Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2024 ▲▼ | Q1 2025 ▲▼ | Change ▲▼ | Q4 2024 ▲▼ | Q1 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| DRIVEN BRANDS HLDGS INC(DRVN) | 0 | 723,592 | +723,592 | 0 | 12,402 | 6.07% | +12,402 |
| NATIONAL VISION HLDGS INC(EYE) | 0 | 919,883 | +919,883 | 0 | 11,756 | 5.75% | +11,756 |
| SERVICETITAN INC(TTAN) | 25,000 | 52,076 | +27,076 | 2,572 | 4,953 | 2.42% | +2,381 |
| PAYCOM SOFTWARE INC(PAYC) | 54,863 | 52,040 | -2,823 | 11,245 | 11,370 | 5.56% | +124 |
| SOMNIGROUP INTERNATIONAL INC(SGI) | 223,901 | 190,208 | -33,693 | 12,693 | 11,390 | 5.57% | -1,303 |
| GILDAN ACTIVEWEAR INC(GIL) | 405,393 | 388,625 | -16,768 | 19,074 | 17,185 | 8.41% | -1,889 |
| BYLINE BANCORP INC(BY) | 801,925 | 806,515 | +4,590 | 23,256 | 21,098 | 10.32% | -2,157 |
| GODADDY INC(GDDY) | 54,771 | 47,018 | -7,753 | 10,810 | 8,470 | 4.14% | -2,340 |
| DOUGLAS DYNAMICS INC(PLOW) | 807,186 | 719,875 | -87,311 | 19,074 | 16,723 | 8.18% | -2,351 |
| EUROPEAN WAX CTR INC CLASS A COM | 2,418,693 | 3,351,036 | +932,343 | 16,133 | 13,237 | 6.47% | -2,896 |
| JFROG LTD(FROG) | 585,926 | 447,766 | -138,160 | 17,232 | 14,329 | 7.01% | -2,904 |
| CAMPING WORLD HLDGS INC | 865,821 | 885,293 | +19,472 | 18,252 | 14,306 | 7.00% | -3,945 |
| KBR INC(KBR) | 78,090 | 0 | -78,090 | 4,524 | 0 | — | -4,524 |
| US FOODS HLDG CORP(USFD) | 206,000 | 135,040 | -70,960 | 13,897 | 8,840 | 4.32% | -5,057 |
| KNIGHT-SWIFT TRANSN HLDGS IN(KNX) | 178,011 | 0 | -178,011 | 9,442 | 0 | — | -9,442 |
| ENFUSION INC | 2,341,929 | 1,261,199 | -1,080,730 | 24,122 | 14,062 | 6.88% | -10,059 |
| INTEGRAL AD SCIENCE HLDNG CO | 2,281,912 | 1,589,834 | -692,078 | 23,823 | 12,814 | 6.27% | -11,009 |
| LEGALZOOM COM INC(LZ) | 3,248,482 | 1,335,604 | -1,912,878 | 24,396 | 11,500 | 5.63% | -12,897 |