Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| EUROPEAN WAX CTR INC CLASS A COM | 2,140,700 | 3,102,117 | +961,417 | 7,707 | 17,930 | 10.10% | +10,224 |
| REMITLY GLOBAL INC(RELY) | 702,186 | 1,014,991 | +312,805 | 9,690 | 15,905 | 8.95% | +6,215 |
| INTEGER HLDGS CORP(ITGR) | 0 | 61,468 | +61,468 | 0 | 5,409 | 3.05% | +5,409 |
| FUNKO INC | 849,041 | 2,514,703 | +1,665,662 | 2,887 | 7,921 | 4.46% | +5,035 |
| FLYWIRE CORPORATION(FLYW) | 892,850 | 1,444,784 | +551,934 | 12,643 | 16,817 | 9.47% | +4,175 |
| US FOODS HLDG CORP(USFD) | 68,440 | 99,019 | +30,579 | 5,155 | 9,131 | 5.14% | +3,976 |
| GILDAN ACTIVEWEAR INC(GIL) | 177,864 | 246,077 | +68,213 | 11,109 | 13,694 | 7.71% | +2,585 |
| NATIONAL VISION HLDGS INC(EYE) | 482,263 | 567,143 | +84,880 | 12,452 | 14,689 | 8.27% | +2,237 |
| BYLINE BANCORP INC(BY) | 651,196 | 623,772 | -27,424 | 18,982 | 19,692 | 11.09% | +710 |
| GLOBAL E ONLINE LTD SHS | 318,626 | 420,741 | +102,115 | 12,525 | 12,980 | 7.31% | +455 |
| CARGURUS INC(CARG) | 330,969 | 383,853 | +52,884 | 12,693 | 13,070 | 7.36% | +378 |
| DOUGLAS DYNAMICS INC(PLOW) | 457,720 | 321,761 | -135,959 | 14,945 | 13,543 | 7.62% | -1,402 |
| GODADDY INC(GDDY) | 41,059 | 39,138 | -1,921 | 5,095 | 3,236 | 1.82% | -1,859 |
| KINDERCARE LEARNING COMPANIE | 601,466 | 0 | -601,466 | 2,598 | 0 | — | -2,598 |
| LEGALZOOM COM INC(LZ) | 1,875,255 | 2,194,271 | +319,016 | 18,621 | 12,442 | 7.00% | -6,180 |
| NCINO INC(NCNO) | 248,900 | 0 | -248,900 | 6,382 | 0 | — | -6,382 |
| SOMNIGROUP INTERNATIONAL INC(SGI) | 106,002 | 0 | -106,002 | 9,464 | 0 | — | -9,464 |
| DRIVEN BRANDS HLDGS INC(DRVN) | 1,269,989 | 91,624 | -1,178,365 | 18,821 | 1,155 | 0.65% | -17,666 |
| CONFLUENT INC | 701,170 | 0 | -701,170 | 21,203 | 0 | — | -21,203 |