Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2024 ▲▼ | Q1 2025 ▲▼ | Change ▲▼ | Q4 2024 ▲▼ | Q1 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| POLARIS INC(PII) | 120,000 | 479,639 | +359,639 | 6,914 | 19,636 | 5.11% | +12,722 |
| BIGCOMMERCE HLDGS INC | 1,872,031 | 2,652,461 | +780,430 | 11,457 | 15,278 | 3.97% | +3,821 |
| ABERCROMBIE & FITCH CO | 34,200 | 109,017 | +74,817 | 5,112 | 8,326 | 2.17% | +3,214 |
| OLO INC | 100,000 | 647,900 | +547,900 | 768 | 3,913 | 1.02% | +3,145 |
| FUNKO INC | 0 | 256,700 | +256,700 | 0 | 1,761 | 0.46% | +1,761 |
| MARKFORGED HOLDING CORPORATI | 732,202 | 847,088 | +114,886 | 2,299 | 3,964 | 1.03% | +1,665 |
| ONTO INNOVATION INC(ONTO) | 10,088 | 23,088 | +13,000 | 1,681 | 2,801 | 0.73% | +1,120 |
| MASTERCRAFT BOAT HLDGS INC | 1,006,805 | 1,175,045 | +168,240 | 19,200 | 20,234 | 5.26% | +1,035 |
| BRUNSWICK CORP(BC) | 272,793 | 345,693 | +72,900 | 17,644 | 18,616 | 4.84% | +971 |
| ORION S.A. | 1,223,324 | 1,558,277 | +334,953 | 19,316 | 20,149 | 5.24% | +832 |
| VIMEO INC | 5,879,791 | 7,047,310 | +1,167,519 | 37,631 | 37,069 | 9.64% | -562 |
| CIVITAS RESOURCES INC | 103,082 | 103,082 | 0 | 4,728 | 3,597 | 0.94% | -1,132 |
| STITCH FIX INC | 2,290,220 | 2,635,501 | +345,281 | 9,871 | 8,565 | 2.23% | -1,305 |
| FABRINET(FN) | 22,340 | 16,340 | -6,000 | 4,912 | 3,227 | 0.84% | -1,685 |
| SEQUANS COMMUNICATIONS S A | 1,107,270 | 1,014,253 | -93,017 | 3,864 | 2,130 | 0.55% | -1,734 |
| COMFORT SYS USA INC(FIX) | 4,159 | 0 | -4,159 | 1,764 | 0 | — | -1,764 |
| ZUMIEZ INC | 691,879 | 761,879 | +70,000 | 13,263 | 11,344 | 2.95% | -1,919 |
| RXO INC(RXO) | 849,620 | 915,942 | +66,322 | 20,255 | 17,494 | 4.55% | -2,760 |
| ENVIRI CORP | 1,069,945 | 659,841 | -410,104 | 8,239 | 4,388 | 1.14% | -3,851 |
| KULICKE & SOFFA INDS INC(KLIC) | 708,156 | 882,289 | +174,133 | 33,043 | 29,098 | 7.57% | -3,945 |
| TILLYS INC | 1,266,424 | 503,290 | -763,134 | 5,382 | 1,107 | 0.29% | -4,275 |
| COHERENT CORP(COHR) | 45,555 | 0 | -45,555 | 4,315 | 0 | — | -4,315 |
| CALIX INC(CALX) | 594,357 | 460,765 | -133,592 | 20,725 | 16,330 | 4.25% | -4,396 |
| COHU INC(COHU) | 436,348 | 389,894 | -46,454 | 11,650 | 5,735 | 1.49% | -5,915 |
| BOX INC(BOX) | 363,461 | 171,743 | -191,718 | 11,485 | 5,300 | 1.38% | -6,185 |
| PDF SOLUTIONS INC(PDFS) | 620,710 | 547,210 | -73,500 | 16,809 | 10,457 | 2.72% | -6,352 |
| NLIGHT INC(LASR) | 1,739,892 | 1,504,092 | -235,800 | 18,251 | 11,687 | 3.04% | -6,565 |
| FARO TECHNOLOGIES INC | 1,378,303 | 941,283 | -437,020 | 34,954 | 25,697 | 6.68% | -9,257 |
| ADTRAN HOLDINGS INC | 4,806,383 | 3,428,863 | -1,377,520 | 40,037 | 29,900 | 7.78% | -10,137 |
| LUMENTUM HLDGS INC(LITE) | 457,765 | 394,506 | -63,259 | 38,429 | 24,594 | 6.40% | -13,836 |
| ULTRA CLEAN HLDGS INC(UCTT) | 1,021,995 | 1,033,935 | +11,940 | 36,741 | 22,137 | 5.76% | -14,604 |