| 1 | ▸ Services-Help Supply Services | +55.6% | 80% | 5 | 2 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| KFRC | KFORCE INC | 1.0 | +93% | +19% | UP+ | 0 | on board - MOM+BLOW | | AMN | AMN HEALTHCARE SERVICES INC | 1.4 | +73% | +62% | UP+ | 0 | on board - MOM+BLOW+RIDER | | RHI | ROBERT HALF INC | 4.3 | +56% | -15% | UP | 0 | | | BBSI | BARRETT BUSINESS SERVICES INC | 1.0 | +35% | -23% | UP | 0 | | | EFOR | EVERFORTH INC | 0.8 | -53% | -56% | DN- | 5 | watchlist |
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| 2 | ▸ Computer Storage Devices | +43.9% | 80% | 5 | 2 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| NTAP | NETAPP INC | 32.1 | +57% | +57% | UP+ | 0 | | | SNDK | SANDISK CORP | 200.6 | +47% | +4715% | UP+ | 0 | on board - CLONE+CLONE2 | | STX | SEAGATE TECHNOLOGY HOLDINGS PLC | 176.6 | +44% | +606% | UP+ | 0 | on board - CLONE | | WDC | WESTERN DIGITAL CORP | 164.5 | +28% | +926% | UP+ | 0 | | | P | EVERPURE INC | 23.1 | +4% | +34% | DN | 0 | |
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| 3 | ▸ Petroleum Refining | +36.2% | 100% | 8 | 3 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| PBF | PBF ENERGY INC | 7.4 | +70% | +62% | UP+ | 0 | on board - MOM | | DINO | HF SINCLAIR CORP | 16.0 | +56% | +61% | UP+ | 2 | on board - MOM+RIDER | | MPC | MARATHON PETROLEUM CORP | 91.3 | +47% | +48% | UP+ | 0 | | | VLO | VALERO ENERGY CORP | 91.9 | +39% | +75% | UP+ | 0 | | | PSX | PHILLIPS 66 | 82.9 | +33% | +44% | UP+ | 0 | | | SUN | SUNOCO LP | 15.2 | +19% | +31% | UP+ | 0 | on board - MOM+EARLY | | XOM | EXXON MOBIL CORP | 610.8 | +1% | +30% | UP+ | 0 | | | COP | CONOCOPHILLIPS | 139.8 | -0% | +26% | UP+ | 0 | |
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| 4 | ▸ Computer Communications Equipment | +30.5% | 100% | 6 | 4 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| EXTR | EXTREME NETWORKS INC | 4.0 | +69% | +85% | UP+ | 0 | on board - MOM+BLOW | | FFIV | F5 INC | 23.1 | +32% | +33% | UP+ | 0 | | | ATEN | A10 NETWORKS INC | 2.6 | +31% | +82% | UP+ | 0 | on board - MOM+RIDER | | CSCO | CISCO SYSTEMS INC | 441.2 | +30% | +80% | UP+ | 0 | on board - CLONE | | DGII | DIGI INTERNATIONAL INC | 2.4 | +16% | +108% | UP+ | 0 | on board - MOM | | ANET | ARISTA NETWORKS INC | 212.3 | +3% | +55% | UP+ | 0 | |
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| 5 | ▸ Services-Commercial Physical & Biological Research | +19.9% | 100% | 5 | 0 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| EXEL | EXELIXIS INC | 14.1 | +25% | +16% | UP+ | 0 | | | NRC | NRC HEALTH | 0.5 | +22% | +27% | UP+ | 0 | | | INCY | INCYTE CORP | 23.4 | +20% | +44% | UP+ | 0 | | | IQV | IQVIA HOLDINGS INC | 34.4 | +17% | +13% | UP | 0 | | | MEDP | MEDPACE HOLDINGS INC | 15.4 | +3% | +47% | UP+ | 0 | |
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| 6 | ▸ Trucking (No Local) | +19.3% | 100% | 9 | 7 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| CVLG | COVENANT LOGISTICS GROUP INC | 1.2 | +56% | +86% | UP+ | 0 | on board - MOM+RIDER | | ARCB | ARCBEST CORP | 3.6 | +35% | +104% | UP+ | 0 | on board - MOM+CLONE | | SNDR | SCHNEIDER NATIONAL INC | 6.7 | +30% | +49% | UP+ | 0 | on board - MOM+RIDER | | LSTR | LANDSTAR SYSTEM INC | 7.2 | +23% | +64% | UP+ | 0 | on board - MOM+RIDER | | KNX | KNIGHT-SWIFT TRANSPORTATION HOLDIN | 12.5 | +19% | +74% | UP+ | 0 | on board - MOM+CLONE+RIDER | | JBHT | HUNT J B TRANSPORT SERVICES INC | 27.5 | +19% | +87% | UP+ | 0 | | | MRTN | MARTEN TRANSPORT LTD | 1.4 | +19% | +35% | UP+ | 0 | on board - MOM | | ODFL | OLD DOMINION FREIGHT LINE INC | 48.6 | +8% | +45% | UP+ | 0 | | | SAIA | SAIA INC | 11.7 | +1% | +60% | UP+ | 0 | on board - CLONE+RIDER |
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| 7 | ▸ Life Insurance | +19.1% | 100% | 10 | 5 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| VOYA | VOYA FINANCIAL INC | 9.0 | +35% | +31% | UP+ | 0 | on board - MOM | | GL | GLOBE LIFE INC | 14.3 | +22% | +42% | UP+ | 0 | on board - MOM+CLONE+RIDER | | MET | METLIFE INC | 60.5 | +21% | +18% | UP+ | 0 | | | CRBG | COREBRIDGE FINANCIAL INC | 14.6 | +20% | -13% | UP | 0 | on board - EARLY | | FG | F&G ANNUITIES & LIFE INC | 4.3 | +19% | -9% | UP | 0 | on board - EARLY | | PRU | PRUDENTIAL FINANCIAL INC | 41.3 | +19% | +13% | UP+ | 0 | | | LNC | LINCOLN NATIONAL CORP | 8.1 | +16% | +17% | UP | 0 | on board - EARLY | | GNW | GENWORTH FINANCIAL INC | 3.9 | +16% | +22% | UP+ | 0 | | | RGA | REINSURANCE GROUP OF AMERICA INC | 15.8 | +15% | +10% | UP+ | 0 | | | PRI | PRIMERICA INC | 9.7 | +14% | +9% | UP+ | 0 | |
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| 8 | ▸ Steel Works Blast Furnaces & Rolling Mills (Coke Ove | +17.8% | 80% | 5 | 0 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| CRS | CARPENTER TECHNOLOGY CORP | 27.7 | +25% | +102% | UP+ | 0 | | | NUE | NUCOR CORP | 53.9 | +21% | +90% | UP+ | 0 | | | STLD | STEEL DYNAMICS INC | 34.0 | +18% | +117% | UP+ | 0 | | | MTUS | METALLUS INC | 0.8 | +7% | +26% | UP+ | 0 | | | CMC | COMMERCIAL METALS CO | 7.3 | +1% | +51% | DN | 0 | |
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| 9 | ▸ Services-Miscellaneous Amusement & Recreation | +16.4% | 67% | 6 | 2 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| RSI | RUSH STREET INTERACTIVE INC | 7.6 | +42% | +98% | UP+ | 0 | on board - MOM+BLOW+RIDER | | PRKS | UNITED PARKS & RESORTS INC | 2.1 | +25% | -3% | UP | 0 | | | MSGE | MADISON SQUARE GARDEN ENTERTAINMEN | 3.6 | +20% | +86% | UP+ | 0 | on board - MOM+RIDER | | MTN | VAIL RESORTS INC | 5.3 | +13% | -10% | UP | 0 | | | DKNG | DRAFTKINGS INC | 12.4 | +9% | -34% | DN- | 0 | watchlist | | DIS | WALT DISNEY CO | 169.6 | -7% | -15% | DN- | 0 | |
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| 10 | ▸ Hospital & Medical Service Plans | +16.0% | 86% | 7 | 2 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| HUM | HUMANA INC | 48.0 | +95% | +65% | UP+ | 0 | on board - CLONE+CLONE2 | | MOH | MOLINA HEALTHCARE INC | 11.7 | +51% | -7% | UP+ | 0 | on board - CLONE | | UNH | UNITEDHEALTH GROUP INC | 387.0 | +32% | +43% | UP+ | 0 | | | ELV | ELEVANCE HEALTH INC | 80.9 | +16% | +18% | UP+ | 0 | | | CI | CIGNA GROUP | 74.5 | +2% | -2% | UP | 0 | | | ALHC | ALIGNMENT HEALTHCARE INC | 4.3 | -3% | +54% | UP+ | 1 | | | TRUP | TRUPANION INC | 1.2 | -5% | -51% | DN- | 0 | |
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| 11 | ▸ Services-Prepackaged Software | +15.3% | 46% | 69 | 10 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| RPD | RAPID7 INC | 0.8 | +115% | -69% | UP | 0 | | | OKTA | OKTA INC | 26.0 | +107% | +28% | UP+ | 1 | | | TENB | TENABLE HOLDINGS INC | 4.4 | +106% | -18% | UP | 1 | on board - CFO1ST | | DDOG | DATADOG INC | 92.1 | +104% | +66% | UP+ | 0 | | | QLYS | QUALYS INC | 5.6 | +92% | -18% | UP | 0 | | | CRWD | CROWDSTRIKE HOLDINGS INC | 206.8 | +92% | +44% | UP+ | 0 | | | PD | PAGERDUTY INC | 0.8 | +63% | -40% | DN- | 0 | | | CVLT | COMMVAULT SYSTEMS INC | 6.1 | +57% | -26% | UP | 0 | | | GTLB | GITLAB INC | 5.5 | +53% | -35% | DN- | 1 | | | TWLO | TWILIO INC | 31.4 | +48% | +58% | UP+ | 0 | on board - CLONE | | TEAM | ATLASSIAN CORP | 23.7 | +39% | -54% | DN- | 0 | | | NTNX | NUTANIX INC | 14.9 | +38% | -34% | UP | 0 | on board - BLOW | | CCSI | CONSENSUS CLOUD SOLUTIONS INC | 0.7 | +36% | +72% | UP+ | 0 | | | GEN | GEN DIGITAL INC | 16.1 | +34% | -17% | UP | 0 | | | DUOL | DUOLINGO INC | 6.2 | +33% | -65% | DN- | 0 | | | AVPT | AVEPOINT INC | 2.8 | +32% | -42% | UP | 0 | | | PRGS | PROGRESS SOFTWARE CORP | 1.7 | +31% | -35% | UP | 0 | on board - BLOW | | ACIW | ACI WORLDWIDE INC | 5.9 | +31% | +3% | UP | 0 | | | ESTC | ELASTIC NV | 6.4 | +29% | -29% | DN- | 0 | watchlist | | BOX | BOX INC | 4.2 | +28% | -21% | UP | 0 | |
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| 12 | ▸ Special Industry Machinery Nec | +14.9% | 80% | 5 | 2 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| ACMR | ACM RESEARCH INC | 5.6 | +66% | +207% | UP+ | 0 | on board - MOM | | LRCX | LAM RESEARCH CORP | 391.8 | +17% | +270% | UP+ | 0 | on board - CLONE | | ACLS | AXCELIS TECHNOLOGIES INC | 4.2 | +15% | +147% | UP+ | 0 | | | CRCT | CRICUT INC | 1.0 | +5% | -12% | UP | 0 | | | ERII | ENERGY RECOVERY INC | 0.4 | -19% | -36% | DN- | 1 | |
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