| PI Impinj Inc. | 4.60% | 42,000 | $5.4M | No change |
| MU Micron Technology Inc. | 4.02% | 40,000 | $4.7M | Add +11.1% |
| LAC Lithium Americas Corp. | 3.44% | 600,000 | $4.0M | Add +89.9% |
| GTM Zoominfo Technologies Inc. | 3.32% | 243,000 | $3.9M | No change |
| DXCM Dexcom Inc. | 3.31% | 28,000 | $3.9M | No change |
| ILMN Illumina Inc. | 2.93% | 25,000 | $3.4M | No change |
| MET Metlife Inc. | 2.53% | 40,000 | $3.0M | No change |
| DKS Dick's Sporting Goods Inc. | 2.49% | 13,000 | $2.9M | No change |
| ANET Arista Networks Inc. | 2.47% | 10,000 | $2.9M | Add +42.9% |
| ALSN Allison Transmission Holding | 2.42% | 35,000 | $2.8M | No change |
| CDNS Cadence Design SYS Inc. | 2.39% | 9,000 | $2.8M | Add +50.0% |
| PXD Pioneer Natural Resources Co. | 2.24% | 10,000 | $2.6M | Add +42.9% |
| VLO Valero Energy Corp. | 2.04% | 14,000 | $2.4M | No change |
| TTWO Take-Two Interactive Softwre | 2.03% | 16,000 | $2.4M | No change |
| WIRE Encore Wire Corp. | 2.02% | 9,000 | $2.4M | No change |
| COHR Coherent Corp. | 2.02% | 39,000 | $2.4M | Add +18.2% |
| WEC WEC Energy Group Inc. | 1.96% | 28,000 | $2.3M | New |
| RSG Republic Services Inc. | 1.96% | 12,000 | $2.3M | No change |
| WDAY Workday Inc. Class A | 1.86% | 8,000 | $2.2M | No change |
| CCI Crown Castle Inc. | 1.81% | 20,000 | $2.1M | No change |
| ESTC Elastic NV | 1.80% | 21,000 | $2.1M | Add +10.5% |
| AMBA Ambarella Inc. | 1.73% | 40,000 | $2.0M | No change |
| IQV Iqvia Holdings Inc. | 1.73% | 8,000 | $2.0M | Add +33.3% |
| CZR Caesars Entertainment Inc. | 1.68% | 45,000 | $2.0M | No change |
| PEG Public Service Enterprise GP | 1.65% | 29,000 | $1.9M | No change |
| MLM Martin Marietta Materials | 1.57% | 3,000 | $1.8M | No change |
| AVAV Aerovironment Inc. | 1.57% | 12,000 | $1.8M | No change |
| CMS CMS Energy Corp. | 1.54% | 30,000 | $1.8M | Add +200.0% |
| SNPS Synopsys Inc. | 1.46% | 3,000 | $1.7M | Add +50.0% |
| CBOE Cboe Global Markets Inc. | 1.41% | 9,000 | $1.7M | No change |
| PSX Phillips 66 | 1.39% | 10,000 | $1.6M | No change |
| MCK McKesson Corp. | 1.37% | 3,000 | $1.6M | No change |
| LPLA LPL Financial Holdings Inc. | 1.35% | 6,000 | $1.6M | No change |
| OXY Occidental Petroleum Corp. | 1.33% | 24,000 | $1.6M | No change |
| PWR Quanta Services Inc. | 1.33% | 6,000 | $1.6M | No change |
| ROK Rockwell Automation Inc. | 1.24% | 5,000 | $1.5M | Add +25.0% |
| RBLX Roblox Corp. Class A | 1.17% | 36,000 | $1.4M | No change |
| ZS Zscaler Inc. | 1.15% | 7,000 | $1.3M | No change |
| B Barrick Gold Corp. | 1.14% | 80,000 | $1.3M | No change |
| KHC The Kraft Heinz Co. | 1.13% | 36,000 | $1.3M | No change |
| CME Cme Group Inc. | 1.10% | 6,000 | $1.3M | No change |
| ARE Alexandria Real Estate Equit | 1.10% | 10,000 | $1.3M | No change |
| ENPH Enphase Energy Inc. | 1.03% | 10,000 | $1.2M | No change |
| AMT American Tower Corp. | 1.01% | 6,000 | $1.2M | No change |
| FSLR First Solar Inc. | 1.01% | 7,000 | $1.2M | No change |
| VRSK Verisk Analytics Inc. | 1.01% | 5,000 | $1.2M | No change |
| BMRN Biomarin Pharmaceutical Inc. | 0.97% | 13,000 | $1.1M | No change |
| IDXX Idexx Laboratories Inc. | 0.92% | 2,000 | $1.1M | No change |
| FHN First Horizon Corp. | 0.92% | 70,000 | $1.1M | No change |
| ALB Albemarle Corp. | 0.90% | 8,000 | $1.1M | No change |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.86% | 34,000 | $1.0M | No change |
| FANG Diamondback Energy Inc. | 0.85% | 5,000 | $991K | New |
| PDFS PDF Solutions Inc. | 0.83% | 29,000 | $976K | No change |
| STLD Steel Dynamics Inc. | 0.76% | 6,000 | $889K | No change |
| LNG Cheniere Energy Inc. | 0.69% | 5,000 | $806K | No change |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.68% | 10,000 | $802K | No change |
| XYL Xylem Inc. | 0.66% | 6,000 | $775K | Add +50.0% |
| HBAN Huntington Bancshares Inc. | 0.63% | 53,000 | $739K | No change |
| HAL Halliburton Co. | 0.61% | 18,000 | $710K | No change |
| F Ford Motor Co. filed as FORD MTR CO DEL | 0.57% | 50,000 | $664K | No change |
| BIIB Biogen Inc. | 0.55% | 3,000 | $647K | No change |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.44% | 9,000 | $519K | No change |
| ALNY Alnylam Pharmaceuticals Inc. | 0.38% | 3,000 | $448K | No change |
| STT State Street Corp. | 0.33% | 5,000 | $387K | No change |
| MRNA Moderna Inc. | 0.27% | 3,000 | $320K | No change |
| ACHR Archer Aviation Inc. Class A | 0.17% | 44,000 | $203K | No change |
| IONQ Ionq Inc. | 0.13% | 15,000 | $150K | No change |