Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2025 ▲▼ | Q2 2025 ▲▼ | Change ▲▼ | Q1 2025 ▲▼ | Q2 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| CLOUDFLARE(NET) | 636,827 | 601,753 | -35,074 | 71,764 | 117,841 | 3.55% | +46,077 |
| MONDAY.COM LTD. SHS | 0 | 102,388 | +102,388 | 0 | 32,199 | 0.97% | +32,199 |
| CROWDSTRIKE HOLDINGS(CRWD) | 176,225 | 167,339 | -8,886 | 62,133 | 85,227 | 2.57% | +23,094 |
| SNOWFLAKE INC. CLASS A(SNOW) | 313,413 | 298,423 | -14,990 | 45,808 | 66,778 | 2.01% | +20,970 |
| SERVICENOW, INC(NOW) | 96,587 | 91,738 | -4,849 | 76,897 | 94,314 | 2.84% | +17,417 |
| EXACT SCIENCES CORPORATION(EXK) | 705,286 | 822,617 | +117,331 | 30,532 | 43,714 | 1.32% | +13,182 |
| UBER TECHNOLOGIES INC(UBER) | 791,116 | 753,296 | -37,820 | 57,641 | 70,283 | 2.12% | +12,642 |
| ARES MANAGEMENT CORPORATION(ARES) | 688,321 | 651,098 | -37,223 | 100,915 | 112,770 | 3.40% | +11,855 |
| AMAZON.COM INC(AMZN) | 676,084 | 639,482 | -36,602 | 128,632 | 140,296 | 4.23% | +11,664 |
| VEEVA SYSTEMS(VEEV) | 243,671 | 230,018 | -13,653 | 56,442 | 66,241 | 2.00% | +9,799 |
| VERICEL CORPORATION(VCEL) | 0 | 211,353 | +211,353 | 0 | 8,993 | 0.27% | +8,993 |
| DEXCOM(DXCM) | 568,462 | 541,876 | -26,586 | 38,820 | 47,300 | 1.43% | +8,480 |
| BIRKENSTOCK HOLDING PLC(BIRK) | 0 | 171,249 | +171,249 | 0 | 8,422 | 0.25% | +8,422 |
| ADAPTIVE BIOTECHNOLOGIES(ADPT) | 0 | 702,711 | +702,711 | 0 | 8,187 | 0.25% | +8,187 |
| CLEARWATER ANALYTICS HOLDINGS | 0 | 365,990 | +365,990 | 0 | 8,026 | 0.24% | +8,026 |
| TRADE DESK, INC CLASS A(TTD) | 579,877 | 552,161 | -27,716 | 31,731 | 39,750 | 1.20% | +8,019 |
| TWIST BIOSCIENCE CORP(TWST) | 0 | 216,582 | +216,582 | 0 | 7,968 | 0.24% | +7,968 |
| GENEDX HOLDINGS(WGS) | 0 | 85,763 | +85,763 | 0 | 7,917 | 0.24% | +7,917 |
| DRAFTKINGS INC. CLASS A(DKNG) | 1,025,882 | 976,829 | -49,053 | 34,070 | 41,896 | 1.26% | +7,827 |
| VITAL FARMS(VITL) | 0 | 198,984 | +198,984 | 0 | 7,665 | 0.23% | +7,665 |
| ALKERMES PLC(ALKS) | 0 | 264,620 | +264,620 | 0 | 7,571 | 0.23% | +7,571 |
| SI-BONE(SIBN) | 0 | 354,112 | +354,112 | 0 | 6,664 | 0.20% | +6,664 |
| CERIBELL(CBLL) | 0 | 341,659 | +341,659 | 0 | 6,399 | 0.19% | +6,399 |
| ALPHABET INC CAP STK CL A(GOOG) | 533,241 | 503,425 | -29,816 | 82,460 | 88,719 | 2.67% | +6,258 |
| FLUTTER ENTERTAINMENT PLC(FLUT) | 120,717 | 114,808 | -5,909 | 26,745 | 32,808 | 0.99% | +6,063 |
| ARCOSA | 0 | 67,578 | +67,578 | 0 | 5,860 | 0.18% | +5,860 |
| BOYD GAMING CORPORATION(BYD) | 0 | 72,721 | +72,721 | 0 | 5,689 | 0.17% | +5,689 |
| CONSTRUCTION PARTNERS(ROAD) | 131,778 | 141,130 | +9,352 | 9,471 | 14,999 | 0.45% | +5,528 |
| DUOLINGO, INC. CLASS A(DUOL) | 98,474 | 87,950 | -10,524 | 30,580 | 36,061 | 1.09% | +5,481 |
| SMARTSTOP SELF STORAGE REIT INC(SMA) | 0 | 149,703 | +149,703 | 0 | 5,424 | 0.16% | +5,424 |
| RYMAN HOSPITALITY PROPERTIES(RHP) | 1,353 | 56,144 | +54,791 | 124 | 5,540 | 0.17% | +5,416 |
| PENGUIN SOLUTIONS INC.(PENG) | 0 | 257,166 | +257,166 | 0 | 5,094 | 0.15% | +5,094 |
| CNO FINANCIAL GROUP INC | 0 | 127,500 | +127,500 | 0 | 4,919 | 0.15% | +4,919 |
| MYR GROUP(MYRG) | 68,531 | 69,669 | +1,138 | 7,750 | 12,641 | 0.38% | +4,891 |
| FLOWSERVE CORPORATION(FLS) | 176,990 | 255,307 | +78,317 | 8,644 | 13,365 | 0.40% | +4,721 |
| AGILYSYS INC(AGYS) | 104,332 | 106,098 | +1,766 | 7,568 | 12,163 | 0.37% | +4,595 |
| ODDITY TECH LTD SHS CL A | 151,375 | 145,885 | -5,490 | 6,548 | 11,010 | 0.33% | +4,461 |
| TENNANT COMPANY(TNC) | 0 | 55,638 | +55,638 | 0 | 4,311 | 0.13% | +4,311 |
| E.L.F. BEAUTY(ELF) | 75,279 | 71,773 | -3,506 | 4,727 | 8,931 | 0.27% | +4,205 |
| SPX TECHNOLOGIES | 94,547 | 97,309 | +2,762 | 12,176 | 16,317 | 0.49% | +4,141 |
| DYCOM INDUSTRIES(DY) | 57,082 | 52,252 | -4,830 | 8,696 | 12,770 | 0.38% | +4,074 |
| PURE STORAGE(P) | 164,595 | 191,874 | +27,279 | 7,287 | 11,048 | 0.33% | +3,761 |
| JFROG LTD(FROG) | 306,156 | 308,390 | +2,234 | 9,797 | 13,532 | 0.41% | +3,735 |
| KRATOS DEFENSE and SECURITY SOLUTIONS(KTOS) | 291,398 | 263,439 | -27,959 | 8,652 | 12,237 | 0.37% | +3,585 |
| ADVANCED ENERGY INDUSTRIES | 90,704 | 92,240 | +1,536 | 8,645 | 12,222 | 0.37% | +3,577 |
| LIONSGATE STUDIOS CORP(LION) | 0 | 610,459 | +610,459 | 0 | 3,547 | 0.11% | +3,547 |
| COASTAL FINANCIAL CORPORATION(CCB) | 112,594 | 140,693 | +28,099 | 10,180 | 13,629 | 0.41% | +3,449 |
| MODINE MANUFACTURING(MOD) | 114,338 | 123,423 | +9,085 | 8,775 | 12,157 | 0.37% | +3,382 |
| TRANSMEDICS GROUP(TMDX) | 68,390 | 58,730 | -9,660 | 4,601 | 7,870 | 0.24% | +3,269 |
| CADENCE DESIGN SYSTEMS(CDNS) | 81,367 | 77,481 | -3,886 | 20,694 | 23,876 | 0.72% | +3,182 |
| IRHYTHM TECHNOLOGIES(IRTC) | 83,055 | 76,594 | -6,461 | 8,694 | 11,792 | 0.36% | +3,098 |
| KIRBY CORPORATION(KEX) | 94,585 | 110,601 | +16,016 | 9,554 | 12,543 | 0.38% | +2,989 |
| EVOLENT HEALTH(EVH) | 521,058 | 703,038 | +181,980 | 4,934 | 7,916 | 0.24% | +2,982 |
| LUMENTUM HOLDINGS(LITE) | 116,408 | 106,821 | -9,587 | 7,257 | 10,154 | 0.31% | +2,898 |
| CYBERARK SOFTWARE LTD | 38,119 | 38,732 | +613 | 12,884 | 15,759 | 0.47% | +2,875 |
| CECO ENVIRONMENTAL CORP(CECO) | 240,552 | 294,949 | +54,397 | 5,485 | 8,350 | 0.25% | +2,865 |
| CORE and MAIN(CNM) | 224,904 | 226,561 | +1,657 | 10,865 | 13,673 | 0.41% | +2,808 |
| CONFLUENT | 321,037 | 414,272 | +93,235 | 7,525 | 10,328 | 0.31% | +2,803 |
| SYNOPSYS INC.(SNPS) | 44,019 | 41,921 | -2,098 | 18,878 | 21,492 | 0.65% | +2,615 |
| INTUITIVE SURGICAL INC | 114,199 | 108,738 | -5,461 | 56,559 | 59,089 | 1.78% | +2,530 |
| DIGITALBRIDGE GROUP(DBRG) | 622,116 | 759,909 | +137,793 | 5,487 | 7,865 | 0.24% | +2,378 |
| BOOT BARN HOLDINGS | 84,284 | 74,830 | -9,454 | 9,055 | 11,374 | 0.34% | +2,320 |
| ARTIVION(AORT) | 311,224 | 316,697 | +5,473 | 7,650 | 9,849 | 0.30% | +2,199 |
| VALVOLINE(VVV) | 211,880 | 250,960 | +39,080 | 7,376 | 9,504 | 0.29% | +2,128 |
| AAR CORP | 146,298 | 148,864 | +2,566 | 8,191 | 10,240 | 0.31% | +2,049 |
| LIVERAMP HOLDINGS(RAMP) | 249,340 | 259,033 | +9,693 | 6,518 | 8,558 | 0.26% | +2,041 |
| HAEMONETICS CORPORATION(HAE) | 161,406 | 164,341 | +2,935 | 10,257 | 12,261 | 0.37% | +2,004 |
| STEVANATO GROUP SPA ORD SHS | 436,860 | 444,063 | +7,203 | 8,921 | 10,848 | 0.33% | +1,928 |
| MONTROSE ENVIRONMENTAL GROUP(ONT) | 239,434 | 243,506 | +4,072 | 3,414 | 5,330 | 0.16% | +1,916 |
| VERRA MOBILITY(VRRM) | 559,909 | 569,396 | +9,487 | 12,604 | 14,457 | 0.44% | +1,853 |
| PHREESIA(PHR) | 291,127 | 325,608 | +34,481 | 7,441 | 9,267 | 0.28% | +1,826 |
| OCULAR THERAPEUTIX(OCUL) | 847,468 | 861,962 | +14,494 | 6,212 | 7,999 | 0.24% | +1,787 |
| HEALTHEQUITY(HQY) | 93,332 | 95,778 | +2,446 | 8,248 | 10,034 | 0.30% | +1,786 |
| SYNAPTICS INCORPORATED(SYNA) | 216,377 | 240,228 | +23,851 | 13,788 | 15,572 | 0.47% | +1,784 |
| PAR TECHNOLOGY CORP(PAR) | 193,322 | 196,544 | +3,222 | 11,858 | 13,634 | 0.41% | +1,776 |
| STIFEL FINANCIAL(SF) | 154,653 | 157,218 | +2,565 | 14,578 | 16,316 | 0.49% | +1,738 |
| ARS PHARMACEUTICALS(SPRY) | 501,821 | 456,979 | -44,842 | 6,313 | 7,974 | 0.24% | +1,661 |
| ON HOLDING AG CLASS A(ONON) | 183,070 | 185,896 | +2,826 | 8,040 | 9,676 | 0.29% | +1,635 |
| ITRON INC(ITRI) | 95,251 | 87,262 | -7,989 | 9,978 | 11,486 | 0.35% | +1,508 |
| EVERCORE(EVR) | 56,552 | 47,339 | -9,213 | 11,295 | 12,782 | 0.39% | +1,488 |
| Q2 HOLDINGS(QTWO) | 97,219 | 98,895 | +1,676 | 7,778 | 9,256 | 0.28% | +1,477 |
| FORMFACTOR(FORM) | 209,676 | 213,212 | +3,536 | 5,932 | 7,337 | 0.22% | +1,405 |
| GLACIER BANCORP(GBCI) | 175,348 | 212,142 | +36,794 | 7,754 | 9,139 | 0.28% | +1,385 |
| ALPHA AND OMEGA SEMICONDUCTOR LTD(AOSL) | 175,020 | 222,739 | +47,719 | 4,351 | 5,715 | 0.17% | +1,364 |
| PATRICK INDUSTRIES(PATK) | 146,989 | 149,484 | +2,495 | 12,429 | 13,793 | 0.42% | +1,363 |
| ALLEGRO MICROSYSTEMS(ALGM) | 268,416 | 234,925 | -33,491 | 6,745 | 8,032 | 0.24% | +1,287 |
| CACI INTERNATIONAL INC CLASS A(CACI) | 13,625 | 13,186 | -439 | 4,999 | 6,286 | 0.19% | +1,286 |
| SHIFT4 PAYMENTS(FOUR) | 106,296 | 100,571 | -5,725 | 8,685 | 9,968 | 0.30% | +1,282 |
| BEAZER HOMES USA INC(BZH) | 200,071 | 238,903 | +38,832 | 4,079 | 5,344 | 0.16% | +1,265 |
| TECHNIPFMC PLC(FTI) | 369,011 | 375,060 | +6,049 | 11,694 | 12,917 | 0.39% | +1,223 |
| WAYSTAR HOLDING CORP(WAY) | 290,118 | 294,914 | +4,796 | 10,839 | 12,053 | 0.36% | +1,214 |
| NUTANIX(NTNX) | 141,015 | 144,459 | +3,444 | 9,844 | 11,042 | 0.33% | +1,198 |
| ORGANON and CO.(OGN) | 269,712 | 536,728 | +267,016 | 4,016 | 5,196 | 0.16% | +1,180 |
| ZURN ELKAY WATER SOLUTIONS(ZWS) | 278,023 | 282,715 | +4,692 | 9,169 | 10,339 | 0.31% | +1,170 |
| SUNOPTA COM | 1,084,518 | 1,102,690 | +18,172 | 5,271 | 6,396 | 0.19% | +1,125 |
| KINIKSA PHARMACEUTICALS(KNSA) | 309,190 | 288,636 | -20,554 | 6,867 | 7,987 | 0.24% | +1,119 |
| PVH CORP(PVH) | 59,573 | 72,411 | +12,838 | 3,851 | 4,967 | 0.15% | +1,117 |
| PENN ENTERTAINMENT INC(PENN) | 277,745 | 315,633 | +37,888 | 4,530 | 5,640 | 0.17% | +1,110 |
| BRIGHTVIEW HOLDINGS(BV) | 317,941 | 307,631 | -10,310 | 4,082 | 5,122 | 0.15% | +1,040 |
| BRIGHTSTAR LOTTERY(BRSL) | 662,714 | 746,500 | +83,786 | 10,776 | 11,802 | 0.36% | +1,026 |