Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2024 ▲▼ | Q1 2025 ▲▼ | Change ▲▼ | Q4 2024 ▲▼ | Q1 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| CHART INDUSTRIES INC | 0 | 376,995 | +376,995 | 0 | 54,423 | 0.93% | +54,423 |
| TRANSMEDICS GROUP INC(TMDX) | 0 | 795,771 | +795,771 | 0 | 53,539 | 0.91% | +53,539 |
| FIRSTCASH HOLDINGS INC(FCFS) | 0 | 428,594 | +428,594 | 0 | 51,568 | 0.88% | +51,568 |
| RAMBUS INC(RMBS) | 0 | 944,894 | +944,894 | 0 | 48,922 | 0.83% | +48,922 |
| LUMENTUM HOLDINGS INC(LITE) | 390,832 | 1,211,902 | +821,070 | 32,810 | 75,550 | 1.29% | +42,740 |
| MADRIGAL PHARMACEUTICALS INC(MDGL) | 127,839 | 243,994 | +116,155 | 39,447 | 80,818 | 1.38% | +41,371 |
| ALIGNMENT HEALTHCARE INC(ALHC) | 4,952,995 | 5,205,912 | +252,917 | 55,721 | 96,934 | 1.65% | +41,213 |
| WAYSTAR HOLDING CORP(WAY) | 0 | 1,011,502 | +1,011,502 | 0 | 37,790 | 0.64% | +37,790 |
| GRANITE CONSTRUCTION INC(GVA) | 0 | 473,856 | +473,856 | 0 | 35,729 | 0.61% | +35,729 |
| VERTEX INC - CLASS A(VERX) | 0 | 901,873 | +901,873 | 0 | 31,575 | 0.54% | +31,575 |
| HCI GROUP INC | 940,000 | 941,323 | +1,323 | 109,538 | 140,474 | 2.40% | +30,935 |
| API GROUP CORP(APG) | 0 | 855,771 | +855,771 | 0 | 30,602 | 0.52% | +30,602 |
| ESCO TECHNOLOGIES INC(ESE) | 0 | 189,711 | +189,711 | 0 | 30,187 | 0.52% | +30,187 |
| VISHAY INTERTECHNOLOGY INC(VSH) | 3,179,455 | 5,172,692 | +1,993,237 | 53,860 | 82,246 | 1.40% | +28,386 |
| VERONA PHARMA PLC - ADR | 1,485,256 | 1,532,348 | +47,092 | 68,975 | 97,289 | 1.66% | +28,313 |
| CAREDX INC(CDNA) | 0 | 1,583,956 | +1,583,956 | 0 | 28,115 | 0.48% | +28,115 |
| FABRINET(FN) | 228,742 | 391,837 | +163,095 | 50,296 | 77,392 | 1.32% | +27,096 |
| UNIVERSAL TECHNICAL INSTITUT(UTI) | 0 | 1,021,592 | +1,021,592 | 0 | 26,234 | 0.45% | +26,234 |
| ENOVIS CORP(ENOV) | 661,430 | 1,442,583 | +781,153 | 29,024 | 55,121 | 0.94% | +26,098 |
| TRANSCAT INC(TRNS) | 0 | 341,148 | +341,148 | 0 | 25,398 | 0.43% | +25,398 |
| LATTICE SEMICONDUCTOR CORP(LSCC) | 779,300 | 1,291,320 | +512,020 | 44,147 | 67,730 | 1.16% | +23,582 |
| GENIUS SPORTS LTD SHARES CL A | 5,026,233 | 6,595,949 | +1,569,716 | 43,477 | 66,025 | 1.13% | +22,549 |
| LIFE TIME GROUP HOLDINGS INC(LTH) | 0 | 2,729,858 | +2,729,858 | 0 | 82,442 | 1.41% | +82,442 |
| OSI SYSTEMS INC(OSIS) | 325,679 | 373,158 | +47,479 | 54,528 | 72,520 | 1.24% | +17,991 |
| TG THERAPEUTICS INC(TGTX) | 1,455,323 | 1,556,488 | +101,165 | 43,805 | 61,372 | 1.05% | +17,567 |
| SELECT MEDICAL HOLDINGS CORP | 1,755,733 | 3,017,029 | +1,261,296 | 33,096 | 50,384 | 0.86% | +17,289 |
| KRYSTAL BIOTECH INC(KRYS) | 0 | 524,644 | +524,644 | 0 | 94,593 | 1.61% | +94,593 |
| ACI WORLDWIDE INC | 3,374,507 | 3,452,073 | +77,566 | 175,171 | 188,863 | 3.22% | +13,692 |
| INSMED INC(INSM) | 0 | 1,558,286 | +1,558,286 | 0 | 118,882 | 2.03% | +118,882 |
| MODINE MANUFACTURING CO(MOD) | 0 | 174,892 | +174,892 | 0 | 13,423 | 0.23% | +13,423 |
| CELSIUS HOLDINGS INC(CELH) | 0 | 372,567 | +372,567 | 0 | 13,271 | 0.23% | +13,271 |
| CORE SCIENTIFIC INC(CORZ) | 0 | 1,760,170 | +1,760,170 | 0 | 12,744 | 0.22% | +12,744 |
| EXLSERVICE HOLDINGS INC(EXLS) | 1,381,290 | 1,564,969 | +183,679 | 61,302 | 73,882 | 1.26% | +12,581 |
| BUTTERFLY NETWORK INC(BFLY) | 0 | 4,950,868 | +4,950,868 | 0 | 11,288 | 0.19% | +11,288 |
| KNIFE RIVER CORP(KNF) | 906,534 | 1,136,223 | +229,689 | 92,140 | 102,499 | 1.75% | +10,359 |
| ZOOMINFO TECHNOLOGIES INC-A(GTM) | 4,599,072 | 5,818,235 | +1,219,163 | 48,336 | 58,182 | 0.99% | +9,846 |
| KRATOS DEFENSE & SECURITY(KTOS) | 0 | 2,431,306 | +2,431,306 | 0 | 72,185 | 1.23% | +72,185 |
| FLOWSERVE CORP(FLS) | 569,667 | 853,580 | +283,913 | 32,767 | 41,689 | 0.71% | +8,922 |
| OKTA INC(OKTA) | 0 | 84,233 | +84,233 | 0 | 8,863 | 0.15% | +8,863 |
| BBB FOODS INC-CLASS A(TBBB) | 0 | 314,711 | +314,711 | 0 | 8,396 | 0.14% | +8,396 |
| TTM TECHNOLOGIES(TTMI) | 615,278 | 1,113,394 | +498,116 | 15,228 | 22,836 | 0.39% | +7,608 |
| ATRICURE INC(ATRC) | 2,923,731 | 2,999,207 | +75,476 | 89,349 | 96,754 | 1.65% | +7,405 |
| PRIORITY TECHNOLOGY HOLDINGS | 0 | 1,076,166 | +1,076,166 | 0 | 7,334 | 0.13% | +7,334 |
| ALPHA & OMEGA SEMICONDUCTOR(AOSL) | 1,138,597 | 1,986,142 | +847,545 | 42,162 | 49,375 | 0.84% | +7,213 |
| KASPI KZ JSC(KSPI) | 0 | 75,024 | +75,024 | 0 | 6,966 | 0.12% | +6,966 |
| NORTHPOINTE BANCSHARES INC | 0 | 455,646 | +455,646 | 0 | 6,580 | 0.11% | +6,580 |
| CELESTICA INC(CLS) | 0 | 76,200 | +76,200 | 0 | 6,005 | 0.10% | +6,005 |
| INFINITY NATURAL RESOUR-CL A | 0 | 305,425 | +305,425 | 0 | 5,727 | 0.10% | +5,727 |
| TAKE-TWO INTERACTIVE SOFTWRE(TTWO) | 0 | 27,605 | +27,605 | 0 | 5,721 | 0.10% | +5,721 |
| SPROUTS FARMERS MARKET INC(SFM) | 92,682 | 108,649 | +15,967 | 11,777 | 16,584 | 0.28% | +4,807 |
| LANDBRIDGE CO LLC-A(LB) | 641,345 | 641,345 | 0 | 41,431 | 46,138 | 0.79% | +4,707 |
| GFL ENVIRONMENTAL INC-SUB VT(GFL) | 453,907 | 513,075 | +59,168 | 20,217 | 24,787 | 0.42% | +4,570 |
| LANTHEUS HOLDINGS INC(LNTH) | 0 | 740,153 | +740,153 | 0 | 72,239 | 1.23% | +72,239 |
| PTC THERAPEUTICS INC(PTCT) | 0 | 84,372 | +84,372 | 0 | 4,300 | 0.07% | +4,300 |
| CIENA CORP(CIEN) | 0 | 847,682 | +847,682 | 0 | 51,225 | 0.87% | +51,225 |
| CYTOKINETICS INC(CYTK) | 0 | 1,256,580 | +1,256,580 | 0 | 50,502 | 0.86% | +50,502 |
| GUARDANT HEALTH INC(GH) | 200,957 | 236,064 | +35,107 | 6,139 | 10,056 | 0.17% | +3,917 |
| ANTERO RESOURCES CORP(AR) | 314,601 | 368,994 | +54,393 | 11,027 | 14,922 | 0.25% | +3,895 |
| APPLIED DIGITAL CORP | 15,147,422 | 21,266,717 | +6,119,295 | 115,726 | 119,519 | 2.04% | +3,793 |
| CUSTOMERS BANCO(CUBB) | 1,470,951 | 1,499,609 | +28,658 | 71,606 | 75,280 | 1.28% | +3,674 |
| NRG ENERGY INC(NRG) | 89,303 | 120,638 | +31,335 | 8,057 | 11,516 | 0.20% | +3,459 |
| ARGAN INC | 0 | 58,622 | +58,622 | 0 | 7,689 | 0.13% | +7,689 |
| INTERFACE INC(TILE) | 1,186,750 | 1,629,742 | +442,992 | 28,897 | 32,334 | 0.55% | +3,437 |
| NEOGENOMICS INC(NEO) | 0 | 341,936 | +341,936 | 0 | 3,245 | 0.06% | +3,245 |
| BLUEPRINT MEDICINES CORP | 879,932 | 900,205 | +20,273 | 76,748 | 79,677 | 1.36% | +2,929 |
| CYBERARK SOFTWARE LTD/ISRAEL | 252,975 | 257,601 | +4,626 | 84,279 | 87,069 | 1.49% | +2,791 |
| HA SUSTAINABLE INFRASTRUCTURE(HASI) | 0 | 1,551,567 | +1,551,567 | 0 | 45,368 | 0.77% | +45,368 |
| AMER SPORTS INC(AS) | 183,225 | 277,786 | +94,561 | 5,123 | 7,425 | 0.13% | +2,302 |
| TWILIO INC - A(TWLO) | 69,564 | 98,061 | +28,497 | 7,518 | 9,601 | 0.16% | +2,083 |
| SYMBOTIC INC(SYM) | 240,571 | 365,521 | +124,950 | 5,704 | 7,387 | 0.13% | +1,683 |
| EXPAND ENERGY CORP(EXE) | 50,964 | 59,561 | +8,597 | 5,073 | 6,630 | 0.11% | +1,557 |
| TAPESTRY INC(TPR) | 79,500 | 93,427 | +13,927 | 5,194 | 6,578 | 0.11% | +1,384 |
| ODDITY TECH LTD-CL A SHS CL A | 729,536 | 737,499 | +7,963 | 30,655 | 31,904 | 0.54% | +1,249 |
| QIFU TECHNOLOGY INC(QFIN) | 0 | 26,300 | +26,300 | 0 | 1,181 | 0.02% | +1,181 |
| BANCOLOMBIA S.A.-SPONS ADR | 0 | 28,400 | +28,400 | 0 | 1,142 | 0.02% | +1,142 |
| LEXINFINTECH HOLDINGS L-ADR | 0 | 111,000 | +111,000 | 0 | 1,120 | 0.02% | +1,120 |
| DUPONT DE NEMOURS INC(DD) | 0 | 99,200 | +99,200 | 0 | 7,408 | 0.13% | +7,408 |
| CORNING INC(GLW) | 137,668 | 161,778 | +24,110 | 6,542 | 7,406 | 0.13% | +864 |
| ESTABLISHMENT LABS HOLDINGS(ESTA) | 0 | 22,299 | +22,299 | 0 | 910 | 0.02% | +910 |
| WESTERN ALLIANCE BANCORP(WAL) | 0 | 1,367,013 | +1,367,013 | 0 | 105,028 | 1.79% | +105,028 |
| SIMILARWEB LTD | 0 | 65,000 | +65,000 | 0 | 538 | 0.01% | +538 |
| CONCENTRA GROUP HOLDINGS PAR(CON) | 265,357 | 265,914 | +557 | 5,249 | 5,770 | 0.10% | +522 |
| SELECT WATER SOLUTIONS INC(WTTR) | 549,376 | 730,137 | +180,761 | 7,274 | 7,666 | 0.13% | +393 |
| DAVE INC(DAVE) | 1,068,756 | 1,126,816 | +58,060 | 92,896 | 93,143 | 1.59% | +246 |
| CHINA YUCHAI INTL LTD(CYD) | 0 | 13,938 | +13,938 | 0 | 237 | 0.00% | +237 |
| CAMECO CORP(CCJ) | 0 | 21,887 | +21,887 | 0 | 901 | 0.02% | +901 |
| JFROG LTD(FROG) | 1,213,862 | 1,121,251 | -92,611 | 35,700 | 35,880 | 0.61% | +180 |
| VNET GROUP INC-ADR(VNET) | 0 | 21,582 | +21,582 | 0 | 177 | 0.00% | +177 |
| COMMUNITY HEALTH SYSTEMS INC | 0 | 761,967 | +761,967 | 0 | 2,057 | 0.04% | +2,057 |
| DIGITALOCEAN HOLDINGS INC(DOCN) | 0 | 984,749 | +984,749 | 0 | 32,881 | 0.56% | +32,881 |
| NATIONAL HEALTHCARE CORP(NHC) | 0 | 44,055 | +44,055 | 0 | 4,088 | 0.07% | +4,088 |
| CADENCE DESIGNS SYSTEMS(CDNS) | 23,226 | 27,351 | +4,125 | 6,978 | 6,956 | 0.12% | -22 |
| CODERE ONLINE LUXEMBOURG SA ORDINARY SHARES | 0 | 0 | 0 | 0 | 0 | — | 0 |
| NEBIUS GROUP NV(NBIS) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| PENTAIR INC(PNR) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| BIRKENSTOCK HOLDING PLC(BIRK) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| NVENT ELECTRIC PLC(NVT) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| POWERFLEET INC | 514,960 | 555,551 | +40,591 | 3,430 | 3,050 | 0.05% | -380 |
| NAYAX LTD(NYAX) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| BANCO MACRO SA-ADR(BMA) | 0 | 0 | 0 | 0 | 0 | — | 0 |