| ICUI Icu Medical Inc. | 6.32% | 90,000 | $9.7M | No change |
| AVTR Avantor Inc. | 6.27% | 375,000 | $9.6M | No change |
| WWD Woodward Inc. | 5.80% | 57,500 | $8.9M | Add +9.5% |
| CRH CRH PLC | 4.51% | 80,000 | $6.9M | Reduce -11.1% |
| CBZ Cbiz Inc. | 4.49% | 87,500 | $6.9M | Reduce -5.4% |
| BWXT BWX Technologies Inc. | 4.36% | 65,000 | $6.7M | No change |
| CLH Clean Harbors Inc. | 4.28% | 32,500 | $6.5M | Add +8.3% |
| ELV Elevance Health Inc. | 4.24% | 12,500 | $6.5M | Add +4.2% |
| ICE Intercontinental Exchange Inc. | 3.82% | 42,500 | $5.8M | Reduce -5.6% |
| DHR Danaher Corp. | 3.68% | 22,500 | $5.6M | Reduce -10.0% |
| RPRX Royalty Pharma PLC Class A | 3.23% | 162,500 | $4.9M | Add +8.3% |
| AER Aercap Holdings NV | 2.84% | 50,000 | $4.3M | New |
| MOH Molina Healthcare Inc. | 2.69% | 10,000 | $4.1M | No change |
| CP Canadian Pacific Kansas City | 2.60% | 45,000 | $4.0M | No change |
| RSG Republic Services Inc. | 2.19% | 17,500 | $3.4M | Reduce -30.0% |
| MET Metlife Inc. | 2.18% | 45,000 | $3.3M | Add +12.5% |
| BLFS Biolife Solutions Inc. | 2.12% | 175,000 | $3.2M | Reduce -12.5% |
| CNMD Conmed Corp. | 2.03% | 38,698 | $3.1M | Add +61.2% |
| ICLR Icon PLC | 1.70% | 154,438 | $2.6M | No change |
| TRU Transunion | 1.57% | 30,000 | $2.4M | Reduce -33.3% |
| KKR KKR & Co. Inc. | 1.32% | 20,000 | $2.0M | Reduce -20.0% |
| FTRE Fortrea Holdings Inc. | 1.31% | 50,000 | $2.0M | New |
| NEE Nextera Energy Inc. | 1.25% | 30,000 | $1.9M | Reduce -7.7% |
| BXMT Blackstone Mortgage Tru Class A | 1.24% | 95,000 | $1.9M | Add +11.8% |
| SCI Service Corp. International | 1.20% | 24,742 | $1.8M | Add +3.6% |
| BKNG Booking Holdings Inc. | 1.11% | 467 | $1.7M | No change |
| HOLX Hologic Inc. | 1.10% | 21,660 | $1.7M | Add +13.3% |
| ABBV Abbvie Inc. | 1.08% | 9,026 | $1.6M | Add +8.8% |
| CG The Carlyle Group Inc. | 1.07% | 34,800 | $1.6M | No change |
| UNH Unitedhealth Group Inc. | 1.00% | 3,080 | $1.5M | No change |
| TECK Teck Resources Ltd.-CLS B | 0.97% | 32,500 | $1.5M | No change |
| MRK Merck & Co. Inc. | 0.97% | 11,270 | $1.5M | Add +24.8% |
| FIS Fidelity National Info Serv | 0.97% | 20,000 | $1.5M | New |
| BC Brunswick Corp. | 0.97% | 15,343 | $1.5M | No change |
| TMO Thermo Fisher Scientific Inc. | 0.90% | 2,358 | $1.4M | Add +15.9% |
| BSX Boston Scientific Corp. | 0.82% | 18,244 | $1.2M | No change |
| AXONICS INC | 0.76% | 16,872 | $1.2M | Reduce -30.8% |
| EXAS Exact Sciences Corp. | 0.75% | 16,638 | $1.1M | Add +28.2% |
| COO The Cooper Cos Inc. | 0.73% | 11,056 | $1.1M | No change |
| STRA Strategic Education Inc. | 0.72% | 10,551 | $1.1M | Add +14.4% |
| PRCT Procept Biorobotics Corp. | 0.70% | 21,699 | $1.1M | Add +20.6% |
| TMDX Transmedics Group Inc. | 0.70% | 14,373 | $1.1M | Add +14.5% |
| HUM Humana Inc. | 0.64% | 2,810 | $974K | No change |
| LLY Eli Lilly & Co. | 0.63% | 1,246 | $969K | No change |
| VSTS Vestis Corp. | 0.63% | 50,000 | $964K | New |
| AMP Ameriprise Financial Inc. | 0.57% | 1,998 | $876K | No change |
| COLM Columbia Sportswear Co. | 0.56% | 10,523 | $854K | No change |
| HCA HCA Healthcare Inc. | 0.54% | 2,495 | $832K | No change |
| ECL Ecolab Inc. | 0.53% | 3,515 | $812K | No change |
| CVS CVS Health Corp. | 0.49% | 9,471 | $755K | No change |
| NKE Nike Inc. Class B | 0.49% | 7,972 | $749K | Add +16.9% |
| LULU Lululemon Athletica Inc. | 0.44% | 1,705 | $666K | No change |
| CVSA Covista Inc. filed as ADTALEM GLOBAL ED INC | 0.43% | 12,803 | $658K | Reduce -51.2% |
| ALGN Align Technology Inc. | 0.39% | 1,839 | $603K | No change |
| AMED Amedisys Inc. | 0.39% | 6,457 | $595K | No change |
| TNDM Tandem Diabetes Care Inc. | 0.35% | 15,282 | $541K | No change |
| BLK BlackRock Finance Inc. | 0.20% | 365 | $304K | Reduce -34.8% |
| GH Guardant Health Inc. | 0.14% | 10,329 | $213K | No change |