| 1 | ▸ Computer Storage Devices | +64.8% | 100% | 5 | 2 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| SNDK | SANDISK CORP | 260.3 | +86% | +3982% | UP+ | 0 | on board - CLONE+CLONE2 | | NTAP | NETAPP INC | 34.2 | +77% | +55% | UP+ | 0 | | | STX | SEAGATE TECHNOLOGY HOLDINGS PLC | 196.9 | +65% | +494% | UP+ | 0 | on board - CLONE | | WDC | WESTERN DIGITAL CORP | 194.2 | +54% | +702% | UP+ | 0 | | | P | EVERPURE INC | 25.6 | +20% | +23% | UP+ | 0 | |
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| 2 | ▸ Computer Communications Equipment | +44.2% | 100% | 6 | 4 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| EXTR | EXTREME NETWORKS INC | 4.3 | +88% | +80% | UP+ | 0 | on board - MOM+BLOW | | ATEN | A10 NETWORKS INC | 2.7 | +51% | +81% | UP+ | 0 | on board - MOM+RIDER | | FFIV | F5 INC | 24.3 | +46% | +35% | UP+ | 0 | | | CSCO | CISCO SYSTEMS INC | 461.5 | +42% | +82% | UP+ | 0 | on board - CLONE | | DGII | DIGI INTERNATIONAL INC | 2.5 | +23% | +103% | UP+ | 0 | on board - MOM | | ANET | ARISTA NETWORKS INC | 229.9 | +18% | +44% | UP+ | 0 | |
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| 3 | ▸ Services-Help Supply Services | +43.5% | 80% | 5 | 1 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| KFRC | KFORCE INC | 1.0 | +88% | +20% | UP+ | 0 | | | AMN | AMN HEALTHCARE SERVICES INC | 1.3 | +73% | +46% | UP+ | 0 | on board - MOM+EARLY+BLOW+RIDER | | RHI | ROBERT HALF INC | 3.6 | +44% | -18% | UP | 0 | | | BBSI | BARRETT BUSINESS SERVICES INC | 0.9 | +32% | -20% | UP | 0 | | | EFOR | EVERFORTH INC | 0.7 | -55% | -58% | DN- | 5 | watchlist |
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| 4 | ▸ Hospital & Medical Service Plans | +36.1% | 86% | 7 | 2 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| HUM | HUMANA INC | 48.8 | +108% | +62% | UP+ | 0 | on board - CLONE+CLONE2 | | MOH | MOLINA HEALTHCARE INC | 12.6 | +64% | -13% | UP+ | 0 | on board - CLONE | | ELV | ELEVANCE HEALTH INC | 92.7 | +37% | +20% | UP+ | 0 | | | UNH | UNITEDHEALTH GROUP INC | 386.1 | +36% | +36% | UP+ | 0 | | | CI | CIGNA GROUP | 80.2 | +12% | -1% | UP | 0 | | | ALHC | ALIGNMENT HEALTHCARE INC | 4.4 | -0% | +51% | UP+ | 1 | | | TRUP | TRUPANION INC | 1.1 | -2% | -53% | DN- | 0 | |
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| 5 | ▸ Petroleum Refining | +28.2% | 100% | 8 | 3 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| PBF | PBF ENERGY INC | 7.2 | +57% | +48% | UP+ | 0 | on board - MOM+EARLY | | DINO | HF SINCLAIR CORP | 15.0 | +46% | +60% | UP+ | 2 | on board - MOM+RIDER | | MPC | MARATHON PETROLEUM CORP | 88.6 | +36% | +48% | UP+ | 0 | | | VLO | VALERO ENERGY CORP | 89.5 | +29% | +71% | UP+ | 0 | | | PSX | PHILLIPS 66 | 80.8 | +28% | +40% | UP+ | 0 | | | SUN | SUNOCO LP | 14.8 | +14% | +28% | UP+ | 0 | on board - MOM+EARLY | | XOM | EXXON MOBIL CORP | 601.4 | -2% | +31% | UP+ | 0 | | | COP | CONOCOPHILLIPS | 136.3 | -5% | +25% | UP+ | 0 | |
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| 6 | ▸ Special Industry Machinery Nec | +25.8% | 60% | 5 | 2 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| ACMR | ACM RESEARCH INC | 6.5 | +95% | +221% | UP+ | 0 | on board - MOM | | LRCX | LAM RESEARCH CORP | 432.8 | +27% | +258% | UP+ | 0 | on board - CLONE | | ACLS | AXCELIS TECHNOLOGIES INC | 4.4 | +26% | +132% | UP+ | 0 | | | CRCT | CRICUT INC | 0.9 | +8% | -14% | DN- | 0 | | | ERII | ENERGY RECOVERY INC | 0.4 | -23% | -38% | DN- | 1 | |
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| 7 | ▸ Trucking (No Local) | +24.0% | 100% | 9 | 7 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| CVLG | COVENANT LOGISTICS GROUP INC | 1.2 | +63% | +86% | UP+ | 0 | on board - MOM+RIDER | | ARCB | ARCBEST CORP | 3.4 | +38% | +111% | UP+ | 0 | on board - MOM+CLONE | | SNDR | SCHNEIDER NATIONAL INC | 6.5 | +31% | +44% | UP+ | 0 | on board - MOM+RIDER | | LSTR | LANDSTAR SYSTEM INC | 7.2 | +25% | +61% | UP+ | 0 | on board - MOM+RIDER | | MRTN | MARTEN TRANSPORT LTD | 1.4 | +24% | +35% | UP+ | 0 | on board - MOM | | JBHT | HUNT J B TRANSPORT SERVICES INC | 26.5 | +23% | +90% | UP+ | 0 | | | KNX | KNIGHT-SWIFT TRANSPORTATION HOLDIN | 12.2 | +22% | +77% | UP+ | 0 | on board - MOM+CLONE+RIDER | | ODFL | OLD DOMINION FREIGHT LINE INC | 47.5 | +9% | +49% | UP+ | 0 | | | SAIA | SAIA INC | 11.5 | +7% | +61% | UP+ | 0 | on board - CLONE+RIDER |
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| 8 | ▸ Services-Health Services | +21.2% | 80% | 5 | 3 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| LFST | LIFESTANCE HEALTH GROUP INC | 4.2 | +66% | +91% | UP+ | 0 | on board - MOM+RIDER | | PNTG | PENNANT GROUP INC | 1.4 | +30% | +30% | UP+ | 0 | on board - MOM | | PRVA | PRIVIA HEALTH GROUP INC | 3.5 | +21% | +14% | UP+ | 0 | on board - EARLY | | TALK | TALKSPACE INC | 0.9 | +1% | +97% | UP+ | 0 | | | USPH | U S PHYSICAL THERAPY INC | 1.1 | -9% | -9% | DN- | 0 | |
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| 9 | ▸ Personal Credit Institutions | +21.2% | 90% | 10 | 3 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| ENVA | ENOVA INTERNATIONAL INC | 5.7 | +50% | +65% | UP+ | 0 | on board - MOM+RIDER | | ATLC | ATLANTICUS HOLDINGS CORP | 1.5 | +43% | +64% | UP+ | 0 | on board - MOM+BLOW | | WRLD | WORLD ACCEPTANCE CORP | 0.9 | +41% | +4% | UP+ | 0 | | | CACC | CREDIT ACCEPTANCE CORP | 6.5 | +26% | +7% | UP+ | 0 | on board - MOM | | HAPN | HAPPEN INC | 2.3 | +26% | +44% | UP+ | 0 | | | SLM | SLM CORP | 4.8 | +16% | -32% | UP | 0 | | | RM | REGIONAL MANAGEMENT CORP | 0.4 | +15% | +18% | UP+ | 0 | | | OMF | ONEMAIN HOLDINGS INC | 6.9 | +6% | +4% | UP+ | 0 | | | NNI | NELNET INC | 4.7 | -2% | +7% | UP+ | 0 | | | NCDL | NUVEEN CHURCHILL DIRECT LENDING CO | 0.6 | -6% | -18% | DN- | 0 | watchlist |
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| 10 | ▸ Services-Prepackaged Software | +20.9% | 45% | 69 | 8 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| DDOG | DATADOG INC | 96.4 | +145% | +71% | UP+ | 0 | | | RPD | RAPID7 INC | 0.9 | +142% | -69% | UP | 0 | | | OKTA | OKTA INC | 26.9 | +141% | +28% | UP+ | 1 | | | TENB | TENABLE HOLDINGS INC | 4.7 | +139% | -17% | UP | 1 | on board - CFO1ST | | CRWD | CROWDSTRIKE HOLDINGS INC | 214.6 | +112% | +45% | UP+ | 0 | | | QLYS | QUALYS INC | 5.8 | +97% | -18% | UP | 0 | | | PD | PAGERDUTY INC | 0.8 | +89% | -41% | UP | 0 | | | TWLO | TWILIO INC | 33.1 | +76% | +83% | UP+ | 0 | on board - CLONE | | CVLT | COMMVAULT SYSTEMS INC | 6.1 | +66% | -23% | UP | 0 | | | GTLB | GITLAB INC | 5.6 | +64% | -32% | DN- | 1 | | | CCSI | CONSENSUS CLOUD SOLUTIONS INC | 0.7 | +55% | +64% | UP+ | 0 | | | NTNX | NUTANIX INC | 15.0 | +51% | -32% | UP | 0 | on board - BLOW | | DDD | 3D SYSTEMS CORP | 0.4 | +50% | +77% | UP+ | 0 | | | TEAM | ATLASSIAN CORP | 22.6 | +49% | -52% | DN- | 0 | | | GEN | GEN DIGITAL INC | 16.0 | +41% | -15% | UP | 0 | | | DUOL | DUOLINGO INC | 6.0 | +40% | -67% | DN- | 0 | | | AVPT | AVEPOINT INC | 2.8 | +38% | -39% | UP | 0 | | | ESTC | ELASTIC NV | 6.5 | +37% | -29% | DN- | 0 | watchlist | | CLBT | CELLEBRITE DI LTD | 4.0 | +36% | -12% | UP | 0 | | | DT | DYNATRACE INC | 13.1 | +35% | -21% | UP | 0 | |
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| 11 | ▸ Steel Works Blast Furnaces & Rolling Mills (Coke Ove | +19.8% | 80% | 5 | 0 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| CRS | CARPENTER TECHNOLOGY CORP | 28.7 | +32% | +103% | UP+ | 0 | | | NUE | NUCOR CORP | 53.3 | +24% | +85% | UP+ | 0 | | | STLD | STEEL DYNAMICS INC | 33.7 | +20% | +109% | UP+ | 0 | | | MTUS | METALLUS INC | 0.8 | +10% | +28% | UP+ | 0 | | | CMC | COMMERCIAL METALS CO | 7.3 | +1% | +51% | DN | 0 | |
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| 12 | ▸ Arrangement Of Transportation Of Freight & Cargo | +18.9% | 80% | 5 | 0 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| EXPD | EXPEDITORS INTERNATIONAL OF WASHIN | 23.3 | +24% | +45% | UP+ | 0 | | | HUBG | HUB GROUP INC | 2.9 | +19% | +30% | UP+ | 0 | | | CHRW | C H ROBINSON WORLDWIDE INC | 23.5 | +19% | +95% | UP+ | 0 | | | RLGT | RADIANT LOGISTICS INC | 0.4 | +15% | +48% | UP+ | 0 | | | BCO | BRINKS CO | 4.5 | +3% | +10% | DN | 0 | |
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