| MU Micron Technology Inc. | 4.94% | 40,000 | $5.3M | No change |
| GTM Zoominfo Technologies Inc. | 4.79% | 400,000 | $5.1M | Add +64.6% |
| ANET Arista Networks Inc. | 3.29% | 10,000 | $3.5M | No change |
| ARM Arm Holdings PLC-ADR | 3.22% | 21,000 | $3.4M | New |
| DXCM Dexcom Inc. | 2.98% | 28,000 | $3.2M | No change |
| COHR Coherent Corp. | 2.65% | 39,000 | $2.8M | No change |
| MET Metlife Inc. | 2.63% | 40,000 | $2.8M | No change |
| DKS Dick's Sporting Goods Inc. | 2.62% | 13,000 | $2.8M | No change |
| CDNS Cadence Design SYS Inc. | 2.60% | 9,000 | $2.8M | No change |
| ALSN Allison Transmission Holding | 2.49% | 35,000 | $2.7M | No change |
| ILMN Illumina Inc. | 2.45% | 25,000 | $2.6M | No change |
| RBLX Roblox Corp. Class A | 2.44% | 70,000 | $2.6M | Add +94.4% |
| TTWO Take-Two Interactive Softwre | 2.33% | 16,000 | $2.5M | No change |
| ESTC Elastic NV | 2.24% | 21,000 | $2.4M | No change |
| RSG Republic Services Inc. | 2.19% | 12,000 | $2.3M | No change |
| LAC Lithium Americas Corp. | 2.14% | 850,000 | $2.3M | Add +41.7% |
| WEC WEC Energy Group Inc. | 2.06% | 28,000 | $2.2M | No change |
| VLO Valero Energy Corp. | 2.06% | 14,000 | $2.2M | No change |
| AVAV Aerovironment Inc. | 2.05% | 12,000 | $2.2M | No change |
| AMBA Ambarella Inc. | 2.03% | 40,000 | $2.2M | No change |
| PEG Public Service Enterprise GP | 2.01% | 29,000 | $2.1M | No change |
| OXY Occidental Petroleum Corp. | 1.89% | 32,000 | $2.0M | Add +33.3% |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 1.88% | 70,000 | $2.0M | Add +105.9% |
| CCI Crown Castle Inc. | 1.83% | 20,000 | $2.0M | No change |
| FANG Diamondback Energy Inc. | 1.69% | 9,000 | $1.8M | Add +80.0% |
| WDAY Workday Inc. Class A | 1.68% | 8,000 | $1.8M | No change |
| CZR Caesars Entertainment Inc. | 1.68% | 45,000 | $1.8M | No change |
| SNPS Synopsys Inc. | 1.68% | 3,000 | $1.8M | No change |
| MCK McKesson Corp. | 1.64% | 3,000 | $1.8M | No change |
| IQV Iqvia Holdings Inc. | 1.59% | 8,000 | $1.7M | No change |
| LPLA LPL Financial Holdings Inc. | 1.57% | 6,000 | $1.7M | No change |
| MLM Martin Marietta Materials | 1.53% | 3,000 | $1.6M | No change |
| CBOE Cboe Global Markets Inc. | 1.44% | 9,000 | $1.5M | No change |
| PWR Quanta Services Inc. | 1.43% | 6,000 | $1.5M | No change |
| PSX Phillips 66 | 1.32% | 10,000 | $1.4M | No change |
| ROK Rockwell Automation Inc. | 1.29% | 5,000 | $1.4M | No change |
| VRSK Verisk Analytics Inc. | 1.26% | 5,000 | $1.3M | No change |
| ZS Zscaler Inc. | 1.26% | 7,000 | $1.3M | No change |
| B Barrick Gold Corp. | 1.25% | 80,000 | $1.3M | No change |
| CME Cme Group Inc. | 1.11% | 6,000 | $1.2M | No change |
| ARE Alexandria Real Estate Equit | 1.10% | 10,000 | $1.2M | No change |
| AMT American Tower Corp. | 1.09% | 6,000 | $1.2M | No change |
| KHC The Kraft Heinz Co. | 1.09% | 36,000 | $1.2M | No change |
| FHN First Horizon Corp. | 1.04% | 70,000 | $1.1M | No change |
| BMRN Biomarin Pharmaceutical Inc. | 1.00% | 13,000 | $1.1M | No change |
| SVCO Silvaco Group Inc. | 0.84% | 50,000 | $899K | New |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.84% | 10,000 | $896K | No change |
| XYL Xylem Inc. | 0.76% | 6,000 | $814K | No change |
| STLD Steel Dynamics Inc. | 0.73% | 6,000 | $777K | No change |
| ALB Albemarle Corp. | 0.72% | 8,000 | $764K | No change |
| HBAN Huntington Bancshares Inc. | 0.66% | 53,000 | $699K | No change |
| BIIB Biogen Inc. | 0.65% | 3,000 | $695K | No change |
| WMB Williams Cos Inc. | 0.60% | 15,000 | $638K | New |
| F Ford Motor Co. filed as FORD MTR CO DEL | 0.59% | 50,000 | $627K | No change |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.51% | 9,000 | $539K | No change |
| LYB Lyondellbasell Indu Class A | 0.45% | 5,000 | $478K | New |
| STT State Street Corp. | 0.35% | 5,000 | $370K | No change |
| MRNA Moderna Inc. | 0.33% | 3,000 | $356K | No change |
| BBY Best Buy Co. Inc. | 0.32% | 4,000 | $337K | New |
| CPB The Campbell's Company filed as CAMPBELL SOUP CO | 0.30% | 7,000 | $316K | New |
| K Kellanova | 0.27% | 5,000 | $288K | New |
| MRO Marathon Oil Corp. | 0.27% | 10,000 | $287K | New |
| ACHR Archer Aviation Inc. Class A | 0.15% | 44,000 | $155K | No change |
| IONQ Ionq Inc. | 0.10% | 15,000 | $105K | No change |