Companies covered: Stride Inc. (NYSE:LRN), Shift4 Payments Inc. (NYSE:FOUR), Lantheus Holdings Inc. (NASDAQ:LNTH), CECO Environmental Corp. (NASDAQ:CECO), MACOM Technology Solutions Holdings Inc (NASDAQ:MTSI), Waystar Holding Corp. (NASDAQ:WAY), Jack Henry & Associates, Inc. (NASDAQ:JKHY), Teledyne Technologies Incorporated (NYSE:TDY), Vertex, Inc. (NASDAQ:VERX), Modine Manufacturing Company (NYSE:MOD), Generac Holdlings Inc. (NYSE:GNRC), Caterpillar, Inc. (NYSE:CAT), Cummins Inc. (NYSE:CMI), Murphy USA Inc. (NYSE:MUSA), Extreme Networks, Inc. (NASDAQ:EXTR), Cisco Systems, Inc. (NASDAQ:CSCO), Hewlett Packard Enterprise Co (NYSE:HPE), Oshkosh Corporation (NYSE:OSK), Live Oak Bancshares Inc (NASDAQ:LOB), Snowflake Inc. (NYSE:SNOW), Teradata Corporation (NYSE:TDC), Oracle Corporation (NYSE:ORCL), Curtiss-Wright Corporation (NYSE:CW), Carpenter Technology Corporation (NYSE:CRS), Interactive Brokers Group, Inc. (NASDAQ:IBKR), Evercore Partners Inc (NYSE:EVR), CBRE Group, Inc. (NYSE:CBRE), Rockwell Automation, Inc. (NYSE:ROK), Robinhood Markets Inc. (NASDAQ:HOOD), SanDisk Corporation (NASDAQ:SNDK), KLA-Tencor Corporation (NASDAQ:KLAC), Teradyne, Inc. (NYSE:TER), Lam Research Corporation (NASDAQ:LRCX), Old Dominion Freight Line, Inc. (NASDAQ:ODFL), Guidewire Software, Inc. (NYSE:GWRE), CMS Energy Corporation (NYSE:CMS), Brookfield Renewable Corp. (NYSE:BEPC), Realty Income Corporation (NYSE:O), Monolithic Power Systems, Inc. (NASDAQ:MPWR), Navitas Semiconductor Corp. (NASDAQ:NVTS), BWX Technologies, Inc. (NYSE:BWXT), Oklo Inc. (NYSE:OKLO), Oceaneering International, Inc. (NYSE:OII), NVR, Inc. (NYSE:NVR), Carlisle Companies Incorporated (NYSE:CSL), Trimble Navigation Limited (NASDAQ:TRMB), Q2 Holdings, Inc. (NYSE:QTWO), West Pharmaceuticals Services Inc. (NYSE:WST), Solaris Energy Infrastructure (NYSE:SEI), Ascendis Pharma A/S (NASDAQ:ASND), Argenx SE (ADR) (NASDAQ:ARGX), West Pharmaceutical Services, Inc. (NYSE:WST), Guardant Health Inc. (NASDAQ:GH), Lattice Semiconductor Corporation (NASDAQ:LSCC), Entegris, Inc. (NASDAQ:ENTG), Comfort Systems USA, Inc. (NYSE:FIX), RBC Bearings Incorporated (NYSE:RBC), Woodward, Inc. (NASDAQ:WWD), Coherent, Inc. (NASDAQ:COHR), Viking Holdings Ltd. (NYSE:VIK), Spotify Technology SA (NYSE:SPOT), APi Group Corp. (NYSE:APG), Twist Bioscience Corp. (NASDAQ:TWST), Agilent Technologies, Inc. (NYSE:A), Keysight Technologies Inc. (NYSE:KEYS), Waste Connections, Inc. (NYSE:WCN), Rocket Companies Inc. (NYSE:RKT), Mettler-Toledo International, Inc. (NYSE:MTD), UL Solutions Inc. (NYSE:ULS), Veeva Systems Inc. (NYSE:VEEV), nVent Electric PLC (NYSE:NVT), Charles River Laboratories International, Inc. (NYSE:CRL), Avery Dennison Corporation (NYSE:AVY), UMB Financial Corporation (NASDAQ:UMBF)
