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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | $116.4M | 1,270,023 | 3.09% |
| 2 | FEDERAL SIGNAL CORP | $67.5M | 623,748 | 1.79% |
| 3 | TRIMBLE INC | $66.6M | 1,021,075 | 1.77% |
| 4 | RB GLOBAL INC | $65.0M | 678,367 | 1.73% |
| 5 | TURNING PT BRANDS INC | $64.7M | 745,423 | 1.72% |
| 6 | CHURCHILL DOWNS INC | $64.3M | 715,841 | 1.71% |
| 7 | AXOGEN INC | $63.5M | 1,915,439 | 1.69% |
| 8 | KIRBY CORP | $62.5M | 470,548 | 1.66% |
| 9 | HINGE HEALTH INC | $60.7M | 1,575,283 | 1.61% |
| 10 | CURTISS WRIGHT CORP | $59.6M | 87,542 | 1.58% |
| 11 | TANDEM DIABETES CARE INC | $59.5M | 3,103,609 | 1.58% |
| 12 | VIPER ENERGY INC | $57.8M | 1,229,432 | 1.54% |
| 13 | WAYSTAR HLDG CORP | $53.0M | 2,198,468 | 1.41% |
| 14 | CIMPRESS PLC | $49.1M | 672,595 | 1.30% |
| 15 | COOPER COS INC | $47.4M | 662,361 | 1.26% |
| 16 | VISTRA CORP | $47.2M | 313,815 | 1.25% |
| 17 | VERACYTE INC | $44.3M | 1,374,103 | 1.18% |
| 18 | CARGURUS INC | $44.2M | 1,297,916 | 1.17% |
| 19 | SPX TECHNOLOGIES INC | $43.5M | 217,418 | 1.16% |
| 20 | STANDARDAERO INC | $42.8M | 1,657,434 | 1.14% |
| 21 | GLOBUS MED INC | $42.0M | 487,426 | 1.12% |
| 22 | SENSATA TECHNOLOGIES HLDG PL | $40.5M | 1,149,307 | 1.08% |
| 23 | APPLIED INDL TECHNOLOGIES IN | $39.2M | 147,906 | 1.04% |
| 24 | PRAXIS PRECISION MEDICINES I | $38.0M | 117,851 | 1.01% |
| 25 | ON SEMICONDUCTOR CORP | $37.4M | 603,194 | 0.99% |
| 26 | GLOBALFOUNDRIES INC | $37.0M | 832,775 | 0.98% |
| 27 | HALOZYME THERAPEUTICS INC | $36.8M | 569,789 | 0.98% |
| 28 | CHENIERE ENERGY INC | $36.5M | 128,458 | 0.97% |
| 29 | STERIS PLC | $36.3M | 164,192 | 0.97% |
| 30 | DYNATRACE INC | $36.3M | 980,952 | 0.96% |
| 31 | GENERAC HLDGS INC | $35.3M | 180,961 | 0.94% |
| 32 | STERLING INFRASTRUCTURE INC | $35.0M | 86,028 | 0.93% |
| 33 | ALKAMI TECHNOLOGY INC | $35.0M | 2,232,676 | 0.93% |
| 34 | DRAFTKINGS INC NEW | $34.7M | 1,604,630 | 0.92% |
| 35 | JBT MAREL CORPORATION | $33.5M | 262,142 | 0.89% |
| 36 | MADRIGAL PHARMACEUTICALS INC | $32.7M | 62,441 | 0.87% |
| 37 | LATTICE SEMICONDUCTOR CORP | $32.3M | 347,982 | 0.86% |
| 38 | EURONET WORLDWIDE INC | $32.0M | 482,461 | 0.85% |
| 39 | MGM RESORTS INTERNATIONAL | $31.5M | 851,801 | 0.84% |
| 40 | DEFINIUM THERAPEUTICS INC | $30.1M | 1,594,717 | 0.80% |
| 41 | WISDOMTREE INC | $29.8M | 2,043,930 | 0.79% |
| 42 | KLAVIYO INC | $29.0M | 1,488,481 | 0.77% |
| 43 | CERTARA INC | $26.2M | 4,592,707 | 0.70% |
| 44 | UNITED STS LIME & MINERALS I | $26.1M | 199,855 | 0.69% |
| 45 | LEGENCE CORP | $26.1M | 461,480 | 0.69% |
| 46 | FIRST AMERN FINL CORP | $24.9M | 413,586 | 0.66% |
| 47 | SOMNIGROUP INTERNATIONAL INC | $24.9M | 337,284 | 0.66% |
| 48 | ENTEGRIS INC | $24.5M | 209,125 | 0.65% |
| 49 | MERIT MED SYS INC | $24.0M | 348,637 | 0.64% |
| 50 | TRINET GROUP INC | $23.6M | 649,180 | 0.63% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.