+41
New
-33
Exited
104
Positions
| # | Name | Ticker | Since | Shares | Shares Δ | Value | Val Δ% | % Port | Cat |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Ascendis Pharma A/S | 04351P101 | Apr 2024 | 587,686 | +127,416 | $100.2M | +57.2% | 5.56% | EC |
| 2 | Comfort Systems USA Inc | 199908104 | Apr 2024 | 181,680 | +32,440 | $72.2M | +56.4% | 4.01% | EC |
| 3 | Casella Waste Systems Inc | 147448104 | Apr 2024 | 453,054 | +66,524 | $53.2M | +52.3% | 2.95% | EC |
| 4 | FTAI Aviation Ltd | 000000000 | Apr 2024 | 456,968 | -125,459 | $48.9M | +242.5% | 2.72% | EC |
| 5 | ITT Inc | 45073V108 | Apr 2024 | 315,784 | +43,630 | $43.3M | +22.9% | 2.40% | EC |
| 6 | Brinker International Inc | 109641100 | Apr 2025 | 312,372 | New | $42.0M | — | 2.33% | EC |
| 7 | Dynatrace Inc | 268150109 | Apr 2024 | 784,350 | +445,480 | $36.8M | +139.9% | 2.05% | EC |
| 8 | Kemper Corp | 488401100 | Apr 2025 | 579,152 | New | $34.2M | — | 1.90% | EC |
| 9 | Birkenstock Holding Plc | 000000000 | Apr 2024 | 650,647 | New | $33.5M | — | 1.86% | EC |
| 10 | Mueller Water Products Inc | 624758108 | Apr 2025 | 1,259,945 | New | $33.1M | — | 1.84% | EC |
| 11 | Badger Meter Inc | 056525108 | Apr 2025 | 148,044 | New | $32.7M | — | 1.82% | EC |
| 12 | iRhythm Technologies Inc | 450056106 | Apr 2024 | 305,574 | +77,071 | $32.7M | +30.4% | 1.81% | EC |
| 13 | Lantheus Holdings Inc | 516544103 | Apr 2024 | 305,863 | -98,979 | $31.9M | +18.5% | 1.77% | EC |
| 14 | Palomar Holdings Inc | 69753M105 | Apr 2024 | 213,547 | +20,531 | $31.0M | +103.9% | 1.72% | EC |
| 15 | Insmed Inc | 457669307 | Apr 2025 | 426,340 | New | $30.7M | — | 1.70% | EC |
| 16 | Wix.com Ltd | 000000000 | Apr 2024 | 179,480 | New | $30.4M | — | 1.69% | EC |
| 17 | Procore Technologies Inc | 74275K108 | Apr 2025 | 472,040 | New | $30.3M | — | 1.68% | EC |
| 18 | Primerica Inc | 74164M108 | Apr 2024 | 113,861 | +16,799 | $29.8M | +45.1% | 1.66% | EC |
| 19 | MoonLake Immunotherapeutics | 61559X104 | Apr 2024 | 704,819 | +295,220 | $29.7M | +77.0% | 1.65% | EC |
| 20 | Axalta Coating Systems Ltd | 000000000 | Apr 2024 | 852,070 | New | $27.7M | — | 1.54% | EC |
| 21 | Houlihan Lokey Inc | 441593100 | Apr 2025 | 164,510 | New | $26.7M | — | 1.48% | EC |
| 22 | Glaukos Corp | 377322102 | Apr 2025 | 272,120 | New | $25.6M | — | 1.42% | EC |
| 23 | Sprouts Farmers Market Inc | 85208M102 | Apr 2025 | 149,020 | New | $25.5M | — | 1.42% | EC |
| 24 | Soleno Therapeutics Inc | 834203309 | Apr 2025 | 338,110 | New | $25.3M | — | 1.41% | EC |
| 25 | Applied Industrial Technologies Inc | 03820C105 | Apr 2025 | 103,180 | New | $25.1M | — | 1.39% | EC |
| 26 | NEXTracker Inc | 65290E101 | Apr 2024 | 610,250 | +177,220 | $24.8M | +33.7% | 1.38% | EC |
| 27 | Avient Corp | 05368V106 | Apr 2024 | 730,090 | +112,050 | $24.3M | -7.2% | 1.35% | EC |
| 28 | Maplebear Inc | 565394103 | Apr 2025 | 602,720 | New | $24.0M | — | 1.34% | EC |
| 29 | HealthEquity Inc | 42226A107 | Apr 2025 | 278,280 | New | $23.9M | — | 1.32% | EC |
| 30 | Baldwin Insurance Group Inc/The | 05589G102 | Apr 2025 | 569,942 | New | $23.7M | — | 1.32% | EC |
| 31 | Semtech Corp | 816850101 | Apr 2024 | 756,452 | +619,194 | $23.6M | +357.8% | 1.31% | EC |
| 32 | Braze Inc | 10576N102 | Apr 2025 | 747,254 | New | $23.3M | — | 1.29% | EC |
| 33 | Texas Roadhouse Inc | 882681109 | Apr 2024 | 139,890 | -3,080 | $23.2M | +1.0% | 1.29% | EC |
| 34 | Wintrust Financial Corp | 97650W108 | Apr 2024 | 204,950 | +90,310 | $22.8M | +105.7% | 1.27% | EC |
| 35 | Kyndryl Holdings Inc | 50155Q100 | Apr 2025 | 680,834 | New | $22.1M | — | 1.23% | EC |
| 36 | Vaxcyte Inc | 92243G108 | Apr 2024 | 611,071 | +189,930 | $21.9M | -14.1% | 1.22% | EC |
| 37 | Rambus Inc | 750917106 | Apr 2024 | 443,394 | +294,154 | $21.6M | +164.4% | 1.20% | EC |
| 38 | Shift4 Payments Inc | 82452J109 | Apr 2024 | 258,510 | -121,500 | $21.1M | -3.8% | 1.17% | EC |
| 39 | Option Care Health Inc | 68404L201 | Apr 2024 | 643,227 | -524,630 | $20.8M | -40.5% | 1.15% | EC |
| 40 | Fluor Corp | 343412102 | Apr 2025 | 594,750 | New | $20.8M | — | 1.15% | EC |
| 41 | Rhythm Pharmaceuticals Inc | 76243J105 | Apr 2025 | 314,951 | New | $20.5M | — | 1.14% | EC |
| 42 | Merus NV | 000000000 | Apr 2024 | 449,320 | New | $20.4M | — | 1.14% | EC |
| 43 | Regal Rexnord Corp | 758750103 | Apr 2025 | 192,435 | New | $20.4M | — | 1.13% | EC |
| 44 | Northern Oil & Gas Inc | 665531307 | Apr 2024 | 814,410 | +15,770 | $19.8M | -39.3% | 1.10% | EC |
| 45 | Fabrinet | 000000000 | Apr 2024 | 90,580 | New | $18.6M | — | 1.03% | EC |
| 46 | Saia Inc | 78709Y105 | Apr 2024 | 74,428 | +28,750 | $18.2M | +0.2% | 1.01% | EC |
| 47 | East West Bancorp Inc | 27579R104 | Apr 2025 | 210,090 | New | $18.0M | — | 1.00% | EC |
| 48 | Celestica Inc | 15101Q207 | Apr 2025 | 207,690 | New | $17.7M | — | 0.98% | EC |
| 49 | Rocket Lab USA Inc | 773122106 | Apr 2025 | 808,390 | New | $17.6M | — | 0.98% | EC |
| 50 | WillScot Holdings Corp | 971378104 | Apr 2024 | 668,799 | +72,260 | $16.8M | -23.8% | 0.93% | EC |
| 51 | Revolution Medicines Inc | 76155X100 | Apr 2025 | 406,900 | New | $16.4M | — | 0.91% | EC |
| 52 | Abercrombie & Fitch Co | 002896207 | Apr 2025 | 235,410 | New | $16.3M | — | 0.91% | EC |
| 53 | 89bio Inc | 282559103 | Apr 2024 | 1,970,323 | +946,443 | $15.8M | +81.4% | 0.88% | EC |
| 54 | ChampionX Corp | 15872M104 | Apr 2024 | 649,190 | +188,420 | $15.7M | +1.3% | 0.87% | EC |
| 55 | Cytokinetics Inc | 23282W605 | Apr 2024 | 360,830 | +181,240 | $15.5M | +40.4% | 0.86% | EC |
| 56 | Onto Innovation Inc | 683344105 | Apr 2025 | 125,240 | New | $15.3M | — | 0.85% | EC |
| 57 | Xenon Pharmaceuticals Inc | 98420N105 | Apr 2024 | 399,759 | +189,300 | $15.3M | +78.5% | 0.85% | EC |
| 58 | Bio-Rad Laboratories Inc | 090572207 | Apr 2024 | 62,479 | +18,230 | $15.2M | +27.8% | 0.85% | EC |
| 59 | Credo Technology Group Holding Ltd | 000000000 | Apr 2024 | 301,270 | New | $13.0M | — | 0.72% | EC |
| 60 | Genius Sports Ltd | 000000000 | Apr 2024 | 1,184,087 | New | $12.8M | — | 0.71% | EC |
| 61 | GeneDx Holdings Corp | 81663L200 | Apr 2025 | 184,226 | New | $12.3M | — | 0.68% | EC |
| 62 | Primoris Services Corp | 74164F103 | Apr 2025 | 179,780 | New | $10.8M | — | 0.60% | EC |
| 63 | Legend Biotech Corp | 52490G102 | Apr 2025 | 280,780 | New | $9.8M | — | 0.54% | EC |
| 64 | Rocket Pharmaceuticals Inc | 77313F106 | Apr 2024 | 1,232,835 | +357,690 | $9.4M | -50.1% | 0.52% | EC |
| 65 | IonQ Inc | 46222L108 | Apr 2025 | 320,100 | New | $8.8M | — | 0.49% | EC |
| 66 | Bicycle Therapeutics PLC | 088786108 | Apr 2024 | 1,000,820 | +425,670 | $8.6M | -36.5% | 0.48% | EC |
| 67 | SPX Technologies Inc | 78473E103 | Apr 2025 | 63,070 | New | $8.5M | — | 0.47% | EC |
| 68 | Uranium Energy Corp | 916896103 | Apr 2025 | 1,326,580 | New | $7.0M | — | 0.39% | EC |
| 69 | Riot Platforms Inc | 767292105 | Apr 2025 | 812,950 | New | $5.9M | — | 0.33% | EC |
| 70 | PROCEPT BioRobotics Corp | 74276L105 | Apr 2025 | 106,520 | New | $5.7M | — | 0.32% | EC |
| 71 | WNS Holdings Ltd | 000000000 | Apr 2024 | 60,554 | New | $3.7M | — | 0.20% | EC |
| ✕ | Wingstop Inc | 974155103 | — | 94,310 | Exited | $36.3M | — | — | — |
| ✕ | Insight Enterprises Inc | 45765U103 | — | 183,860 | Exited | $33.6M | — | — | — |
| ✕ | Samsara Inc | 79589L106 | — | 943,619 | Exited | $33.0M | — | — | — |
| ✕ | AZEK Co Inc/The | 05478C105 | — | 677,740 | Exited | $30.9M | — | — | — |
| ✕ | Haemonetics Corp | 405024100 | — | 317,930 | Exited | $29.2M | — | — | — |
| ✕ | Meritage Homes Corp | 59001A102 | — | 160,527 | Exited | $26.6M | — | — | — |
| ✕ | Churchill Downs Inc | 171484108 | — | 194,392 | Exited | $25.1M | — | — | — |
| ✕ | WEX Inc | 96208T104 | — | 113,257 | Exited | $23.9M | — | — | — |
| ✕ | Impinj Inc | 453204109 | — | 139,456 | Exited | $22.2M | — | — | — |
| ✕ | Smartsheet Inc | 83200N103 | — | 561,610 | Exited | $21.2M | — | — | — |
| ✕ | M/I Homes Inc | 55305B101 | — | 178,959 | Exited | $20.8M | — | — | — |
| ✕ | Flywire Corp | 302492103 | — | 993,538 | Exited | $20.4M | — | — | — |
| ✕ | Gitlab Inc | 37637K108 | — | 383,520 | Exited | $20.1M | — | — | — |
| ✕ | Patterson-UTI Energy Inc | 703481101 | — | 1,773,056 | Exited | $19.2M | — | — | — |
| ✕ | Lincoln Electric Holdings Inc | 533900106 | — | 86,060 | Exited | $18.9M | — | — | — |
| ✕ | Inspire Medical Systems Inc | 457730109 | — | 77,291 | Exited | $18.7M | — | — | — |
| ✕ | Installed Building Products Inc | 45780R101 | — | 79,010 | Exited | $18.6M | — | — | — |
| ✕ | Revolve Group Inc | 76156B107 | — | 880,915 | Exited | $17.5M | — | — | — |
| ✕ | Tenable Holdings Inc | 88025T102 | — | 375,490 | Exited | $16.9M | — | — | — |
| ✕ | Innoviva Inc | 45781M101 | — | 1,107,874 | Exited | $16.7M | — | — | — |
| ✕ | F5 Inc | 315616102 | — | 98,323 | Exited | $16.3M | — | — | — |
| ✕ | CCC Intelligent Solutions Holdings Inc | 12510Q100 | — | 1,371,531 | Exited | $15.4M | — | — | — |
| ✕ | Universal Display Corp | 91347P105 | — | 97,136 | Exited | $15.3M | — | — | — |
| ✕ | Super Micro Computer Inc | 86800U104 | — | 17,132 | Exited | $14.7M | — | — | — |
| ✕ | Lightspeed Commerce Inc | 53229C107 | — | 1,123,970 | Exited | $14.7M | — | — | — |
| ✕ | STAG Industrial Inc | 85254J102 | — | 412,360 | Exited | $14.2M | — | — | — |
| ✕ | Kinsale Capital Group Inc | 49714P108 | — | 38,234 | Exited | $13.9M | — | — | — |
| ✕ | Coherent Corp | 19247G107 | — | 252,840 | Exited | $13.8M | — | — | — |
| ✕ | Viking Therapeutics Inc | 92686J106 | — | 164,540 | Exited | $13.1M | — | — | — |
| ✕ | Selective Insurance Group Inc | 816300107 | — | 112,621 | Exited | $11.4M | — | — | — |
| ✕ | Envestnet Inc | 29404K106 | — | 180,120 | Exited | $11.2M | — | — | — |
| ✕ | MicroStrategy Inc | 594972408 | — | 8,401 | Exited | $8.9M | — | — | — |
| ✕ | Marqeta Inc | 57142B104 | — | 1,481,396 | Exited | $8.2M | — | — | — |