+31
New
31
Positions
| # | Name | Ticker | Since | Shares | Value | % Port | Cat |
|---|---|---|---|---|---|---|---|
| 1 | HealthEquity Inc | 42226A107 | Mar 2026 | 11,022 | $921K | 5.70% | EC |
| 2 | UL Solutions Inc | 903731107 | Mar 2026 | 7,887 | $676K | 4.18% | EC |
| 3 | Saia Inc | 78709Y105 | Mar 2026 | 1,866 | $655K | 4.06% | EC |
| 4 | Ensign Group Inc/The | 29358P101 | Mar 2026 | 3,242 | $653K | 4.04% | EC |
| 5 | SharkNinja Inc | 000000000 | Mar 2026 | 6,093 | $645K | 3.99% | EC |
| 6 | Everus Construction Group Inc | 300426103 | Mar 2026 | 5,340 | $630K | 3.90% | EC |
| 7 | RBC Bearings Inc | 75524B104 | Mar 2026 | 1,145 | $622K | 3.85% | EC |
| 8 | Rollins Inc | 775711104 | Mar 2026 | 11,470 | $613K | 3.79% | EC |
| 9 | Camtek Ltd/Israel | 000000000 | Mar 2026 | 4,033 | $611K | 3.78% | EC |
| 10 | Fabrinet | 000000000 | Mar 2026 | 1,117 | $583K | 3.60% | EC |
| 11 | AMETEK Inc | 031100100 | Mar 2026 | 2,667 | $572K | 3.54% | EC |
| 12 | PJT Partners Inc | 69343T107 | Mar 2026 | 4,026 | $563K | 3.48% | EC |
| 13 | Medpace Holdings Inc | 58506Q109 | Mar 2026 | 1,168 | $561K | 3.47% | EC |
| 14 | Nova Ltd | 000000000 | Mar 2026 | 1,288 | $559K | 3.46% | EC |
| 15 | Hamilton Lane Inc | 407497106 | Mar 2026 | 5,275 | $524K | 3.24% | EC |
| 16 | Builders FirstSource Inc | 12008R107 | Mar 2026 | 6,128 | $505K | 3.12% | EC |
| 17 | Monolithic Power Systems Inc | 609839105 | Mar 2026 | 437 | $478K | 2.96% | EC |
| 18 | Novanta Inc | 67000B104 | Mar 2026 | 4,033 | $476K | 2.95% | EC |
| 19 | HEICO Corp | 422806208 | Mar 2026 | 2,248 | $475K | 2.94% | EC |
| 20 | Guidewire Software Inc | 40171V100 | Mar 2026 | 3,035 | $454K | 2.81% | EC |
| 21 | Floor & Decor Holdings Inc | 339750101 | Mar 2026 | 8,592 | $436K | 2.70% | EC |
| 22 | Global-e Online Ltd | 000000000 | Mar 2026 | 13,983 | $431K | 2.67% | EC |
| 23 | Manhattan Associates Inc | 562750109 | Mar 2026 | 3,205 | $427K | 2.64% | EC |
| 24 | Procore Technologies Inc | 74275K108 | Mar 2026 | 7,428 | $423K | 2.62% | EC |
| 25 | Valvoline Inc | 92047W101 | Mar 2026 | 12,524 | $422K | 2.61% | EC |
| 26 | Paymentus Holdings Inc | 70439P108 | Mar 2026 | 16,527 | $420K | 2.60% | EC |
| 27 | Tyler Technologies Inc | 902252105 | Mar 2026 | 1,087 | $372K | 2.30% | EC |
| 28 | AAON Inc | 000360206 | Mar 2026 | 4,326 | $358K | 2.21% | EC |
| 29 | Loar Holdings Inc | 53947R105 | Mar 2026 | 6,196 | $355K | 2.20% | EC |
| 30 | Repligen Corp | 759916109 | Mar 2026 | 2,937 | $346K | 2.14% | EC |
| 31 | Wingstop Inc | 974155103 | Mar 2026 | 2,101 | $326K | 2.01% | EC |