Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2025 ▲▼ | Q2 2025 ▲▼ | Change ▲▼ | Q1 2025 ▲▼ | Q2 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| SEA LTD(SE) | 5,830 | 53,505 | +47,675 | 761 | 8,558 | 15.11% | +7,797 |
| JAMES HARDIE INDS PLC | 0 | 153,686 | +153,686 | 0 | 4,133 | 7.30% | +4,133 |
| NVIDIA CORPORATION(NVDA) | 12,040 | 27,376 | +15,336 | 1,305 | 4,325 | 7.64% | +3,020 |
| DELTA AIR LINES INC DEL(DAL) | 16,203 | 73,479 | +57,276 | 706 | 3,610 | 6.38% | +2,903 |
| UNITED AIRLS HLDGS INC(UAL) | 335 | 36,448 | +36,113 | 23 | 2,902 | 5.13% | +2,879 |
| FUTU HLDGS LTD(FUTU) | 0 | 22,357 | +22,357 | 0 | 2,763 | 4.88% | +2,763 |
| TAL EDUCATION GROUP(TAL) | 0 | 184,668 | +184,668 | 0 | 1,887 | 3.33% | +1,887 |
| COINBASE GLOBAL INC(COIN) | 3,860 | 7,200 | +3,340 | 665 | 2,524 | 4.46% | +1,859 |
| DECKERS OUTDOOR CORP(DECK) | 0 | 17,146 | +17,146 | 0 | 1,767 | 3.12% | +1,767 |
| RYANAIR HOLDINGS PLC(RYAAY) | 5,384 | 24,766 | +19,382 | 228 | 1,428 | 2.52% | +1,200 |
| KE HLDGS INC(BEKE) | 0 | 65,568 | +65,568 | 0 | 1,163 | 2.05% | +1,163 |
| KANZHUN LIMITED(BZ) | 0 | 42,500 | +42,500 | 0 | 758 | 1.34% | +758 |
| NEW ORIENTAL ED & TECHNOLOGY(EDU) | 0 | 11,000 | +11,000 | 0 | 593 | 1.05% | +593 |
| FULL TRUCK ALLIANCE CO LTD(YMM) | 0 | 48,339 | +48,339 | 0 | 571 | 1.01% | +571 |
| VNET GROUP INC(VNET) | 0 | 80,888 | +80,888 | 0 | 558 | 0.99% | +558 |
| NETEASE INC(NTES) | 0 | 4,043 | +4,043 | 0 | 544 | 0.96% | +544 |
| ACM RESH INC(ACMR) | 0 | 18,500 | +18,500 | 0 | 479 | 0.85% | +479 |
| STRIDE INC(LRN) | 1,780 | 4,468 | +2,688 | 225 | 649 | 1.15% | +424 |
| TRIP COM GROUP LTD(TCOM) | 0 | 6,716 | +6,716 | 0 | 394 | 0.70% | +394 |
| SMUCKER J M CO(SJM) | 0 | 3,328 | +3,328 | 0 | 327 | 0.58% | +327 |
| UPSTART HLDGS INC(UPST) | 25,214 | 21,490 | -3,724 | 1,161 | 1,390 | 2.45% | +229 |
| PENUMBRA INC(PEN) | 0 | 620 | +620 | 0 | 159 | 0.28% | +159 |
| CHURCH & DWIGHT CO INC(CHD) | 0 | 644 | +644 | 0 | 62 | 0.11% | +62 |
| DRAFTKINGS INC NEW(DKNG) | 6,449 | 6,000 | -449 | 214 | 257 | 0.45% | +43 |
| BLOCK H & R INC | 0 | 657 | +657 | 0 | 36 | 0.06% | +36 |
| AGILON HEALTH INC(AGL) | 0 | 13,500 | +13,500 | 0 | 31 | 0.05% | +31 |
| BERKLEY W R CORP | 0 | 180 | +180 | 0 | 13 | 0.02% | +13 |
| CALUMET INC(CLMT) | 61 | 0 | -61 | 1 | 0 | — | -1 |
| SCHWAB CHARLES CORP(SCHW) | 77 | 0 | -77 | 6 | 0 | — | -6 |
| DIAGEO PLC(DEO) | 85 | 0 | -85 | 9 | 0 | — | -9 |
| SPROUTS FMRS MKT INC(SFM) | 69 | 0 | -69 | 11 | 0 | — | -11 |
| THE CIGNA GROUP(CI) | 40 | 0 | -40 | 13 | 0 | — | -13 |
| OREILLY AUTOMOTIVE INC(ORLY) | 10 | 0 | -10 | 14 | 0 | — | -14 |
| CHENIERE ENERGY INC(LNG) | 80 | 0 | -80 | 19 | 0 | — | -19 |
| DOXIMITY INC(DOCS) | 380 | 0 | -380 | 22 | 0 | — | -22 |
| CONSTELLATION ENERGY CORP(CEG) | 155 | 0 | -155 | 31 | 0 | — | -31 |
| ROPER TECHNOLOGIES INC(ROP) | 60 | 0 | -60 | 35 | 0 | — | -35 |
| LINCOLN NATL CORP IND(LNC) | 1,047 | 0 | -1,047 | 38 | 0 | — | -38 |
| SIMON PPTY GROUP INC NEW(SPG) | 236 | 0 | -236 | 39 | 0 | — | -39 |
| ROYAL GOLD INC(RGLD) | 285 | 0 | -285 | 47 | 0 | — | -47 |
| GENERAC HLDGS INC(GNRC) | 387 | 0 | -387 | 49 | 0 | — | -49 |
| BOOT BARN HLDGS INC | 459 | 0 | -459 | 49 | 0 | — | -49 |
| NEBIUS GROUP N.V.(NBIS) | 2,403 | 0 | -2,403 | 51 | 0 | — | -51 |
| ABERCROMBIE & FITCH CO | 671 | 0 | -671 | 51 | 0 | — | -51 |
| ROCKWELL AUTOMATION INC(ROK) | 210 | 0 | -210 | 54 | 0 | — | -54 |
| CLEAN HARBORS INC(CLH) | 295 | 0 | -295 | 58 | 0 | — | -58 |
| MEDTRONIC PLC(MDT) | 668 | 0 | -668 | 60 | 0 | — | -60 |
| WOODWARD INC(WWD) | 390 | 0 | -390 | 71 | 0 | — | -71 |
| RINGCENTRAL INC(RNG) | 3,037 | 0 | -3,037 | 75 | 0 | — | -75 |
| NORWEGIAN CRUISE LINE HLDG L SHS | 4,262 | 0 | -4,262 | 81 | 0 | — | -81 |
| C H ROBINSON WORLDWIDE INC(CHRW) | 794 | 0 | -794 | 81 | 0 | — | -81 |
| CYBERARK SOFTWARE LTD | 260 | 0 | -260 | 88 | 0 | — | -88 |
| CIENA CORP(CIEN) | 1,552 | 0 | -1,552 | 94 | 0 | — | -94 |
| AZUL S A | 58,777 | 0 | -58,777 | 96 | 0 | — | -96 |
| TENET HEALTHCARE CORP(THC) | 730 | 0 | -730 | 98 | 0 | — | -98 |
| ONEMAIN HLDGS INC(OMF) | 2,017 | 0 | -2,017 | 99 | 0 | — | -99 |
| SNAP INC(SNAP) | 11,478 | 0 | -11,478 | 100 | 0 | — | -100 |
| SCORPIO TANKERS INC(STNG) | 2,697 | 0 | -2,697 | 101 | 0 | — | -101 |
| ROBLOX CORP(RBLX) | 1,744 | 0 | -1,744 | 102 | 0 | — | -102 |
| GITLAB INC(GTLB) | 2,181 | 0 | -2,181 | 103 | 0 | — | -103 |
| BECTON DICKINSON & CO(BDX) | 450 | 0 | -450 | 103 | 0 | — | -103 |
| ELASTIC N V ORD SHS | 1,174 | 0 | -1,174 | 105 | 0 | — | -105 |
| WINGSTOP INC(WING) | 480 | 0 | -480 | 108 | 0 | — | -108 |
| VULCAN MATLS CO(VMC) | 470 | 0 | -470 | 110 | 0 | — | -110 |
| CHARLES RIV LABS INTL INC(CRL) | 745 | 0 | -745 | 112 | 0 | — | -112 |
| QUEST DIAGNOSTICS INC(DGX) | 670 | 0 | -670 | 113 | 0 | — | -113 |
| SYNOPSYS INC(SNPS) | 270 | 0 | -270 | 116 | 0 | — | -116 |
| CARRIER GLOBAL CORPORATION(CARR) | 1,845 | 0 | -1,845 | 117 | 0 | — | -117 |
| ADVANCED MICRO DEVICES INC(AMD) | 1,148 | 0 | -1,148 | 118 | 0 | — | -118 |
| BAKER HUGHES COMPANY(BKR) | 2,730 | 0 | -2,730 | 120 | 0 | — | -120 |
| INFOSYS LTD(INFY) | 6,640 | 0 | -6,640 | 121 | 0 | — | -121 |
| DUTCH BROS INC(BROS) | 2,000 | 0 | -2,000 | 123 | 0 | — | -123 |
| LAUDER ESTEE COS INC(EL) | 1,872 | 0 | -1,872 | 124 | 0 | — | -124 |
| PAYCOM SOFTWARE INC(PAYC) | 570 | 0 | -570 | 125 | 0 | — | -125 |
| NEWMONT CORP(NEM) | 2,630 | 0 | -2,630 | 127 | 0 | — | -127 |
| GE HEALTHCARE TECHNOLOGIES I(GEHC) | 1,595 | 0 | -1,595 | 129 | 0 | — | -129 |
| ARM HOLDINGS PLC | 1,220 | 0 | -1,220 | 130 | 0 | — | -130 |
| T-MOBILE US INC(TMUS) | 501 | 0 | -501 | 134 | 0 | — | -134 |
| XYLEM INC(XYL) | 1,121 | 0 | -1,121 | 134 | 0 | — | -134 |
| ONEOK INC NEW(OKE) | 1,376 | 0 | -1,376 | 137 | 0 | — | -137 |
| QXO INC(QXO) | 10,113 | 0 | -10,113 | 137 | 0 | — | -137 |
| GE VERNOVA INC(GEV) | 450 | 0 | -450 | 137 | 0 | — | -137 |
| INTERNATIONAL BUSINESS MACHS(IBM) | 554 | 0 | -554 | 138 | 0 | — | -138 |
| PURE STORAGE INC(P) | 3,130 | 0 | -3,130 | 139 | 0 | — | -139 |
| LIVE NATION ENTERTAINMENT IN(LYV) | 1,071 | 0 | -1,071 | 140 | 0 | — | -140 |
| PDD HOLDINGS INC(PDD) | 1,199 | 0 | -1,199 | 142 | 0 | — | -142 |
| STMICROELECTRONICS N V(STM) | 6,740 | 0 | -6,740 | 148 | 0 | — | -148 |
| MASTEC INC(MTZ) | 1,316 | 0 | -1,316 | 154 | 0 | — | -154 |
| LINDE PLC(LIN) | 340 | 0 | -340 | 158 | 0 | — | -158 |
| RAYMOND JAMES FINL INC(RJF) | 1,150 | 0 | -1,150 | 160 | 0 | — | -160 |
| CME GROUP INC(CME) | 612 | 0 | -612 | 162 | 0 | — | -162 |
| WILLIAMS COS INC(WMB) | 2,778 | 0 | -2,778 | 166 | 0 | — | -166 |
| BEST BUY INC(BBY) | 2,292 | 0 | -2,292 | 169 | 0 | — | -169 |
| FIRSTENERGY CORP(FE) | 4,190 | 0 | -4,190 | 169 | 0 | — | -169 |
| TERADYNE INC(TER) | 7,300 | 4,800 | -2,500 | 603 | 432 | 0.76% | -171 |
| AECOM(ACM) | 1,896 | 0 | -1,896 | 176 | 0 | — | -176 |
| ZOOM COMMUNICATIONS INC(ZM) | 2,400 | 0 | -2,400 | 177 | 0 | — | -177 |
| SM ENERGY CO(SM) | 5,969 | 0 | -5,969 | 179 | 0 | — | -179 |
| RPM INTL INC(RPM) | 1,550 | 0 | -1,550 | 179 | 0 | — | -179 |
| TAKE-TWO INTERACTIVE SOFTWAR(TTWO) | 876 | 0 | -876 | 182 | 0 | — | -182 |