| ICUI Icu Medical Inc. | 8.81% | 82,500 | $15.0M | Reduce -12.0% |
| AVTR Avantor Inc. | 6.44% | 425,000 | $11.0M | Reduce -10.5% |
| UNH Unitedhealth Group Inc. | 4.81% | 14,035 | $8.2M | Add +355.7% |
| DHR Danaher Corp. | 4.60% | 28,250 | $7.9M | Add +18.9% |
| WWD Woodward Inc. | 4.52% | 45,000 | $7.7M | Add +28.6% |
| CBZ Cbiz Inc. | 4.43% | 112,500 | $7.6M | Add +28.6% |
| CRH CRH PLC | 4.35% | 80,000 | $7.4M | No change |
| CLH Clean Harbors Inc. | 4.25% | 30,000 | $7.3M | Reduce -20.0% |
| BWXT BWX Technologies Inc. | 4.14% | 65,000 | $7.1M | No change |
| ICE Intercontinental Exchange Inc. | 4.00% | 42,500 | $6.8M | No change |
| ELV Elevance Health Inc. | 3.88% | 12,750 | $6.6M | Reduce -2.9% |
| AER Aercap Holdings NV | 2.77% | 50,000 | $4.7M | No change |
| RPRX Royalty Pharma PLC Class A | 2.69% | 162,500 | $4.6M | No change |
| MOH Molina Healthcare Inc. | 2.52% | 12,500 | $4.3M | No change |
| PYPL PayPal Holdings Inc. | 2.29% | 50,000 | $3.9M | Add +81.8% |
| BXMT Blackstone Mortgage Tru Class A | 2.23% | 200,000 | $3.8M | Add +110.5% |
| CNMD Conmed Corp. | 1.95% | 46,198 | $3.3M | Add +19.4% |
| ICLR Icon PLC | 1.93% | 154,438 | $3.3M | No change |
| TRU Transunion | 1.84% | 30,000 | $3.1M | No change |
| MET Metlife Inc. | 1.69% | 35,000 | $2.9M | No change |
| ACA Arcosa Inc. | 1.67% | 30,000 | $2.8M | Add +9.1% |
| FIS Fidelity National Info Serv | 1.47% | 30,000 | $2.5M | No change |
| ABBV Abbvie Inc. | 1.22% | 10,522 | $2.1M | No change |
| BKNG Booking Holdings Inc. | 1.15% | 467 | $2.0M | No change |
| EXAS Exact Sciences Corp. | 1.14% | 28,500 | $1.9M | No change |
| BLFS Biolife Solutions Inc. | 1.06% | 72,500 | $1.8M | Reduce -58.6% |
| SCI Service Corp. International | 1.05% | 22,725 | $1.8M | Reduce -8.2% |
| HOLX Hologic Inc. | 1.05% | 21,974 | $1.8M | Reduce -11.0% |
| PRCT Procept Biorobotics Corp. | 0.98% | 20,876 | $1.7M | Reduce -14.1% |
| CG The Carlyle Group Inc. | 0.96% | 38,074 | $1.6M | No change |
| LAB Standard Biotools Inc. | 0.93% | 825,000 | $1.6M | Add +10.0% |
| MRK Merck & Co. Inc. | 0.91% | 13,681 | $1.6M | Add +8.5% |
| TMDX Transmedics Group Inc. | 0.90% | 9,782 | $1.5M | Reduce -15.3% |
| TMO Thermo Fisher Scientific Inc. | 0.85% | 2,358 | $1.5M | No change |
| COO The Cooper Cos Inc. | 0.83% | 12,838 | $1.4M | No change |
| BC Brunswick Corp. | 0.75% | 15,343 | $1.3M | No change |
| AXONICS INC | 0.69% | 16,872 | $1.2M | No change |
| LLY Eli Lilly & Co. | 0.65% | 1,246 | $1.1M | No change |
| BSX Boston Scientific Corp. | 0.65% | 13,156 | $1.1M | No change |
| STRA Strategic Education Inc. | 0.61% | 11,339 | $1.0M | Add +7.5% |
| HCA HCA Healthcare Inc. | 0.59% | 2,495 | $1.0M | No change |
| FTRE Fortrea Holdings Inc. | 0.59% | 50,000 | $1.0M | No change |
| EPAM Epam Systems Inc. | 0.58% | 5,000 | $995K | No change |
| CVSA Covista Inc. filed as ADTALEM GLOBAL ED INC | 0.57% | 12,803 | $966K | No change |
| AMP Ameriprise Financial Inc. | 0.55% | 1,998 | $939K | No change |
| PBH Prestige Consumer Healthcare | 0.53% | 12,500 | $901K | No change |
| COLM Columbia Sportswear Co. | 0.51% | 10,523 | $875K | No change |
| NKE Nike Inc. Class B | 0.41% | 7,972 | $705K | No change |
| ECL Ecolab Inc. | 0.40% | 2,653 | $677K | No change |
| TNDM Tandem Diabetes Care Inc. | 0.38% | 15,282 | $648K | No change |
| AMED Amedisys Inc. | 0.37% | 6,457 | $623K | No change |
| LULU Lululemon Athletica Inc. | 0.34% | 2,156 | $585K | No change |
| ALGN Align Technology Inc. | 0.27% | 1,839 | $468K | No change |
| HUM Humana Inc. | 0.25% | 1,321 | $418K | Reduce -53.0% |