| AFFIRM HLDGS INC | COM CL A | $20K | 1.3%Prev: 0.8% | 265,072 SH | Increased+142,972 SH |
| AMERICAN FINL GROUP INC OHIO | COM | $5K | 0.3%Prev: 2.7% | 38,990 SH | Decreased-175,601 SH |
| AMERICAN INTEGRITY INS GROUP | COM | $3K | 0.2%Prev: 0.3% | 161,768 SH | Decreased-13,232 SH |
| AMERICAN INTL GROUP INC | CALL | $85 | 0.0% | 226,900 SH | New |
| AMERICOLD RLTY TR | COM | $9K | 0.6% | 702,200 SH | New |
| AON PLC | SHS CL A | $67K | 4.4%Prev: 4.4% | 189,000 SH | Increased+48,339 SH |
| APPLIED DIGITAL CORP | COM NEW | $2K | 0.2%Prev: 0.3% | 100,800 SH | Decreased-59,800 SH |
| ARES MGMT LP | COM SHS REG INT | $14K | 0.9% | 88,273 SH | New |
| ASSURANT INC | COM | $94K | 6.1%Prev: 4.5% | 390,205 SH | Increased+150,168 SH |
| AXIS CAPITAL HOLDINGS LTD | SHS | $26K | 1.7% | 240,750 SH | New |
| BLACKSTONE GROUP LP/THE | COM | $20K | 1.3%Prev: 1.5% | 132,600 SH | Increased+30,800 SH |
| BLOCK INC | CL A | $2K | 0.1%Prev: 1.5% | 33,200 SH | Decreased-212,800 SH |
| BOWHEAD SPECIALTY HLDGS INC | COM SHS | $11K | 0.7% | 396,536 SH | New |
| CAPITAL ONE FINL CORP | COM | $35K | 2.3%Prev: 1.5% | 145,043 SH | Increased+64,685 SH |
| CARETRUST REIT INC | COM | $17K | 1.1%Prev: 1.9% | 461,836 SH | Decreased-154,521 SH |
| CBOE HOLDINGS INC | COM | $36K | 2.4%Prev: 4.4% | 143,141 SH | Decreased-63,671 SH |
| CBRE GROUP INC | CL A | $14K | 0.9% | 84,437 SH | New |
| CENTRAL BANCOMPANY | COM CL A | $3K | 0.2% | 110,000 SH | New |
| CHIME FINL INC | COM SHS CL A | $2K | 0.1% | 83,200 SH | New |
| CHUBB LIMITED | COM | $62K | 4.1%Prev: 2.6% | 200,205 SH | Increased+95,605 SH |
| CIPHER MINING INC | COM | $6K | 0.4% | 416,553 SH | New |
| CLEANSPARK INC | COM NEW | $3K | 0.2% | 275,600 SH | New |
| CORPAY INC | COM SHS | $3K | 0.2% | 10,015 SH | New |
| DIAMONDROCK HOSPITALITY CO | COM | $4K | 0.2%Prev: 0.2% | 421,122 SH | Increased+166,360 SH |
| ENSIGN GROUP INC | COM | $12K | 0.8%Prev: 0.6% | 70,980 SH | Increased+28,129 SH |
| EQUIFAX INC | COM | $6K | 0.4% | 25,808 SH | New |
| EQUINIX INC | COM | $33K | 2.2% | 43,120 SH | New |
| EQUITY LIFESTYLE PPTYS INC | COM | $5K | 0.3%Prev: 2.1% | 81,889 SH | Decreased-325,011 SH |
| ESSENTIAL PPTYS RLTY TR INC | COM | $27K | 1.8% | 906,694 SH | New |
| FIRST INDL RLTY TR INC | COM | $29K | 1.9% | 505,685 SH | New |
| GAMING & LEISURE PPTYS INC | COM | $18K | 1.2%Prev: 1.1% | 397,300 SH | Increased+137,100 SH |
| GLOBE LIFE INC | COM | $13K | 0.8% | 92,700 SH | New |
| HAGERTY INC | CL A COM | $3K | 0.2%Prev: 0.2% | 202,012 SH | Increased+27,012 SH |
| HANOVER INS GROUP INC | COM | $13K | 0.8%Prev: 0.7% | 70,889 SH | Increased+24,880 SH |
| HENRY JACK & ASSOC INC | COM | $55K | 3.6%Prev: 2.6% | 303,908 SH | Increased+99,908 SH |
| HOST HOTELS & RESORTS INC | COM | $31K | 2.0%Prev: 1.2% | 1,722,643 SH | Increased+931,843 SH |
| HUT 8 MNG CORP | COM | $11K | 0.7% | 246,406 SH | New |
| INDEPENDENCE RLTY TR INC | COM | $11K | 0.7% | 654,300 SH | New |
| INTERCONTINENTAL EXCHANGE IN | COM | $31K | 2.0% | 191,400 SH | New |
| INTUIT | COM | $15K | 1.0% | 22,387 SH | New |
| IREN LIMITED | ORDINARY SHARES | $12K | 0.8%Prev: 1.6% | 309,088 SH | Decreased-88,112 SH |
| KKR & CO INC | COM | $4K | 0.3% | 31,800 SH | New |
| LINCOLN NATL CORP IND | COM | $14K | 0.9%Prev: 0.7% | 306,080 SH | Increased+108,151 SH |
| LINEAGE INC | COM | $4K | 0.3%Prev: 0.6% | 125,000 SH | Decreased-64,100 SH |
| MARKETAXESS HOLDINGS INC | COM | $15K | 1.0%Prev: 0.6% | 80,563 SH | Increased+43,063 SH |
| MARSH & MCLENNAN COS INC | COM | $13K | 0.8% | 69,600 SH | New |
| MID AMER APT CMNTYS INC | COM | $21K | 1.4%Prev: 1.3% | 153,133 SH | Increased+44,133 SH |
| MOODYS CORP | COM | $65K | 4.3%Prev: 4.7% | 127,508 SH | Increased+13,839 SH |
| NASDAQ INC | COM | $57K | 3.7% | 589,384 SH | New |
| NEPTUNE INS HLDGS INC | CL A | $6K | 0.4% | 216,746 SH | New |
| OLD REPUBLIC INTL CORP | COM | $11K | 0.7% | 232,900 SH | New |
| PAYLOCITY HLDG CORP | COM | $49K | 3.2%Prev: 2.6% | 321,969 SH | Increased+130,929 SH |
| PHYSICIANS RLTY TR | COM | $17K | 1.1% | 1,029,091 SH | New |
| PUBLIC STORAGE | COM | $23K | 1.5% | 90,124 SH | New |
| QUINSTREET INC | COM | $9K | 0.6%Prev: 0.7% | 613,998 SH | Increased+79,098 SH |
| RYAN SPECIALTY GROUP HLDGS I | CL A | $12K | 0.8% | 233,344 SH | New |
| S&P GLOBAL INC | COM | $18K | 1.2% | 35,074 SH | New |
| SABRA HEALTH CARE REIT INC | COM | $21K | 1.3% | 1,082,968 SH | New |
| SELECT SECTOR SPDR TR | SBI INT-FINL | $14K | 0.9% | 250,000 SH | New |
| SELECTIVE INSURANCE GROUP | COM | $6K | 0.4% | 77,500 SH | New |
| SHOPIFY INC | CL A | $2K | 0.1%Prev: 0.6% | 13,461 SH | Decreased-36,139 SH |
| SKYWARD SPECIALTY INS GROUP | COM | $9K | 0.6% | 183,700 SH | New |
| SYNCHRONY FINANCIAL | COM | $11K | 0.7%Prev: 1.3% | 130,489 SH | Decreased-87,811 SH |
| TERAWULF INC | COM | $8K | 0.5%Prev: 0.3% | 720,000 SH | Increased+430,300 SH |
| TERRENO RLTY CORP | COM | $34K | 2.2%Prev: 2.3% | 577,693 SH | Increased+118,893 SH |
| THE CHARLES SCHWAB CORPORATI | COM | $4K | 0.3% | 43,100 SH | New |
| TPG INC | COM CL A | $48K | 3.1%Prev: 3.6% | 747,436 SH | Increased+25,236 SH |
| TRANSUNION | COM | $11K | 0.7% | 124,200 SH | New |
| TRAVELERS COMPANIES INC | COM | $25K | 1.7% | 87,204 SH | New |
| TWFG INC | COM CL A | $5K | 0.3%Prev: 0.4% | 169,065 SH | Increased+21,565 SH |
| UNUM GROUP | COM | $28K | 1.8%Prev: 1.7% | 362,600 SH | Increased+116,600 SH |
| VENTAS INC | COM | $31K | 2.0%Prev: 3.5% | 395,722 SH | Decreased-177,805 SH |
| VERISK ANALYTICS INC | COM | $7K | 0.5%Prev: 2.4% | 32,476 SH | Decreased-78,760 SH |
| VINE HILL CAP INVT CORP | ORD SHS CL A | $17K | 1.1%Prev: 0.2% | 1,586,294 SH | Increased+1,325,049 SH |
| VISA INC | COM CL A | $99K | 6.5%Prev: 4.1% | 282,437 SH | Increased+144,737 SH |
| WYNDHAM HOTELS & RESORTS INC | COM | $26K | 1.7% | 347,200 SH | New |