Cross-manager

Summary

Quarter-aligned featured master book: the same report period across the set, then the prior quarter.

136 of 137 filed constant set 136 2024 Q4 → 2025 Q1 equal-weight holdings as of 31 Mar 2025 as of today

2025 Q1

136 of 137 filed

sectors · equal-weight · 136 of 137 filed · constant set 136

Pie is 100% of mapped names. The hole is mapped share of full AUM. Unmapped names stay blank, never Other. mapped + unmapped ≤ 100 — options sit in the denominator. pie is that mapped slice, not the book.

Waterfall reads left to right: start, each sector’s Δ, then the end. Green is up, red is down. Equal-weight is mix-shift of the mapped pie; dollar-sum is mapped dollars. axis zoomed to the move.

Grid is each manager’s latest 13F (mixed dates). Long equity only. Dollars across the constant set.

89.3% of full AUM is mapped unmapped 6.8% all names

2024 Q4 → 2025 Q1 up down

sector	2024 Q4	2025 Q1	Δ
Communication Services	9.5%	8.7%	−0.76%
Consumer Discretionary	17.0%	17.1%	+0.08%
Consumer Staples	3.5%	3.5%	−0.02%
Energy	4.2%	4.7%	+0.49%
Financials	17.7%	17.8%	+0.06%
Health Care	12.1%	12.6%	+0.46%
Industrials	10.0%	9.7%	−0.25%
Information Technology	19.4%	19.1%	−0.22%
Materials	1.7%	1.9%	+0.21%
Real Estate	2.7%	2.7%	+0.00%
Utilities	2.1%	2.1%	−0.05%

Information Technology · 264 shown · 136 of 137 filed · equal-weight

Share-count breadth; splits look like Adds. Direction is Δ equal-weight. Dollars across the constant set.

Dimmed counts are split-suspect.

ticker	issuer	owners	eq	usd	Δ	new	add	reduce	exit
MSFT	Microsoft Corp.	63 load holders	2.5%	3.4%	+0.09%	2	26	26	3
AAPL	Apple Inc.	29 load holders	1.1%	6.0%	+0.40%	2	6	15	5
TSM	Taiwan Semiconductor Mfg Ltd	38 load holders	0.87%	1.1%	+0.15%	6	15	12	2
NVDA	Nvidia Corporation	30 load holders	0.65%	0.43%	−0.07%	6	14	9	2
INTU	Intuit	17 load holders	0.51%	0.40%	+0.12%	2	5	8	0
FLUT	Flutter Entmt PLC	19 load holders	0.43%	0.36%	+0.10%	4	9	3	1
APP	Applovin Corp.	14 load holders	0.42%	0.22%	−0.02%	6	3	5	0
FICO	Fair Isaac Corp.	7 load holders	0.39%	0.17%	+0.01%	1	2	3	0
SNX	Td Synnex Corporation	6 load holders	0.39%	0.07%	−0.00%	0	2	4	0
AVGO	Broadcom Inc.	18 load holders	0.35%	0.20%	+0.07%	4	8	5	2
CRM	Salesforce Inc.	16 load holders	0.31%	0.24%	−0.11%	2	7	6	6
FISV	Fiserv, Inc.	12 load holders	0.24%	0.73%	+0.00%	0	2	7	3
ASML	Asml Holding N V	14 load holders	0.23%	0.05%	+0.08%	4	3	6	0
ADBE	Adobe Inc.	13 load holders	0.19%	0.14%	−0.05%	0	6	4	4
GPN	Global Pmts Inc.	6 load holders	0.19%	0.15%	−0.06%	0	3	3	3
FIS	Fidelity National Information Services, Inc.	8 load holders	0.19%	0.25%	+0.05%	1	4	2	2
AMAT	Applied Materials, Inc.	12 load holders	0.19%	0.11%	−0.00%	3	2	3	0
WIX	Wix Com Ltd	8 load holders	0.18%	0.02%	−0.08%	1	2	5	1
ADI	Analog Devices Inc.	13 load holders	0.18%	0.18%	−0.00%	1	3	7	0
NCNO	Ncino Inc.	5 load holders	0.17%	0.02%	+0.08%	2	2	1	0
GWRE	Guidewire Software Inc.	4 load holders	0.17%	0.09%	+0.05%	0	1	2	0
MU	Micron Technology Inc.	8 load holders	0.17%	0.03%	+0.04%	2	3	1	2
QRVO	Qorvo Inc.	3 load holders	0.17%	0.06%	+0.14%	2	0	1	1
ADSK	Autodesk Inc.	8 load holders	0.16%	0.11%	+0.01%	1	2	3	1
COHR	Coherent Corp.	8 load holders	0.14%	0.06%	−0.04%	0	4	4	1
PCOR	Procore Technologies Inc.	5 load holders	0.14%	0.04%	+0.00%	0	3	0	1
AMD	Advanced Micro Devices Inc.	8 load holders	0.14%	0.05%	+0.03%	1	3	3	1
ACN	Accenture PLC Ireland	11 load holders	0.13%	0.16%	−0.02%	0	2	7	1
DUOL	Duolingo Inc.	4 load holders	0.13%	0.09%	+0.01%	0	1	3	1
MNDY	Monday Com Ltd	6 load holders	0.13%	0.02%	+0.03%	1	2	3	1
TXN	Texas Instrs Inc.	14 load holders	0.13%	0.15%	+0.01%	0	6	6	1
ALAB	Astera Labs Inc.	5 load holders	0.12%	0.04%	+0.02%	1	3	0	0
SNOW	Snowflake Inc.	7 load holders	0.12%	0.05%	−0.06%	0	3	3	1
MRCY	Mercury Sys Inc.	2 load holders	0.11%	0.03%	+0.01%	0	0	1	0
CLBT	Cellebrite Di Ltd	4 load holders	0.11%	<0.01%	+0.05%	0	1	3	0
FLEX	Flex Ltd	6 load holders	0.11%	0.03%	+0.02%	0	2	3	0
ORCL	Oracle Corp.	16 load holders	0.11%	0.30%	−0.02%	1	4	9	1
TWLO	Twilio Inc.	4 load holders	0.11%	0.03%	−0.07%	2	0	1	3
GTLB	Gitlab Inc.	5 load holders	0.10%	0.02%	+0.02%	0	4	1	1
WDAY	Workday Inc.	5 load holders	0.10%	0.13%	−0.05%	0	0	3	4
LRCX	Lam Research Corp.	12 load holders	0.10%	0.08%	+0.01%	3	4	2	2
TRMB	Trimble Inc.	4 load holders	0.10%	0.02%	−0.01%	0	2	2	0
XYZ	Block Inc.	5 load holders	0.10%	0.06%	−0.01%	2	2	1	2
SHOP	Shopify Inc.	5 load holders	0.10%	0.19%	−0.01%	0	1	3	1
CDW	Cdw Corp.	3 load holders	0.09%	<0.01%	−0.01%	0	1	2	0
MDB	Mongodb Inc.	4 load holders	0.09%	0.01%	+0.02%	2	1	1	1
ROP	Roper Technologies Inc.	4 load holders	0.09%	0.10%	+0.02%	0	1	2	0
CLS	Celestica Inc.	3 load holders	0.09%	0.04%	−0.00%	1	2	0	1
CRWV	Coreweave Inc.	8 load holders	0.09%	0.06%	+0.09%	8	0	0	0
GEN	Gen Digital Inc.	2 load holders	0.09%	0.05%	−0.00%	0	0	1	0
PINS	Pinterest Inc.	7 load holders	0.09%	0.09%	+0.03%	2	2	2	0
BRZE	Braze Inc.	1 load holders	0.09%	<0.01%	+0.03%	0	1	0	0
ARW	Arrow Electronics Inc. (ARW)	4 load holders	0.09%	0.03%	+0.00%	0	1	2	0
TEL	Te Connectivity PLC	6 load holders	0.08%	0.28%	+0.01%	0	4	2	0
TSEM	Tower Semiconductor Ltd	3 load holders	0.08%	<0.01%	+0.02%	0	2	1	1
SSNC	SS&C Technologies Hldgs Inc.	5 load holders	0.08%	0.10%	−0.00%	0	0	5	1
CTSH	Cognizant Technology Solutions Corp.	5 load holders	0.08%	0.23%	−0.00%	0	1	4	0
PLTR	Palantir Technologies Inc.	4 load holders	0.07%	0.04%	+0.04%	3	0	1	1
GTM	Zoominfo Technologies Inc.	4 load holders	0.07%	0.02%	+0.00%	0	2	2	1
BB	Blackberry Ltd	1 load holders	0.07%	0.01%	−0.01%	0	0	0	0
QCOM	Qualcomm Inc.	10 load holders	0.07%	0.04%	−0.03%	0	3	6	2
RPD	Rapid7 Inc.	4 load holders	0.07%	<0.01%	−0.03%	0	4	0	0
MSI	Motorola Solutions Inc.	7 load holders	0.07%	0.02%	−0.00%	0	4	1	0
NOW	Servicenow Inc.	7 load holders	0.06%	0.10%	−0.03%	1	1	4	2
CPAY	Corpay Inc.	3 load holders	0.06%	0.07%	+0.00%	0	0	1	0
BILL	Bill Holdings Inc.	3 load holders	0.06%	<0.01%	+0.04%	0	2	1	0
CSCO	Cisco Systems, Inc.	12 load holders	0.06%	0.12%	−0.01%	1	2	7	0
TEAM	Atlassian Corporation	4 load holders	0.06%	0.07%	−0.07%	0	1	2	6
STX	Seagate Technology Hldngs Pl	5 load holders	0.06%	0.13%	+0.02%	2	1	2	0
IT	Gartner Inc.	4 load holders	0.06%	0.15%	+0.00%	0	1	2	0
CCC	Ccc Intelligent Solutions Hl	6 load holders	0.06%	0.02%	+0.03%	2	2	1	1
FTV	Fortive Corp.	6 load holders	0.06%	0.20%	+0.00%	0	1	2	0
MCHP	Microchip Technology Inc.	5 load holders	0.06%	0.01%	+0.01%	0	2	3	1
GDS	Gds Hldgs Ltd	3 load holders	0.06%	0.02%	+0.00%	1	0	1	3
SNPS	Synopsys Inc.	8 load holders	0.05%	0.04%	+0.02%	2	4	2	0
COIN	Coinbase Global Inc.	2 load holders	0.05%	0.04%	−0.02%	0	2	0	2
CDNS	Cadence Design System Inc.	7 load holders	0.05%	0.06%	+0.03%	2	3	2	2
INTC	Intel Corp.	10 load holders	0.05%	<0.01%	−0.00%	3	2	5	2
KD	Kyndryl Hldgs Inc.	1 load holders	0.05%	<0.01%	−0.00%	0	1	0	0
TOST	Toast Inc.	4 load holders	0.05%	0.04%	−0.07%	0	0	4	1
HUBS	Hubspot Inc.	5 load holders	0.05%	0.05%	−0.01%	1	1	2	1
GLBE	Global E Online Ltd	2 load holders	0.05%	0.02%	−0.04%	0	0	2	0
MRVL	Marvell Technology Inc.	3 load holders	0.05%	<0.01%	−0.39%	1	0	2	2
NXPI	Nxp Semiconductors N V	6 load holders	0.04%	0.02%	−0.00%	0	2	3	0
FROG	Jfrog Ltd	3 load holders	0.04%	<0.01%	+0.01%	0	1	2	0
U	Unity Software Inc.	2 load holders	0.04%	0.02%	+0.03%	0	1	1	0
TTAN	Servicetitan Inc.	8 load holders	0.04%	0.04%	+0.00%	0	2	1	2
APH	Amphenol Corp.	7 load holders	0.04%	0.03%	+0.01%	1	2	2	1
NBIS	Nebius Group N.v.	4 load holders	0.04%	<0.01%	−0.09%	1	1	2	1
AFRM	Affirm Hldgs Inc.	5 load holders	0.04%	0.03%	+0.01%	3	2	0	1
BL	Blackline Inc.	2 load holders	0.04%	<0.01%	+0.02%	1	0	1	1
HPQ	Hp, Inc.	4 load holders	0.04%	0.08%	+0.00%	0	2	2	1
NOK	Nokia Corp.	4 load holders	0.04%	0.04%	+0.02%	1	0	2	0
WDC	Western Digital Corp.	6 load holders	0.03%	0.02%	−0.07%	2	1	2	2
OKTA	Okta Inc.	1 load holders	0.03%	0.02%	−0.02%	0	1	0	2
KEYS	Keysight Technologies Inc.	5 load holders	0.03%	<0.01%	−0.00%	0	0	3	1
FFIV	F5, Inc.	3 load holders	0.03%	0.02%	+0.00%	0	0	3	0
CHKP	Check Point Software Tech Lt	5 load holders	0.03%	0.02%	−0.07%	0	1	3	1
KLAC	Kla Corporation	5 load holders	0.03%	0.02%	+0.00%	2	0	3	0
SWKS	Skyworks Solutions Inc.	3 load holders	0.03%	0.05%	−0.04%	1	1	1	0
PAYC	Paycom Software Inc.	4 load holders	0.03%	0.11%	+0.01%	0	1	2	0
AVT	Avnet Inc.	3 load holders	0.03%	0.04%	−0.00%	0	2	1	0
YMM	Full Truck Alliance Co. Ltd	4 load holders	0.03%	0.02%	−0.02%	0	1	3	0
DDOG	Datadog Inc.	6 load holders	0.03%	0.01%	+0.01%	2	3	0	3
SAIL	Sailpoint Inc.	7 load holders	0.03%	0.02%	+0.03%	7	0	0	0
BLND	Blend Labs Inc.	1 load holders	0.03%	<0.01%	+0.00%	0	1	0	1
LITE	Lumentum Hldgs Inc.	2 load holders	0.03%	0.01%	+0.00%	0	2	0	0
PTC	Ptc Therapeutics Inc.	1 load holders	0.03%	<0.01%	+0.01%	0	1	0	0
TEM	Tempus Ai Inc.	3 load holders	0.03%	0.03%	+0.02%	1	1	1	0
FTNT	Fortinet Inc.	2 load holders	0.03%	0.06%	+0.00%	1	0	1	0
IBM	International Business Machs	7 load holders	0.03%	<0.01%	+0.00%	0	2	2	0
CSIQ	Canadian Solar Inc.	1 load holders	0.02%	<0.01%	−0.00%	0	1	0	0
VRSN	Verisign Inc.	4 load holders	0.02%	0.27%	−0.01%	0	1	3	1
NICE	Nice Ltd	2 load holders	0.02%	0.01%	+0.00%	0	2	0	0
DXC	Dxc Technology Co.	2 load holders	0.02%	<0.01%	−0.01%	0	1	1	0
NTNX	Nutanix Inc.	2 load holders	0.02%	<0.01%	+0.00%	1	0	1	1
PANW	Palo Alto Networks Inc.	2 load holders	0.02%	<0.01%	+0.02%	1	1	0	1
DOCU	Docusign Inc.	1 load holders	0.02%	<0.01%	+0.02%	1	0	0	2
CRDO	Credo Technology Group Holdi	2 load holders	0.02%	<0.01%	+0.01%	1	0	1	0
DELL	Dell Technologies Inc.	4 load holders	0.02%	<0.01%	+0.00%	0	1	2	1
GLW	Corning Inc.	7 load holders	0.02%	<0.01%	−0.01%	0	3	2	1
ARM	Arm Holdings PLC	1 load holders	0.02%	<0.01%	+0.01%	0	1	0	0
DSGX	Descartes Sys Group Inc.	1 load holders	0.02%	0.02%	−0.00%	0	0	1	0
MSTR	Microstrategy Inc.	2 load holders	0.02%	<0.01%	−0.00%	0	0	1	1
RBRK	Rubrik Inc.	3 load holders	0.02%	<0.01%	−0.01%	0	0	3	1
SMTC	Semtech Corp.	1 load holders	0.02%	0.01%	−0.00%	0	1	0	1
KLAC	Klaviyo Inc.	1 load holders	0.02%	<0.01%	+0.00%	0	1	0	1
PI	Impinj Inc.	2 load holders	0.02%	<0.01%	+0.02%	2	0	0	0
APLD	Applied Digital Corp.	1 load holders	0.02%	<0.01%	+0.02%	1	0	0	2
ZM	Zoom Communications Inc.	1 load holders	0.02%	<0.01%	+0.02%	1	0	0	0
INGM	Ingram Micro Hldg Corp.	1 load holders	0.02%	<0.01%	−0.00%	0	0	1	2
DOX	Amdocs Ltd	1 load holders	0.02%	0.04%	+0.00%	0	0	1	1
S	Sentinelone Inc.	2 load holders	0.01%	<0.01%	+0.00%	0	2	0	0
CXM	Sprinklr Inc.	2 load holders	0.01%	<0.01%	−0.01%	0	1	0	0
GLW	Owens Corning	3 load holders	0.01%	0.02%	−0.00%	2	0	1	1
TER	Teradyne Inc.	1 load holders	0.01%	0.01%	−0.00%	0	1	0	0
CLVT	Clarivate PLC	3 load holders	0.01%	<0.01%	−0.04%	0	1	2	0
CRWD	Crowdstrike Hldgs Inc.	3 load holders	0.01%	0.03%	−0.03%	0	0	2	3
HPE	Hewlett Packard Enterprise C	3 load holders	0.01%	<0.01%	−0.01%	0	1	2	1
DOCS	Doximity Inc.	2 load holders	0.01%	<0.01%	+0.00%	1	1	0	1
CNXC	Concentrix Corp.	3 load holders	0.01%	0.01%	−0.00%	0	0	3	1
DT	Dynatrace Inc.	4 load holders	0.01%	<0.01%	−0.02%	0	2	2	0
ON	On Semiconductor Corp.	3 load holders	0.01%	<0.01%	+0.00%	0	2	1	0
KLIC	Kulicke & Soffa Inds Inc.	2 load holders	0.01%	<0.01%	−0.00%	0	1	1	0
SAP	Sap Se	3 load holders	0.01%	0.02%	−0.00%	0	0	3	0
AUR	Aurora Innovation Inc.	4 load holders	0.01%	0.01%	+0.00%	0	3	0	0
ZS	Zscaler Inc.	2 load holders	<0.01%	0.03%	−0.01%	0	2	0	2
MPWR	Monolithic Pwr Sys Inc.	4 load holders	<0.01%	0.01%	+0.01%	2	1	1	0
SMCI	Super Micro Computer Inc.	1 load holders	<0.01%	0.02%	+0.00%	0	0	0	2
ANET	Arista Networks Inc.	1 load holders	<0.01%	<0.01%	−0.00%	0	1	0	0
FSLR	First Solar Inc.	3 load holders	<0.01%	0.02%	−0.03%	1	1	0	3
ACIW	Aci Worldwide Inc.	1 load holders	<0.01%	<0.01%	+0.00%	0	0	0	0
INFY	Infosys Ltd	1 load holders	<0.01%	<0.01%	+0.00%	0	1	0	1
PATH	Uipath Inc.	2 load holders	<0.01%	<0.01%	−0.01%	0	0	1	0
YOU	Clear Secure Inc.	3 load holders	<0.01%	<0.01%	+0.01%	2	1	0	0
INTC	Intellia Therapeutics Inc.	2 load holders	<0.01%	<0.01%	−0.00%	0	2	0	0
TYL	Tyler Technologies	1 load holders	<0.01%	<0.01%	+0.00%	0	0	1	0
CACI	Caci Intl Inc.	1 load holders	<0.01%	<0.01%	−0.01%	0	0	1	0
ZBRA	Zebra Technologies Corporati	1 load holders	<0.01%	<0.01%	−0.00%	0	0	1	1
BILI	Bilibili Inc.	1 load holders	<0.01%	<0.01%	+0.01%	1	0	0	0
QLYS	Qualys Inc.	3 load holders	<0.01%	<0.01%	+0.00%	0	1	2	0
IPGP	Ipg Photonics Corp.	1 load holders	<0.01%	0.02%	−0.00%	0	1	0	0
WAY	Waystar Hldg Corp.	2 load holders	<0.01%	<0.01%	+0.00%	0	2	0	0
WK	Workiva Inc.	1 load holders	<0.01%	<0.01%	−0.01%	0	1	0	1
NET	Cloudflare Inc.	3 load holders	<0.01%	<0.01%	−0.00%	1	0	2	0
ITRN	Ituran Location And Control	2 load holders	<0.01%	<0.01%	+0.00%	1	0	1	0
SNDK	Sandisk Corp.	2 load holders	<0.01%	<0.01%	+0.00%	2	0	0	0
NTES	Netease, Inc.	3 load holders	<0.01%	0.03%	−0.00%	0	1	2	1
FIVN	Five9 Inc.	1 load holders	<0.01%	<0.01%	+0.00%	0	1	0	0
ARM	Arm Holdings PLC	2 load holders	<0.01%	<0.01%	−0.00%	1	0	1	2
WB	Weibo Corp.	1 load holders	<0.01%	<0.01%	−0.00%	0	0	1	0
INTA	Intapp Inc.	1 load holders	<0.01%	0.01%	+0.00%	0	1	0	0
VSH	Vishay Intertechnology Inc.	2 load holders	<0.01%	<0.01%	−0.00%	0	1	1	0
PTC	Ptc Inc.	2 load holders	<0.01%	<0.01%	−0.04%	0	0	2	3
NTAP	Netapp Inc.	2 load holders	<0.01%	<0.01%	−0.00%	0	1	1	0
FA	First Advantage Corp.	2 load holders	<0.01%	<0.01%	−0.00%	0	0	0	0
GLOB	Globant S A	2 load holders	<0.01%	<0.01%	−0.00%	0	1	1	0
SABR	Sabre Corp.	1 load holders	<0.01%	<0.01%	−0.00%	0	0	0	0
PONY	Pony Ai Inc.	2 load holders	<0.01%	<0.01%	+0.00%	0	1	0	1
JOYY	Joyy Inc.	3 load holders	<0.01%	<0.01%	+0.00%	2	1	0	0
SAP	Sapiens Intl Corp. N V	3 load holders	<0.01%	<0.01%	+0.00%	0	2	1	0
TDY	Teledyne Technologies Inc.	3 load holders	<0.01%	<0.01%	−0.00%	0	0	2	0
SMRT	Smartrent Inc.	1 load holders	<0.01%	<0.01%	−0.00%	0	0	0	0
VREX	Varex Imaging Corp.	1 load holders	<0.01%	<0.01%	−0.00%	0	0	1	1
AMPL	Amplitude Inc.	1 load holders	<0.01%	<0.01%	−0.00%	0	0	0	0
GDYN	Grid Dynamics Hldgs Inc.	1 load holders	<0.01%	<0.01%	−0.00%	0	0	0	0
AEIS	Advanced Energy Inds	2 load holders	<0.01%	<0.01%	−0.00%	0	2	0	0
IOT	Samsara Inc.	1 load holders	<0.01%	<0.01%	−0.01%	0	1	0	1
INDI	Indie Semiconductor Inc.	1 load holders	<0.01%	<0.01%	−0.01%	0	1	0	1
DQ	Daqo New Energy Corp.	1 load holders	<0.01%	<0.01%	−0.00%	0	0	1	0
ALKT	Alkami Technology Inc.	2 load holders	<0.01%	<0.01%	−0.01%	1	1	0	2
SCSC	Scansource Inc.	1 load holders	<0.01%	<0.01%	+0.00%	0	1	0	0
VNET	Vnet Group Inc.	1 load holders	<0.01%	<0.01%	+0.00%	0	1	0	0
DDD	3D Systems Corp.	2 load holders	<0.01%	<0.01%	−0.00%	0	0	1	0
PLXS	Plexus Corp.	1 load holders	<0.01%	<0.01%	−0.00%	0	0	1	1
ATHM	Autohome Inc.	1 load holders	<0.01%	<0.01%	−0.00%	0	0	0	0
VRNS	Varonis Sys Inc.	1 load holders	<0.01%	<0.01%	+0.00%	0	0	1	0
SOPH	Sophia Genetics SA	1 load holders	<0.01%	<0.01%	+0.00%	0	0	0	0
SAIC	Science Applicatns Intl Co.	1 load holders	<0.01%	<0.01%	−0.00%	0	0	1	0
KOPN	Kopin Corp.	1 load holders	<0.01%	<0.01%	−0.00%	0	0	0	0
LPTH	Lightpath Technologies Inc.	1 load holders	<0.01%	<0.01%	−0.00%	0	0	0	0
SITM	Sitime Corp.	1 load holders	<0.01%	<0.01%	+0.00%	0	1	0	0
INTU	Intuitive Machines Inc.	1 load holders	<0.01%	<0.01%	+0.00%	1	0	0	0
EPAC	Enerpac Tool Group Corp.	1 load holders	<0.01%	<0.01%	+0.00%	0	0	1	0
MBLY	Mobileye Global Inc.	3 load holders	<0.01%	<0.01%	−0.02%	1	1	1	1
SIMO	Silicon Motion Technology Co.	2 load holders	<0.01%	<0.01%	−0.00%	1	0	1	0
AMKR	Amkor Technology Inc.	2 load holders	<0.01%	<0.01%	+0.00%	1	0	1	0
RNG	Ringcentral Inc.	1 load holders	<0.01%	<0.01%	+0.00%	1	0	0	0
RSSS	Research Solutions Inc.	1 load holders	<0.01%	<0.01%	+0.00%	0	0	1	0
ANET	Arista Networks Inc.	1 load holders	<0.01%	<0.01%	−0.01%	0	1	0	1
ZDGE	Zedge Inc.	1 load holders	<0.01%	<0.01%	−0.00%	0	0	1	0
JBL	Jabil Inc.	2 load holders	<0.01%	<0.01%	−0.00%	0	1	1	0
MANH	Manhattan Associates, Inc.	3 load holders	<0.01%	<0.01%	−0.00%	1	0	1	0
TTMI	Ttm Technologies Inc.	1 load holders	<0.01%	<0.01%	−0.00%	0	0	1	0
WIT	Wipro Ltd	1 load holders	<0.01%	<0.01%	−0.00%	0	0	0	0
HSTM	Healthstream Inc.	1 load holders	<0.01%	<0.01%	−0.00%	0	0	1	0
PSN	Parsons Corp. Del	1 load holders	<0.01%	<0.01%	+0.00%	1	0	0	0
NNDM	Nano Dimension Ltd	1 load holders	<0.01%	<0.01%	−0.00%	0	0	1	0
MSTR	Pimco Income Strategy Fund Ii	1 load holders	<0.01%	<0.01%	−0.00%	0	0	0	0
UPWK	Upwork Inc.	1 load holders	<0.01%	<0.01%	−0.04%	0	0	0	1
MTLS	Materialise NV	1 load holders	<0.01%	<0.01%	−0.00%	0	0	1	0
ACMR	Acm Research, Inc.	2 load holders	<0.01%	<0.01%	−0.00%	0	1	1	0
VECO	Veeco Instrs Inc. Del	1 load holders	<0.01%	<0.01%	−0.00%	0	1	0	0
BHE	Benchmark Electrs Inc.	1 load holders	<0.01%	<0.01%	−0.00%	0	1	0	0
UCTT	Ultra Clean Hldgs Inc.	1 load holders	<0.01%	<0.01%	−0.00%	0	1	0	0
VIAV	Viavi Solutions Inc.	1 load holders	<0.01%	<0.01%	+0.00%	0	1	0	0
RMBS	Rambus Inc. Del	1 load holders	<0.01%	<0.01%	+0.00%	0	1	0	0
SANM	Sanmina Corporation	1 load holders	<0.01%	<0.01%	−0.00%	0	0	1	0
EVER	Everquote Inc.	1 load holders	<0.01%	<0.01%	+0.00%	0	1	0	0
DBX	Dropbox Inc.	1 load holders	<0.01%	<0.01%	+0.00%	1	0	0	1
PLTK	Playtika Holding Corp.	1 load holders	<0.01%	<0.01%	+0.00%	0	1	0	0
CARS	Cars Com Inc.	1 load holders	<0.01%	<0.01%	−0.00%	0	1	0	0
MSTR	Pimco Income Strategy Fund	1 load holders	<0.01%	<0.01%	−0.00%	0	0	0	0
AVNW	Aviat Networks Inc.	1 load holders	<0.01%	<0.01%	+0.00%	0	1	0	0
GDDY	Godaddy Inc.	1 load holders	<0.01%	<0.01%	−0.07%	0	1	0	1
AZTA	Azenta Inc.	1 load holders	<0.01%	<0.01%	+0.00%	0	1	0	0
OSIS	Osi Systems Inc.	1 load holders	<0.01%	<0.01%	−0.00%	0	0	1	0
MGNI	Magnite Inc.	1 load holders	<0.01%	<0.01%	−0.00%	0	1	0	0
CARG	Cargurus Inc.	1 load holders	<0.01%	<0.01%	+0.00%	0	1	0	0
CIEN	Ciena Corp.	1 load holders	<0.01%	<0.01%	−0.00%	0	1	0	1
BLZE	Backblaze Inc.	1 load holders	<0.01%	<0.01%	−0.00%	0	0	1	0
NTCT	Netscout Sys Inc.	1 load holders	<0.01%	<0.01%	−0.00%	0	0	1	0
CERT	Certara Inc.	1 load holders	<0.01%	<0.01%	+0.00%	0	0	0	0
EPAM	Epam Sys Inc.	1 load holders	<0.01%	<0.01%	+0.00%	0	1	0	0
API	Agora Inc.	1 load holders	<0.01%	<0.01%	+0.00%	0	0	0	0
VPG	Vishay Precision Group Inc.	1 load holders	<0.01%	<0.01%	+0.00%	0	1	0	0
AGYS	Agilysys Inc.	1 load holders	<0.01%	<0.01%	+0.00%	1	0	0	0
SEDG	Solaredge Technologies Inc.	2 load holders	<0.01%	<0.01%	−0.00%	0	0	0	1
ASUR	Asure Software Inc.	1 load holders	<0.01%	<0.01%	−0.00%	0	0	1	0
HLIT	Harmonic Inc.	1 load holders	<0.01%	<0.01%	+0.00%	1	0	0	0
NVEC	Nve Corp.	1 load holders	<0.01%	<0.01%	−0.00%	0	0	0	0
AIRG	Airgain Inc.	1 load holders	<0.01%	<0.01%	−0.00%	0	0	1	0
BSY	Bentley Sys Inc.	1 load holders	<0.01%	<0.01%	−0.00%	0	0	1	0
CW	Curtiss Wright Corp.	1 load holders	<0.01%	<0.01%	−0.00%	0	0	1	0
CRUS	Cirrus Logic Inc.	1 load holders	<0.01%	<0.01%	+0.00%	1	0	0	0
EVLV	Evolv Technologies Hldngs In	1 load holders	<0.01%	<0.01%	−0.00%	0	0	0	0
ALRM	Alarm Com Hldgs Inc.	0 load holders	<0.01%	<0.01%	−0.00%	0	0	0	1
BMBL	Bumble Inc.	0 load holders	<0.01%	<0.01%	−0.01%	0	0	0	1
CLS	Celestica Inc.	0 load holders	<0.01%	<0.01%	−0.00%	0	0	0	1
FORM	Formfactor Inc.	0 load holders	<0.01%	<0.01%	−0.00%	0	0	0	1
LSCC	Lattice Semiconductor Corp.	0 load holders	<0.01%	<0.01%	−0.01%	0	0	0	1
SNAP	Snap Inc.	0 load holders	<0.01%	<0.01%	−0.00%	0	0	0	1
TDC	Teradata Corp. Del	0 load holders	<0.01%	<0.01%	−0.00%	0	0	0	1
GFS	Globalfoundries Inc.	0 load holders	<0.01%	<0.01%	−0.00%	0	0	0	1