
| LIVANOVA PLC(LIVN) | 636,540 | 2,565,477 | +1,928,937 | 40,458 | 210,959 | 1.53% | +170,501 |
| XOMETRY INC-A(XMTR) | 0 | 1,988,360 | +1,988,360 | 0 | 191,917 | 1.39% | +191,917 |
| BANDWIDTH INC-CLASS A(BAND) | 0 | 2,295,924 | +2,295,924 | 0 | 145,332 | 1.05% | +145,332 |
| RXO INC(RXO) | 4,452,216 | 6,478,546 | +2,026,330 | 65,091 | 178,743 | 1.30% | +113,652 |
| CLEAN HARBORS INC(CLH) | 124,275 | 498,747 | +374,472 | 35,633 | 149,001 | 1.08% | +113,367 |
| BLACKBERRY LTD(BB) | 0 | 11,672,761 | +11,672,761 | 0 | 147,660 | 1.07% | +147,660 |
| LATTICE SEMICONDUCTOR CORP(LSCC) | 1,293,092 | 1,469,538 | +176,446 | 119,947 | 224,781 | 1.63% | +104,833 |
| HUT 8 CORP(HUT) | 1,843,582 | 1,651,895 | -191,687 | 86,482 | 190,703 | 1.38% | +104,221 |
| APPLIED OPTOELECTRONICS INC(AAOI) | 1,275,519 | 1,392,510 | +116,991 | 107,896 | 206,314 | 1.50% | +98,418 |
| DRAFTKINGS INC - CL A(DKNG) | 454,105 | 4,245,469 | +3,791,364 | 9,818 | 107,241 | 0.78% | +97,423 |
| AEROVIRONMENT INC | 0 | 564,254 | +564,254 | 0 | 93,141 | 0.68% | +93,141 |
| GUARDANT HEALTH INC(GH) | 1,310,065 | 1,395,307 | +85,242 | 121,011 | 209,338 | 1.52% | +88,327 |
| KRYSTAL BIOTECH INC(KRYS) | 619,586 | 663,375 | +43,789 | 160,051 | 246,557 | 1.79% | +86,505 |
| COGNEX CORP(CGNX) | 0 | 1,172,170 | +1,172,170 | 0 | 84,889 | 0.62% | +84,889 |
| KNIGHT-SWIFT TRANSPORTATION(KNX) | 2,676,956 | 3,058,241 | +381,285 | 154,139 | 238,145 | 1.73% | +84,006 |
| BUTTERFLY NETWORK INC(BFLY) | 8,620,848 | 13,190,130 | +4,569,282 | 34,828 | 111,061 | 0.81% | +76,233 |
| RED CAT HOLDINGS INC(RCAT) | 3,033,005 | 10,578,223 | +7,545,218 | 39,702 | 112,658 | 0.82% | +72,956 |
| MASTEC INC(MTZ) | 1,295,385 | 1,173,918 | -121,467 | 416,777 | 488,420 | 3.54% | +71,643 |
| CELCUITY INC(CELC) | 0 | 628,411 | +628,411 | 0 | 65,744 | 0.48% | +65,744 |
| NEW ERA ENERGY & DIGITAL INC | 0 | 8,596,985 | +8,596,985 | 0 | 54,849 | 0.40% | +54,849 |
| RUSH STREET INTERACTIVE INC(RSI) | 3,651,237 | 4,454,433 | +803,196 | 79,414 | 132,475 | 0.96% | +53,060 |
| FIRSTCASH HOLDINGS INC(FCFS) | 1,133,915 | 1,221,912 | +87,997 | 213,176 | 264,324 | 1.92% | +51,148 |
| WATERBRIDGE INFRASTRUC-CL A(WBI) | 620,574 | 1,960,405 | +1,339,831 | 16,625 | 67,183 | 0.49% | +50,558 |
| ITG INC CL A | 0 | 3,125,000 | +3,125,000 | 0 | 50,000 | 0.36% | +50,000 |
| AXOGEN INC(AXGN) | 0 | 1,067,072 | +1,067,072 | 0 | 49,288 | 0.36% | +49,288 |
| GENIUS SPORTS LTD SHARES CL A | 0 | 12,929,769 | +12,929,769 | 0 | 78,354 | 0.57% | +78,354 |
| TTM TECHNOLOGIES(TTMI) | 516,431 | 501,716 | -14,715 | 50,311 | 93,831 | 0.68% | +43,520 |
| XENERGY INC | 0 | 2,335,437 | +2,335,437 | 0 | 42,879 | 0.31% | +42,879 |
| TERAWULF INC(WULF) | 0 | 1,710,463 | +1,710,463 | 0 | 42,248 | 0.31% | +42,248 |
| TERADYNE INC(TER) | 87,770 | 140,435 | +52,665 | 26,020 | 67,948 | 0.49% | +41,928 |
| XPO INC(XPO) | 1,159,830 | 1,297,453 | +137,623 | 225,645 | 266,354 | 1.93% | +40,709 |
| ALIGNMENT HEALTHCARE INC(ALHC) | 0 | 6,184,526 | +6,184,526 | 0 | 147,254 | 1.07% | +147,254 |
| CYTOKINETICS INC(CYTK) | 0 | 469,273 | +469,273 | 0 | 39,977 | 0.29% | +39,977 |
| BOOT BARN HOLDINGS INC | 0 | 238,337 | +238,337 | 0 | 39,152 | 0.28% | +39,152 |
| UNITY SOFTWARE INC(U) | 0 | 4,736,216 | +4,736,216 | 0 | 135,361 | 0.98% | +135,361 |
| TG THERAPEUTICS INC(TGTX) | 1,569,171 | 1,600,510 | +31,339 | 52,128 | 87,932 | 0.64% | +35,804 |
| AXSOME THERAPEUTICS INC(AXSM) | 0 | 402,678 | +402,678 | 0 | 98,563 | 0.71% | +98,563 |
| PALOMAR HOLDINGS INC(PLMR) | 426,046 | 682,283 | +256,237 | 50,912 | 86,234 | 0.63% | +35,321 |
| LIGHTPATH TECHNOLOGIES INC-A | 0 | 3,562,140 | +3,562,140 | 0 | 58,241 | 0.42% | +58,241 |
| CUSTOMERS BANCO(CUBB) | 0 | 1,941,996 | +1,941,996 | 0 | 153,612 | 1.11% | +153,612 |
| LIFE TIME GROUP HOLDINGS INC(LTH) | 0 | 2,549,719 | +2,549,719 | 0 | 104,131 | 0.76% | +104,131 |
| TFI INTERNATIONAL INC(TFII) | 0 | 230,762 | +230,762 | 0 | 33,131 | 0.24% | +33,131 |
| TYRA BIOSCIENCES INC(TYRA) | 0 | 1,016,775 | +1,016,775 | 0 | 32,476 | 0.24% | +32,476 |
| REVOLUTION MEDICINES INC(RVMD) | 0 | 170,422 | +170,422 | 0 | 31,917 | 0.23% | +31,917 |
| LUMENTUM HOLDINGS INC(LITE) | 275,623 | 262,757 | -12,866 | 193,697 | 225,461 | 1.63% | +31,764 |
| GRANITE CONSTRUCTION INC(GVA) | 889,492 | 871,255 | -18,237 | 106,632 | 137,728 | 1.00% | +31,096 |
| ESCO TECHNOLOGIES INC(ESE) | 304,140 | 330,297 | +26,157 | 85,576 | 115,617 | 0.84% | +30,041 |
| SITIME CORP(SITM) | 0 | 133,699 | +133,699 | 0 | 99,681 | 0.72% | +99,681 |
| PTC THERAPEUTICS INC(PTCT) | 1,664,559 | 1,738,613 | +74,054 | 113,406 | 141,819 | 1.03% | +28,412 |
| UNUSUAL MACHINES INC /US(UMAC) | 0 | 1,496,374 | +1,496,374 | 0 | 33,369 | 0.24% | +33,369 |
| PRAXIS PRECISION MEDICINES I(PRAX) | 358,618 | 425,167 | +66,549 | 115,543 | 142,342 | 1.03% | +26,799 |
| YORK SPACE SYSTEMS INC(YSS) | 988,510 | 1,963,942 | +975,432 | 21,915 | 48,352 | 0.35% | +26,437 |
| NEUROCRINE BIOSCIENCES INC(NBIX) | 0 | 469,233 | +469,233 | 0 | 79,082 | 0.57% | +79,082 |
| KODIAK GAS SERVICES INC(KGS) | 0 | 335,688 | +335,688 | 0 | 25,220 | 0.18% | +25,220 |
| ARROWHEAD PHARMACEUTICALS IN(ARWR) | 1,056,534 | 1,120,747 | +64,213 | 66,245 | 91,352 | 0.66% | +25,107 |
| SCHNEIDER NATIONAL INC-CL B(SNDR) | 1,728,597 | 1,924,667 | +196,070 | 45,566 | 70,308 | 0.51% | +24,742 |
| ROCKET LAB CORP(RKLB) | 0 | 421,905 | +421,905 | 0 | 42,887 | 0.31% | +42,887 |
| SHARKNINJA INC(SN) | 194,328 | 288,736 | +94,408 | 20,579 | 43,966 | 0.32% | +23,386 |
| WESBANCO INC(WSBC) | 2,013,953 | 2,367,331 | +353,378 | 69,461 | 92,397 | 0.67% | +22,936 |
| BABCOCK & WILCOX ENTERPR(BW) | 11,603,688 | 13,689,679 | +2,085,991 | 170,458 | 193,024 | 1.40% | +22,566 |
| SCHOLAR ROCK HOLDING CORP(SRRK) | 2,049,679 | 2,224,788 | +175,109 | 100,762 | 122,363 | 0.89% | +21,601 |
| PROTAGONIST THE | 829,285 | 882,738 | +53,453 | 87,407 | 108,206 | 0.78% | +20,799 |
| TAKE-TWO INTERACTIVE SOFTWRE(TTWO) | 116,233 | 172,812 | +56,579 | 22,956 | 43,200 | 0.31% | +20,244 |
| VSE CORP(VSEC) | 305,287 | 330,182 | +24,895 | 56,295 | 75,447 | 0.55% | +19,152 |
| ACI WORLDWIDE INC | 0 | 2,329,869 | +2,329,869 | 0 | 117,169 | 0.85% | +117,169 |
| SILICON MOTION TECHNOL-ADR(SIMO) | 0 | 52,591 | +52,591 | 0 | 17,530 | 0.13% | +17,530 |
| AXON ENTERPRISE INC(AXON) | 0 | 107,147 | +107,147 | 0 | 60,068 | 0.44% | +60,068 |
| INTERFACE INC(TILE) | 0 | 1,584,452 | +1,584,452 | 0 | 56,787 | 0.41% | +56,787 |
| ERMENEGILDO ZEGNA NV ORD SHS | 0 | 1,256,808 | +1,256,808 | 0 | 16,364 | 0.12% | +16,364 |
| ALMONTY INDUSTRIES INC | 4,224,675 | 4,621,107 | +396,432 | 61,173 | 76,526 | 0.55% | +15,352 |
| MONOLITHIC POWER SYSTEMS INC(MPWR) | 0 | 11,027 | +11,027 | 0 | 15,243 | 0.11% | +15,243 |
| CAVA GROUP INC(CAVA) | 1,179,441 | 1,406,249 | +226,808 | 95,417 | 110,362 | 0.80% | +14,946 |
| FERVO ENERGY CO-A | 0 | 500,541 | +500,541 | 0 | 14,631 | 0.11% | +14,631 |
| SLIDE INSURANCE HOLDINGS INC(SLDE) | 1,252,990 | 1,884,474 | +631,484 | 22,554 | 36,502 | 0.26% | +13,948 |
| TARGET HOSPITALITY CORP(TH) | 0 | 673,847 | +673,847 | 0 | 13,720 | 0.10% | +13,720 |
| NRG ENERGY INC(NRG) | 0 | 259,678 | +259,678 | 0 | 37,929 | 0.28% | +37,929 |
| API GROUP CORP(APG) | 2,346,561 | 2,538,774 | +192,213 | 95,083 | 107,517 | 0.78% | +12,434 |
| MAMAS CREATIONS INC | 0 | 625,008 | +625,008 | 0 | 11,156 | 0.08% | +11,156 |
| RADNET INC(RDNT) | 0 | 1,456,205 | +1,456,205 | 0 | 89,804 | 0.65% | +89,804 |
| AMBIQ MICRO INC | 0 | 121,738 | +121,738 | 0 | 10,749 | 0.08% | +10,749 |
| TRANSCAT INC(TRNS) | 614,554 | 601,541 | -13,013 | 45,139 | 55,805 | 0.40% | +10,666 |
| HIPPO HOLDINGS INC(HIPO) | 0 | 901,429 | +901,429 | 0 | 25,474 | 0.18% | +25,474 |
| REDDIT INC-CL A(RDDT) | 0 | 115,693 | +115,693 | 0 | 20,082 | 0.15% | +20,082 |
| MIRUM PHARMACEUTICALS INC(MIRM) | 285,384 | 306,439 | +21,055 | 26,364 | 35,875 | 0.26% | +9,511 |
| UNIVERSAL TECHNICAL INSTITUT(UTI) | 1,586,188 | 1,558,008 | -28,180 | 57,261 | 66,636 | 0.48% | +9,375 |
| RALPH LAUREN(RL) | 0 | 55,181 | +55,181 | 0 | 22,150 | 0.16% | +22,150 |
| MADISON AIR SOLUTIONS CORP-A | 0 | 236,849 | +236,849 | 0 | 9,237 | 0.07% | +9,237 |
| INTERCORP FINANCIAL SERVICES SHS | 0 | 154,961 | +154,961 | 0 | 8,827 | 0.06% | +8,827 |
| TEXAS CAPITAL BANCSHARES INC(TCBI) | 516,966 | 559,206 | +42,240 | 49,050 | 57,744 | 0.42% | +8,694 |
| COMSTOCK INC | 6,284,958 | 6,693,538 | +408,580 | 19,169 | 27,845 | 0.20% | +8,676 |
| FABRINET(FN) | 109,117 | 116,477 | +7,360 | 56,907 | 65,469 | 0.47% | +8,563 |
| DUPONT DE NEMOURS INC | 0 | 60,493 | +60,493 | 0 | 8,205 | 0.06% | +8,205 |
| NATIONAL HEALTHCARE CORP(NHC) | 55,874 | 80,653 | +24,779 | 8,923 | 17,047 | 0.12% | +8,124 |
| GFL ENVIRONMENTAL INC-SUB VT(GFL) | 682,650 | 989,924 | +307,274 | 28,480 | 36,419 | 0.26% | +7,939 |
| ELECTROVAYA INC | 0 | 730,318 | +730,318 | 0 | 7,668 | 0.06% | +7,668 |