Each N-PORT filing of JSMD compared with the one before: positions added and dropped, the largest weight changes, turnover. Computed by Mulden from the filings; dated by filing period and SEC receipt.https://themulden.com/enhttps://themulden.com/funds/jsmd/https://themulden.com/funds/jsmd/121 positions became 121: 41 added (28.86% of the fund), 41 dropped (26.09%). Turnover proxy 39.8%. Largest increases: Griffon Corp. 0.32% to 1.67%; Comfort Systems USA, Inc. 3.37% to 4.49%; Brink's Co. (The) 0.32% to 1.37%; Jabil, Inc. 1.55% to 2.43%; Powell Industries, Inc. 1.2% to 1.72%; Iridium Communications, Inc. 0.58% to 1.08%. Largest decreases: Somnigroup International, Inc. 2% to 0.43%; Catalyst Pharmaceuticals, Inc. 1.44% to 0.33%; Medpace Holdings, Inc. 2.09% to 1.22%; Artisan Partners Asset Management, Inc. 1.13% to 0.26%; Workiva, Inc. 1.45% to 0.64%; Enova International, Inc. 1.63% to 1.09%. New: Bloom Energy Corp. (2.61%), Piper Sandler Cos. (1.89%), Choice Hotels International, Inc. (1.35%), Adeia, Inc. (1.02%), Belden, Inc. (1.01%), Kadant, Inc. (0.96%). Gone: Sanmina Corp. (1.36%), Hamilton Lane, Inc. (1.31%), Banc of California, Inc. (1.2%), Vicor Corp. (1.15%), Churchill Downs, Inc. (1.05%), Novanta, Inc. (1.05%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 26 Jun 2026 12:00:00 GMThttps://themulden.com/funds/jsmd/https://themulden.com/funds/jsmd/107 positions became 121: 71 added (60.78% of the fund), 57 dropped (42.99%). Turnover proxy 67.4%. Largest increases: Somnigroup International, Inc. 0.53% to 2%; Catalyst Pharmaceuticals, Inc. 0.28% to 1.44%; InterDigital, Inc. 0.51% to 1.51%; Enova International, Inc. 0.9% to 1.63%; HCI Group, Inc. 0.23% to 0.73%; Healthcare Services Group, Inc. 0.22% to 0.61%. Largest decreases: Appfolio, Inc. 2.07% to 0.24%; Frontdoor, Inc. 2.31% to 0.5%; Axcelis Technologies, Inc. 1.79% to 0.3%; Clear Secure, Inc. 1.77% to 0.41%; TopBuild Corp. 2.01% to 0.68%; Installed Building Products, Inc. 2.13% to 0.8%. New: Comfort Systems USA, Inc. (3.37%), Onto Innovation, Inc. (1.86%), Ryman Hospitality Properties, Inc. (1.62%), Rocket Lab Corp. (1.47%), Workiva, Inc. (1.45%), Fabrinet (1.39%). Gone: BWX Technologies, Inc. (2.76%), Primoris Services Corp. (2.22%), Halozyme Therapeutics, Inc. (2.09%), Credo Technology Group Holding Ltd. (1.92%), Nexstar Media Group, Inc. (1.89%), Astera Labs, Inc. (1.85%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 23 Mar 2026 12:00:00 GMThttps://themulden.com/funds/jsmd/https://themulden.com/funds/jsmd/107 positions became 107: 63 added (51.43% of the fund), 63 dropped (54.66%). Turnover proxy 66.3%. Largest increases: Medpace Holdings, Inc. 1.03% to 3.01%; TopBuild Corp. 0.59% to 2.01%; Axcelis Technologies, Inc. 0.39% to 1.79%; Hamilton Lane, Inc. 0.24% to 1.49%; NEXTracker, Inc. 0.3% to 1.48%; Powell Industries, Inc. 0.36% to 1.3%. Largest decreases: Manhattan Associates, Inc. 2.27% to 0.73%; First Bancorp 1.41% to 0.26%; Catalyst Pharmaceuticals, Inc. 1.39% to 0.28%; SoFi Technologies, Inc. 2.51% to 1.47%; Skyward Specialty Insurance Group, Inc. 1.13% to 0.18%; Itron, Inc. 1.08% to 0.22%. New: BWX Technologies, Inc. (2.76%), Sanmina Corp. (2.43%), Installed Building Products, Inc. (2.13%), Appfolio, Inc. (2.07%), Credo Technology Group Holding Ltd. (1.92%), Astera Labs, Inc. (1.85%). Gone: NRG Energy, Inc. (2.22%), Bentley Systems, Inc. (2.14%), Equitable Holdings, Inc. (2.14%), Core & Main, Inc. (2.12%), Hasbro, Inc. (2.11%), Neurocrine Biosciences, Inc. (2.02%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Tue, 23 Dec 2025 12:00:00 GMThttps://themulden.com/funds/jsmd/https://themulden.com/funds/jsmd/259 positions became 107: 67 added (61.87% of the fund), 219 dropped (72%). Turnover proxy 81%. Largest increases: Sterling Infrastructure, Inc. 0.51% to 2.38%; Primoris Services Corp. 0.36% to 1.94%; Napco Security Technologies, Inc. 0.15% to 1.6%; Atkore, Inc. 0.24% to 1.69%; Clear Secure, Inc. 0.43% to 1.57%; Skyward Specialty Insurance Group, Inc. 0.11% to 1.13%. Largest decreases: Corcept Therapeutics, Inc. 1.82% to 0.44%; Lantheus Holdings, Inc. 1.72% to 0.36%; Hims & Hers Health, Inc. 1.7% to 0.4%; Medpace Holdings, Inc. 2.26% to 1.03%; Badger Meter, Inc. 1.19% to 0.3%; Alkermes plc 1.12% to 0.24%. New: SoFi Technologies, Inc. (2.51%), Manhattan Associates, Inc. (2.27%), NRG Energy, Inc. (2.22%), Bentley Systems, Inc. (2.14%), Equitable Holdings, Inc. (2.14%), Hasbro, Inc. (2.11%). Gone: Southern Copper Corp. (3.17%), Doximity, Inc. (1.82%), Ensign Group, Inc. (The) (1.78%), EPAM Systems, Inc. (1.63%), Royal Gold, Inc. (1.54%), Paycom Software, Inc. (1.44%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 18 Sep 2025 12:00:00 GMThttps://themulden.com/funds/jsmd/https://themulden.com/funds/jsmd/265 positions became 259: 57 added (27.35% of the fund), 63 dropped (26.78%). Turnover proxy 34.6%. Largest increases: Paycom Software, Inc. 0.88% to 1.44%; CACI International, Inc. 0.66% to 1.14%; Comfort Systems USA, Inc. 1.18% to 1.57%; Paylocity Holding Corp. 0.87% to 1.19%; Core & Main, Inc. 0.83% to 1.11%; Applied Industrial Technologies, Inc. 0.76% to 1.04%. Largest decreases: Neurocrine Biosciences, Inc. 3.56% to 2.58%; EPAM Systems, Inc. 2.28% to 1.63%; Eagle Materials, Inc. 1.59% to 0.97%; Globant SA 1.46% to 0.93%; New York Times Co. (The) 0.84% to 0.45%; Medpace Holdings, Inc. 2.51% to 2.26%. New: Southern Copper Corp. (3.17%), Hims & Hers Health, Inc. (1.7%), Royal Gold, Inc. (1.54%), Commvault Systems, Inc. (1.35%), Alkermes plc (1.12%), Leonardo DRS, Inc. (1.09%). Gone: Incyte Corp. (3.12%), HEICO Corp. (2.17%), Bentley Systems, Inc. (2.14%), Bruker Corp. (2.04%), Charles River Laboratories International, Inc. (1.95%), Graphic Packaging Holding Co. (1.52%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 20 Jun 2025 12:00:00 GMThttps://themulden.com/funds/jsmd/https://themulden.com/funds/jsmd/258 positions became 265: 32 added (11.65% of the fund), 25 dropped (14.8%). Turnover proxy 20.8%. Largest increases: Neurocrine Biosciences, Inc. 2.53% to 3.56%; Doximity, Inc. 1.09% to 1.75%; Corcept Therapeutics, Inc. 1.07% to 1.62%; Medpace Holdings, Inc. 2.03% to 2.51%; Graphic Packaging Holding Co. 1.11% to 1.52%; Option Care Health, Inc. 0.82% to 1.22%. Largest decreases: HEICO Corp. 2.64% to 2.17%; FTAI Aviation Ltd. 1.23% to 0.79%; Tetra Tech, Inc. 1.17% to 0.75%; Advanced Drainage Systems, Inc. 1.04% to 0.71%; New York Times Co. (The) 1.07% to 0.84%; Paycom Software, Inc. 1.08% to 0.88%. New: EPAM Systems, Inc. (2.28%), Globant SA (1.46%), Enphase Energy, Inc. (1.33%), Saia, Inc. (0.97%), Lincoln Electric Holdings, Inc. (0.85%), CACI International, Inc. (0.66%). Gone: AppLovin Corp. (5.46%), Rollins, Inc. (2.05%), Amdocs Ltd. (1.56%), Royal Gold, Inc. (1.25%), Interactive Brokers Group, Inc. (0.93%), Commercial Metals Co. (0.81%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 24 Mar 2025 12:00:00 GMThttps://themulden.com/funds/jsmd/https://themulden.com/funds/jsmd/255 positions became 258: 14 added (3.35% of the fund), 11 dropped (3.61%). Turnover proxy 12%. Largest increases: AppLovin Corp. 2.69% to 5.46%; Doximity, Inc. 0.67% to 1.09%; New York Times Co. (The) 0.66% to 1.07%; Corcept Therapeutics, Inc. 0.79% to 1.07%; Ensign Group, Inc. (The) 1.56% to 1.84%; Sprouts Farmers Market, Inc. 0.41% to 0.67%. Largest decreases: Charles River Laboratories International, Inc. 2.45% to 1.92%; SPS Commerce, Inc. 1.28% to 0.95%; Medpace Holdings, Inc. 2.31% to 2.03%; Neurocrine Biosciences, Inc. 2.78% to 2.53%; Graphic Packaging Holding Co. 1.36% to 1.11%; Progyny, Inc. 0.52% to 0.28%. New: Amdocs Ltd. (1.56%), OSI Systems, Inc. (0.34%), Penske Automotive Group, Inc. (0.31%), Primoris Services Corp. (0.3%), Worthington Steel, Inc. (0.25%), Stride, Inc. (0.12%). Gone: Bio-Techne Corp. (2.51%), Perficient, Inc. (0.42%), AssetMark Financial Holdings, Inc. (0.16%), Cal-Maine Foods, Inc. (0.13%), Madison Square Garden Entertainment Corp. (0.12%), Cavco Industries, Inc. (0.12%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 27 Dec 2024 12:00:00 GMThttps://themulden.com/funds/jsmd/https://themulden.com/funds/jsmd/254 positions became 255: 70 added (27.15% of the fund), 69 dropped (17.9%). Turnover proxy 31.1%. Largest increases: HEICO Corp. 2.41% to 2.67%; Matador Resources Co. 0.36% to 0.61%; TopBuild Corp. 0.35% to 0.51%; Toll Brothers, Inc. 0.33% to 0.5%; Halozyme Therapeutics, Inc. 1.22% to 1.37%; Mueller Industries, Inc. 0.6% to 0.74%. Largest decreases: Bentley Systems, Inc. 3.17% to 2.25%; Bruker Corp. 2.72% to 1.94%; DoubleVerify Holdings, Inc. 1.29% to 0.58%; Medpace Holdings, Inc. 3.01% to 2.31%; Qualys, Inc. 1.56% to 0.88%; Dropbox, Inc. 1.57% to 0.96%. New: Incyte Corp. (2.86%), AppLovin Corp. (2.69%), Bio-Techne Corp. (2.51%), Lantheus Holdings, Inc. (1.42%), Royal Gold, Inc. (1.33%), Erie Indemnity Co. (1.26%). Gone: Shockwave Medical, Inc. (3.11%), EMCOR Group, Inc. (1.6%), Allegro MicroSystems, Inc. (1.47%), Owens Corning (1.39%), Saia, Inc. (1%), East West Bancorp, Inc. (0.79%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 19 Sep 2024 12:00:00 GMThttps://themulden.com/funds/jsmd/https://themulden.com/funds/jsmd/256 positions became 254: 75 added (38.56% of the fund), 77 dropped (31.78%). Turnover proxy 41.6%. Largest increases: Eagle Materials, Inc. 1.26% to 1.55%; Core & Main, Inc. 0.76% to 1.03%; Comfort Systems USA, Inc. 0.82% to 1.05%; Otter Tail Corp. 0.08% to 0.3%; Badger Meter, Inc. 1.15% to 1.38%; Shockwave Medical, Inc. 2.95% to 3.11%. Largest decreases: QuidelOrtho Corp. 1.62% to 0.68%; Ensign Group, Inc. (The) 2.26% to 1.69%; Progyny, Inc. 1.29% to 0.77%; Fabrinet 2.12% to 1.61%; Amphastar Pharmaceuticals, Inc. 0.9% to 0.5%; Doximity, Inc. 1.12% to 0.75%. New: Neurocrine Biosciences, Inc. (3.27%), Bentley Systems, Inc. (3.17%), Bruker Corp. (2.72%), HEICO Corp. (2.41%), EMCOR Group, Inc. (1.6%), Dropbox, Inc. (1.57%). Gone: Repligen Corp. (3.33%), Westlake Corp. (2.82%), Onto Innovation, Inc. (2.17%), Amkor Technology, Inc. (2.13%), Littelfuse, Inc. (1.65%), Insight Enterprises, Inc. (1.64%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Tue, 18 Jun 2024 12:00:00 GMThttps://themulden.com/funds/jsmd/https://themulden.com/funds/jsmd/245 positions became 256: 40 added (14.1% of the fund), 29 dropped (18.14%). Turnover proxy 26%. Largest increases: Amkor Technology, Inc. 1.05% to 2.13%; Onto Innovation, Inc. 1.13% to 2.17%; Fabrinet 1.15% to 2.12%; Qualys, Inc. 1.15% to 1.9%; Repligen Corp. 2.62% to 3.33%; SPS Commerce, Inc. 1.2% to 1.84%. Largest decreases: BJ's Wholesale Club Holdings, Inc. 1.73% to 1.1%; STAAR Surgical Co. 1.01% to 0.48%; Darling Ingredients, Inc. 1.34% to 0.89%; AMN Healthcare Services, Inc. 1.43% to 0.99%; Ensign Group, Inc. (The) 2.7% to 2.26%; QuidelOrtho Corp. 2.03% to 1.62%. New: Charles River Laboratories International, Inc. (3.03%), Badger Meter, Inc. (1.15%), CH Robinson Worldwide, Inc. (1.04%), BellRing Brands, Inc. (0.93%), Amphastar Pharmaceuticals, Inc. (0.9%), Tetra Tech, Inc. (0.89%). Gone: Dell Technologies, Inc. (3.47%), Jabil, Inc. (3.29%), Super Micro Computer, Inc. (2.59%), Watsco, Inc. (1.78%), First Citizens BancShares, Inc. (1.53%), Commercial Metals Co. (0.94%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 21 Mar 2024 12:00:00 GMThttps://themulden.com/funds/jsmd/https://themulden.com/funds/jsmd/248 positions became 245: 11 added (4.47% of the fund), 14 dropped (4.08%). Turnover proxy 13.1%. Largest increases: Dell Technologies, Inc. 2.48% to 3.47%; Ensign Group, Inc. (The) 1.97% to 2.7%; Shockwave Medical, Inc. 2.46% to 3.17%; Jabil, Inc. 2.67% to 3.29%; BJ's Wholesale Club Holdings, Inc. 1.27% to 1.73%; Fabrinet 0.82% to 1.15%. Largest decreases: Commercial Metals Co. 1.96% to 0.94%; Eagle Materials, Inc. 1.91% to 1.03%; MP Materials Corp. 1.24% to 0.55%; Super Micro Computer, Inc. 3.16% to 2.59%; Figs, Inc. 0.43% to 0.03%; Generac Holdings, Inc. 1.01% to 0.68%. New: Westlake Corp. (2.79%), East West Bancorp, Inc. (0.59%), TKO Group Holdings, Inc. (0.57%), Madison Square Garden Entertainment Corp. (0.11%), Digital Turbine, Inc. (0.1%), First Bancorp (0.09%). Gone: Allegro MicroSystems, Inc. (1.8%), PDC Energy, Inc. (0.47%), Ryerson Holding Corp. (0.45%), World Wrestling Entertainment, Inc. (0.33%), Korn Ferry (0.29%), Focus Financial Partners, Inc. (0.26%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Wed, 20 Dec 2023 12:00:00 GMThttps://themulden.com/funds/jsmd/https://themulden.com/funds/jsmd/235 positions became 248: 60 added (14.53% of the fund), 47 dropped (26.65%). Turnover proxy 35%. Largest increases: Super Micro Computer, Inc. 1.04% to 3.16%; Commercial Metals Co. 0.65% to 1.96%; Eagle Materials, Inc. 0.64% to 1.91%; MP Materials Corp. 0.46% to 1.24%; Jabil, Inc. 1.91% to 2.67%; First Citizens BancShares, Inc. 0.93% to 1.53%. Largest decreases: Shockwave Medical, Inc. 4.36% to 2.46%; BJ's Wholesale Club Holdings, Inc. 2.18% to 1.27%; Paylocity Holding Corp. 1.98% to 1.33%; Concentrix Corp. 0.92% to 0.46%; STAAR Surgical Co. 1.41% to 0.96%; Nexstar Media Group, Inc. 0.87% to 0.48%. New: Ensign Group, Inc. (The) (1.97%), Allegro MicroSystems, Inc. (1.8%), Darling Ingredients, Inc. (1.58%), WESCO International, Inc. (0.95%), Fabrinet (0.82%), ZoomInfo Technologies, Inc. (0.74%). Gone: Fair Isaac Corp. (3.3%), Bentley Systems, Inc. (2.16%), Lattice Semiconductor Corp. (2.01%), Reliance Steel & Aluminum Co. (1.74%), Westlake Corp. (1.73%), Qorvo, Inc. (1.69%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 22 Sep 2023 12:00:00 GMThttps://themulden.com/funds/jsmd/https://themulden.com/funds/jsmd/253 positions became 235: 61 added (30.95% of the fund), 79 dropped (31.92%). Turnover proxy 40.4%. Largest increases: QuidelOrtho Corp. 1.33% to 2.49%; Medpace Holdings, Inc. 1.62% to 2.59%; Doximity, Inc. 0.92% to 1.82%; Progyny, Inc. 0.75% to 1.28%; AMN Healthcare Services, Inc. 0.98% to 1.48%; Corcept Therapeutics, Inc. 0.58% to 1.01%. Largest decreases: Qorvo, Inc. 2.31% to 1.69%; Amkor Technology, Inc. 1.51% to 1.01%; Westlake Corp. 2.19% to 1.73%; Paylocity Holding Corp. 2.43% to 1.98%; Matador Resources Co. 0.92% to 0.48%; MP Materials Corp. 0.81% to 0.46%. New: Shockwave Medical, Inc. (4.36%), Repligen Corp. (2.67%), Bentley Systems, Inc. (2.16%), Lattice Semiconductor Corp. (2.01%), Dell Technologies, Inc. (1.94%), Reliance Steel & Aluminum Co. (1.74%). Gone: Bio-Rad Laboratories, Inc. (3.23%), QIAGEN NV (2.62%), Chemed Corp. (1.77%), Halozyme Therapeutics, Inc. (1.65%), Ciena Corp. (1.62%), Cleveland-Cliffs, Inc. (1.54%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Tue, 27 Jun 2023 12:00:00 GMThttps://themulden.com/funds/jsmd/https://themulden.com/funds/jsmd/250 positions became 253: 30 added (11.37% of the fund), 27 dropped (11.65%). Turnover proxy 19.4%. Largest increases: Bio-Rad Laboratories, Inc. 2.21% to 3.23%; BJ's Wholesale Club Holdings, Inc. 1.28% to 1.99%; Olaplex Holdings, Inc. 0.35% to 0.84%; Fair Isaac Corp. 2.63% to 3.08%; Cleveland-Cliffs, Inc. 1.14% to 1.54%; Amkor Technology, Inc. 1.11% to 1.51%. Largest decreases: AMN Healthcare Services, Inc. 1.57% to 0.98%; Progyny, Inc. 1.19% to 0.75%; QuidelOrtho Corp. 1.74% to 1.33%; Rollins, Inc. 1.6% to 1.2%; Medpace Holdings, Inc. 1.99% to 1.62%; Paylocity Holding Corp. 2.79% to 2.43%. New: Qorvo, Inc. (2.31%), Jabil, Inc. (2.22%), Ensign Group, Inc. (The) (1.22%), Commercial Metals Co. (0.89%), U-Haul Holding Co. (0.81%), Corebridge Financial, Inc. (0.66%). Gone: Ubiquiti, Inc. (3.4%), GoDaddy, Inc. (2.74%), Darling Ingredients, Inc. (1.54%), Cboe Global Markets, Inc. (0.69%), Scotts Miracle-Gro Co. (The) (0.43%), Meridian Bioscience, Inc. (0.41%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 27 Mar 2023 12:00:00 GMThttps://themulden.com/funds/jsmd/https://themulden.com/funds/jsmd/243 positions became 250: 17 added (5.02% of the fund), 10 dropped (6.84%). Turnover proxy 14.5%. Largest increases: QuidelOrtho Corp. 1.02% to 1.74%; Medpace Holdings, Inc. 1.36% to 1.99%; Westlake Corp. 1.55% to 2.09%; Progyny, Inc. 0.67% to 1.19%; Darling Ingredients, Inc. 1.03% to 1.54%; BJ's Wholesale Club Holdings, Inc. 0.85% to 1.28%. Largest decreases: Bio-Rad Laboratories, Inc. 3.05% to 2.21%; Olaplex Holdings, Inc. 1.03% to 0.35%; TTEC Holdings, Inc. 0.72% to 0.46%; FormFactor, Inc. 0.58% to 0.34%; Doximity, Inc. 1.06% to 0.85%; Vontier Corp. 0.87% to 0.66%. New: Matador Resources Co. (1.04%), AMERCO (0.87%), Super Micro Computer, Inc. (0.79%), Meridian Bioscience, Inc. (0.41%), Callon Petroleum Co. (0.36%), Viper Energy Partners LP (0.33%). Gone: Incyte Corp. (2.98%), Littelfuse, Inc. (1.44%), II-VI, Inc. (1.17%), Addus HomeCare Corp. (0.36%), Insperity, Inc. (0.32%), Catalyst Pharmaceuticals, Inc. (0.25%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 22 Dec 2022 12:00:00 GMThttps://themulden.com/funds/jsmd/https://themulden.com/funds/jsmd/264 positions became 243: 61 added (24.83% of the fund), 82 dropped (31.04%). Turnover proxy 36.2%. Largest increases: Fair Isaac Corp. 1.5% to 2.5%; Paylocity Holding Corp. 1.6% to 2.37%; Ubiquiti, Inc. 2.66% to 3.36%; Nexstar Media Group, Inc. 0.56% to 0.99%; MKS Instruments, Inc. 0.97% to 1.38%; Ciena Corp. 1.29% to 1.64%. Largest decreases: Cleveland-Cliffs, Inc. 1.75% to 1.15%; Chemed Corp. 2.29% to 1.72%; Exelixis, Inc. 2.16% to 1.6%; Maravai LifeSciences Holdings, Inc. 1.23% to 0.82%; Progyny, Inc. 1.05% to 0.67%; Amedisys, Inc. 1.26% to 0.93%. New: Bio-Rad Laboratories, Inc. (3.05%), Incyte Corp. (2.98%), GoDaddy, Inc. (2.51%), Westlake Corp. (1.55%), Littelfuse, Inc. (1.44%), Olaplex Holdings, Inc. (1.03%). Gone: VMware, Inc. (3.04%), Steel Dynamics, Inc. (2.22%), FMC Corp. (2.19%), Bentley Systems, Inc. (1.76%), Aspen Technology, Inc. (1.62%), Quidel Corp. (1.28%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 22 Sep 2022 12:00:00 GMThttps://themulden.com/funds/jsmd/https://themulden.com/funds/jsmd/260 positions became 264: 61 added (28.7% of the fund), 57 dropped (19.68%). Turnover proxy 31.9%. Largest increases: Cable One, Inc. 0.16% to 0.61%; Nexstar Media Group, Inc. 0.11% to 0.56%; Doximity, Inc. 0.93% to 1.27%; Cargurus, Inc. 0.05% to 0.29%; World Wrestling Entertainment, Inc. 0.04% to 0.22%; ZipRecruiter, Inc. 0.03% to 0.17%. Largest decreases: Scotts Miracle-Gro Co. (The) 1.83% to 0.75%; Fair Isaac Corp. 2.19% to 1.5%; Medpace Holdings, Inc. 2.1% to 1.43%; Eagle Materials, Inc. 1.3% to 0.64%; VMware, Inc. 3.67% to 3.04%; MKS Instruments, Inc. 1.39% to 0.97%. New: QIAGEN NV (3.01%), Steel Dynamics, Inc. (2.22%), FMC Corp. (2.19%), Exelixis, Inc. (2.16%), Cleveland-Cliffs, Inc. (1.75%), Halozyme Therapeutics, Inc. (1.67%). Gone: Berry Global Group, Inc. (2.01%), Concentrix Corp. (1.7%), TD Synnex Corp. (1.62%), Royal Gold, Inc. (1.46%), LHC Group, Inc. (1.3%), Inari Medical, Inc. (1.22%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Tue, 28 Jun 2022 12:00:00 GMThttps://themulden.com/funds/jsmd/https://themulden.com/funds/jsmd/264 positions became 260: 28 added (14.14% of the fund), 32 dropped (9.52%). Turnover proxy 18.8%. Largest increases: TD Synnex Corp. 0.87% to 1.62%; Ciena Corp. 1.33% to 1.66%; Berry Global Group, Inc. 1.68% to 2.01%; Scotts Miracle-Gro Co. (The) 1.57% to 1.83%; Chemed Corp. 2.14% to 2.38%; Lumentum Holdings, Inc. 0.95% to 1.18%. Largest decreases: Paylocity Holding Corp. 2.65% to 1.81%; Bentley Systems, Inc. 2.54% to 1.76%; Progyny, Inc. 1.55% to 1.21%; RH 0.84% to 0.52%; TuSimple Holdings, Inc. 0.57% to 0.27%; DoubleVerify Holdings, Inc. 0.99% to 0.71%. New: VMware, Inc. (3.67%), Fair Isaac Corp. (2.19%), LHC Group, Inc. (1.3%), II-VI, Inc. (1.09%), Thoughtworks Holding, Inc. (1.06%), PulteGroup, Inc. (0.81%). Gone: PPD, Inc. (3.1%), ironSource Ltd. (1.13%), Power Integrations, Inc. (0.99%), Upstart Holdings, Inc. (0.75%), Pacira BioSciences, Inc. (0.66%), CMC Materials, Inc. (0.6%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 28 Mar 2022 12:00:00 GMThttps://themulden.com/funds/jsmd/https://themulden.com/funds/jsmd/261 positions became 264: 19 added (10.88% of the fund), 16 dropped (5.86%). Turnover proxy 17.8%. Largest increases: Paylocity Holding Corp. 2.09% to 2.65%; Upstart Holdings, Inc. 0.21% to 0.75%; Celsius Holdings, Inc. 0.3% to 0.59%; Medpace Holdings, Inc. 2.04% to 2.29%; BJ's Wholesale Club Holdings, Inc. 0.42% to 0.65%; Berry Global Group, Inc. 1.48% to 1.68%. Largest decreases: Amedisys, Inc. 2.74% to 1.56%; Universal Display Corp. 2.05% to 1.37%; Rollins, Inc. 1.87% to 1.38%; Innovage Holding Corp. 0.74% to 0.25%; Bentley Systems, Inc. 2.98% to 2.54%; Emergent BioSolutions, Inc. 1.14% to 0.72%. New: Figs, Inc. (1.4%), Royal Gold, Inc. (1.23%), ironSource Ltd. (1.13%), DoubleVerify Holdings, Inc. (0.99%), Doximity, Inc. (0.96%), Lumentum Holdings, Inc. (0.95%). Gone: Ensign Group, Inc. (The) (1.51%), Silgan Holdings, Inc. (0.76%), Fox Corp. (0.7%), SolarWinds Corp. (0.66%), N-Able, Inc. (0.4%), Avangrid, Inc. (0.4%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 30 Dec 2021 12:00:00 GMThttps://themulden.com/funds/jsmd/https://themulden.com/funds/jsmd/264 positions became 261: 72 added (24.77% of the fund), 75 dropped (22.35%). Turnover proxy 30.7%. Largest increases: Bentley Systems, Inc. 2.38% to 2.98%; Ubiquiti, Inc. 2.62% to 3.08%; Quidel Corp. 1.51% to 1.94%; Rollins, Inc. 1.5% to 1.87%; Ciena Corp. 1.4% to 1.67%; Aspen Technology, Inc. 1.59% to 1.84%. Largest decreases: Scotts Miracle-Gro Co. (The) 2.69% to 1.68%; Boston Beer Co., Inc. (The) 1.06% to 0.43%; Fox Corp. 1.17% to 0.7%; Five Below, Inc. 0.98% to 0.67%; Berry Global Group, Inc. 1.78% to 1.48%; Amedisys, Inc. 3.02% to 2.74%. New: PPD, Inc. (2.96%), Maravai LifeSciences Holdings, Inc. (1.62%), Progyny, Inc. (1.59%), Inari Medical, Inc. (1.44%), Booz Allen Hamilton Holding Corp. (1.15%), Eagle Materials, Inc. (1.02%). Gone: Entegris Inc (2.72%), LHC Group Inc (2.24%), HealthEquity Inc (2.13%), Neogen Corp (1.74%), HEICO Corp (1.49%), Valvoline Inc (1.19%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 27 Sep 2021 12:00:00 GMThttps://themulden.com/funds/jsmd/https://themulden.com/funds/jsmd/258 positions became 264: 108 added (28.97% of the fund), 102 dropped (34.32%). Turnover proxy 42.2%. Largest increases: Medpace Holdings Inc 1% to 2.07%; Amedisys Inc 1.99% to 3.02%; LHC Group Inc 1.33% to 2.24%; Chemed Corp 1.75% to 2.59%; HealthEquity Inc 1.36% to 2.13%; Fox Corp 0.52% to 1.17%. Largest decreases: National Beverage Corp 1.81% to 0.39%; Ubiquiti Inc 3.37% to 2.62%; Quidel Corp 2.23% to 1.51%; Universal Display Corp 2.42% to 1.89%; Qualys Inc 1.2% to 0.71%; Medifast Inc 0.71% to 0.23%. New: MKS Instruments Inc (1.77%), Neogen Corp (1.74%), Ensign Group Inc/The (1.6%), Valvoline Inc (1.19%), Emergent BioSolutions Inc (1.11%), Boston Beer Co Inc/The (1.06%). Gone: Royalty Pharma PLC (3%), Penumbra Inc (2.01%), Bruker Corp (1.88%), Jazz Pharmaceuticals PLC (1.83%), Ionis Pharmaceuticals Inc (1.78%), PRA Health Sciences Inc (1.67%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 24 Jun 2021 12:00:00 GMThttps://themulden.com/funds/jsmd/https://themulden.com/funds/jsmd/256 positions became 258: 35 added (16.11% of the fund), 33 dropped (19.01%). Turnover proxy 26%. Largest increases: National Beverage Corp 1.3% to 1.81%; HealthEquity Inc 0.87% to 1.36%; Syneos Health Inc 1.23% to 1.64%; Chewy Inc 0.34% to 0.7%; Ionis Pharmaceuticals Inc 1.45% to 1.78%; Royalty Pharma PLC 2.68% to 3%. Largest decreases: Berry Global Group Inc 2.74% to 1.65%; SYNNEX Corp 1.95% to 0.94%; Sirius XM Holdings Inc 1.4% to 0.75%; Paylocity Holding Corp 2.87% to 2.26%; Rollins Inc 1.85% to 1.37%; Alteryx Inc 1.93% to 1.51%. New: Scotts Miracle-Gro Co/The (3.08%), Bentley Systems Inc (2.26%), Bruker Corp (1.88%), Concentrix Corp (1.23%), j2 Global Inc (1.04%), Livent Corp (0.67%). Gone: Monolithic Power Systems Inc (3.62%), Horizon Therapeutics Plc (3.02%), ABIOMED Inc (2.48%), Bill.Com Holdings Inc (2.26%), Fortune Brands Home & Security Inc (1.09%), Summit Materials Inc (1.08%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 29 Mar 2021 12:00:00 GMThttps://themulden.com/funds/jsmd/https://themulden.com/funds/jsmd/262 positions became 256: 13 added (5.99% of the fund), 19 dropped (3.96%). Turnover proxy 13.7%. Largest increases: Paylocity Holding Corp 1.93% to 2.87%; Universal Display Corp 2.14% to 2.69%; Monolithic Power Systems Inc 3.2% to 3.62%; Jazz Pharmaceuticals PLC 1.35% to 1.77%; Entegris Inc 2.51% to 2.9%; Horizon Therapeutics Plc 2.63% to 3.02%. Largest decreases: ABIOMED Inc 3.15% to 2.48%; Ciena Corp 2.37% to 1.74%; Alteryx Inc 2.39% to 1.93%; Ionis Pharmaceuticals Inc 1.87% to 1.45%; Rollins Inc 2.24% to 1.85%; Medifast Inc 0.96% to 0.59%. New: Royalty Pharma PLC (2.68%), Bill.Com Holdings Inc (2.26%), Chase Corp (0.48%), Warner Music Group Corp (0.13%), Spire Inc (0.11%), GMS Inc (0.09%). Gone: II-VI Inc (1.19%), Neogen Corp (0.93%), Livent Corp (0.57%), Match Group Inc (0.32%), Columbia Sportswear Co (0.3%), Herman Miller Inc (0.18%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 28 Dec 2020 12:00:00 GMThttps://themulden.com/funds/jsmd/https://themulden.com/funds/jsmd/250 positions became 262: 70 added (19.33% of the fund), 58 dropped (28.41%). Turnover proxy 34.9%. Largest increases: Monolithic Power Systems Inc 1.71% to 3.2%; Alteryx Inc 1.16% to 2.39%; Berry Global Group Inc 1.89% to 2.99%; Entegris Inc 1.43% to 2.51%; Quidel Corp 1.6% to 2.61%; Ciena Corp 1.4% to 2.37%. Largest decreases: Exelixis Inc 2.08% to 1.59%; Jazz Pharmaceuticals PLC 1.7% to 1.35%; HEICO Corp 1.81% to 1.52%; Ionis Pharmaceuticals Inc 2.15% to 1.87%; FTI Consulting Inc 0.82% to 0.56%; HealthEquity Inc 1.1% to 0.85%. New: Horizon Therapeutics Plc (2.63%), Universal Display Corp (2.14%), Amedisys Inc (1.71%), LHC Group Inc (1.42%), Fortune Brands Home & Security Inc (1.36%), II-VI Inc (1.19%). Gone: Masimo Corp (3.17%), Paycom Software Inc (2.91%), Tyler Technologies Inc (2.48%), EPAM Systems Inc (2.4%), Trade Desk Inc/The (2.29%), Reliance Steel & Aluminum Co (2.15%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 24 Sep 2020 12:00:00 GMThttps://themulden.com/funds/jsmd/https://themulden.com/funds/jsmd/259 positions became 250: 66 added (27.49% of the fund), 75 dropped (34.46%). Turnover proxy 40.3%. Largest increases: Rollins Inc 1.2% to 2.25%; Masimo Corp 2.19% to 3.17%; Quidel Corp 0.77% to 1.6%; National Beverage Corp 0.72% to 1.4%; Trade Desk Inc/The 1.76% to 2.29%; Monolithic Power Systems Inc 1.22% to 1.71%. Largest decreases: Euronet Worldwide Inc 1.4% to 0.97%; Interpublic Group of Cos Inc/The 0.42% to 0.13%; SYNNEX Corp 1.15% to 0.89%; Jazz Pharmaceuticals PLC 1.95% to 1.7%; Cable One Inc 0.47% to 0.22%; LPL Financial Holdings Inc 0.42% to 0.2%. New: Ionis Pharmaceuticals Inc (2.15%), Reliance Steel & Aluminum Co (2.15%), Exelixis Inc (2.08%), Berry Global Group Inc (1.89%), Chemed Corp (1.84%), Penumbra Inc (1.71%). Gone: Uber Technologies Inc (3.65%), Westlake Chemical Corp (2.05%), Charles River Laboratories International Inc (1.82%), Steel Dynamics Inc (1.68%), ON Semiconductor Corp (1.56%), Cognex Corp (1.43%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Tue, 23 Jun 2020 12:00:00 GMThttps://themulden.com/funds/jsmd/https://themulden.com/funds/jsmd/254 positions became 259: 28 added (10.63% of the fund), 23 dropped (7.9%). Turnover proxy 16.1%. Largest increases: Paycom Software Inc 2.14% to 3.04%; Uber Technologies Inc 2.87% to 3.65%; Trade Desk Inc/The 1.36% to 1.76%; EPAM Systems Inc 1.67% to 2.06%; Paylocity Holding Corp 0.94% to 1.24%; Tyler Technologies Inc 1.79% to 2.07%. Largest decreases: PRA Health Sciences Inc 2.02% to 1.54%; Westlake Chemical Corp 2.51% to 2.05%; Steel Dynamics Inc 2.07% to 1.68%; Jazz Pharmaceuticals PLC 2.24% to 1.95%; Ligand Pharmaceuticals Inc 0.65% to 0.37%; Masimo Corp 2.44% to 2.19%. New: ABIOMED Inc (2.03%), Fair Isaac Corp (1.91%), Allegion PLC (1.17%), Globus Medical Inc (0.97%), Balchem Corp (0.91%), Lear Corp (0.56%). Gone: Cantel Medical Corp (0.96%), Alteryx Inc (0.78%), Cambrex Corp (0.66%), Coherent Inc (0.62%), Knight-Swift Transportation Holdings Inc (0.62%), IAA Inc (0.51%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Wed, 25 Mar 2020 12:00:00 GMT