| ALPHABET INC CLASS A | COM | $146.8M | 8.3%Prev: 6.5% | 468,942 SH | Increased-11,928 SH |
| AMAZON.COM INC | COM | $80.4M | 4.6%Prev: 4.4% | 348,298 SH | Increased-8,585 SH |
| APPFOLIO INC CLASS CLASS A | COM | $631K | 0.0% | 2,712 SH | New |
| APPLE INC | COM | $126.7M | 7.2%Prev: 6.8% | 466,170 SH | Increased-12,000 SH |
| ARCUTIS BIOTHERAPEUTICS | COM | $1.4M | 0.1%Prev: 0.1% | 49,262 SH | Decreased-46,829 SH |
| BECTON DICKINSON & CO | COM | $52.5M | 3.0%Prev: 2.9% | 270,386 SH | Increased-4,545 SH |
| BRAZE INC CLASS A | COM | $844K | 0.0%Prev: 0.0% | 24,628 SH | Increased-219 SH |
| BRIGHT HORIZONS FAMILY S | COM | $432K | 0.0%Prev: 0.0% | 4,262 SH | Decreased+3 SH |
| BROADCOM INC | COM | $89.5M | 5.1%Prev: 4.1% | 258,516 SH | Increased+33,627 SH |
| BROADRIDGE FINL SOLUTION | COM | $533K | 0.0%Prev: 0.0% | 2,388 SH | Decreased-89 SH |
| CASELLA WASTE SYS INC CLASS CL | COM | $763K | 0.0% | 7,792 SH | New |
| CG ONCOLOGY INC | COM | $1.7M | 0.1%Prev: 0.1% | 41,209 SH | Decreased-2,911 SH |
| CHARLES SCHWAB CORP NEW | COM | $46.1M | 2.6%Prev: 2.5% | 461,024 SH | Increased-11,243 SH |
| CHEVRON CORP NEW | COM | $941K | 0.1%Prev: 0.1% | 6,177 SH | Decreased-211 SH |
| CHEWY INC CLASS CLASS A | COM | $26.1M | 1.5% | 790,539 SH | New |
| CHURCH & DWIGHT INC | COM | $46.0M | 2.6%Prev: 2.8% | 548,129 SH | Decreased-17,615 SH |
| CINTAS CORP | COM | $14.3M | 0.8%Prev: 0.9% | 76,228 SH | Decreased-1,737 SH |
| COLGATE PALMOLIVE CO | COM | $33.4M | 1.9%Prev: 2.3% | 422,817 SH | Decreased-95,366 SH |
| COMMVAULT SYS INC | COM | $603K | 0.0%Prev: 0.1% | 4,814 SH | Decreased-57 SH |
| CORNING INC | COM | $1.4M | 0.1%Prev: 0.1% | 15,858 SH | Increased-531 SH |
| COSTCO WHSL CORP NEW | COM | $19.9M | 1.1%Prev: 1.2% | 23,058 SH | Decreased-599 SH |
| CROWDSTRIKE HLDGS INC CLASS A | COM | $19.4M | 1.1%Prev: 1.1% | 41,309 SH | Decreased-262 SH |
| CYTOKINETICS INC | COM | $907K | 0.1%Prev: 0.0% | 14,280 SH | Increased-1,003 SH |
| DISNEY WALT CO | COM | $225K | 0.0%Prev: 0.0% | 1,982 SH | Decreased |
| DOMINOS PIZZA INC | COM | $1.2M | 0.1%Prev: 0.1% | 2,958 SH | Increased+633 SH |
| DYCOM INDS INC | COM | $454K | 0.0% | 1,344 SH | New |
| E L F BEAUTY INC | COM | $592K | 0.0%Prev: 0.1% | 7,781 SH | Decreased-41 SH |
| ECOLAB INC | COM | $27.0M | 1.5%Prev: 1.6% | 102,869 SH | Decreased-2,228 SH |
| ELI LILLY & CO | COM | $66.1M | 3.8%Prev: 2.7% | 61,547 SH | Increased-1,385 SH |
| EXLSERVICE HLDGS INC | COM | $1.2M | 0.1%Prev: 0.1% | 27,555 SH | Decreased-1,884 SH |
| EXPAND ENERGY CORP | COM | $1.2M | 0.1%Prev: 0.1% | 10,577 SH | Increased-360 SH |
| FRESHPET INC | COM | $513K | 0.0% | 8,417 SH | New |
| GENEDX HLDGS CORP CLASS A | COM | $389K | 0.0% | 2,989 SH | New |
| GENIUS SPORTS LTD F | COM | $878K | 0.0%Prev: 0.1% | 79,633 SH | Decreased+23 SH |
| GSK PLC ADR F SPONSORED ADR 1 | COM | $839K | 0.0%Prev: 0.0% | 17,108 SH | Increased-586 SH |
| GXO LOGISTICS INC | COM | $991K | 0.1%Prev: 0.0% | 18,817 SH | Increased+3,227 SH |
| HALOZYME THERAPEUTICS IN | COM | $583K | 0.0%Prev: 0.0% | 8,662 SH | Decreased-3,423 SH |
| HOME DEPOT INC | COM | $1.2M | 0.1%Prev: 0.1% | 3,399 SH | Decreased-103 SH |
| INSULET CORP | COM | $44.1M | 2.5%Prev: 2.7% | 155,324 SH | Decreased-3,707 SH |
| ISHARES RUSSELL 1000 ETF | ETF | $657K | 0.0% | 1,760 SH | New |
| ISHARES RUSSELL 1000 GROWTH ET | ETF | $34.0M | 1.9%Prev: 0.3% | 71,879 SH | Increased+60,693 SH |
| ITRON INC EQUITY CLASS EQUITY | COM | $459K | 0.0%Prev: 0.0% | 4,947 SH | Decreased+2 SH |
| JOHNSON & JOHNSON | COM | $1.3M | 0.1%Prev: 0.1% | 6,135 SH | Increased-193 SH |
| JPMORGAN CHASE & CO | COM | $1.7M | 0.1%Prev: 0.1% | 5,144 SH | Decreased-117 SH |
| KINIKSA PHARMACEUTICAL F CLASS | COM | $1.8M | 0.1%Prev: 0.1% | 43,116 SH | Increased+9 SH |
| LABCORP HLDGS INC | COM | $44.8M | 2.5%Prev: 2.9% | 178,762 SH | Decreased-4,014 SH |
| LIONSGATE STUDIOS CORP F | COM | $112K | 0.0% | 12,215 SH | New |
| MADRIGAL PHARMACEUTICALS | COM | $1.6M | 0.1%Prev: 0.1% | 2,752 SH | Increased-674 SH |
| MAPLEBEAR INC | COM | $20.4M | 1.2%Prev: 0.9% | 452,776 SH | Increased-1,339 SH |
| MASTERCARD INC CLASS CLASS A | COM | $42.0M | 2.4% | 73,521 SH | New |
| MCCORMICK & CO INC CLASS CLASS | COM | $22.4M | 1.3% | 329,247 SH | New |
| MCDONALDS CORP | COM | $1.0M | 0.1%Prev: 0.1% | 3,364 SH | Decreased-112 SH |
| MERCK & CO. INC. | COM | $799K | 0.0%Prev: 0.0% | 7,589 SH | Increased-344 SH |
| MERIT MED SYS INC | COM | $1.9M | 0.1%Prev: 0.1% | 21,650 SH | Increased+1,699 SH |
| MICROSOFT CORP | COM | $112.6M | 6.4%Prev: 6.9% | 232,738 SH | Decreased-5,905 SH |
| NETFLIX INC | COM | $69.5M | 3.9%Prev: 5.1% | 741,213 SH | Decreased+665,337 SH |
| NEXTERA ENERGY INC | COM | $497K | 0.0% | 6,187 SH | New |
| NUVATION BIO INC A CLASS A | COM | $1.1M | 0.1% | 126,472 SH | New |
| PACKAGING CORP OF AMER | COM | $1.0M | 0.1%Prev: 0.1% | 4,909 SH | Decreased-168 SH |
| PALANTIR TECHNOLOGIES IN CLASS | COM | $356K | 0.0%Prev: 0.0% | 2,000 SH | Decreased |
| PALO ALTO NETWORKS INC | COM | $35.5M | 2.0%Prev: 2.3% | 192,938 SH | Decreased-5,016 SH |
| PEPSICO INC | COM | $1.1M | 0.1%Prev: 0.1% | 7,746 SH | Decreased-457 SH |
| PLANET LABS PBC CLASS CLASS A | COM | $673K | 0.0% | 34,131 SH | New |
| PRIMORIS SVCS CORP | COM | $1.2M | 0.1%Prev: 0.1% | 9,325 SH | Decreased-651 SH |
| QUALCOMM INC | COM | $1.5M | 0.1%Prev: 1.9% | 8,612 SH | Decreased-198,544 SH |
| QUANTA SVCS INC | COM | $84.0M | 4.8%Prev: 4.7% | 199,134 SH | Decreased-4,748 SH |
| SAILPOINT INC | COM | $743K | 0.0%Prev: 0.0% | 36,743 SH | Increased+15,240 SH |
| SALESFORCE INC | COM | $46.1M | 2.6%Prev: 2.4% | 174,177 SH | Increased-3,657 SH |
| SCHOLAR ROCK HLDG CORP | COM | $1.3M | 0.1%Prev: 0.1% | 29,476 SH | Increased+3 SH |
| SEMPRA | COM | $896K | 0.1%Prev: 0.1% | 10,144 SH | Decreased-337 SH |
| SERVICENOW INC | COM | $27.4M | 1.6%Prev: 2.0% | 178,774 SH | Decreased+140,463 SH |
| SERVICETITAN INC CLASS A | COM | $414K | 0.0%Prev: 0.0% | 3,886 SH | Increased-39 SH |
| SITEONE LANDSCAPE SUPPLY | COM | $467K | 0.0%Prev: 0.0% | 3,753 SH | Increased+1,568 SH |
| SNOWFLAKE INC CLASS CLASS A | COM | $15.7M | 0.9% | 71,659 SH | New |
| SOUTHERN CO | COM | $934K | 0.1%Prev: 0.1% | 10,713 SH | Decreased-352 SH |
| SPDR S&P 500 ETF | ETF | $2.5M | 0.1%Prev: 0.1% | 3,701 SH | Increased+39 SH |
| SPOTIFY TECHNOLOGY S A F | COM | $15.0M | 0.9%Prev: 1.1% | 25,827 SH | Decreased-1,169 SH |
| ST STERT SPDR BLMBG 1 3 MN T B | ETF | $5.1M | 0.3% | 56,060 SH | New |
| STARBUCKS CORP | COM | $574K | 0.0%Prev: 0.0% | 6,819 SH | Decreased |
| STEVANATO GROUP S P A F | COM | $523K | 0.0%Prev: 0.0% | 25,985 SH | Decreased+12 SH |
| SYNOPSYS INC | COM | $25.7M | 1.5%Prev: 1.5% | 54,795 SH | Decreased-1,435 SH |
| TAIWAN SEMICONDUCTOR M F SPONS | COM | $87.0M | 4.9%Prev: 3.4% | 286,399 SH | Increased+67,955 SH |
| ULTA BEAUTY INC | COM | $64.9M | 3.7%Prev: 3.4% | 107,275 SH | Increased-2,508 SH |
| UPSTART HLDGS INC | COM | $393K | 0.0%Prev: 0.0% | 8,997 SH | Decreased-99 SH |
| VARONIS SYS INC | COM | $531K | 0.0%Prev: 0.1% | 16,189 SH | Decreased-68 SH |
| VERA THERAPEUTICS INC CLASS A | COM | $1.4M | 0.1% | 28,523 SH | New |
| VERACYTE INC | COM | $1.7M | 0.1%Prev: 0.1% | 39,763 SH | Increased+4 SH |
| VITA COCO CO INC | COM | $1.7M | 0.1%Prev: 0.1% | 31,939 SH | Increased-2,097 SH |
| WASTE MGMT INC DEL | COM | $40.2M | 2.3%Prev: 2.3% | 183,008 SH | Decreased-4,205 SH |
| WEST PHARMACEUTICAL SVCS | COM | $43.8M | 2.5%Prev: 2.4% | 159,039 SH | Increased-3,961 SH |
| ZOETIS INC CLASS CLASS A | COM | $36.0M | 2.0% | 285,894 SH | New |