Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2025 ▲▼ | Q2 2025 ▲▼ | Change ▲▼ | Q1 2025 ▲▼ | Q2 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| ROBLOX CORP(RBLX) | 0 | 643,024 | +643,024 | 0 | 67,646 | 0.63% | +67,646 |
| SILICON MOTION TECHNOLOGY CO(SIMO) | 594,854 | 1,281,115 | +686,261 | 30,076 | 96,301 | 0.89% | +66,226 |
| VISTRA CORP(VST) | 0 | 329,531 | +329,531 | 0 | 63,866 | 0.59% | +63,866 |
| AMENTUM HOLDINGS INC | 3,578,732 | 5,460,743 | +1,882,011 | 65,133 | 128,928 | 1.19% | +63,795 |
| DARLING INGREDIENTS INC(DAR) | 2,002,653 | 3,323,470 | +1,320,817 | 62,563 | 126,092 | 1.17% | +63,530 |
| MKS INC.(MKSI) | 370,286 | 912,380 | +542,094 | 29,678 | 90,654 | 0.84% | +60,976 |
| ATI INC(ATI) | 2,602,258 | 2,225,724 | -376,534 | 135,395 | 192,169 | 1.78% | +56,774 |
| CLOUDFLARE INC(NET) | 3,871 | 272,738 | +268,867 | 436 | 53,410 | 0.49% | +52,974 |
| CUSHMAN WAKEFIELD PLC(CWK) | 0 | 4,676,051 | +4,676,051 | 0 | 51,764 | 0.48% | +51,764 |
| TERADYNE INC(TER) | 45,416 | 589,687 | +544,271 | 3,751 | 53,025 | 0.49% | +49,273 |
| FIRST AMERN FINL CORP(FAF) | 0 | 775,379 | +775,379 | 0 | 47,600 | 0.44% | +47,600 |
| COHERENT CORP(COHR) | 300,706 | 729,134 | +428,428 | 19,528 | 65,046 | 0.60% | +45,518 |
| VERTIV HOLDINGS CO(VRT) | 607,173 | 690,702 | +83,529 | 43,838 | 88,693 | 0.82% | +44,855 |
| SANMINA CORPORATION(SANM) | 1,018,859 | 1,231,884 | +213,025 | 77,617 | 120,515 | 1.12% | +42,899 |
| API GROUP CORP(APG) | 0 | 780,209 | +780,209 | 0 | 39,830 | 0.37% | +39,830 |
| RBC BEARINGS INC(RBC) | 0 | 103,478 | +103,478 | 0 | 39,818 | 0.37% | +39,818 |
| MAGNITE INC(MGNI) | 345,374 | 1,793,830 | +1,448,456 | 3,941 | 43,267 | 0.40% | +39,326 |
| AGCO CORP | 0 | 373,534 | +373,534 | 0 | 38,534 | 0.36% | +38,534 |
| GRANITE CONSTR INC(GVA) | 1,198,125 | 1,370,029 | +171,904 | 90,339 | 128,111 | 1.19% | +37,773 |
| WINGSTOP INC(WING) | 0 | 111,338 | +111,338 | 0 | 37,492 | 0.35% | +37,492 |
| STERLING INFRASTRUCTURE INC(STRL) | 0 | 155,729 | +155,729 | 0 | 35,931 | 0.33% | +35,931 |
| REGAL REXNORD CORPORATION(RRX) | 344,481 | 517,989 | +173,508 | 39,219 | 75,088 | 0.70% | +35,869 |
| INDIE SEMICONDUCTOR INC(INDI) | 13,821,314 | 17,960,663 | +4,139,349 | 28,126 | 63,940 | 0.59% | +35,814 |
| CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES | 149,310 | 425,260 | +275,950 | 5,996 | 39,375 | 0.36% | +33,379 |
| EAGLE MATLS INC(EXP) | 610,657 | 830,284 | +219,627 | 135,523 | 167,809 | 1.55% | +32,286 |
| PARSONS CORP DEL(PSN) | 76,383 | 510,525 | +434,142 | 4,523 | 36,640 | 0.34% | +32,118 |
| CHURCH & DWIGHT CO INC(CHD) | 0 | 330,701 | +330,701 | 0 | 31,784 | 0.29% | +31,784 |
| POPULAR INC(BPOP) | 949,192 | 1,082,018 | +132,826 | 87,677 | 119,249 | 1.10% | +31,572 |
| THE TRADE DESK INC(TTD) | 325,740 | 685,933 | +360,193 | 17,824 | 49,380 | 0.46% | +31,556 |
| CARPENTER TECHNOLOGY CORP(CRS) | 330,109 | 325,956 | -4,153 | 59,809 | 90,088 | 0.83% | +30,278 |
| CHART INDS INC | 97,232 | 259,101 | +161,869 | 14,036 | 42,661 | 0.39% | +28,625 |
| UNITY SOFTWARE INC(U) | 1,224,736 | 2,137,262 | +912,526 | 23,993 | 51,722 | 0.48% | +27,729 |
| SNOWFLAKE INC(SNOW) | 102,326 | 187,949 | +85,623 | 14,956 | 42,057 | 0.39% | +27,101 |
| CELSIUS HLDGS INC(CELH) | 0 | 569,060 | +569,060 | 0 | 26,399 | 0.24% | +26,399 |
| HEXCEL CORP NEW(HXL) | 482,613 | 909,967 | +427,354 | 26,428 | 51,404 | 0.48% | +24,976 |
| MONOLITHIC PWR SYS INC(MPWR) | 128,722 | 132,843 | +4,121 | 74,656 | 97,159 | 0.90% | +22,503 |
| ALASKA AIR GROUP INC | 565,745 | 1,009,317 | +443,572 | 27,846 | 49,941 | 0.46% | +22,095 |
| FTAI AVIATION LTD(FTAI) | 2,025,388 | 2,144,625 | +119,237 | 224,879 | 246,718 | 2.28% | +21,839 |
| BLOCK INC(XYZ) | 1,221,688 | 1,296,659 | +74,971 | 66,374 | 88,082 | 0.82% | +21,708 |
| ODDITY TECH LTD SHS CL A | 0 | 285,300 | +285,300 | 0 | 21,532 | 0.20% | +21,532 |
| INSPIRE MED SYS INC(INSP) | 433,487 | 693,203 | +259,716 | 69,046 | 89,957 | 0.83% | +20,911 |
| ULTRA CLEAN HLDGS INC(UCTT) | 1,945,886 | 2,754,163 | +808,277 | 41,661 | 62,161 | 0.58% | +20,500 |
| DIGITALBRIDGE GROUP INC(DBRG) | 4,367,192 | 5,669,342 | +1,302,150 | 38,519 | 58,678 | 0.54% | +20,159 |
| SELECTIVE INS GROUP INC(SIGI) | 0 | 232,055 | +232,055 | 0 | 20,108 | 0.19% | +20,108 |
| KYNDRYL HLDGS INC(KD) | 0 | 466,770 | +466,770 | 0 | 19,586 | 0.18% | +19,586 |
| FTAI INFRASTRUCTURE INC(FIP) | 692,367 | 3,639,934 | +2,947,567 | 3,136 | 22,458 | 0.21% | +19,322 |
| ULTRAGENYX PHARMACEUTICAL IN(RARE) | 0 | 525,464 | +525,464 | 0 | 19,106 | 0.18% | +19,106 |
| QXO INC(QXO) | 0 | 867,261 | +867,261 | 0 | 18,681 | 0.17% | +18,681 |
| L3HARRIS TECHNOLOGIES INC(LHX) | 93,393 | 151,904 | +58,511 | 19,548 | 38,104 | 0.35% | +18,556 |
| DRAFTKINGS INC NEW(DKNG) | 1,270,778 | 1,401,538 | +130,760 | 42,203 | 60,112 | 0.56% | +17,909 |
| KYMERA THERAPEUTICS INC(KYMR) | 131,963 | 491,810 | +359,847 | 3,612 | 21,463 | 0.20% | +17,851 |
| WEATHERFORD INTL PLC(WFRD) | 335,988 | 708,180 | +372,192 | 17,992 | 35,629 | 0.33% | +17,636 |
| JABIL INC(JBL) | 356,279 | 302,314 | -53,965 | 48,479 | 65,935 | 0.61% | +17,456 |
| FMC CORP(FMC) | 205,369 | 620,417 | +415,048 | 8,665 | 25,902 | 0.24% | +17,238 |
| PLANET FITNESS INC(PLNT) | 386,762 | 498,650 | +111,888 | 37,365 | 54,378 | 0.50% | +17,013 |
| WEAVE COMMUNICATIONS INC(WEAV) | 0 | 2,033,023 | +2,033,023 | 0 | 16,915 | 0.16% | +16,915 |
| QUANTA SVCS INC | 199,673 | 178,967 | -20,706 | 50,753 | 67,664 | 0.63% | +16,911 |
| TWILIO INC(TWLO) | 758,845 | 731,188 | -27,657 | 74,299 | 90,931 | 0.84% | +16,632 |
| CACI INTL INC(CACI) | 67,699 | 86,994 | +19,295 | 24,840 | 41,470 | 0.38% | +16,630 |
| XPO INC(XPO) | 1,181,111 | 1,133,879 | -47,232 | 127,064 | 143,198 | 1.33% | +16,134 |
| LCI INDS(LCII) | 343,289 | 504,761 | +161,472 | 30,014 | 46,029 | 0.43% | +16,015 |
| BWX TECHNOLOGIES INC(BWXT) | 266,208 | 293,255 | +27,047 | 26,261 | 42,246 | 0.39% | +15,985 |
| ENTEGRIS INC(ENTG) | 428,531 | 659,306 | +230,775 | 37,488 | 53,173 | 0.49% | +15,685 |
| EVERUS CONSTR GROUP(ECG) | 523,340 | 547,056 | +23,716 | 19,411 | 34,754 | 0.32% | +15,344 |
| DATADOG INC(DDOG) | 337,012 | 362,951 | +25,939 | 33,435 | 48,755 | 0.45% | +15,320 |
| DEXCOM INC(DXCM) | 968,278 | 932,371 | -35,907 | 66,124 | 81,387 | 0.75% | +15,263 |
| ASTERA LABS INC(ALAB) | 90,305 | 222,080 | +131,775 | 5,388 | 20,080 | 0.19% | +14,692 |
| TIMKEN CO(TKR) | 576,165 | 766,793 | +190,628 | 41,409 | 55,631 | 0.52% | +14,222 |
| GENIUS SPORTS LIMITED SHARES CL A | 0 | 1,367,338 | +1,367,338 | 0 | 14,220 | 0.13% | +14,220 |
| CINTAS CORP(CTAS) | 95,938 | 151,515 | +55,577 | 19,718 | 33,768 | 0.31% | +14,050 |
| PERDOCEO ED CORP(PRDO) | 1,718,588 | 1,752,555 | +33,967 | 43,274 | 57,291 | 0.53% | +14,017 |
| SAIA INC(SAIA) | 0 | 50,889 | +50,889 | 0 | 13,943 | 0.13% | +13,943 |
| ON HLDG AG(ONON) | 340,871 | 551,969 | +211,098 | 14,971 | 28,730 | 0.27% | +13,759 |
| SUN CTRY AIRLS HLDGS INC | 2,304,896 | 3,533,617 | +1,228,721 | 28,396 | 41,520 | 0.38% | +13,124 |
| PURE STORAGE INC(P) | 813,464 | 849,187 | +35,723 | 36,012 | 48,896 | 0.45% | +12,884 |
| PAGAYA TECHNOLOGIES LTD(PGY) | 4,059,930 | 2,574,395 | -1,485,535 | 42,548 | 54,886 | 0.51% | +12,338 |
| PROCEPT BIOROBOTICS CORP(PRCT) | 215,056 | 418,658 | +203,602 | 12,529 | 24,115 | 0.22% | +11,586 |
| STAG INDL INC(STAG) | 1,277,849 | 1,588,429 | +310,580 | 46,156 | 57,628 | 0.53% | +11,472 |
| DONNELLEY FINL SOLUTIONS INC(DFIN) | 524,979 | 554,828 | +29,849 | 22,947 | 34,205 | 0.32% | +11,258 |
| TRACTOR SUPPLY CO(TSCO) | 379,945 | 603,342 | +223,397 | 20,935 | 31,838 | 0.29% | +10,903 |
| LIFE TIME GROUP HOLDINGS INC(LTH) | 1,734,972 | 2,064,552 | +329,580 | 52,396 | 62,618 | 0.58% | +10,222 |
| AMPHENOL CORP NEW | 609,758 | 505,891 | -103,867 | 39,994 | 49,957 | 0.46% | +9,963 |
| IDEXX LABS INC(IDXX) | 115,916 | 109,065 | -6,851 | 48,679 | 58,496 | 0.54% | +9,817 |
| NASDAQ INC(NDAQ) | 240,665 | 313,276 | +72,611 | 18,257 | 28,013 | 0.26% | +9,756 |
| COHU INC(COHU) | 1,129,520 | 1,355,973 | +226,453 | 16,615 | 26,089 | 0.24% | +9,474 |
| APOGEE THERAPEUTICS INC(APGE) | 108,817 | 309,066 | +200,249 | 4,065 | 13,423 | 0.12% | +9,357 |
| ERO COPPER CORP(ERO) | 1,114,304 | 1,354,239 | +239,935 | 13,505 | 22,819 | 0.21% | +9,314 |
| AEROVIRONMENT INC | 0 | 31,861 | +31,861 | 0 | 9,079 | 0.08% | +9,079 |
| NATERA INC(NTRA) | 398,676 | 384,964 | -13,712 | 56,377 | 65,036 | 0.60% | +8,659 |
| BANKUNITED INC(BKU) | 395,703 | 621,570 | +225,867 | 13,628 | 22,122 | 0.20% | +8,494 |
| NMI HLDGS INC(NMIH) | 1,077,521 | 1,119,957 | +42,436 | 38,845 | 47,251 | 0.44% | +8,406 |
| MODINE MFG CO(MOD) | 429,731 | 418,172 | -11,559 | 32,982 | 41,190 | 0.38% | +8,208 |
| ELANCO ANIMAL HEALTH INC(ELAN) | 2,865,322 | 2,674,172 | -191,150 | 30,086 | 38,187 | 0.35% | +8,101 |
| CDW CORP(CDW) | 162,565 | 189,924 | +27,359 | 26,053 | 33,919 | 0.31% | +7,866 |
| ALLEGRO MICROSYSTEMS INC(ALGM) | 2,909,737 | 2,365,957 | -543,780 | 73,122 | 80,892 | 0.75% | +7,770 |
| ACV AUCTIONS INC(ACVA) | 1,644,681 | 1,905,712 | +261,031 | 23,174 | 30,911 | 0.29% | +7,737 |
| COSTAR GROUP INC(CSGP) | 439,425 | 527,478 | +88,053 | 34,816 | 42,409 | 0.39% | +7,594 |
| SYMBOTIC INC(SYM) | 691,318 | 554,565 | -136,753 | 13,972 | 21,545 | 0.20% | +7,573 |
| PROCORE TECHNOLOGIES INC(PCOR) | 302,423 | 398,624 | +96,201 | 19,966 | 27,274 | 0.25% | +7,308 |
| EPAM SYS INC(EPAM) | 279,372 | 307,761 | +28,389 | 47,169 | 54,418 | 0.50% | +7,249 |