| 1 | ▸ Computer Storage Devices | +52.3% | 100% | 5 | 2 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| SNDK | SANDISK CORP | 238.5 | +73% | +4648% | UP+ | 0 | on board - CLONE+CLONE2 | | STX | SEAGATE TECHNOLOGY HOLDINGS PLC | 204.8 | +56% | +614% | UP+ | 0 | on board - CLONE | | NTAP | NETAPP INC | 32.3 | +52% | +53% | UP+ | 0 | | | WDC | WESTERN DIGITAL CORP | 192.4 | +39% | +903% | UP+ | 0 | | | P | EVERPURE INC | 25.0 | +7% | +30% | UP+ | 0 | |
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| 2 | ▸ Services-Help Supply Services | +42.2% | 80% | 5 | 2 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| KFRC | KFORCE INC | 1.0 | +78% | +8% | UP+ | 0 | on board - MOM+BLOW | | AMN | AMN HEALTHCARE SERVICES INC | 1.3 | +63% | +57% | UP+ | 0 | on board - MOM+BLOW+RIDER | | RHI | ROBERT HALF INC | 3.9 | +42% | -25% | UP | 0 | | | BBSI | BARRETT BUSINESS SERVICES INC | 1.0 | +33% | -23% | UP | 0 | | | EFOR | EVERFORTH INC | 0.8 | +1% | -64% | DN- | 5 | watchlist |
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| 3 | ▸ Petroleum Refining | +30.9% | 100% | 8 | 3 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| PBF | PBF ENERGY INC | 7.3 | +52% | +75% | UP+ | 0 | on board - MOM | | DINO | HF SINCLAIR CORP | 16.1 | +51% | +52% | UP+ | 2 | on board - MOM+RIDER | | MPC | MARATHON PETROLEUM CORP | 91.2 | +42% | +45% | UP+ | 0 | | | VLO | VALERO ENERGY CORP | 90.6 | +31% | +72% | UP+ | 0 | | | PSX | PHILLIPS 66 | 83.0 | +31% | +40% | UP+ | 0 | | | SUN | SUNOCO LP | 15.3 | +14% | +32% | UP+ | 0 | on board - MOM+EARLY | | XOM | EXXON MOBIL CORP | 650.3 | +5% | +33% | UP+ | 0 | | | COP | CONOCOPHILLIPS | 146.4 | -3% | +22% | UP+ | 0 | |
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| 4 | ▸ Computer Communications Equipment | +28.6% | 100% | 6 | 4 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| EXTR | EXTREME NETWORKS INC | 3.9 | +76% | +77% | UP+ | 0 | on board - MOM+BLOW | | ATEN | A10 NETWORKS INC | 2.5 | +30% | +82% | UP+ | 0 | on board - MOM+RIDER | | FFIV | F5 INC | 21.9 | +29% | +31% | UP+ | 0 | | | CSCO | CISCO SYSTEMS INC | 444.4 | +28% | +81% | UP+ | 0 | on board - CLONE | | DGII | DIGI INTERNATIONAL INC | 2.5 | +17% | +107% | UP+ | 0 | on board - MOM | | ANET | ARISTA NETWORKS INC | 222.4 | +2% | +48% | UP+ | 0 | |
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| 5 | ▸ Laboratory Analytical Instruments | +22.4% | 100% | 5 | 1 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| ILMN | ILLUMINA INC | 29.8 | +57% | +62% | UP+ | 0 | | | RVTY | REVVITY INC | 12.6 | +30% | +4% | UP+ | 0 | | | A | AGILENT TECHNOLOGIES INC | 39.5 | +22% | +10% | UP+ | 0 | | | BIO | BIO-RAD LABORATORIES INC | 8.5 | +12% | +10% | UP+ | 0 | on board - EARLY | | MTD | METTLER TOLEDO INTERNATIONAL INC | 26.9 | +5% | -5% | UP | 0 | |
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| 6 | ▸ Services-Commercial Physical & Biological Research | +22.2% | 100% | 5 | 0 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| MEDP | MEDPACE HOLDINGS INC | 16.9 | +54% | -1% | UP+ | 0 | | | IQV | IQVIA HOLDINGS INC | 34.6 | +29% | -9% | UP | 0 | | | INCY | INCYTE CORP | 23.3 | +22% | +52% | UP+ | 0 | | | NRC | NRC HEALTH | 0.5 | +22% | +45% | UP+ | 0 | | | EXEL | EXELIXIS INC | 14.0 | +21% | +15% | UP+ | 0 | |
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| 7 | ▸ Services-Miscellaneous Amusement & Recreation | +21.1% | 67% | 6 | 2 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| RSI | RUSH STREET INTERACTIVE INC | 7.3 | +34% | +102% | UP+ | 0 | on board - MOM+BLOW | | PRKS | UNITED PARKS & RESORTS INC | 2.1 | +26% | -9% | UP | 0 | | | MSGE | MADISON SQUARE GARDEN ENTERTAINMEN | 3.6 | +24% | +88% | UP+ | 0 | on board - MOM+RIDER | | MTN | VAIL RESORTS INC | 5.1 | +19% | -9% | UP | 0 | | | DKNG | DRAFTKINGS INC | 11.3 | +3% | -44% | DN- | 0 | watchlist | | DIS | WALT DISNEY CO | 161.2 | -10% | -14% | DN- | 0 | |
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| 8 | ▸ Biological Products (No Disgnostic Substances) | +21.0% | 88% | 8 | 1 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| TECH | BIO-TECHNE CORP | 11.2 | +38% | +7% | UP+ | 0 | | | NBIX | NEUROCRINE BIOSCIENCES INC | 17.5 | +34% | +22% | UP+ | 0 | on board - MOM | | KRYS | KRYSTAL BIOTECH INC | 9.7 | +22% | +124% | UP+ | 0 | | | HALO | HALOZYME THERAPEUTICS INC | 9.6 | +21% | +21% | UP+ | 0 | | | RGEN | REPLIGEN CORP | 7.8 | +21% | +11% | DN | 0 | watchlist | | AMGN | AMGEN INC | 200.5 | +7% | +17% | UP+ | 0 | | | BIIB | BIOGEN INC | 29.6 | +7% | +54% | UP+ | 0 | | | GILD | GILEAD SCIENCES INC | 162.5 | -1% | +16% | UP+ | 0 | |
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| 9 | ▸ Air Transportation Scheduled | +19.5% | 83% | 6 | 1 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| UAL | UNITED AIRLINES HOLDINGS INC | 37.4 | +26% | +34% | UP+ | 0 | | | DAL | DELTA AIR LINES INC | 53.9 | +20% | +58% | UP+ | 0 | on board - CLONE | | ALGT | ALLEGIANT TRAVEL CO | 1.7 | +20% | +97% | UP+ | 0 | | | LUV | SOUTHWEST AIRLINES CO | 21.9 | +19% | +35% | UP+ | 0 | | | ALK | ALASKA AIR GROUP INC | 5.0 | +9% | -7% | DN- | 0 | | | SKYW | SKYWEST INC | 3.8 | +4% | -17% | UP | 0 | |
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| 10 | ▸ Wholesale-Computers & Peripheral Equipment & Softwar | +14.8% | 83% | 6 | 2 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| HPE | HEWLETT PACKARD ENTERPRISE CO | 63.1 | +71% | +144% | UP+ | 0 | | | SCSC | SCANSOURCE INC | 1.1 | +35% | +21% | UP+ | 0 | on board - MOM | | CLMB | CLIMB GLOBAL SOLUTIONS INC | 0.5 | +18% | -10% | DN- | 0 | | | SNX | TD SYNNEX CORP | 19.8 | +11% | +104% | UP+ | 0 | on board - MOM | | PLUS | EPLUS INC | 2.3 | +3% | +21% | UP+ | 0 | | | INGM | INGRAM MICRO HOLDING CORP | 6.8 | -2% | +37% | UP+ | 0 | |
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| 11 | ▸ Miscellaneous Fabricated Metal Products | +14.4% | 83% | 6 | 2 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| CR | CRANE CO | 12.6 | +21% | +14% | UP+ | 0 | | | HLIO | HELIOS TECHNOLOGIES INC | 2.6 | +17% | +146% | UP+ | 0 | on board - BLOW | | CXT | CRANE NXT CO | 3.0 | +15% | -20% | UP | 2 | on board - CFO1ST+CLONE | | WTS | WATTS WATER TECHNOLOGIES INC | 11.5 | +14% | +38% | UP+ | 0 | | | PH | PARKER-HANNIFIN CORP | 124.3 | +1% | +33% | UP+ | 0 | | | MWA | MUELLER WATER PRODUCTS INC | 3.9 | -11% | +6% | DN | 0 | |
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| 12 | ▸ Trucking (No Local) | +14.3% | 100% | 9 | 7 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| CVLG | COVENANT LOGISTICS GROUP INC | 1.2 | +55% | +81% | UP+ | 0 | on board - MOM+RIDER | | ARCB | ARCBEST CORP | 3.5 | +31% | +77% | UP+ | 0 | on board - MOM+CLONE+RIDER | | SNDR | SCHNEIDER NATIONAL INC | 6.6 | +26% | +40% | UP+ | 0 | on board - MOM+RIDER | | LSTR | LANDSTAR SYSTEM INC | 7.1 | +16% | +55% | UP+ | 0 | on board - MOM+RIDER | | JBHT | HUNT J B TRANSPORT SERVICES INC | 27.3 | +14% | +79% | UP+ | 0 | | | MRTN | MARTEN TRANSPORT LTD | 1.4 | +14% | +35% | UP+ | 0 | on board - MOM | | KNX | KNIGHT-SWIFT TRANSPORTATION HOLDIN | 11.8 | +10% | +66% | UP+ | 0 | on board - MOM+CLONE+RIDER | | ODFL | OLD DOMINION FREIGHT LINE INC | 48.0 | +4% | +31% | UP+ | 0 | | | SAIA | SAIA INC | 11.4 | -3% | +42% | UP+ | 0 | on board - CLONE+RIDER |
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