Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2024 ▲▼ | Q1 2025 ▲▼ | Change ▲▼ | Q4 2024 ▲▼ | Q1 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| DAKTRONICS INC(DAKT) | 3,074,336 | 5,973,599 | +2,899,263 | 51,833 | 72,758 | 28.83% | +20,925 |
| TRIMAS CORP(TRS) | 0 | 742,005 | +742,005 | 0 | 17,385 | 6.89% | +17,385 |
| ATI INC(ATI) | 0 | 216,300 | +216,300 | 0 | 11,254 | 4.46% | +11,254 |
| INTEGRAL AD SCIENCE HLDNG CO | 5,800 | 1,214,053 | +1,208,253 | 61 | 9,785 | 3.88% | +9,725 |
| ARCOS DORADOS HOLDINGS INC(ARCO) | 0 | 1,120,700 | +1,120,700 | 0 | 9,033 | 3.58% | +9,033 |
| RESOLUTE HLDGS MGMT INC(RHLD) | 0 | 165,149 | +165,149 | 0 | 5,176 | 2.05% | +5,176 |
| JOINT CORP | 0 | 403,096 | +403,096 | 0 | 5,035 | 2.00% | +5,035 |
| RISKIFIED LTD | 0 | 757,044 | +757,044 | 0 | 3,498 | 1.39% | +3,498 |
| ARES MANAGEMENT CORPORATION(ARES) | 0 | 16,732 | +16,732 | 0 | 2,453 | 0.97% | +2,453 |
| IDT CORP(IDT) | 98,935 | 136,060 | +37,125 | 4,701 | 6,981 | 2.77% | +2,280 |
| TENNANT CO(TNC) | 0 | 916 | +916 | 0 | 73 | 0.03% | +73 |
| BUILD-A-BEAR WORKSHOP INC | 122,300 | 0 | -122,300 | 5,631 | 0 | — | -5,631 |
| REV GROUP INC | 2,497,167 | 2,302,802 | -194,365 | 79,585 | 72,769 | 28.84% | -6,816 |
| MASTERCARD INCORPORATED(MA) | 13,000 | 0 | -13,000 | 6,845 | 0 | — | -6,845 |
| AMAZON COM INC(AMZN) | 103,652 | 83,000 | -20,652 | 22,740 | 15,792 | 6.26% | -6,949 |
| MICROSOFT CORP(MSFT) | 61,800 | 42,300 | -19,500 | 26,049 | 15,879 | 6.29% | -10,170 |
| NERDWALLET INC | 809,086 | 0 | -809,086 | 10,761 | 0 | — | -10,761 |
| META PLATFORMS INC(META) | 18,400 | 0 | -18,400 | 10,773 | 0 | — | -10,773 |
| WILEY JOHN & SONS INC(WLY) | 347,047 | 0 | -347,047 | 15,169 | 0 | — | -15,169 |
| DOUBLEVERIFY HLDGS INC(DV) | 1,263,234 | 333,465 | -929,769 | 24,267 | 4,458 | 1.77% | -19,808 |
| FORWARD AIR CORP | 692,144 | 0 | -692,144 | 22,322 | 0 | — | -22,322 |