Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2024 ▲▼ | Q1 2025 ▲▼ | Change ▲▼ | Q4 2024 ▲▼ | Q1 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| TELADOC HEALTH INC(TDOC) | 0 | 0 | 0 | 72,988 | 117,260 | 7.18% | +44,272 |
| SAREPTA THERAPEUTICS INC(SRPT) | 0 | 0 | 0 | 0 | 42,952 | 2.63% | +42,952 |
| SNAP INC(SNAP) | 0 | 0 | 0 | 24,019 | 65,563 | 4.01% | +41,544 |
| HALOZYME THERAPEUTICS INC(HALO) | 0 | 0 | 0 | 24,190 | 63,780 | 3.90% | +39,590 |
| DYNAVAX TECHNOLOGIES CORP | 0 | 0 | 0 | 3,099 | 32,973 | 2.02% | +29,874 |
| BRIDGEBIO PHARMA INC(BBIO) | 0 | 0 | 0 | 0 | 26,249 | 1.61% | +26,249 |
| CYTOKINETICS INC(CYTK) | 0 | 0 | 0 | 0 | 25,471 | 1.56% | +25,471 |
| EXACT SCIENCES CORP | 0 | 0 | 0 | 0 | 23,153 | 1.42% | +23,153 |
| CONMED CORP(CNMD) | 0 | 0 | 0 | 33,491 | 49,067 | 3.00% | +15,577 |
| ENPHASE ENERGY INC(ENPH) | 0 | 0 | 0 | 0 | 14,273 | 0.87% | +14,273 |
| 3D SYS CORP DEL | 0 | 0 | 0 | 33,727 | 46,948 | 2.87% | +13,221 |
| INTERDIGITAL INC(IDCC) | 0 | 0 | 0 | 73,110 | 86,103 | 5.27% | +12,993 |
| NEOGENOMICS INC(NEO) | 0 | 0 | 0 | 0 | 12,424 | 0.76% | +12,424 |
| BANDWIDTH INC(BAND) | 0 | 0 | 0 | 0 | 9,401 | 0.58% | +9,401 |
| XOMETRY INC(XMTR) | 0 | 0 | 0 | 34,096 | 43,010 | 2.63% | +8,914 |
| 8X8 INC NEW | 0 | 0 | 0 | 17,229 | 25,595 | 1.57% | +8,366 |
| ENPHASE ENERGY INC(ENPH) | 0 | 0 | 0 | 4,423 | 11,782 | 0.72% | +7,359 |
| CERENCE INC | 0 | 0 | 0 | 0 | 4,171 | 0.26% | +4,171 |
| FASTLY INC(FSLY) | 0 | 0 | 0 | 36,689 | 40,473 | 2.48% | +3,784 |
| INTEGER HLDGS CORP(ITGR) | 0 | 28,832 | +28,832 | 0 | 3,402 | 0.21% | +3,402 |
| RAPID7 INC | 0 | 0 | 0 | 44,413 | 47,669 | 2.92% | +3,257 |
| OMNICELL COM(OMCL) | 0 | 0 | 0 | 14,019 | 17,170 | 1.05% | +3,151 |
| FIVE9 INC(FIVN) | 0 | 0 | 0 | 0 | 2,994 | 0.18% | +2,994 |
| ETSY INC(ETSY) | 0 | 0 | 0 | 0 | 2,209 | 0.14% | +2,209 |
| FIVE9 INC(FIVN) | 0 | 0 | 0 | 60,791 | 61,635 | 3.77% | +844 |
| NICE LTD(NICE) | 0 | 0 | 0 | 42,487 | 43,145 | 2.64% | +658 |
| NOVOCURE LTD(NVCR) | 0 | 0 | 0 | 71,759 | 72,414 | 4.43% | +655 |
| GOSSAMER BIO INC | 182,319 | 414,152 | +231,833 | 165 | 456 | 0.03% | +291 |
| VAIL RESORTS INC(MTN) | 0 | 0 | 0 | 19,451 | 19,729 | 1.21% | +278 |
| PACIRA BIOSCIENCES INC(PCRX) | 0 | 0 | 0 | 18,152 | 18,427 | 1.13% | +276 |
| FIVERR INTL LTD | 0 | 0 | 0 | 21,577 | 21,831 | 1.34% | +254 |
| WIX COM LTD(WIX) | 0 | 0 | 0 | 17,073 | 17,327 | 1.06% | +254 |
| TYLER TEX INDPT SCH DIST(TYL) | 0 | 0 | 0 | 35,563 | 35,808 | 2.19% | +245 |
| BIOMARIN PHARMACEUTICAL INC(BMRN) | 0 | 0 | 0 | 12,806 | 13,026 | 0.80% | +220 |
| UPWORK INC(UPWK) | 0 | 0 | 0 | 20,925 | 21,122 | 1.29% | +197 |
| LIVONGO HEALTH INC(TDOC) | 0 | 0 | 0 | 8,907 | 9,055 | 0.55% | +148 |
| HEALTH CATALYST INC | 0 | 0 | 0 | 20,829 | 20,960 | 1.28% | +131 |
| ENVISTA HOLDINGS CORPORATION(NVST) | 0 | 0 | 0 | 28,016 | 28,038 | 1.72% | +22 |
| KARYOPHARM THERAPEUTICS INC | 125,000 | 0 | -125,000 | 85 | 0 | — | -85 |
| BILL HOLDINGS INC(BILL) | 0 | 0 | 0 | 171 | 0 | — | -171 |
| TPI COMPOSITES INC | 0 | 0 | 0 | 953 | 765 | 0.05% | -188 |
| CUTERA INC | 0 | 0 | 0 | 995 | 0 | — | -994 |
| LIVEPERSON INC | 0 | 0 | 0 | 16,775 | 15,665 | 0.96% | -1,110 |
| BLOCK INC(XYZ) | 0 | 0 | 0 | 130,935 | 129,393 | 7.92% | -1,542 |
| VEECO INSTRS INC DEL(VECO) | 0 | 0 | 0 | 6,678 | 5,047 | 0.31% | -1,631 |
| JOHN BEAN TECHNOLOGIES CORP(JBTM) | 0 | 0 | 0 | 2,489 | 0 | — | -2,489 |
| CUTERA INC | 0 | 0 | 0 | 2,535 | 0 | — | -2,534 |
| LUMENTUM HLDGS INC(LITE) | 0 | 0 | 0 | 66,563 | 63,868 | 3.91% | -2,695 |
| BANDWIDTH INC(BAND) | 0 | 0 | 0 | 3,063 | 0 | — | -3,063 |
| NOVA LTD(NVMI) | 0 | 0 | 0 | 47,815 | 44,694 | 2.74% | -3,121 |
| BIGCOMMERCE HLDGS INC | 0 | 0 | 0 | 4,039 | 0 | — | -4,039 |
| PROGRESS SOFTWARE CORP(PRGS) | 0 | 0 | 0 | 36,358 | 32,310 | 1.98% | -4,048 |
| EXACT SCIENCES CORP | 0 | 0 | 0 | 26,550 | 20,369 | 1.25% | -6,181 |
| JAMF HLDG CORP | 0 | 0 | 0 | 7,123 | 0 | — | -7,122 |
| BENTLEY SYS INC(BSY) | 0 | 0 | 0 | 29,363 | 21,867 | 1.34% | -7,495 |
| IMPINJ INC(PI) | 0 | 0 | 0 | 38,919 | 31,041 | 1.90% | -7,878 |
| VERINT SYSTEMS INC | 0 | 0 | 0 | 7,921 | 0 | — | -7,921 |
| ACCOLADE INC | 0 | 0 | 0 | 8,250 | 0 | — | -8,250 |
| DEXCOM INC(DXCM) | 0 | 0 | 0 | 8,544 | 0 | — | -8,544 |
| DIGITALOCEAN HLDGS INC(DOCN) | 0 | 0 | 0 | 8,975 | 0 | — | -8,975 |
| TRIPADVISOR INC(TRIP) | 0 | 0 | 0 | 37,821 | 28,761 | 1.76% | -9,060 |
| PEGASYSTEMS INC(PEGA) | 0 | 0 | 0 | 9,920 | 0 | — | -9,920 |
| MACOM TECH SOLUTIONS HLDGS I(MTSI) | 0 | 0 | 0 | 15,376 | 0 | — | -15,376 |
| DAYFORCE INC | 0 | 0 | 0 | 35,623 | 15,799 | 0.97% | -19,824 |
| ALARM COM HLDGS INC(ALRM) | 0 | 0 | 0 | 36,623 | 16,346 | 1.00% | -20,278 |
| DATADOG INC(DDOG) | 0 | 0 | 0 | 21,398 | 0 | — | -21,398 |
| LCI INDS(LCII) | 0 | 0 | 0 | 37,767 | 8,890 | 0.54% | -28,877 |
| SEMTECH CORP(SMTC) | 0 | 0 | 0 | 31,860 | 0 | — | -31,860 |
| GUARDANT HEALTH INC(GH) | 0 | 0 | 0 | 34,599 | 2,208 | 0.14% | -32,390 |
| EURONET WORLDWIDE INC(EEFT) | 0 | 0 | 0 | 38,623 | 0 | — | -38,623 |
| NUVASIVE INC(GMED) | 0 | 0 | 0 | 46,306 | 0 | — | -46,306 |
| INFINERA CORP | 0 | 0 | 0 | 59,264 | 0 | — | -59,264 |
| INSMED INC(INSM) | 0 | 0 | 0 | 78,817 | 0 | — | -78,817 |
| BOOKING HOLDINGS INC(BKNG) | 0 | 0 | 0 | 104,557 | 0 | — | -104,557 |
| UNITY SOFTWARE INC(U) | 0 | 0 | 0 | 115,401 | 0 | — | -115,401 |
| SNAP INC(SNAP) | 0 | 0 | 0 | 132,448 | 0 | — | -132,448 |
| AXON ENTERPRISE INC(AXON) | 0 | 0 | 0 | 149,478 | 0 | — | -149,478 |