| AAON INC | Common Stock | $1.2M | 0.5% | 14,750 SH | New |
| ABBVIE INC | Common Stock | $1.1M | 0.5%Prev: 0.4% | 5,310 SH | Increased |
| ABERCROMBIE & FITCH CO | Common Stock | $5K | 0.0% | 70 SH | New |
| ADDUS HOMECARE CORP | Common Stock | $168K | 0.1% | 1,700 SH | New |
| ADVANCED MICRO DEVICES INC | Common Stock | $4.3M | 2.0%Prev: 3.9% | 41,907 SH | Decreased-15,195 SH |
| AGNICO EAGLE MINES LTD | Common Stock | $667K | 0.3% | 6,139 SH | New |
| ALAMOS GOLD INC NEW | Common Stock | $542K | 0.3% | 20,228 SH | New |
| ALIBABA GROUP HLDG LTD | ADR | $421K | 0.2% | 3,186 SH | New |
| ALPHABET INC | Common Stock | $6.3M | 3.0%Prev: 2.5% | 40,097 SH | Decreased-3,867 SH |
| AMAZON COM INC | Common Stock | $9.8M | 4.6%Prev: 3.7% | 51,384 SH | Increased-3,201 SH |
| AMERISOURCEBERGEN CORP | Common Stock | $12K | 0.0%Prev: 0.0% | 43 SH | Increased+13 SH |
| AMGEN INC | Common Stock | $6K | 0.0%Prev: 0.0% | 20 SH | Decreased-35 SH |
| ANSYS INC | Common Stock | $871K | 0.4%Prev: 0.4% | 2,750 SH | Decreased-500 SH |
| ANTERO RESOURCES CORP | Common Stock | $23K | 0.0% | 570 SH | New |
| ANTHEM INC | Common Stock | $22K | 0.0%Prev: 0.0% | 50 SH | Increased+18 SH |
| APPLE INC | Common Stock | $6.8M | 3.2%Prev: 0.2% | 30,627 SH | Increased+26,826 SH |
| ARISTA NETWORKS INC | Common Stock | $8K | 0.0%Prev: 0.1% | 100 SH | Decreased-650 SH |
| ARM HOLDINGS PLC | ADR | $3.9M | 1.9%Prev: 2.2% | 36,770 SH | Decreased-10,790 SH |
| ATLASSIAN CORPORATION | Common Stock | $424K | 0.2% | 2,000 SH | New |
| AUTODESK INC | Common Stock | $594K | 0.3%Prev: 0.4% | 2,270 SH | Decreased-1,848 SH |
| AUTOZONE INC | Common Stock | $122K | 0.1% | 32 SH | New |
| AXON ENTERPRISE INC | Common Stock | $184K | 0.1%Prev: 0.1% | 350 SH | Increased-235 SH |
| BAKER HUGHES COMPANY | Common Stock | $70K | 0.0% | 1,602 SH | New |
| BARRICK GOLD CORP | Common Stock | $117K | 0.1%Prev: 0.3% | 6,001 SH | Decreased-43,199 SH |
| BK OF AMERICA CORP | Common Stock | $1.0M | 0.5%Prev: 0.1% | 25,154 SH | Increased+20,015 SH |
| BLOCK INC | Common Stock | $2.0M | 0.9%Prev: 1.3% | 36,300 SH | Decreased-3,255 SH |
| BOOT BARN HLDGS INC | Common Stock | $161K | 0.1%Prev: 0.0% | 1,500 SH | Increased+1,330 SH |
| BOSTON SCIENTIFIC CORP | Common Stock | $583K | 0.3% | 5,777 SH | New |
| BROADCOM INC | Common Stock | $128K | 0.1% | 763 SH | New |
| CADENCE DESIGN SYSTEM INC | Common Stock | $1.7M | 0.8%Prev: 0.7% | 6,500 SH | Decreased+589 SH |
| CANADIAN PACIFIC KANSAS CITY | Common Stock | $1.5M | 0.7%Prev: 0.5% | 21,650 SH | Increased+5,953 SH |
| CAPITAL ONE FINL CORP | Common Stock | $78K | 0.0% | 437 SH | New |
| CARNIVAL CORP | Common Stock | $979K | 0.5% | 50,126 SH | New |
| CASELLA WASTE SYS INC | Common Stock | $457K | 0.2%Prev: 0.1% | 4,100 SH | Increased+900 SH |
| CATERPILLAR INC | Common Stock | $1.2M | 0.6%Prev: 0.8% | 3,607 SH | Decreased-1,974 SH |
| CHENIERE ENERGY INC | Common Stock | $308K | 0.1%Prev: 0.1% | 1,332 SH | Increased+407 SH |
| CHEWY INC | Common Stock | $1.9M | 0.9% | 56,949 SH | New |
| CHUBB LIMITED | Common Stock | $23K | 0.0%Prev: 0.0% | 76 SH | Increased+16 SH |
| CLEAN HARBORS INC | Common Stock | $3.4M | 1.6%Prev: 1.6% | 17,457 SH | Decreased-3,100 SH |
| CLOUDFLARE INC | Common Stock | $218K | 0.1% | 1,935 SH | New |
| CME GROUP INC | Common Stock | $2.4M | 1.1% | 9,100 SH | New |
| COCA COLA CO | Common Stock | $1.3M | 0.6%Prev: 1.4% | 17,470 SH | Decreased-42,857 SH |
| COEUR MNG INC | Common Stock | $166K | 0.1% | 27,968 SH | New |
| COMERICA INC | Common Stock | $9K | 0.0% | 160 SH | New |
| CONOCOPHILLIPS | Common Stock | $175K | 0.1%Prev: 0.4% | 1,668 SH | Decreased-7,242 SH |
| CONSTRUCTION PARTNERS INC | Common Stock | $3.4M | 1.6%Prev: 1.7% | 47,465 SH | Decreased-30,611 SH |
| CORPAY INC | Common Stock | $23K | 0.0% | 65 SH | New |
| COSTCO WHSL CORP NEW | Common Stock | $1.4M | 0.7% | 1,481 SH | New |
| CROCS INC | Common Stock | $393K | 0.2%Prev: 0.3% | 3,700 SH | Decreased-1,408 SH |
| CROWDSTRIKE HLDGS INC | Common Stock | $741K | 0.3%Prev: 1.3% | 2,102 SH | Decreased-8,431 SH |
| CSX CORP | Common Stock | $441K | 0.2%Prev: 0.3% | 15,000 SH | Decreased-3,301 SH |
| CUMMINS INC | Common Stock | $20K | 0.0% | 65 SH | New |
| CUSTOMERS BANCORP INC | Common Stock | $251K | 0.1% | 5,000 SH | New |
| CVS HEALTH CORP | Common Stock | $20K | 0.0% | 300 SH | New |
| CYBERARK SOFTWARE LTD | Common Stock | $4.1M | 1.9%Prev: 1.6% | 12,110 SH | Decreased-4,180 SH |
| DATADOG INC | Common Stock | $2.0M | 0.9%Prev: 1.3% | 20,221 SH | Decreased-7,456 SH |
| DECKERS OUTDOOR CORP | Common Stock | $566K | 0.3%Prev: 0.8% | 5,062 SH | Decreased+2,762 SH |
| DEERE & CO | Common Stock | $100K | 0.0%Prev: 0.1% | 213 SH | Decreased-338 SH |
| DEXCOM INC | Common Stock | $2.9M | 1.4%Prev: 2.3% | 41,920 SH | Decreased-1,765 SH |
| DUN & BRADSTREET HLDGS INC | Common Stock | $161K | 0.1% | 18,000 SH | New |
| DUTCH BROS INC | Common Stock | $2.1M | 1.0% | 33,493 SH | New |
| E L F BEAUTY INC | Common Stock | $213K | 0.1%Prev: 1.5% | 3,400 SH | Decreased-16,811 SH |
| EAGLE MATLS INC | Common Stock | $16K | 0.0%Prev: 0.0% | 70 SH | Increased+14 SH |
| EMERSON ELEC CO | Common Stock | $998K | 0.5%Prev: 0.4% | 9,100 SH | Increased |
| EOG RES INC | Common Stock | $219K | 0.1%Prev: 0.5% | 1,709 SH | Decreased-9,200 SH |
| EXACT SCIENCES CORP | Common Stock | $87K | 0.0%Prev: 0.1% | 2,000 SH | Decreased-2,600 SH |
| EXPEDIA GROUP INC | Common Stock | $9K | 0.0% | 55 SH | New |
| EXTREME NETWORKS INC | Common Stock | $1.1M | 0.5%Prev: 0.4% | 82,000 SH | Decreased-18,400 SH |
| EXXON MOBIL CORP | Common Stock | $10K | 0.0% | 85 SH | New |
| FAIR ISAAC CORP | Common Stock | $738K | 0.3%Prev: 0.1% | 400 SH | Increased+120 SH |
| FEDERAL SIGNAL CORP | Common Stock | $1.9M | 0.9%Prev: 0.9% | 26,498 SH | Decreased-2,330 SH |
| FEDEX CORP | Common Stock | $11K | 0.0%Prev: 0.1% | 46 SH | Decreased-905 SH |
| FERGUSON ENTERPRISES INC | Common Stock | $280K | 0.1% | 1,750 SH | New |
| FIFTH THIRD BANCORP | Common Stock | $53K | 0.0% | 1,350 SH | New |
| FISERV INC | Common Stock | $21K | 0.0%Prev: 0.4% | 95 SH | Decreased-6,285 SH |
| FLOWSERVE CORP | Common Stock | $111K | 0.1% | 2,280 SH | New |
| FREEPORT-MCMORAN INC | Common Stock | $192K | 0.1%Prev: 0.2% | 5,074 SH | Decreased-5,990 SH |
| FRESHPET INC | Common Stock | $1.6M | 0.7%Prev: 0.2% | 18,715 SH | Increased+13,415 SH |
| GRIFFON CORP | Common Stock | $1.3M | 0.6%Prev: 0.6% | 18,870 SH | Decreased-1,380 SH |
| GUARDANT HEALTH INC | Common Stock | $256K | 0.1% | 6,000 SH | New |
| GXO LOGISTICS INCORPORATED | Common Stock | $528K | 0.2% | 13,500 SH | New |
| HARTFORD FINL SVCS GROUP INC | Common Stock | $23K | 0.0%Prev: 0.0% | 185 SH | Increased+15 SH |
| HOME DEPOT INC | Common Stock | $293K | 0.1%Prev: 0.2% | 800 SH | Decreased-512 SH |
| HOWMET AEROSPACE INC | Common Stock | $117K | 0.1% | 900 SH | New |
| HUBSPOT INC | Common Stock | $1.4M | 0.7%Prev: 0.6% | 2,411 SH | Decreased+36 SH |
| HUNTINGTON BANCSHARES INC | Common Stock | $57K | 0.0% | 3,822 SH | New |
| INGERSOLL RAND INC | Common Stock | $1.2M | 0.6%Prev: 0.8% | 15,042 SH | Decreased-6,361 SH |
| INTERCONTINENTAL EXCHANGE IN | Common Stock | $1.3M | 0.6%Prev: 0.5% | 7,500 SH | Decreased-2,500 SH |
| INTERNATIONAL BUSINESS MACHS | Common Stock | $15K | 0.0% | 60 SH | New |
| INTUITIVE SURGICAL INC | Common Stock | $5.9M | 2.8%Prev: 2.4% | 11,908 SH | Decreased-3,983 SH |
| IRIDIUM COMMUNICATIONS INC | Common Stock | $613K | 0.3%Prev: 1.0% | 22,423 SH | Decreased-81,620 SH |
| JANUS HENDERSON GROUP PLC | Common Stock | $14K | 0.0% | 380 SH | New |
| JOHNSON & JOHNSON | Common Stock | $117K | 0.1% | 705 SH | New |
| JPMORGAN CHASE & CO | Common Stock | $1.4M | 0.7%Prev: 0.2% | 5,860 SH | Increased+3,493 SH |
| KEMPER CORP | Common Stock | $368K | 0.2% | 5,500 SH | New |
| KINSALE CAP GROUP INC | Common Stock | $292K | 0.1%Prev: 0.2% | 600 SH | Decreased-180 SH |
| KLAVIYO INC | Common Stock | $2.2M | 1.0% | 71,528 SH | New |
| KRATOS DEFENSE & SEC SOLUTIO | Common Stock | $1.7M | 0.8% | 58,688 SH | New |
| KROGER CO | Common Stock | $28K | 0.0% | 420 SH | New |
| LATTICE SEMICONDUCTOR CORP | Common Stock | $1.5M | 0.7%Prev: 0.8% | 28,570 SH | Decreased |
| LEVI STRAUSS & CO NEW | Common Stock | $140K | 0.1% | 9,000 SH | New |
| LILLY ELI & CO | Common Stock | $268K | 0.1%Prev: 0.5% | 325 SH | Decreased-1,248 SH |
| LINDE PLC | Common Stock | $373K | 0.2%Prev: 0.5% | 800 SH | Decreased-2,159 SH |
| LIVE NATION ENTERTAINMENT IN | Common Stock | $522K | 0.2% | 4,000 SH | New |
| M/I HOMES INC | Common Stock | $381K | 0.2% | 3,339 SH | New |
| MACYS INC | Common Stock | $9K | 0.0% | 750 SH | New |
| MARTIN MARIETTA MATLS INC | Common Stock | $1.8M | 0.9%Prev: 1.4% | 3,857 SH | Decreased-2,013 SH |
| MARVELL TECHNOLOGY INC | Common Stock | $4.2M | 2.0%Prev: 4.0% | 68,445 SH | Decreased-79,609 SH |
| MASTERCARD INCORPORATED | Common Stock | $5.9M | 2.8%Prev: 2.2% | 10,800 SH | Increased-1,198 SH |
| MCKESSON CORP | Common Stock | $1.7M | 0.8% | 2,560 SH | New |
| MERCADOLIBRE INC | Common Stock | $3.3M | 1.6% | 1,705 SH | New |
| MERCK & CO INC | Common Stock | $898 | 0.0% | 10 SH | New |
| META PLATFORMS INC | Common Stock | $2.0M | 1.0%Prev: 0.3% | 3,536 SH | Increased+2,002 SH |
| MICROCHIP TECHNOLOGY INC. | Common Stock | $755K | 0.4%Prev: 0.6% | 15,600 SH | Decreased-2,400 SH |
| MICRON TECHNOLOGY INC | Common Stock | $2.3M | 1.1%Prev: 1.8% | 26,310 SH | Decreased-14,815 SH |
| MICROSOFT CORP | Common Stock | $11.2M | 5.3%Prev: 3.5% | 29,749 SH | Increased+7,515 SH |
| MONDAY COM LTD | Common Stock | $188K | 0.1%Prev: 0.1% | 773 SH | Increased-72 SH |
| MONOLITHIC PWR SYS INC | Common Stock | $2.7M | 1.3%Prev: 1.4% | 4,615 SH | Decreased-880 SH |
| MONSTER BEVERAGE CORP NEW | Common Stock | $623K | 0.3%Prev: 0.3% | 10,650 SH | Decreased-4,100 SH |
| MOODYS CORP | Common Stock | $326K | 0.2%Prev: 0.1% | 700 SH | Increased |
| MSCI INC | Common Stock | $396K | 0.2%Prev: 0.2% | 700 SH | Decreased-300 SH |
| MURPHY USA INC | Common Stock | $125K | 0.1%Prev: 0.5% | 266 SH | Decreased-2,972 SH |
| NATERA INC | Common Stock | $923K | 0.4%Prev: 0.5% | 6,530 SH | Decreased-7,270 SH |
| NAVITAS SEMICONDUCTOR CORP | Common Stock | $410K | 0.2%Prev: 0.4% | 200,000 SH | Decreased-40,300 SH |
| NETFLIX INC | Common Stock | $233K | 0.1% | 250 SH | New |
| NEWMONT CORP | Common Stock | $70K | 0.0%Prev: 0.1% | 1,440 SH | Decreased-6,995 SH |
| NORTHERN OIL AND GAS INC MN | Common Stock | $296K | 0.1%Prev: 0.1% | 9,800 SH | Decreased+900 SH |
| NOV INC | Common Stock | $297K | 0.1%Prev: 0.1% | 19,500 SH | Decreased+2,500 SH |
| NU HLDGS LTD | Common Stock | $949K | 0.4%Prev: 0.1% | 92,700 SH | Increased+80,300 SH |
| NVIDIA CORPORATION | Common Stock | $11.3M | 5.3%Prev: 6.4% | 103,953 SH | Decreased+85,241 SH |
| OMNICOM GROUP INC | Common Stock | $11K | 0.0% | 133 SH | New |
| ON HLDG AG | Common Stock | $1.8M | 0.8%Prev: 0.9% | 40,750 SH | Decreased-23,150 SH |
| ONESPAWORLD HOLDINGS LIMITED | Common Stock | $1.6M | 0.8% | 95,536 SH | New |
| OREILLY AUTOMOTIVE INC | Common Stock | $344K | 0.2%Prev: 0.2% | 240 SH | Decreased-260 SH |
| OWENS CORNING NEW | Common Stock | $10K | 0.0%Prev: 0.0% | 70 SH | Increased+20 SH |
| PALANTIR TECHNOLOGIES INC | Common Stock | $127K | 0.1% | 1,500 SH | New |
| PALO ALTO NETWORKS INC | Common Stock | $748K | 0.4%Prev: 0.4% | 4,382 SH | Decreased+1,112 SH |
| PARSONS CORP DEL | Common Stock | $1.2M | 0.6%Prev: 1.8% | 20,608 SH | Decreased-36,555 SH |
| PHILIP MORRIS INTL INC | Common Stock | $397K | 0.2%Prev: 0.1% | 2,500 SH | Increased |
| PNC FINL SVCS GROUP INC | Common Stock | $93K | 0.0% | 527 SH | New |
| POOL CORP | Common Stock | $223K | 0.1%Prev: 0.2% | 700 SH | Decreased-426 SH |
| PRIMO BRANDS CORPORATION | Common Stock | $444K | 0.2% | 12,500 SH | New |
| PROCORE TECHNOLOGIES INC | Common Stock | $627K | 0.3%Prev: 0.3% | 9,500 SH | Decreased-1,300 SH |
| PROGRESSIVE CORP | Common Stock | $281K | 0.1% | 993 SH | New |
| PTC INC | Common Stock | $744K | 0.4%Prev: 0.3% | 4,800 SH | Decreased |
| QUALCOMM INC | Common Stock | $1.7M | 0.8%Prev: 1.5% | 11,154 SH | Decreased-11,946 SH |
| QUANTA SVCS INC | Common Stock | $2.2M | 1.0%Prev: 1.0% | 8,751 SH | Decreased-1,881 SH |
| RALPH LAUREN CORP | Common Stock | $15K | 0.0%Prev: 0.0% | 70 SH | Increased |
| RAMBUS INC DEL | Common Stock | $2.3M | 1.1%Prev: 1.9% | 43,650 SH | Decreased-35,939 SH |
| RANGE RES CORP | Common Stock | $12K | 0.0% | 300 SH | New |
| ROCKWELL AUTOMATION INC | Common Stock | $597K | 0.3%Prev: 0.3% | 2,310 SH | Decreased-340 SH |
| ROYAL CARIBBEAN GROUP | Common Stock | $71K | 0.0% | 346 SH | New |
| S&P GLOBAL INC | Common Stock | $1.0M | 0.5%Prev: 0.2% | 2,000 SH | Increased+500 SH |
| SALESFORCE COM INC | Common Stock | $4.5M | 2.1%Prev: 2.5% | 16,939 SH | Decreased-5,437 SH |
| SERVICENOW INC | Common Stock | $6.5M | 3.1%Prev: 2.7% | 8,191 SH | Decreased-1,090 SH |
| SHERWIN WILLIAMS CO | Common Stock | $244K | 0.1%Prev: 0.6% | 700 SH | Decreased-3,843 SH |
| SHOPIFY INC | Common Stock | $516K | 0.2%Prev: 0.1% | 5,406 SH | Increased+3,204 SH |
| SITEONE LANDSCAPE SUPPLY INC | Common Stock | $1.0M | 0.5% | 8,600 SH | New |
| SNOWFLAKE INC | Common Stock | $716K | 0.3%Prev: 0.0% | 4,900 SH | Increased+4,388 SH |
| SWEETGREEN INC | Common Stock | $370K | 0.2% | 14,780 SH | New |
| SYMBOTIC INC | Common Stock | $2.3M | 1.1%Prev: 1.8% | 114,255 SH | Decreased+10,186 SH |
| SYNCHRONY FINANCIAL | Common Stock | $11K | 0.0% | 200 SH | New |
| SYNOPSYS INC | Common Stock | $793K | 0.4%Prev: 0.4% | 1,850 SH | Decreased |
| TAIWAN SEMICONDUCTOR MFG LTD | ADR | $299K | 0.1%Prev: 0.1% | 1,800 SH | Decreased-700 SH |
| TAKE-TWO INTERACTIVE SOFTWAR | Common Stock | $60K | 0.0%Prev: 0.0% | 289 SH | Decreased-336 SH |
| TELEDYNE TECHNOLOGIES INC | Common Stock | $249K | 0.1% | 500 SH | New |
| TEMPUR SEALY INTL INC | Common Stock | $329K | 0.2%Prev: 0.1% | 5,500 SH | Increased+800 SH |
| TESLA INC | Common Stock | $1.5M | 0.7% | 5,670 SH | New |
| THE TRADE DESK INC | Common Stock | $164K | 0.1% | 2,989 SH | New |
| TIDEWATER INC NEW | Common Stock | $63K | 0.0%Prev: 0.0% | 1,500 SH | Increased+1,292 SH |
| TOAST INC | Common Stock | $1.5M | 0.7%Prev: 0.0% | 45,200 SH | Increased+40,200 SH |
| TOLL BROTHERS INC | Common Stock | $71K | 0.0%Prev: 0.1% | 670 SH | Decreased-1,540 SH |
| TRADEWEB MKTS INC | Common Stock | $945K | 0.4%Prev: 0.0% | 6,365 SH | Increased+5,365 SH |
| TREX CO INC | Common Stock | $46K | 0.0% | 792 SH | New |
| UMB FINL CORP | Common Stock | $192K | 0.1% | 1,900 SH | New |
| UNION PAC CORP | Common Stock | $591K | 0.3%Prev: 0.3% | 2,500 SH | Decreased-1,100 SH |
| VEEVA SYS INC | Common Stock | $1.2M | 0.6%Prev: 0.4% | 5,310 SH | Increased+1,000 SH |
| VISA INC | Common Stock | $4.3M | 2.0%Prev: 2.6% | 12,328 SH | Decreased-11,920 SH |
| VULCAN MATLS CO | Common Stock | $1.9M | 0.9%Prev: 1.2% | 8,305 SH | Decreased-3,416 SH |
| WABTEC | Common Stock | $1.8M | 0.8%Prev: 0.7% | 9,701 SH | Increased-2,747 SH |
| WALMART INC | Common Stock | $1.2M | 0.6%Prev: 0.1% | 14,039 SH | Increased+10,985 SH |
| WASTE CONNECTIONS INC | Common Stock | $2.1M | 1.0%Prev: 0.9% | 10,886 SH | Decreased-3,060 SH |
| WASTE MGMT INC DEL | Common Stock | $796K | 0.4%Prev: 0.3% | 3,437 SH | Decreased-634 SH |
| WELLS FARGO CO NEW | Common Stock | $1.0M | 0.5%Prev: 0.1% | 14,166 SH | Increased+7,615 SH |
| WIX COM LTD | Common Stock | $82K | 0.0% | 500 SH | New |