Summary

• Universal Technical Institute's shares moved higher as the company continued to demonstrate strong enrollment trends and execution against its growth strategy, despite near-term pressure on profitability from reinvestment.
• Despite solid execution, Q2 Holdings stock lagged as investors focused on a deceleration in growth and a more moderate outlook.
• Graham Corp. continues to benefit from improving demand within its defense end markets, supported by a growing backlog and increased program visibility.
• We exited the position in SoundThinking as growth visibility has become less certain, with sales cycles and customer adoption proving more variable.

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