| 1 | 55024U10955024U109Lumentum Holdings Inc. | Lumentum Holdings Inc. | 7.45% | 24.60K | $21.11M |
| 2 | 573874104573874104Marvell Technology Group Ltd. | Marvell Technology Group Ltd. | 7.29% | 69.40K | $20.67M |
| 3 | 880770102880770102Teradyne, Inc. | Teradyne, Inc. | 5.74% | 33.65K | $16.28M |
| 4 | 632307104632307104Natera, Inc. | Natera, Inc. | 5.69% | 59.40K | $16.12M |
| 5 | 38141W27338141W273Goldman Sachs Trust - Goldman Sachs Financial Square Government Fund Institutional Class | Goldman Sachs Trust - Goldman Sachs Financial Square Government Fund Institutional Class | 4.88% | 13.82M | $13.82M |
| 6 | 29084Q10029084Q100EMCOR Group, Inc. | EMCOR Group, Inc. | 4.51% | 15.40K | $12.78M |
| 7 | 379577208379577208Globus Medical, Inc. | Globus Medical, Inc. | 3.86% | 138.40K | $10.93M |
| 8 | 501242101501242101Kulicke & Soffa Industries Inc. | Kulicke & Soffa Industries Inc. | 3.78% | 80.18K | $10.72M |
| 9 | 714046109714046109Revvity, Inc. | Revvity, Inc. | 3.71% | 94.40K | $10.50M |
| 10 | 144285103144285103Carpenter Technology Corporation | Carpenter Technology Corporation | 3.39% | 15.60K | $9.62M |
| 11 | 98983L10898983L108Zurn Water Solutions Corporation | Zurn Water Solutions Corporation | 3.12% | 174.90K | $8.84M |
| 12 | 83088M10283088M102Skyworks Solutions, Inc. | Skyworks Solutions, Inc. | 2.86% | 119.40K | $8.10M |
| 13 | 09739D10009739D100Boise Cascade Company | Boise Cascade Company | 2.83% | 103.40K | $8.03M |
| 14 | 12008R10712008R107Builders FirstSource, Inc. | Builders FirstSource, Inc. | 2.78% | 88.20K | $7.89M |
| 15 | H2906T109H2906T109Garmin Ltd. | Garmin Ltd. | 2.69% | 32.10K | $7.63M |
| 16 | 81725T10081725T100Sensient Technologies Corporation | Sensient Technologies Corporation | 2.55% | 58.70K | $7.24M |
| 17 | 750491102750491102RadNet, Inc. | RadNet, Inc. | 2.19% | 100.70K | $6.21M |
| 18 | 758750103758750103Regal Rexnord Corporation | Regal Rexnord Corporation | 2.11% | 25.10K | $5.98M |
| 19 | 466313103466313103Jabil, Inc. | Jabil, Inc. | 1.82% | 13.40K | $5.17M |
| 20 | 743312100743312100Progress Software Corporation | Progress Software Corporation | 1.75% | 147.40K | $4.95M |