| 1 | ▸ Computer Storage Devices | +67.1% | 100% | 5 | 2 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| SNDK | SANDISK CORP | 247.9 | +76% | +3400% | UP+ | 0 | on board - CLONE+CLONE2 | | STX | SEAGATE TECHNOLOGY HOLDINGS PLC | 193.0 | +68% | +469% | UP+ | 0 | on board - CLONE | | NTAP | NETAPP INC | 32.1 | +67% | +53% | UP+ | 0 | | | WDC | WESTERN DIGITAL CORP | 191.5 | +59% | +655% | UP+ | 0 | | | P | EVERPURE INC | 25.1 | +19% | +16% | UP+ | 0 | |
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| 2 | ▸ Computer Communications Equipment | +43.3% | 100% | 6 | 4 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| EXTR | EXTREME NETWORKS INC | 4.3 | +87% | +62% | UP+ | 0 | on board - MOM+BLOW | | ATEN | A10 NETWORKS INC | 2.6 | +48% | +70% | UP+ | 0 | on board - MOM+RIDER | | CSCO | CISCO SYSTEMS INC | 470.0 | +45% | +76% | UP+ | 0 | on board - CLONE | | FFIV | F5 INC | 23.7 | +41% | +30% | UP+ | 0 | | | DGII | DIGI INTERNATIONAL INC | 2.5 | +20% | +84% | UP+ | 0 | on board - MOM+RIDER | | ANET | ARISTA NETWORKS INC | 228.1 | +19% | +43% | UP+ | 0 | |
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| 3 | ▸ Services-Help Supply Services | +40.9% | 80% | 5 | 1 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| KFRC | KFORCE INC | 1.0 | +90% | +16% | UP+ | 0 | | | AMN | AMN HEALTHCARE SERVICES INC | 1.3 | +83% | +33% | UP+ | 0 | on board - MOM+EARLY+BLOW | | RHI | ROBERT HALF INC | 3.6 | +41% | -21% | UP | 0 | | | BBSI | BARRETT BUSINESS SERVICES INC | 1.0 | +34% | -19% | UP | 0 | | | EFOR | EVERFORTH INC | 0.7 | -52% | -60% | DN- | 5 | watchlist |
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| 4 | ▸ Hospital & Medical Service Plans | +35.1% | 86% | 7 | 2 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| HUM | HUMANA INC | 48.7 | +105% | +59% | UP+ | 0 | on board - CLONE+CLONE2 | | MOH | MOLINA HEALTHCARE INC | 12.7 | +62% | -13% | UP+ | 0 | on board - CLONE | | UNH | UNITEDHEALTH GROUP INC | 389.7 | +38% | +39% | UP+ | 0 | | | ELV | ELEVANCE HEALTH INC | 92.3 | +35% | +19% | UP+ | 0 | | | CI | CIGNA GROUP | 80.6 | +11% | -2% | UP | 0 | | | TRUP | TRUPANION INC | 1.2 | +8% | -54% | DN- | 0 | | | ALHC | ALIGNMENT HEALTHCARE INC | 4.2 | -3% | +54% | UP+ | 1 | |
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| 5 | ▸ Air Transportation Scheduled | +25.4% | 100% | 7 | 1 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| AAL | AMERICAN AIRLINES GROUP INC | 10.8 | +45% | +4% | UP+ | 0 | | | DAL | DELTA AIR LINES INC | 56.7 | +29% | +36% | UP+ | 0 | on board - CLONE | | UAL | UNITED AIRLINES HOLDINGS INC | 39.3 | +27% | +12% | UP+ | 0 | | | ALGT | ALLEGIANT TRAVEL CO | 2.0 | +25% | +37% | UP+ | 0 | | | LUV | SOUTHWEST AIRLINES CO | 23.4 | +22% | +12% | UP+ | 0 | | | ALK | ALASKA AIR GROUP INC | 5.2 | +17% | -23% | UP | 0 | | | SKYW | SKYWEST INC | 3.9 | +3% | -25% | UP | 0 | |
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| 6 | ▸ Trucking (No Local) | +25.1% | 100% | 9 | 7 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| CVLG | COVENANT LOGISTICS GROUP INC | 1.2 | +61% | +71% | UP+ | 0 | on board - MOM+RIDER | | ARCB | ARCBEST CORP | 3.3 | +38% | +97% | UP+ | 0 | on board - MOM+CLONE+RIDER | | SNDR | SCHNEIDER NATIONAL INC | 6.4 | +31% | +39% | UP+ | 0 | on board - MOM | | LSTR | LANDSTAR SYSTEM INC | 7.2 | +27% | +54% | UP+ | 0 | on board - MOM+RIDER | | MRTN | MARTEN TRANSPORT LTD | 1.4 | +25% | +29% | UP+ | 0 | on board - MOM | | JBHT | HUNT J B TRANSPORT SERVICES INC | 26.7 | +25% | +83% | UP+ | 0 | | | KNX | KNIGHT-SWIFT TRANSPORTATION HOLDIN | 12.1 | +20% | +67% | UP+ | 0 | on board - MOM+CLONE+RIDER | | ODFL | OLD DOMINION FREIGHT LINE INC | 48.4 | +12% | +39% | UP+ | 0 | | | SAIA | SAIA INC | 11.5 | +9% | +51% | UP+ | 0 | on board - CLONE+RIDER |
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| 7 | ▸ Petroleum Refining | +23.6% | 100% | 8 | 3 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| PBF | PBF ENERGY INC | 6.8 | +42% | +58% | UP+ | 0 | on board - MOM | | DINO | HF SINCLAIR CORP | 14.7 | +40% | +59% | UP+ | 2 | on board - MOM+RIDER | | MPC | MARATHON PETROLEUM CORP | 86.7 | +32% | +47% | UP+ | 0 | | | PSX | PHILLIPS 66 | 79.5 | +24% | +40% | UP+ | 0 | | | VLO | VALERO ENERGY CORP | 87.8 | +23% | +71% | UP+ | 0 | | | SUN | SUNOCO LP | 14.5 | +9% | +33% | UP+ | 0 | on board - MOM+EARLY | | XOM | EXXON MOBIL CORP | 599.0 | -5% | +35% | UP+ | 0 | | | COP | CONOCOPHILLIPS | 137.5 | -8% | +30% | UP+ | 0 | |
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| 8 | ▸ Special Industry Machinery Nec | +23.3% | 80% | 5 | 2 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| ACMR | ACM RESEARCH INC | 6.2 | +90% | +174% | UP+ | 0 | on board - MOM | | LRCX | LAM RESEARCH CORP | 412.6 | +24% | +220% | UP+ | 0 | on board - CLONE | | ACLS | AXCELIS TECHNOLOGIES INC | 4.2 | +23% | +108% | UP+ | 0 | | | CRCT | CRICUT INC | 0.9 | +8% | -20% | UP | 0 | | | ERII | ENERGY RECOVERY INC | 0.4 | -24% | -41% | DN- | 1 | |
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| 9 | ▸ Services-Prepackaged Software | +22.9% | 45% | 69 | 7 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| DDOG | DATADOG INC | 92.6 | +136% | +66% | UP+ | 0 | | | RPD | RAPID7 INC | 0.8 | +127% | -70% | UP | 0 | | | TENB | TENABLE HOLDINGS INC | 4.3 | +125% | -22% | UP | 1 | on board - CFO1ST | | OKTA | OKTA INC | 24.3 | +113% | +22% | UP+ | 1 | | | CRWD | CROWDSTRIKE HOLDINGS INC | 191.3 | +87% | +33% | UP+ | 0 | | | QLYS | QUALYS INC | 5.3 | +86% | -22% | UP | 0 | | | PD | PAGERDUTY INC | 0.8 | +79% | -44% | UP | 0 | | | TWLO | TWILIO INC | 33.1 | +76% | +77% | UP+ | 0 | on board - CLONE | | GTLB | GITLAB INC | 5.7 | +67% | -37% | UP | 1 | | | CVLT | COMMVAULT SYSTEMS INC | 6.1 | +66% | -26% | UP | 0 | | | TEAM | ATLASSIAN CORP | 24.4 | +57% | -54% | DN- | 0 | | | CCSI | CONSENSUS CLOUD SOLUTIONS INC | 0.7 | +53% | +50% | UP+ | 0 | | | DDD | 3D SYSTEMS CORP | 0.4 | +52% | +59% | UP+ | 0 | | | NTNX | NUTANIX INC | 14.9 | +48% | -33% | UP | 0 | on board - BLOW | | DUOL | DUOLINGO INC | 6.2 | +41% | -68% | DN- | 0 | | | GEN | GEN DIGITAL INC | 15.8 | +39% | -15% | UP | 0 | | | PRGS | PROGRESS SOFTWARE CORP | 1.6 | +38% | -37% | UP | 0 | on board - BLOW | | FRSH | FRESHWORKS INC | 3.0 | +37% | -36% | UP | 0 | on board - EARLY | | ESTC | ELASTIC NV | 6.5 | +37% | -28% | DN- | 0 | watchlist | | ACIW | ACI WORLDWIDE INC | 5.7 | +37% | -3% | UP | 0 | |
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| 10 | ▸ Services-Health Services | +21.2% | 80% | 5 | 3 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| LFST | LIFESTANCE HEALTH GROUP INC | 4.2 | +68% | +66% | UP+ | 0 | on board - MOM+RIDER | | PNTG | PENNANT GROUP INC | 1.4 | +27% | +25% | UP+ | 0 | on board - MOM | | PRVA | PRIVIA HEALTH GROUP INC | 3.5 | +21% | +9% | UP+ | 0 | on board - EARLY | | TALK | TALKSPACE INC | 0.9 | +1% | +89% | UP+ | 0 | | | USPH | U S PHYSICAL THERAPY INC | 1.1 | -8% | -16% | DN- | 0 | |
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| 11 | ▸ Services-Miscellaneous Amusement & Recreation | +20.8% | 67% | 6 | 2 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| RSI | RUSH STREET INTERACTIVE INC | 8.0 | +59% | +88% | UP+ | 0 | on board - MOM+BLOW+RIDER | | PRKS | UNITED PARKS & RESORTS INC | 2.2 | +28% | -11% | UP | 0 | | | MSGE | MADISON SQUARE GARDEN ENTERTAINMEN | 3.5 | +23% | +86% | UP+ | 0 | on board - MOM+RIDER | | MTN | VAIL RESORTS INC | 5.4 | +18% | -16% | UP | 0 | | | DKNG | DRAFTKINGS INC | 13.1 | +18% | -35% | DN- | 0 | watchlist | | DIS | WALT DISNEY CO | 166.7 | -4% | -18% | DN- | 0 | |
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| 12 | ▸ Services-Commercial Physical & Biological Research | +20.7% | 100% | 5 | 0 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| NRC | NRC HEALTH | 0.5 | +31% | +34% | UP+ | 0 | | | EXEL | EXELIXIS INC | 14.1 | +25% | +16% | UP+ | 0 | | | IQV | IQVIA HOLDINGS INC | 34.6 | +21% | +10% | UP | 0 | | | INCY | INCYTE CORP | 22.8 | +20% | +50% | UP+ | 0 | | | MEDP | MEDPACE HOLDINGS INC | 15.1 | +6% | +42% | UP+ | 0 | |
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