Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2026 ▲▼ | Q2 2026 ▲▼ | Change ▲▼ | Q1 2026 ▲▼ | Q2 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| CROWDSTRIKE HOLDINGS(CRWD) | 0 | 117,191 | +117,191 | 0 | 89,433 | 2.91% | +89,433 |
| ARGENX SE SPONSORED ADR(ARGX) | 0 | 29,732 | +29,732 | 0 | 27,584 | 0.90% | +27,584 |
| SNOWFLAKE INC. CLASS A(SNOW) | 0 | 278,701 | +278,701 | 0 | 70,929 | 2.30% | +70,929 |
| CADENCE DESIGN SYSTEMS(CDNS) | 0 | 109,303 | +109,303 | 0 | 41,024 | 1.33% | +41,024 |
| ELI LILLY AND CO(LLY) | 0 | 50,785 | +50,785 | 0 | 60,913 | 1.98% | +60,913 |
| REDDIT INC. CLASS A(RDDT) | 0 | 256,904 | +256,904 | 0 | 44,593 | 1.45% | +44,593 |
| SHOPIFY, INC. CLASS A(SHOP) | 206,918 | 328,206 | +121,288 | 24,545 | 37,475 | 1.22% | +12,930 |
| BRIGHTSPRING HEALTH SERVICES(BTSG) | 0 | 185,136 | +185,136 | 0 | 12,911 | 0.42% | +12,911 |
| REPLIGEN CORPORATION(RGEN) | 0 | 89,969 | +89,969 | 0 | 12,275 | 0.40% | +12,275 |
| EXTREME NETWORKS(EXTR) | 0 | 376,230 | +376,230 | 0 | 12,179 | 0.40% | +12,179 |
| CLOUDFLARE(NET) | 0 | 384,759 | +384,759 | 0 | 94,374 | 3.07% | +94,374 |
| SEMTECH CORP(SMTC) | 0 | 68,462 | +68,462 | 0 | 11,081 | 0.36% | +11,081 |
| LITTELFUSE(LFUS) | 0 | 23,661 | +23,661 | 0 | 10,774 | 0.35% | +10,774 |
| MIRUM PHARMACEUTICALS(MIRM) | 0 | 88,820 | +88,820 | 0 | 10,398 | 0.34% | +10,398 |
| SOLARIS ENERGY INFRASTRUCTURE(SEI) | 0 | 111,856 | +111,856 | 0 | 9,000 | 0.29% | +9,000 |
| PRAXIS PRECISION MEDICINES(PRAX) | 0 | 25,790 | +25,790 | 0 | 8,634 | 0.28% | +8,634 |
| QUANTINUUM INC | 0 | 98,230 | +98,230 | 0 | 8,029 | 0.26% | +8,029 |
| SIRIUSXM HOLDINGS(SIRI) | 0 | 264,181 | +264,181 | 0 | 7,804 | 0.25% | +7,804 |
| DRAFTKINGS INC. CLASS A(DKNG) | 0 | 1,319,418 | +1,319,418 | 0 | 33,328 | 1.08% | +33,328 |
| BKV CORPORATION(BKV) | 0 | 264,467 | +264,467 | 0 | 7,236 | 0.24% | +7,236 |
| MACOM TECH SOLUTIONS(MTSI) | 66,610 | 56,469 | -10,141 | 14,792 | 21,479 | 0.70% | +6,687 |
| MERCURY SYSTEMS(MRCY) | 0 | 135,071 | +135,071 | 0 | 16,523 | 0.54% | +16,523 |
| SANMINA CORP(SANM) | 0 | 25,987 | +25,987 | 0 | 6,577 | 0.21% | +6,577 |
| ATLASSIAN CORP CLASS A | 0 | 183,547 | +183,547 | 0 | 14,278 | 0.46% | +14,278 |
| DAVE INC(DAVE) | 0 | 33,832 | +33,832 | 0 | 12,605 | 0.41% | +12,605 |
| DEXCOM(DXCM) | 0 | 664,581 | +664,581 | 0 | 44,760 | 1.45% | +44,760 |
| ALLEGRO MICROSYSTEMS(ALGM) | 259,764 | 200,422 | -59,342 | 8,190 | 13,953 | 0.45% | +5,763 |
| PROCEPT BIOROBOTICS(PRCT) | 0 | 251,296 | +251,296 | 0 | 5,674 | 0.18% | +5,674 |
| KARDIGAN INC | 0 | 229,776 | +229,776 | 0 | 5,480 | 0.18% | +5,480 |
| SABRA HEALTH CARE REIT(SBRA) | 0 | 278,006 | +278,006 | 0 | 5,424 | 0.18% | +5,424 |
| ARS PHARMACEUTICALS | 0 | 672,139 | +672,139 | 0 | 5,384 | 0.17% | +5,384 |
| DIGITALOCEAN HOLDINGS(DOCN) | 157,724 | 120,159 | -37,565 | 13,530 | 18,869 | 0.61% | +5,339 |
| MILLROSE PROPERTIES CLASS A(MRP) | 0 | 177,374 | +177,374 | 0 | 5,330 | 0.17% | +5,330 |
| KYMERA THERAPEUTICS(KYMR) | 0 | 45,671 | +45,671 | 0 | 5,237 | 0.17% | +5,237 |
| LEGENCE CORP(LGN) | 219,282 | 206,500 | -12,782 | 12,381 | 17,600 | 0.57% | +5,219 |
| AAON INC | 123,807 | 121,484 | -2,323 | 10,245 | 15,411 | 0.50% | +5,166 |
| CHIME FINANCIAL(CHYM) | 0 | 248,648 | +248,648 | 0 | 5,092 | 0.17% | +5,092 |
| SYNAPTICS INCORPORATED(SYNA) | 0 | 160,461 | +160,461 | 0 | 19,934 | 0.65% | +19,934 |
| PERFORMANCE FOOD GROUP(PFGC) | 0 | 133,897 | +133,897 | 0 | 14,968 | 0.49% | +14,968 |
| JFROG LTD(FROG) | 0 | 216,281 | +216,281 | 0 | 19,656 | 0.64% | +19,656 |
| LIFE TIME GROUP HOLDINGS(LTH) | 0 | 294,408 | +294,408 | 0 | 12,024 | 0.39% | +12,024 |
| NEXSTAR MEDIA GROUP(NXST) | 0 | 26,820 | +26,820 | 0 | 4,790 | 0.16% | +4,790 |
| SYNOPSYS INC.(SNPS) | 0 | 51,940 | +51,940 | 0 | 23,169 | 0.75% | +23,169 |
| VARONIS SYSTEMS(VRNS) | 0 | 279,309 | +279,309 | 0 | 11,720 | 0.38% | +11,720 |
| BENCHMARK ELECTRONICS(BHE) | 124,349 | 114,375 | -9,974 | 6,971 | 11,285 | 0.37% | +4,314 |
| DYCOM INDUSTRIES(DY) | 0 | 27,250 | +27,250 | 0 | 13,777 | 0.45% | +13,777 |
| AGILYSYS INC(AGYS) | 0 | 131,287 | +131,287 | 0 | 13,719 | 0.45% | +13,719 |
| TWIST BIOSCIENCE CORP(TWST) | 220,079 | 138,970 | -81,109 | 10,458 | 14,297 | 0.46% | +3,839 |
| MYR GROUP(MYRG) | 48,285 | 34,888 | -13,397 | 13,632 | 17,458 | 0.57% | +3,826 |
| ELEMENT SOLUTIONS(ESI) | 523,976 | 453,344 | -70,632 | 17,889 | 21,647 | 0.70% | +3,759 |
| VEEVA SYSTEMS(VEEV) | 0 | 225,382 | +225,382 | 0 | 39,999 | 1.30% | +39,999 |
| ALKERMES PLC(ALKS) | 244,007 | 232,255 | -11,752 | 8,628 | 12,169 | 0.40% | +3,541 |
| EVERPURE INC(P) | 0 | 147,754 | +147,754 | 0 | 11,642 | 0.38% | +11,642 |
| SPX TECHNOLOGIES | 0 | 86,409 | +86,409 | 0 | 21,185 | 0.69% | +21,185 |
| ASTRONICS CORP | 113,520 | 129,848 | +16,328 | 7,575 | 10,551 | 0.34% | +2,976 |
| CECO ENVIRONMENTAL CORP(CECO) | 0 | 132,443 | +132,443 | 0 | 12,018 | 0.39% | +12,018 |
| VIAVI SOLUTIONS(VIAV) | 367,441 | 314,690 | -52,751 | 12,228 | 15,026 | 0.49% | +2,798 |
| SKYWARD SPECIALTY INSURANCE GROUP(SKWD) | 0 | 232,419 | +232,419 | 0 | 13,562 | 0.44% | +13,562 |
| PRIVIA HEALTH GROUP(PRVA) | 0 | 360,207 | +360,207 | 0 | 9,268 | 0.30% | +9,268 |
| GENERAC HOLDINGS(GNRC) | 45,280 | 39,516 | -5,764 | 8,845 | 11,571 | 0.38% | +2,726 |
| BIOLIFE SOLUTIONS(BLFS) | 0 | 325,382 | +325,382 | 0 | 9,189 | 0.30% | +9,189 |
| STANDARDAERO(SARO) | 207,884 | 268,182 | +60,298 | 5,370 | 8,021 | 0.26% | +2,652 |
| VALVOLINE(VVV) | 236,396 | 268,035 | +31,639 | 7,962 | 10,598 | 0.34% | +2,636 |
| CHAMPION HOMES(SKY) | 0 | 159,719 | +159,719 | 0 | 14,074 | 0.46% | +14,074 |
| NUTANIX(NTNX) | 0 | 181,974 | +181,974 | 0 | 9,273 | 0.30% | +9,273 |
| FIRSTCASH HOLDINGS(FCFS) | 65,564 | 68,486 | +2,922 | 12,326 | 14,815 | 0.48% | +2,489 |
| A10 NETWORKS | 219,619 | 201,952 | -17,667 | 5,078 | 7,545 | 0.25% | +2,467 |
| BRUKER CORPORATION(BRKR) | 0 | 116,687 | +116,687 | 0 | 7,022 | 0.23% | +7,022 |
| ESCO TECHNOLOGIES(ESE) | 57,315 | 53,057 | -4,258 | 16,127 | 18,572 | 0.60% | +2,445 |
| KNIGHT-SWIFT TRANSPORTATION(KNX) | 157,326 | 147,489 | -9,837 | 9,059 | 11,485 | 0.37% | +2,426 |
| LIVANOVA PLC(LIVN) | 0 | 73,484 | +73,484 | 0 | 6,043 | 0.20% | +6,043 |
| FORMFACTOR(FORM) | 131,096 | 94,420 | -36,676 | 12,715 | 15,101 | 0.49% | +2,386 |
| TRIUMPH FINANCIAL | 0 | 171,188 | +171,188 | 0 | 13,063 | 0.42% | +13,063 |
| HERC HOLDINGS(HRI) | 62,618 | 59,591 | -3,027 | 6,234 | 8,542 | 0.28% | +2,308 |
| BOOT BARN HOLDINGS | 0 | 77,307 | +77,307 | 0 | 12,699 | 0.41% | +12,699 |
| PENGUIN SOLUTIONS INC.(PENG) | 0 | 81,390 | +81,390 | 0 | 6,186 | 0.20% | +6,186 |
| YETI HOLDINGS(YETI) | 0 | 203,699 | +203,699 | 0 | 10,095 | 0.33% | +10,095 |
| ADDUS HOMECARE CORPORATION | 0 | 59,365 | +59,365 | 0 | 5,964 | 0.19% | +5,964 |
| HAEMONETICS CORPORATION(HAE) | 42,163 | 59,966 | +17,803 | 2,376 | 4,497 | 0.15% | +2,121 |
| Q2 HOLDINGS(QTWO) | 0 | 178,825 | +178,825 | 0 | 8,601 | 0.28% | +8,601 |
| LIONSGATE STUDIOS CORP(LION) | 563,305 | 482,602 | -80,703 | 5,402 | 7,389 | 0.24% | +1,987 |
| VERICEL CORPORATION(VCEL) | 0 | 185,529 | +185,529 | 0 | 8,254 | 0.27% | +8,254 |
| TREVI THERAPEUTICS(TRVI) | 0 | 444,310 | +444,310 | 0 | 8,286 | 0.27% | +8,286 |
| APOGEE ENTERPRISES | 95,190 | 109,478 | +14,288 | 3,193 | 5,008 | 0.16% | +1,815 |
| REGAL REXNORD CORP(RRX) | 45,709 | 43,497 | -2,212 | 8,559 | 10,361 | 0.34% | +1,801 |
| NETFLIX INC.(NFLX) | 258,722 | 373,591 | +114,869 | 24,876 | 26,674 | 0.87% | +1,798 |
| CRANE NXT CO(CXT) | 0 | 113,749 | +113,749 | 0 | 5,819 | 0.19% | +5,819 |
| ESSENT GROUP LTD(ESNT) | 0 | 215,786 | +215,786 | 0 | 13,871 | 0.45% | +13,871 |
| INDEPENDENCE REALTY TRUST INC(IRT) | 0 | 358,681 | +358,681 | 0 | 5,986 | 0.19% | +5,986 |
| CYTOKINETICS(CYTK) | 0 | 100,019 | +100,019 | 0 | 8,521 | 0.28% | +8,521 |
| ADAPTIVE BIOTECHNOLOGIES(ADPT) | 0 | 393,095 | +393,095 | 0 | 8,432 | 0.27% | +8,432 |
| XENON PHARMACEUTICALS(XENE) | 143,136 | 164,894 | +21,758 | 8,323 | 9,953 | 0.32% | +1,630 |
| FTAI AVIATION LTD(FTAI) | 0 | 43,815 | +43,815 | 0 | 11,853 | 0.39% | +11,853 |
| KINIKSA PHARMACEUTICALS(KNSA) | 181,360 | 161,464 | -19,896 | 8,732 | 10,326 | 0.34% | +1,593 |
| STEVANATO GROUP SPA ORD SHS | 0 | 434,104 | +434,104 | 0 | 7,844 | 0.25% | +7,844 |
| ZETA GLOBAL HOLDINGS(ZETA) | 0 | 523,528 | +523,528 | 0 | 10,303 | 0.33% | +10,303 |
| MASTERBRAND INC(MBC) | 0 | 484,682 | +484,682 | 0 | 4,987 | 0.16% | +4,987 |
| COLLEGIUM PHARMACEUTICAL(COLL) | 96,306 | 129,416 | +33,110 | 3,185 | 4,685 | 0.15% | +1,500 |
| EDGEWISE THERAPEUTICS(EWTX) | 208,672 | 198,570 | -10,102 | 6,573 | 8,068 | 0.26% | +1,495 |
| APPLE HOSPITALITY REIT INC(APLE) | 0 | 340,894 | +340,894 | 0 | 5,730 | 0.19% | +5,730 |