The Tip Desk

Stephens Investment Management Group LLC

June 30, 2026 · Filed July 29, 2026 · $9,328,513,591 disclosed

AAON INCCOM PAR $0.004 · 000360206 · SH643,256Prior March 31, 2026: 634,114 shares$81,603,4560.87%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
ACADEMY SPORTS & OUTDOORS INCOM · 00402L107 · SH741,238Prior March 31, 2026: 1,004,905 shares$34,934,5470.37%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
ADVANCED MICRO DEVICES INCCOM · 007903107 · SH422$245,1440.00%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
AEROVIRONMENT INCCOM · 008073108 · SH567,423Prior March 31, 2026: 490,426 shares$93,664,5151.00%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
AGILYSYS INCCOM · 00847J105 · SH174,363Prior March 31, 2026: 162,811 shares$18,220,9340.20%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
ALPHABET INCCAP STK CL A · 02079K305 · SH1,819Prior March 31, 2026: 1,750 shares$650,0560.01%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
AMAZON COM INCCOM · 023135106 · SH2,598Prior March 31, 2026: 2,488 shares$619,2070.01%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
AMBARELLA INCSHS · G037AX101 · SH721,711Prior March 31, 2026: 475,141 shares$61,922,8040.66%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
AMERICAN SUPERCONDUCTOR CORPSHS NEW · 030111207 · SH402,762Prior March 31, 2026: 308,515 shares$16,718,6510.18%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
AMPRIUS TECHNOLOGIES INCCOMMON STOCK · 03214Q108 · SH714,324Prior March 31, 2026: 893,108 shares$9,900,5310.11%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
ANTERO RESOURCES CORPCOM · 03674X106 · SH1,407,811Prior March 31, 2026: 1,180,915 shares$49,470,4790.53%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
ARCHROCK INCCOM · 03957W106 · SH1,332,301Prior March 31, 2026: 1,259,925 shares$54,237,9740.58%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
ASML HLDG NVN Y REGISTRY SHS · N07059210 · SH273Prior March 31, 2026: 259 shares$543,1170.01%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
ASTERA LABS INCCOM · 04626A103 · SH254,996Prior March 31, 2026: 269,885 shares$123,168,1681.32%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
AUTODESK INCCOM · 052769106 · SH55,535Prior March 31, 2026: 35,538 shares$10,797,1150.12%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
AXOGEN INCCOM · 05463X106 · SH258,905Prior March 31, 2026: 247,886 shares$11,958,8220.13%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
AXON ENTERPRISE INCCOM · 05464C101 · SH165,210Prior March 31, 2026: 103,486 shares$92,618,3780.99%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
AZENTA INCCOM · 114340102 · SHAbsent this quarter——Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewSee history for the prior filing
BAKER HUGHES COMPANYCL A · 05722G100 · SH469,272Prior March 31, 2026: 367,706 shares$26,044,5960.28%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
BALCHEM CORPCOM · 057665200 · SH270,501Prior March 31, 2026: 266,086 shares$45,701,1440.49%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
BIO-TECHNE CORPCOM · 09073M104 · SH944,697Prior March 31, 2026: 1,104,057 shares$66,742,8430.72%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
BIOLIFE SOLUTIONS INCCOM NEW · 09062W204 · SH708,666Prior March 31, 2026: 673,129 shares$20,012,7280.21%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
BLOOM ENERGY CORPCOM CL A · 093712107 · SH276,883Prior March 31, 2026: 497,450 shares$83,812,4840.90%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
BOOT BARN HLDGS INCCOM · 099406100 · SH485,103Prior March 31, 2026: 431,988 shares$79,687,8700.85%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
BRAZE INCCOM CL A · 10576N102 · SH1,520,241Prior March 31, 2026: 1,370,986 shares$32,974,0270.35%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
BRIGHT HORIZONS FAM SOL IN DCOM · 109194100 · SH596,653Prior March 31, 2026: 559,378 shares$42,290,7650.45%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
BULLISHORD SHS · G16910120 · SH1,355,974Prior March 31, 2026: 1,178,599 shares$31,770,4710.34%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
BURLINGTON STORES INCCOM · 122017106 · SH353,673Prior March 31, 2026: 309,814 shares$112,043,6061.20%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
BWX TECHNOLOGIES INCCOM · 05605H100 · SH600,434Prior March 31, 2026: 558,626 shares$116,874,4781.25%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
CADENCE DESIGN SYSTEM INCCOM · 127387108 · SH84,755Prior March 31, 2026: 68,781 shares$31,810,2470.34%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
CAMTEK LTDORD · M20791105 · SH106,612Prior March 31, 2026: 54,718 shares$17,390,5490.19%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
CIENA CORPCOM NEW · 171779309 · SH100,771Prior March 31, 2026: 166,171 shares$49,434,2220.53%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
CME GROUP INCCOM · 12572Q105 · SHAbsent this quarter——Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewSee history for the prior filing
COGNEX CORPCOM · 192422103 · SH1,175,213Prior March 31, 2026: 1,098,461 shares$85,108,9260.91%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
COHERENT CORPCOM · 19247G107 · SH103,359Prior March 31, 2026: 97,648 shares$40,772,0250.44%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
COPART INCCOM · 217204106 · SH547,560Prior March 31, 2026: 447,402 shares$15,435,7160.17%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
COSTAR GROUP INCCOM · 22160N109 · SHAbsent this quarter——Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewSee history for the prior filing
CREDO TECHNOLOGY GROUP HOLDIORDINARY SHARES · G25457105 · SH512,263Prior March 31, 2026: 433,668 shares$139,309,9231.49%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
CROWDSTRIKE HLDGS INCCL A · 22788C105 · SH18,469Prior March 31, 2026: 14,877 shares$14,094,4330.15%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
DATADOG INCCL A COM · 23804L103 · SH24,563$6,395,2230.07%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
DESCARTES SYS GROUP INCCOM · 249906108 · SH223,367Prior March 31, 2026: 218,570 shares$15,465,9310.17%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
DEXCOM INCCOM · 252131107 · SH1,204,553Prior March 31, 2026: 1,074,465 shares$81,126,6450.87%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
DIAMONDBACK ENERGY INCCOM · 25278X109 · SH100,010Prior March 31, 2026: 78,830 shares$17,579,7580.19%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
DOMINOS PIZZA INCCOM · 25754A201 · SHAbsent this quarter——Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewSee history for the prior filing
DUTCH BROS INCCL A · 26701L100 · SH934,504Prior March 31, 2026: 333,057 shares$67,106,7320.72%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
DYNATRACE INCCOM NEW · 268150109 · SH1,178,107Prior March 31, 2026: 1,101,860 shares$51,730,6780.55%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
ENCORE CAP GROUP INCCOM · 292554102 · SH264,755Prior March 31, 2026: 1,301,078 shares$24,698,9940.26%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
EVERCORE INCCLASS A · 29977A105 · SH282,832Prior March 31, 2026: 259,808 shares$96,570,1581.04%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
EVERPURE INCCL A · 74624M102 · SH1,151,867Prior March 31, 2026: 1,081,700 shares$90,755,6010.97%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
EXELIXIS INCCOM · 30161Q104 · SH2,710,011Prior March 31, 2026: 2,524,500 shares$147,451,6981.58%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
EXPAND ENERGY CORPORATIONCOM · 165167735 · SH814,640Prior March 31, 2026: 759,101 shares$74,287,0220.80%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
EZCORP INCCL A NON VTG · 302301106 · SH1,038,856Prior March 31, 2026: 1,434,454 shares$35,913,2520.38%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
FABRINETSHS · G3323L100 · SH130,124Prior March 31, 2026: 134,288 shares$73,140,0980.78%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
FASTENAL COCOM · 311900104 · SH698,428Prior March 31, 2026: 483,549 shares$33,545,4970.36%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
FIRST WATCH RESTAURANT GROUPCOM · 33748L101 · SH1,953,921Prior March 31, 2026: 1,659,799 shares$25,186,0420.27%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
FIRSTCASH HOLDINGS INCCOM · 33768G107 · SH745,635Prior March 31, 2026: 832,231 shares$161,295,7631.73%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
FIVE BELOW INCCOM · 33829M101 · SH576,176Prior March 31, 2026: 576,071 shares$103,590,6831.11%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
FORGENT POWER SOLUTIONS INCCOM SHS CL A · 34631F102 · SH1,616,102Prior March 31, 2026: 805,417 shares$90,275,4580.97%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
FORTINET INCCOM · 34959E109 · SH145,450Prior March 31, 2026: 71,759 shares$22,344,0290.24%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
GENERAC HLDGS INCCOM · 368736104 · SH314,253Prior March 31, 2026: 289,382 shares$92,016,4210.99%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
GENIUS SPORTS LIMITEDSHARES CL A · G3934V109 · SH10,691,861Prior March 31, 2026: 7,598,359 shares$64,792,6780.69%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
GLOBAL E ONLINE LTDSHS · M5216V106 · SH287,790Prior March 31, 2026: 273,031 shares$9,994,9470.11%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
GLOBUS MED INCCL A · 379577208 · SH723,451Prior March 31, 2026: 714,701 shares$57,159,8640.61%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
GUARDANT HEALTH INCCOM · 40131M109 · SH254,310$38,154,1290.41%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
GUIDEWIRE SOFTWARE INCCOM · 40171V100 · SH593,454Prior March 31, 2026: 524,818 shares$73,024,5150.78%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
GULFPORT ENERGY CORPCOMMON SHARES · 402635502 · SH59,433Prior March 31, 2026: 49,180 shares$10,085,7800.11%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
HALOZYME THERAPEUTICS INCCOM · 40637H109 · SH1,392,819Prior March 31, 2026: 1,218,668 shares$109,015,9431.17%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
HEALTHEQUITY INCCOM · 42226A107 · SH729,080Prior March 31, 2026: 684,619 shares$65,850,5060.71%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
HEICO CORP NEWCL A · 422806208 · SH414,821Prior March 31, 2026: 392,352 shares$106,986,4841.15%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
HERC HLDGS INCCOM · 42704L104 · SH322,420$46,215,6830.50%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
HUB GROUP INCCL A · 443320106 · SH344,070Prior March 31, 2026: 326,507 shares$15,066,8250.16%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
HUBBELL INCCOM · 443510607 · SH137,758Prior March 31, 2026: 125,287 shares$72,074,9860.77%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
HUNT J B TRANS SVCS INCCOM · 445658107 · SH269,491Prior March 31, 2026: 213,372 shares$77,998,7800.84%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
ICON PUB LTD COSHS · G4705A100 · SH720,261Prior March 31, 2026: 599,176 shares$125,116,5381.34%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
IDEXX LABS INCCOM · 45168D104 · SH110,154Prior March 31, 2026: 102,097 shares$57,989,4720.62%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
Illumina IncCOM · 452327109 · SH537,926Prior March 31, 2026: 389,354 shares$94,583,5291.01%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
IMPINJ INCCOM · 453204109 · SH82,897Prior March 31, 2026: 79,531 shares$11,873,3370.13%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
INSTALLED BLDG PRODS INCCOM · 45780R101 · SH175,271Prior March 31, 2026: 170,808 shares$40,284,2870.43%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
INSULET CORPCOM · 45784P101 · SH337,747Prior March 31, 2026: 177,707 shares$51,421,9810.55%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
IRHYTHM HOLDINGS INCCOM · 450056106 · SH693,437Prior March 31, 2026: 561,530 shares$82,484,3310.88%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
JAMES HARDIE INDS PLCORD SHS · G4253H101 · SH2,241,488Prior March 31, 2026: 2,118,733 shares$58,682,1560.63%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
JFROG LTDORD SHS · M6191J100 · SH1,013,628Prior March 31, 2026: 894,005 shares$92,118,5130.99%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
KARMAN HLDGS INCCOMMON STOCK · 485924104 · SH1,704,717Prior March 31, 2026: 810,137 shares$85,099,4730.91%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
KEYSIGHT TECHNOLOGIES INCCOM · 49338L103 · SH74,261Prior March 31, 2026: 58,217 shares$25,996,5480.28%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
KINSALE CAP GROUP INCCOM · 49714P108 · SHAbsent this quarter——Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewSee history for the prior filing
KORNIT DIGITAL LTDSHS · M6372Q113 · SH1,514,468Prior March 31, 2026: 1,466,452 shares$24,610,1050.26%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
KRATOS DEFENSE & SEC SOLUTIOCOM NEW · 50077B207 · SH1,604,024Prior March 31, 2026: 888,935 shares$79,976,6370.86%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
L3HARRIS TECHNOLOGIES INCCOM · 502431109 · SH86,017Prior March 31, 2026: 67,400 shares$24,995,6800.27%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
LATTICE SEMICONDUCTOR CORPCOM · 518415104 · SH858,613Prior March 31, 2026: 878,604 shares$131,333,4441.41%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
LEONARDO DRS INCCOM · 52661A108 · SH2,401,901Prior March 31, 2026: 2,118,331 shares$102,489,1161.10%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
LIGAND PHARMACEUTICALS INCCOM NEW · 53220K504 · SH475,609Prior March 31, 2026: 494,670 shares$150,335,2491.61%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
LINDSAY CORPCOM · 535555106 · SH96,978Prior March 31, 2026: 90,274 shares$12,005,8760.13%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
LIVE NATION ENTERTAINMENT INCOM · 538034109 · SH595,369Prior March 31, 2026: 552,826 shares$109,018,0181.17%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
MACOM TECH SOLUTIONS HLDGS ICOM · 55405Y100 · SH316,408Prior March 31, 2026: 515,820 shares$120,352,1111.29%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
MAGNOLIA OIL & GAS CORPCL A · 559663109 · SH2,219,966Prior March 31, 2026: 2,172,120 shares$56,786,7300.61%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
MANHATTAN ASSOCIATES INCCOM · 562750109 · SH606,425Prior March 31, 2026: 502,678 shares$84,444,6810.91%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
MARVELL TECHNOLOGY INCCOM · 573874104 · SH2,007Prior March 31, 2026: 186,742 shares$597,8650.01%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
MAXIMUS INCCOM · 577933104 · SH854,785Prior March 31, 2026: 716,389 shares$45,953,2420.49%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
MEDPACE HLDGS INCCOM · 58506Q109 · SH185,522Prior March 31, 2026: 162,797 shares$98,250,5961.05%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
MERCADOLIBRE INCCOM · 58733R102 · SH168Prior March 31, 2026: 160 shares$285,1620.00%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
META PLATFORMS INCCL A · 30303M102 · SH580Prior March 31, 2026: 561 shares$326,7080.00%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
MICROCHIP TECHNOLOGY INC.COM · 595017104 · SH705,930Prior March 31, 2026: 651,930 shares$64,380,8160.69%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
MICROSOFT CORPCOM · 594918104 · SH1,829Prior March 31, 2026: 1,743 shares$682,2540.01%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
MIRION TECHNOLOGIES INCCOM CL A · 60471A101 · SH1,678,373Prior March 31, 2026: 1,374,876 shares$30,093,2280.32%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
MONGODB INCCL A · 60937P106 · SH165,640Prior March 31, 2026: 141,027 shares$55,638,4760.60%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
MONOLITHIC PWR SYS INCCOM · 609839105 · SH16,400Prior March 31, 2026: 12,825 shares$22,670,7040.24%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
MONTROSE ENVIRONMENTAL GROUPCOM · 615111101 · SH736,768Prior March 31, 2026: 694,980 shares$14,890,0810.16%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
NETSKOPE INCCL A · 64119N608 · SH1,100,154Prior March 31, 2026: 977,786 shares$12,035,6850.13%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
NLIGHT INCCOM · 65487K100 · SH456,139Prior March 31, 2026: 496,331 shares$31,756,3970.34%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
NUTANIX INCCL A · 67059N108 · SH808,805Prior March 31, 2026: 749,072 shares$41,216,7030.44%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
NVIDIA CORPORATIONCOM · 67066G104 · SH4,731Prior March 31, 2026: 4,526 shares$946,6260.01%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
OKTA INCCL A · 679295105 · SH645,472Prior March 31, 2026: 443,827 shares$88,074,6540.94%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
OLLIES BARGAIN OUTLET HLDGSCOM · 681116109 · SH1,385,647Prior March 31, 2026: 1,126,255 shares$106,528,5411.14%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
ONTO INNOVATION INCCOM · 683344105 · SH185,477Prior March 31, 2026: 135,369 shares$70,193,7710.75%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
Palantir Technologies IncCL A · 69608A108 · SH2,663Prior March 31, 2026: 2,549 shares$310,6920.00%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
PALO ALTO NETWORKS INCCOM · 697435105 · SH67,371Prior March 31, 2026: 53,727 shares$22,974,8580.25%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
PALOMAR HLDGS INCCOM · 69753M105 · SH732,301Prior March 31, 2026: 714,914 shares$92,555,5230.99%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
PAR TECHNOLOGY CORPCOM · 698884103 · SH483,261Prior March 31, 2026: 458,621 shares$8,418,4070.09%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
PARK AEROSPACE CORPCOM · 70014A104 · SH496,355Prior March 31, 2026: 545,157 shares$18,940,9070.20%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
PIPER SANDLER COMPANIESCOM NEW · 724078209 · SH1,148,867Prior March 31, 2026: 1,119,888 shares$83,109,0390.89%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
POOL CORPCOM · 73278L105 · SHAbsent this quarter——Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewSee history for the prior filing
POWELL INDS INCCOM · 739128106 · SH131,046Prior March 31, 2026: 59,777 shares$37,526,3330.40%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
POWER INTEGRATIONS INCCOM · 739276103 · SH755,549Prior March 31, 2026: 745,169 shares$63,284,7840.68%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
PROCORE TECHNOLOGIES INCCOM · 74275K108 · SH863,591Prior March 31, 2026: 543,159 shares$35,079,0660.38%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
Protagonist Therapeutics IncCOM · 74366E102 · SH281,832$34,546,9670.37%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
PTC INCCOM · 69370C100 · SH196,341Prior March 31, 2026: 273,088 shares$22,306,3010.24%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
RAMBUS INC DELCOM · 750917106 · SH409,436Prior March 31, 2026: 407,783 shares$54,348,5350.58%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
RBC BEARINGS INCCOM · 75524B104 · SH267,280Prior March 31, 2026: 265,038 shares$172,144,3571.85%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
Reddit IncCL A · 75734B100 · SHAbsent this quarter——Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewSee history for the prior filing
REPLIGEN CORPCOM · 759916109 · SH937,084Prior March 31, 2026: 755,571 shares$127,855,7411.37%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
RESMED INCCOM · 761152107 · SH45,984Prior March 31, 2026: 272,553 shares$8,961,3620.10%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
REVOLVE GROUP INCCL A · 76156B107 · SHAbsent this quarter——Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewSee history for the prior filing
ROBINHOOD MKTS INCCOM CL A · 770700102 · SH274,500Prior March 31, 2026: 165,412 shares$27,526,8600.30%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
ROCKWELL AUTOMATION INCCOM · 773903109 · SH181,002Prior March 31, 2026: 165,027 shares$89,610,4700.96%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
ROSS STORES INCCOM · 778296103 · SH184,454Prior March 31, 2026: 155,535 shares$39,261,0340.42%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
RTX CORPORATIONCOM · 75513E101 · SH1,471Prior March 31, 2026: 1,383 shares$279,0930.00%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
RUBRIK INC.CL A · 781154109 · SH768,696Prior March 31, 2026: 699,389 shares$61,710,9150.66%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
RYAN SPECIALTY HOLDINGS INCCL A · 78351F107 · SH2,716,484Prior March 31, 2026: 2,424,337 shares$102,574,4361.10%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
SAIA INCCOM · 78709Y105 · SH161,359Prior March 31, 2026: 141,326 shares$67,957,9560.73%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
SAILPOINT INCCOM · 78781J109 · SH4,154,901Prior March 31, 2026: 2,895,700 shares$60,827,7510.65%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
SCHEIN HENRY INCCOM · 806407102 · SH168,831Prior March 31, 2026: 137,664 shares$14,100,7650.15%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
SENTINELONE INCCL A · 81730H109 · SH2,442,034Prior March 31, 2026: 2,387,916 shares$41,441,3170.44%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
SHOPIFY INCCL A SUB VTG SHS · 82509L107 · SH2,418Prior March 31, 2026: 2,301 shares$276,0870.00%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
SILICON LABORATORIES INCCOM · 826919102 · SHAbsent this quarter——Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewSee history for the prior filing
SILICON MOTION TECHNOLOGY COSPONSORED ADR · 82706C108 · SH99,098$33,032,3360.35%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
SITEONE LANDSCAPE SUPPLY INCCOM · 82982L103 · SH502,344Prior March 31, 2026: 435,998 shares$57,473,1770.62%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
SITIME CORPCOM · 82982T106 · SH94,484Prior March 31, 2026: 69,885 shares$70,443,4910.76%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
SNOWFLAKE INCCOM SHS · 833445109 · SH25,112$6,391,0040.07%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
Solaris Energy Infras IncCOM CL A · 83418M103 · SH221,900Prior March 31, 2026: 227,879 shares$17,854,0740.19%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
SPORTRADAR GROUP AGCLASS A ORD SHS · H8088L103 · SH4,015,656Prior March 31, 2026: 3,116,297 shares$60,114,3700.64%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
SPOTIFY TECHNOLOGY S ASHS · L8681T102 · SH46,906Prior March 31, 2026: 33,486 shares$21,535,9520.23%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
SUPERNUS PHARMACEUTICALSCOM · 868459108 · SH1,485,821Prior March 31, 2026: 1,351,331 shares$69,105,5350.74%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
TAIWAN SEMICONDUCTOR MANUFACSPONSORED ADS · 874039100 · SH2,566Prior March 31, 2026: 2,509 shares$1,225,4450.01%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
TAKE-TWO INTERACTIVE SOFTWARCOM · 874054109 · SH398,529Prior March 31, 2026: 382,701 shares$99,624,2791.07%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
TAT TECHNOLOGIES LTDORD NEW · M8740S227 · SH358,456Prior March 31, 2026: 190,332 shares$17,288,3330.19%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
TECHNIPFMC PLCCOM · G87110105 · SH1,694,154Prior March 31, 2026: 1,542,856 shares$112,322,4101.20%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
TENABLE HLDGS INCCOM · 88025T102 · SHAbsent this quarter——Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewSee history for the prior filing
TERADYNE INCCOM · 880770102 · SH82,466Prior March 31, 2026: 80,800 shares$39,900,3490.43%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
TESLA INCCOM · 88160R101 · SH505$212,4030.00%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
TEXAS ROADHOUSE INCCOM · 882681109 · SH444,559Prior March 31, 2026: 404,000 shares$85,902,1360.92%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
TITAN MACHY INCCOM · 88830R101 · SH390,987Prior March 31, 2026: 680,469 shares$8,257,6450.09%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
TJX COS INC NEWCOM · 872540109 · SH1,846Prior March 31, 2026: 1,735 shares$279,6690.00%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
TOAST INCCL A · 888787108 · SH2,170,232Prior March 31, 2026: 2,008,871 shares$60,375,8540.65%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
TRACTOR SUPPLY COCOM · 892356106 · SH2,116,776Prior March 31, 2026: 1,516,861 shares$66,911,2890.72%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
TRADEWEB MKTS INCCL A · 892672106 · SH590,071Prior March 31, 2026: 529,847 shares$58,806,4760.63%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
TRAVERE THERAPEUTICS INCCOM · 89422G107 · SH1,875,304Prior March 31, 2026: 1,798,466 shares$106,536,0201.14%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
Twilio IncCL A · 90138F102 · SH56,272$11,610,6020.12%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
TWIST BIOSCIENCE CORPCOM · 90184D100 · SH767,364$78,946,4080.85%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
TYLER TECHNOLOGIES INCCOM · 902252105 · SH153,284Prior March 31, 2026: 143,322 shares$44,829,4390.48%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
UNITED RENTALS INCCOM · 911363109 · SH12,283$13,915,2880.15%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
VARONIS SYS INCCOM · 922280102 · SH2,158,912Prior March 31, 2026: 1,992,760 shares$90,587,9480.97%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
VEEVA SYS INCCL A COM · 922475108 · SH80,861Prior March 31, 2026: 56,869 shares$14,350,4020.15%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
VERISK ANALYTICS INCCOM · 92345Y106 · SH430,995Prior March 31, 2026: 397,444 shares$77,376,5320.83%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
VERTIV HOLDINGS COCOM CL A · 92537N108 · SH238,519Prior March 31, 2026: 489,719 shares$79,860,9320.86%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
VIA TRANSN INCCOM CL A · 92556W104 · SHAbsent this quarter——Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewSee history for the prior filing
VIAVI SOLUTIONS INCCOM · 925550105 · SH768,676$36,704,2790.39%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
VIKING HOLDINGS LTDORD SHS · G93A5A101 · SH802,838Prior March 31, 2026: 953,116 shares$84,033,0530.90%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
VIPER ENERGY INCCL A · 64361Q101 · SH1,245,624Prior March 31, 2026: 1,231,728 shares$52,814,4580.57%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
VIRTU FINL INCCL A · 928254101 · SH970,734Prior March 31, 2026: 516,366 shares$57,826,6240.62%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
VISHAY PRECISION GROUP INCCOM · 92835K103 · SH35,957$5,390,3140.06%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
Vistra CorpCOM · 92840M102 · SH152,780Prior March 31, 2026: 119,837 shares$24,235,4910.26%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
VSE CORPCOM · 918284100 · SH280,307Prior March 31, 2026: 273,720 shares$64,050,1500.69%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
WINGSTOP INCCOM · 974155103 · SH462,635Prior March 31, 2026: 196,893 shares$80,225,5350.86%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
XOMETRY INCCLASS A COM · 98423F109 · SH799,180Prior March 31, 2026: 778,720 shares$77,136,8540.83%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
YORK SPACE SYSTEMS INCCOM · 987084100 · SH348,762Prior March 31, 2026: 571,847 shares$8,586,5200.09%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
ZETA GLOBAL HOLDINGS CORPCL A · 98956A105 · SH2,426,427Prior March 31, 2026: 2,029,670 shares$47,752,0830.51%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026
ZSCALER INCCOM · 98980G102 · SH147,062$20,757,8010.22%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewJuly 29, 2026

187 rows · Sort by column; scroll horizontally for more.

Comparison notes

Comparable change withheld pending corporate-action review.

Schedule 13G disclosures

No verified related disclosures are included in this freeze.

About reported holdings

13F reports quarter-end securities, excluding cash and shorts. Position changes do not establish trades, motives or returns; portfolio weights use disclosed 13F value.