Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q3 2023 ▲▼ | Q4 2023 ▲▼ | Change ▲▼ | Q3 2023 ▲▼ | Q4 2023 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| GLOBANT S A COM | 3,095,472 | 3,123,715 | +28,243 | 612,439 | 743,382 | 4.10% | +130,943 |
| BELLRING BRANDS INC(BRBR) | 6,639,925 | 6,515,492 | -124,433 | 273,764 | 361,154 | 1.99% | +87,390 |
| COHEN & STEERS INC(CNS) | 1,569,538 | 2,420,663 | +851,125 | 98,394 | 183,317 | 1.01% | +84,922 |
| TREX CO INC(TREX) | 4,047,241 | 4,016,259 | -30,982 | 249,431 | 332,506 | 1.83% | +83,075 |
| SHIFT4 PMTS INC(FOUR) | 1,953,693 | 2,570,145 | +616,452 | 108,176 | 191,065 | 1.05% | +82,889 |
| BANK OZK LITTLE ROCK ARK(OZK) | 7,247,220 | 6,963,461 | -283,759 | 268,654 | 346,989 | 1.91% | +78,335 |
| MARKETAXESS HLDGS INC(MKTX) | 349,485 | 512,029 | +162,544 | 74,664 | 149,948 | 0.83% | +75,284 |
| RBC BEARINGS INC(RBC) | 1,848,157 | 1,759,189 | -88,968 | 432,709 | 501,175 | 2.76% | +68,466 |
| NOVA LTD(NVMI) | 3,219,593 | 3,123,837 | -95,756 | 362,011 | 429,184 | 2.36% | +67,173 |
| NATIONAL STORAGE AFFILIATES | 5,043,198 | 5,455,292 | +412,094 | 160,071 | 226,231 | 1.25% | +66,160 |
| INTRA-CELLULAR THERAPIES INC | 3,803,139 | 3,627,308 | -175,831 | 198,106 | 259,788 | 1.43% | +61,682 |
| MISTER CAR WASH INC COM | 14,746,108 | 16,156,000 | +1,409,892 | 81,251 | 139,588 | 0.77% | +58,337 |
| PINNACLE FINL PARTNERS INC | 2,227,528 | 2,355,723 | +128,195 | 149,333 | 205,466 | 1.13% | +56,133 |
| MEDPACE HLDGS INC(MEDP) | 1,271,836 | 1,186,181 | -85,655 | 307,950 | 363,600 | 2.00% | +55,650 |
| NU HLDGS LTD(NU) | 20,062,772 | 23,949,214 | +3,886,442 | 145,455 | 199,497 | 1.10% | +54,042 |
| FIVE BELOW INC(FIVE) | 2,101,480 | 1,838,256 | -263,224 | 338,128 | 391,843 | 2.16% | +53,715 |
| FLOOR & DECOR HLDGS INC(FND) | 2,542,439 | 2,533,953 | -8,486 | 230,091 | 282,688 | 1.56% | +52,597 |
| ICF INTL INC(ICFI) | 232,387 | 599,127 | +366,740 | 28,075 | 80,337 | 0.44% | +52,262 |
| MERCADOLIBRE INC(MELI) | 135,843 | 142,521 | +6,678 | 172,233 | 223,977 | 1.23% | +51,745 |
| CYBERARK SOFTWARE LTD | 2,157,181 | 1,841,929 | -315,252 | 353,282 | 403,475 | 2.22% | +50,193 |
| LGI HOMES INC(LGIH) | 1,274,172 | 1,328,778 | +54,606 | 126,767 | 176,940 | 0.97% | +50,173 |
| FRESHPET INC(FRPT) | 2,910,466 | 2,774,353 | -136,113 | 191,742 | 240,703 | 1.33% | +48,961 |
| HAMILTON LANE INC(HLNE) | 2,812,545 | 2,672,700 | -139,845 | 254,367 | 303,191 | 1.67% | +48,825 |
| CAL MAINE FOODS INC(CALM) | 0 | 832,391 | +832,391 | 0 | 47,771 | 0.26% | +47,771 |
| CLEARWATER ANALYTICS HLDGS I | 10,255,451 | 12,087,022 | +1,831,571 | 198,340 | 242,103 | 1.33% | +43,763 |
| ENSIGN GROUP INC(ENSG) | 5,007,008 | 4,531,698 | -475,310 | 465,301 | 508,502 | 2.80% | +43,201 |
| SALLY BEAUTY HLDGS INC | 0 | 3,195,263 | +3,195,263 | 0 | 42,433 | 0.23% | +42,433 |
| GUIDEWIRE SOFTWARE INC(GWRE) | 2,873,113 | 2,759,158 | -113,955 | 258,580 | 300,859 | 1.66% | +42,278 |
| ARHAUS INC(ARHS) | 0 | 3,558,431 | +3,558,431 | 0 | 42,167 | 0.23% | +42,167 |
| FIVE9 INC(FIVN) | 3,518,941 | 3,396,381 | -122,560 | 226,268 | 267,261 | 1.47% | +40,993 |
| BALCHEM CORP | 1,976,930 | 1,910,409 | -66,521 | 245,218 | 284,173 | 1.57% | +38,955 |
| INNOSPEC INC(IOSP) | 1,975,170 | 1,950,016 | -25,154 | 201,862 | 240,320 | 1.32% | +38,458 |
| CSW INDUSTRIALS INC(CSW) | 504,699 | 591,126 | +86,427 | 88,443 | 122,605 | 0.68% | +34,162 |
| VALVOLINE INC(VVV) | 6,981,843 | 6,801,735 | -180,108 | 225,095 | 255,609 | 1.41% | +30,515 |
| INSPIRE MED SYS INC(INSP) | 977,607 | 1,097,345 | +119,738 | 193,996 | 223,233 | 1.23% | +29,237 |
| MORNINGSTAR INC(MORN) | 528,695 | 533,935 | +5,240 | 123,842 | 152,834 | 0.84% | +28,992 |
| C4 THERAPEUTICS INC(CCCC) | 6,247,141 | 7,138,949 | +891,808 | 11,620 | 40,335 | 0.22% | +28,715 |
| EURONET WORLDWIDE INC(EEFT) | 383,173 | 579,334 | +196,161 | 30,416 | 58,797 | 0.32% | +28,380 |
| MONOLITHIC PWR SYS INC(MPWR) | 313,350 | 272,829 | -40,521 | 144,768 | 172,095 | 0.95% | +27,327 |
| MOELIS & CO(MC) | 3,450,174 | 3,257,846 | -192,328 | 155,706 | 182,863 | 1.01% | +27,157 |
| Q2 HLDGS INC(QTWO) | 4,147,597 | 3,680,006 | -467,591 | 133,843 | 159,749 | 0.88% | +25,906 |
| SAIA INC(SAIA) | 559,326 | 567,925 | +8,599 | 222,975 | 248,876 | 1.37% | +25,901 |
| SCANSOURCE INC(SCSC) | 0 | 628,937 | +628,937 | 0 | 24,912 | 0.14% | +24,912 |
| NOVANTA INC(NOVT) | 909,696 | 921,536 | +11,840 | 130,487 | 155,196 | 0.85% | +24,709 |
| RAPID7 INC(RPD) | 1,249,520 | 1,410,051 | +160,531 | 57,203 | 80,514 | 0.44% | +23,311 |
| ENDAVA PLC(DAVA) | 1,276,479 | 1,237,779 | -38,700 | 73,206 | 96,361 | 0.53% | +23,155 |
| CERTARA INC(CERT) | 3,254,265 | 3,992,247 | +737,982 | 47,317 | 70,224 | 0.39% | +22,907 |
| ARTISAN PARTNERS ASSET MGMT(APAM) | 1,262,912 | 1,581,267 | +318,355 | 47,258 | 69,860 | 0.38% | +22,602 |
| POOL CORP(POOL) | 473,217 | 479,051 | +5,834 | 168,513 | 191,002 | 1.05% | +22,490 |
| AAON INC | 975,853 | 1,024,860 | +49,007 | 55,497 | 75,706 | 0.42% | +20,210 |
| AZEK CO INC | 2,185,048 | 2,216,800 | +31,752 | 64,983 | 84,793 | 0.47% | +19,809 |
| CROSS CTRY HEALTHCARE INC | 1,258,763 | 2,193,604 | +934,841 | 31,205 | 49,663 | 0.27% | +18,458 |
| FB FINL CORP(FBK) | 839,227 | 1,060,062 | +220,835 | 23,800 | 42,243 | 0.23% | +18,443 |
| SPROUT SOCIAL INC(SPT) | 1,753,767 | 1,722,329 | -31,438 | 87,478 | 105,820 | 0.58% | +18,342 |
| CTS CORP(CTS) | 0 | 370,313 | +370,313 | 0 | 16,197 | 0.09% | +16,197 |
| TRANSCAT INC(TRNS) | 618,641 | 701,099 | +82,458 | 60,608 | 76,651 | 0.42% | +16,043 |
| SKYLINE CHAMPION CORPORATION(SKY) | 1,542,530 | 1,536,974 | -5,556 | 98,290 | 114,136 | 0.63% | +15,846 |
| NCINO INC(NCNO) | 1,894,482 | 2,253,248 | +358,766 | 60,245 | 75,777 | 0.42% | +15,532 |
| INSTALLED BLDG PRODS INC(IBP) | 384,912 | 347,715 | -37,197 | 48,072 | 63,569 | 0.35% | +15,498 |
| JFROG LTD(FROG) | 2,759,924 | 2,467,617 | -292,307 | 69,992 | 85,404 | 0.47% | +15,413 |
| ESPERION THERAPEUTICS INC NE | 11,526,100 | 8,891,103 | -2,634,997 | 11,296 | 26,584 | 0.15% | +15,289 |
| YETI HLDGS INC(YETI) | 5,615,231 | 5,518,066 | -97,165 | 270,766 | 285,725 | 1.57% | +14,959 |
| SERVISFIRST BANCSHARES INC(SFBS) | 796,323 | 837,189 | +40,866 | 41,544 | 55,782 | 0.31% | +14,238 |
| JANUS INTERNATIONAL GROUP IN(JBI) | 3,057,215 | 3,550,632 | +493,417 | 32,712 | 46,336 | 0.26% | +13,624 |
| VIKING THERAPEUTICS INC(VKTX) | 963,264 | 1,274,945 | +311,681 | 10,663 | 23,727 | 0.13% | +13,063 |
| DLOCAL LTD(DLO) | 2,655,843 | 3,592,401 | +936,558 | 50,913 | 63,550 | 0.35% | +12,637 |
| AXOS FINANCIAL INC(AX) | 1,209,486 | 1,068,209 | -141,277 | 45,791 | 58,324 | 0.32% | +12,533 |
| ICON PLC(ICLR) | 576,749 | 545,060 | -31,689 | 142,024 | 154,290 | 0.85% | +12,266 |
| MAMAS CREATIONS INC(MAMA) | 1,678,012 | 3,883,763 | +2,205,751 | 7,333 | 19,069 | 0.11% | +11,736 |
| POWERSCHOOL HOLDINGS INC | 3,114,315 | 3,490,120 | +375,805 | 70,570 | 82,227 | 0.45% | +11,657 |
| NKARTA INC(NKTX) | 1,847,904 | 2,099,699 | +251,795 | 2,569 | 13,858 | 0.08% | +11,289 |
| ARBOR REALTY TRUST INC | 2,278,104 | 3,004,789 | +726,685 | 34,582 | 45,613 | 0.25% | +11,031 |
| GRID DYNAMICS HLDGS INC(GDYN) | 7,059,865 | 7,256,928 | +197,063 | 85,989 | 96,735 | 0.53% | +10,746 |
| OPEN LENDING CORP | 16,626,486 | 15,547,949 | -1,078,537 | 121,706 | 132,313 | 0.73% | +10,607 |
| AXIS CAP HLDGS LTD SHS | 785,300 | 989,689 | +204,389 | 44,267 | 54,799 | 0.30% | +10,532 |
| VISHAY INTERTECHNOLOGY INC(VSH) | 1,389,158 | 1,858,012 | +468,854 | 34,340 | 44,537 | 0.25% | +10,197 |
| CLEARWATER PAPER CORP(CLW) | 0 | 274,333 | +274,333 | 0 | 9,909 | 0.05% | +9,909 |
| WEAVE COMMUNICATIONS INC(WEAV) | 1,841,951 | 2,172,373 | +330,422 | 15,012 | 24,917 | 0.14% | +9,905 |
| SITIME CORP(SITM) | 866,778 | 892,102 | +25,324 | 99,029 | 108,908 | 0.60% | +9,878 |
| HARMONIC INC(HLIT) | 741,397 | 1,298,272 | +556,875 | 7,140 | 16,929 | 0.09% | +9,790 |
| UFP INDUSTRIES INC(UFPI) | 317,865 | 334,351 | +16,486 | 32,549 | 41,978 | 0.23% | +9,428 |
| OLLIES BARGAIN OUTLET HLDGS(OLLI) | 3,576,616 | 3,761,480 | +184,864 | 276,043 | 285,459 | 1.57% | +9,415 |
| VEECO INSTRS INC DEL(VECO) | 2,591,986 | 2,645,701 | +53,715 | 72,861 | 82,096 | 0.45% | +9,235 |
| HANCOCK WHITNEY CORPORATION(HWC) | 685,036 | 710,251 | +25,215 | 25,339 | 34,511 | 0.19% | +9,172 |
| CASTLE BIOSCIENCES INC(CSTL) | 2,780,744 | 2,590,951 | -189,793 | 46,967 | 55,913 | 0.31% | +8,946 |
| SHAKE SHACK INC(SHAK) | 559,020 | 557,695 | -1,325 | 32,462 | 41,336 | 0.23% | +8,874 |
| COMMERCIAL METALS CO(CMC) | 586,782 | 752,108 | +165,326 | 28,993 | 37,635 | 0.21% | +8,643 |
| MATADOR RES CO(MTDR) | 908,141 | 1,096,882 | +188,741 | 54,016 | 62,369 | 0.34% | +8,352 |
| NAPCO SEC TECHNOLOGIES INC(NSSC) | 504,241 | 571,416 | +67,175 | 11,219 | 19,571 | 0.11% | +8,352 |
| PERELLA WEINBERG PARTNERS(PWP) | 0 | 677,115 | +677,115 | 0 | 8,281 | 0.05% | +8,281 |
| FABRINET(FN) | 1,216,706 | 1,104,959 | -111,747 | 202,728 | 210,307 | 1.16% | +7,579 |
| RUSH ENTERPRISES INC(RUSHA) | 323,151 | 412,335 | +89,184 | 13,194 | 20,740 | 0.11% | +7,546 |
| NATURES SUNSHINE PRODS INC(NATR) | 0 | 429,728 | +429,728 | 0 | 7,430 | 0.04% | +7,430 |
| PAYLOCITY HLDG CORP(PCTY) | 1,569,681 | 1,774,746 | +205,065 | 285,211 | 292,567 | 1.61% | +7,356 |
| DYNE THERAPEUTICS INC(DYN) | 1,687,802 | 1,684,517 | -3,285 | 15,123 | 22,404 | 0.12% | +7,281 |
| HCI GROUP INC | 177,061 | 186,053 | +8,992 | 9,613 | 16,261 | 0.09% | +6,648 |
| GRANITE CONSTR INC(GVA) | 0 | 127,055 | +127,055 | 0 | 6,462 | 0.04% | +6,462 |
| UFP TECHNOLOGIES INC(UFPT) | 295,506 | 313,214 | +17,708 | 47,709 | 53,885 | 0.30% | +6,176 |
| SEA LTD(SE) | 1,239,421 | 1,496,219 | +256,798 | 54,473 | 60,597 | 0.33% | +6,124 |
| MACROGENICS INC(MGNX) | 1,409,534 | 1,297,574 | -111,960 | 6,568 | 12,483 | 0.07% | +5,914 |