| ICUI Icu Medical Inc. | 7.37% | 93,750 | $11.1M | Add +4.2% |
| AVTR Avantor Inc. | 6.66% | 475,000 | $10.1M | Add +26.7% |
| CLH Clean Harbors Inc. | 5.61% | 37,500 | $8.5M | Add +15.4% |
| ELV Elevance Health Inc. | 4.71% | 13,125 | $7.1M | Add +5.0% |
| CBZ Cbiz Inc. | 4.29% | 87,500 | $6.5M | No change |
| BWXT BWX Technologies Inc. | 4.09% | 65,000 | $6.2M | No change |
| WWD Woodward Inc. | 4.04% | 35,000 | $6.1M | Reduce -39.1% |
| CRH CRH PLC | 3.97% | 80,000 | $6.0M | No change |
| DHR Danaher Corp. | 3.93% | 23,750 | $5.9M | Add +5.6% |
| ICE Intercontinental Exchange Inc. | 3.85% | 42,500 | $5.8M | No change |
| AER Aercap Holdings NV | 3.08% | 50,000 | $4.7M | No change |
| RPRX Royalty Pharma PLC Class A | 2.84% | 162,500 | $4.3M | No change |
| BLFS Biolife Solutions Inc. | 2.48% | 175,000 | $3.8M | No change |
| MOH Molina Healthcare Inc. | 2.46% | 12,500 | $3.7M | Add +25.0% |
| CP Canadian Pacific Kansas City | 2.08% | 40,000 | $3.1M | Reduce -11.1% |
| CNMD Conmed Corp. | 1.78% | 38,698 | $2.7M | No change |
| ICLR Icon PLC | 1.70% | 154,438 | $2.6M | No change |
| MET Metlife Inc. | 1.63% | 35,000 | $2.5M | Reduce -22.2% |
| ACA Arcosa Inc. | 1.52% | 27,500 | $2.3M | New |
| FIS Fidelity National Info Serv | 1.50% | 30,000 | $2.3M | Add +50.0% |
| TRU Transunion | 1.47% | 30,000 | $2.2M | No change |
| RSG Republic Services Inc. | 1.29% | 10,000 | $1.9M | Reduce -42.9% |
| BKNG Booking Holdings Inc. | 1.22% | 467 | $1.9M | No change |
| HOLX Hologic Inc. | 1.21% | 24,696 | $1.8M | Add +14.0% |
| ABBV Abbvie Inc. | 1.19% | 10,522 | $1.8M | Add +16.6% |
| SCI Service Corp. International | 1.16% | 24,742 | $1.8M | No change |
| TMDX Transmedics Group Inc. | 1.15% | 11,556 | $1.7M | Reduce -19.6% |
| BXMT Blackstone Mortgage Tru Class A | 1.10% | 95,000 | $1.7M | No change |
| PYPL PayPal Holdings Inc. | 1.06% | 27,500 | $1.6M | New |
| UNH Unitedhealth Group Inc. | 1.04% | 3,080 | $1.6M | No change |
| MRK Merck & Co. Inc. | 1.03% | 12,612 | $1.6M | Add +11.9% |
| CG The Carlyle Group Inc. | 1.01% | 38,074 | $1.5M | Add +9.4% |
| PRCT Procept Biorobotics Corp. | 0.98% | 24,299 | $1.5M | Add +12.0% |
| TECK Teck Resources Ltd.-CLS B | 0.95% | 30,000 | $1.4M | Reduce -7.7% |
| LAB Standard Biotools Inc. | 0.88% | 750,000 | $1.3M | New |
| TMO Thermo Fisher Scientific Inc. | 0.86% | 2,358 | $1.3M | No change |
| EXAS Exact Sciences Corp. | 0.80% | 28,500 | $1.2M | Add +71.3% |
| STRA Strategic Education Inc. | 0.77% | 10,551 | $1.2M | No change |
| FTRE Fortrea Holdings Inc. | 0.77% | 50,000 | $1.2M | No change |
| AXONICS INC | 0.75% | 16,872 | $1.1M | No change |
| LLY Eli Lilly & Co. | 0.75% | 1,246 | $1.1M | No change |
| COO The Cooper Cos Inc. | 0.74% | 12,838 | $1.1M | Add +16.1% |
| BC Brunswick Corp. | 0.74% | 15,343 | $1.1M | No change |
| HUM Humana Inc. | 0.69% | 2,810 | $1.0M | No change |
| BSX Boston Scientific Corp. | 0.67% | 13,156 | $1.0M | Reduce -27.9% |
| EPAM Epam Systems Inc. | 0.62% | 5,000 | $941K | New |
| CVSA Covista Inc. filed as ADTALEM GLOBAL ED INC | 0.58% | 12,803 | $873K | No change |
| PBH Prestige Consumer Healthcare | 0.57% | 12,500 | $861K | New |
| AMP Ameriprise Financial Inc. | 0.56% | 1,998 | $854K | No change |
| COLM Columbia Sportswear Co. | 0.55% | 10,523 | $832K | No change |
| HCA HCA Healthcare Inc. | 0.53% | 2,495 | $802K | No change |
| LULU Lululemon Athletica Inc. | 0.43% | 2,156 | $644K | Add +26.4% |
| ECL Ecolab Inc. | 0.42% | 2,653 | $631K | Reduce -24.5% |
| TNDM Tandem Diabetes Care Inc. | 0.41% | 15,282 | $616K | No change |
| NKE Nike Inc. Class B | 0.40% | 7,972 | $601K | No change |
| AMED Amedisys Inc. | 0.39% | 6,457 | $593K | No change |
| CVS CVS Health Corp. | 0.37% | 9,471 | $559K | No change |
| ALGN Align Technology Inc. | 0.29% | 1,839 | $444K | No change |