Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2025 ▲▼ | Q2 2025 ▲▼ | Change ▲▼ | Q1 2025 ▲▼ | Q2 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| ALIGN TECHNOLOGY INC | 0 | 31,292 | +31,292 | 0 | 5,925 | 5.25% | +5,925 |
| DYCOM INDS INC(DY) | 75,526 | 67,746 | -7,780 | 11,506 | 16,556 | 14.67% | +5,051 |
| N-ABLE INC | 1,083,033 | 1,048,374 | -34,659 | 7,679 | 8,492 | 7.53% | +813 |
| FIGS INC(FIGS) | 1,814,249 | 1,592,780 | -221,469 | 8,327 | 8,983 | 7.96% | +656 |
| UFP TECHNOLOGIES INC(UFPT) | 44,841 | 39,439 | -5,402 | 9,045 | 9,629 | 8.53% | +585 |
| JANUS INTERNATIONAL GROUP IN | 346,674 | 304,542 | -42,132 | 2,496 | 2,479 | 2.20% | -17 |
| ANGI INC | 55,128 | 0 | -55,128 | 850 | 0 | — | -850 |
| U HAUL HOLDING COMPANY | 25,087 | 0 | -25,087 | 1,640 | 0 | — | -1,640 |
| IAC INC(PPLI) | 416,194 | 467,541 | +51,347 | 19,120 | 17,458 | 15.47% | -1,662 |
| U HAUL HOLDING COMPANY | 194,199 | 170,824 | -23,375 | 11,493 | 9,288 | 8.23% | -2,205 |
| NOMAD FOODS LTD(NOMD) | 927,791 | 881,092 | -46,699 | 18,231 | 14,970 | 13.27% | -3,261 |
| HEIDRICK & STRUGGLES INTL IN | 287,007 | 176,988 | -110,019 | 12,293 | 8,099 | 7.18% | -4,194 |
| GAMING & LEISURE PPTYS INC(GLPI) | 326,713 | 234,597 | -92,116 | 16,630 | 10,951 | 9.71% | -5,679 |