| MU Micron Technology Inc. | 4.61% | 40,000 | $4.1M | No change |
| GTM Zoominfo Technologies Inc. | 4.59% | 400,000 | $4.1M | No change |
| ANET Arista Networks Inc. | 4.27% | 10,000 | $3.8M | No change |
| COHR Coherent Corp. | 3.86% | 39,000 | $3.5M | No change |
| ARM Arm Holdings PLC-ADR | 3.82% | 24,000 | $3.4M | Add +14.3% |
| ILMN Illumina Inc. | 3.63% | 25,000 | $3.3M | No change |
| RBLX Roblox Corp. Class A | 3.45% | 70,000 | $3.1M | No change |
| ESTC Elastic NV | 3.33% | 39,000 | $3.0M | Add +85.7% |
| DXCM Dexcom Inc. | 3.13% | 42,000 | $2.8M | Add +50.0% |
| WEC WEC Energy Group Inc. | 3.00% | 28,000 | $2.7M | No change |
| MET Metlife Inc. | 2.75% | 30,000 | $2.5M | Reduce -25.0% |
| TTWO Take-Two Interactive Softwre | 2.74% | 16,000 | $2.5M | No change |
| CDNS Cadence Design SYS Inc. | 2.71% | 9,000 | $2.4M | No change |
| CCI Crown Castle Inc. | 2.64% | 20,000 | $2.4M | No change |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 2.59% | 70,000 | $2.3M | No change |
| CBOE Cboe Global Markets Inc. | 2.28% | 10,000 | $2.0M | Add +11.1% |
| WDAY Workday Inc. Class A | 2.17% | 8,000 | $2.0M | No change |
| ALSN Allison Transmission Holding | 2.14% | 20,000 | $1.9M | Reduce -42.9% |
| IQV Iqvia Holdings Inc. | 2.11% | 8,000 | $1.9M | No change |
| VLO Valero Energy Corp. | 2.10% | 14,000 | $1.9M | No change |
| CZR Caesars Entertainment Inc. | 2.09% | 45,000 | $1.9M | No change |
| PWR Quanta Services Inc. | 1.99% | 6,000 | $1.8M | No change |
| B Barrick Gold Corp. | 1.77% | 80,000 | $1.6M | No change |
| FANG Diamondback Energy Inc. | 1.73% | 9,000 | $1.6M | No change |
| SNPS Synopsys Inc. | 1.69% | 3,000 | $1.5M | No change |
| FHN First Horizon Corp. | 1.55% | 90,000 | $1.4M | Add +28.6% |
| AMT American Tower Corp. | 1.55% | 6,000 | $1.4M | No change |
| ROK Rockwell Automation Inc. | 1.49% | 5,000 | $1.3M | No change |
| CME Cme Group Inc. | 1.47% | 6,000 | $1.3M | No change |
| PSX Phillips 66 | 1.46% | 10,000 | $1.3M | No change |
| KHC The Kraft Heinz Co. | 1.41% | 36,000 | $1.3M | No change |
| LAC Lithium Americas Corp. | 1.35% | 450,000 | $1.2M | Reduce -47.1% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 1.32% | 10,000 | $1.2M | No change |
| AVAV Aerovironment Inc. | 1.11% | 5,000 | $1.0M | Reduce -58.3% |
| EXTR Extreme Networks Inc. | 1.07% | 64,000 | $962K | New |
| BMRN Biomarin Pharmaceutical Inc. | 1.02% | 13,000 | $914K | No change |
| XYL Xylem Inc. | 0.90% | 6,000 | $810K | No change |
| HBAN Huntington Bancshares Inc. | 0.87% | 53,000 | $779K | No change |
| ALB Albemarle Corp. | 0.84% | 8,000 | $758K | No change |
| STLD Steel Dynamics Inc. | 0.84% | 6,000 | $756K | No change |
| WMB Williams Cos Inc. | 0.76% | 15,000 | $685K | No change |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.72% | 9,000 | $647K | No change |
| PCAR Paccar Inc. | 0.66% | 6,000 | $592K | New |
| F Ford Motor Co. filed as FORD MTR CO | 0.59% | 50,000 | $528K | No change |
| ED Consolidated Edison Inc. | 0.58% | 5,000 | $521K | New |
| VMC Vulcan Materials Co. | 0.56% | 2,000 | $501K | New |
| LYB Lyondellbasell Indu Class A | 0.53% | 5,000 | $480K | No change |
| EXC Exelon Corp. | 0.50% | 11,000 | $446K | New |
| STT State Street Corp. | 0.49% | 5,000 | $442K | No change |
| FITB Fifth Third Bancorp | 0.48% | 10,000 | $428K | New |
| BBY Best Buy Co. Inc. | 0.46% | 4,000 | $413K | No change |
| ETR Entergy Corp. | 0.44% | 3,000 | $395K | New |
| BIIB Biogen Inc. | 0.43% | 2,000 | $388K | Reduce -33.3% |
| DTE DTE Energy Company | 0.43% | 3,000 | $385K | New |
| NTRS Northern Trust Corp. | 0.40% | 4,000 | $360K | New |
| SVCO Silvaco Group Inc. | 0.40% | 25,000 | $358K | Reduce -50.0% |
| FE Firstenergy Corp. | 0.39% | 8,000 | $355K | New |
| CMS CMS Energy Corp. | 0.39% | 5,000 | $353K | New |
| D Dominion Energy Inc. | 0.39% | 6,000 | $347K | New |
| CPB The Campbell's Company filed as CAMPBELL SOUP CO | 0.38% | 7,000 | $342K | No change |
| MRO Marathon Oil Corp. | 0.30% | 10,000 | $266K | No change |
| ACHR Archer Aviation Inc. Class A | 0.15% | 44,000 | $133K | No change |
| IONQ Ionq Inc. | 0.15% | 15,000 | $131K | No change |