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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | APPLIED DIGITAL CORP | $547.8M | 23075612 | 5.49% |
| 2 | MASTEC INC | $416.8M | 1295385 | 4.18% |
| 3 | COMFORT SYSTEMS USA INC | $343.9M | 249385 | 3.45% |
| 4 | DIGITALOCEAN HOLDINGS INC | $299.1M | 3487118 | 3.00% |
| 5 | XPO INC | $225.6M | 1159830 | 2.26% |
| 6 | BLOOM ENERGY CORP- A | $213.6M | 1576258 | 2.14% |
| 7 | FIRSTCASH HOLDINGS INC | $213.2M | 1133915 | 2.14% |
| 8 | DAVE INC | $199.5M | 1145901 | 2.00% |
| 9 | LUMENTUM HOLDINGS INC | $193.7M | 275623 | 1.94% |
| 10 | KRATOS DEFENSE & SECURITY | $191.4M | 2714571 | 1.92% |
| 11 | SEMTECH CORP | $175.9M | 2287529 | 1.76% |
| 12 | BABCOCK & WILCOX ENTERPR | $170.5M | 11603688 | 1.71% |
| 13 | KRYSTAL BIOTECH INC | $160.1M | 619586 | 1.60% |
| 14 | QXO INC | $158.0M | 8136061 | 1.58% |
| 15 | KNIGHT-SWIFT TRANSPORTATION | $154.1M | 2676956 | 1.54% |
| 16 | MADRIGAL PHARMACEUTICALS INC | $130.6M | 249511 | 1.31% |
| 17 | GUARDANT HEALTH INC | $121.0M | 1310065 | 1.21% |
| 18 | CUSTOMERS BANCO | $120.2M | 1731310 | 1.20% |
| 19 | LATTICE SEMICONDUCTOR CORP | $119.9M | 1293092 | 1.20% |
| 20 | PRAXIS PRECISION MEDICINES I | $115.5M | 358618 | 1.16% |
| 21 | PTC THERAPEUTICS INC | $113.4M | 1664559 | 1.14% |
| 22 | INSMED INC | $112.6M | 688554 | 1.13% |
| 23 | APPLIED OPTOELECTRONICS INC | $107.9M | 1275519 | 1.08% |
| 24 | ALIGNMENT HEALTHCARE INC | $106.7M | 6054477 | 1.07% |
| 25 | GRANITE CONSTRUCTION INC | $106.6M | 889492 | 1.07% |
| 26 | KARMAN HOLDINGS INC | $103.2M | 1288784 | 1.03% |
| 27 | SCHOLAR ROCK HOLDING CORP | $100.8M | 2049679 | 1.01% |
| 28 | ENSIGN GROUP INC/THE | $98.8M | 490426 | 0.99% |
| 29 | OSI SYSTEMS INC | $98.8M | 372074 | 0.99% |
| 30 | UNITY SOFTWARE INC | $98.6M | 4493753 | 0.99% |
| 31 | ACI WORLDWIDE INC | $98.1M | 2391319 | 0.98% |
| 32 | HCI GROUP INC | $96.4M | 623801 | 0.97% |
| 33 | CAVA GROUP INC | $95.4M | 1179441 | 0.96% |
| 34 | API GROUP CORP | $95.1M | 2346561 | 0.95% |
| 35 | DENISON MINES CORP | $94.7M | 26829391 | 0.95% |
| 36 | BRIDGEBIO PHARMA INC | $93.9M | 1265080 | 0.94% |
| 37 | ONDAS INC | $92.8M | 10261811 | 0.93% |
| 38 | ATRICURE INC | $88.9M | 3117545 | 0.89% |
| 39 | PROTAGONIST THE | $87.4M | 829285 | 0.88% |
| 40 | HUT 8 CORP | $86.5M | 1843582 | 0.87% |
| 41 | ESCO TECHNOLOGIES INC | $85.6M | 304140 | 0.86% |
| 42 | OLLIES BARGAIN OUTLET HLDG INC | $80.4M | 873922 | 0.81% |
| 43 | RUSH STREET INTERACTIVE INC | $79.4M | 3651237 | 0.80% |
| 44 | USA RARE EARTH INC | $79.4M | 4242941 | 0.80% |
| 45 | RADNET INC | $78.9M | 1411497 | 0.79% |
| 46 | SIGNET JEWELERS LTD | $71.9M | 849167 | 0.72% |
| 47 | LIFE TIME GROUP HOLDINGS INC | $70.7M | 2624490 | 0.71% |
| 48 | SITIME CORP | $70.0M | 202750 | 0.70% |
| 49 | TRANSMEDICS GROUP INC | $69.6M | 699770 | 0.70% |
| 50 | WESBANCO INC | $69.5M | 2013953 | 0.70% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.