 COMCAST CORP NEW CL ACMCSA |
| 6.75% | 6.76% | $61.0M | 2.5M | $51.2M | 1.8M | +700,000+39.24% | Add |
 EXPEDIA GROUP INCEXPE |
| 6.45% | 3.97% | $58.2M | 227,558 | $30.0M | 130,000 | +97,558+75.04% | Add |
 GODADDY INCGDDY |
| 6.35% | 4.7% | $57.4M | 676,000 | $35.5M | 430,000 | +246,000+57.21% | Add |
| UUNIVERSAL HLTH SVCS INCUHS |
| 6.26% | 6.15% | $56.5M | 379,993 | $46.5M | 260,000 | +119,993+46.15% | Add |
| CCIGNA GROUPLIBD |
| 6.2% | 6.17% | $56.0M | 203,000 | $46.7M | 175,000 | +28,000+16.00% | Add |
| KKASPI KZ JSCKSPI |
| 5.95% | 6.07% | $53.7M | 620,000 | $45.9M | 620,000 | 00.00% | Unchanged |
| BBLOCK H & R INCHRB |
| 5.9% | 5.87% | $53.3M | 1.4M | $44.4M | 1.4M | 00.00% | Unchanged |
| FFACTSET RESH SYS INCFDS |
| 5.71% | 5.33% | $51.5M | 223,991 | $40.4M | 185,991 | +38,000+20.43% | Add |
 VIPSHOP HOLDINGS LTDVIPS |
| 5.65% | — | $51.1M | 3.9M | $0 | 0 | +3.9M | New Buy |
| SSALLY BEAUTY HLDGS INCSBH |
| 4.69% | 4.44% | $42.4M | 3.0M | $33.6M | 2.4M | +568,267+23.41% | Add |
 ADOBE INC COMADBE |
| 4.43% | 3.21% | $40.0M | 195,000 | $24.3M | 100,000 | +95,000+95.00% | Add |
 INTUITINTU |
| 4.34% | — | $39.2M | 150,000 | $0 | 0 | +150,000 | New Buy |
 ZOETIS INC CL AZTS |
| 4.3% | — | $38.8M | 540,000 | $0 | 0 | +540,000 | New Buy |
 MATCH GROUP INC NEWMTCH |
| 4.21% | 4.06% | $38.1M | 1.0M | $30.7M | 1.0M | 00.00% | Unchanged |
 MOLSON COORS BEVERAGE CO CL BTAP |
| 3.88% | 5.12% | $35.1M | 900,000 | $38.8M | 900,000 | 00.00% | Unchanged |
 META PLATFORMS INCMETA |
| 3.74% | — | $33.8M | 60,000 | $0 | 0 | +60,000 | New Buy |
 DENTSPLY SIRONA INCXRAY |
| 3.05% | — | $27.6M | 2.6M | $0 | 0 | +2.6M | New Buy |
 TENCENT MUSIC ENTMT GROUPTME |
| 3.01% | — | $27.2M | 3.3M | $0 | 0 | +3.3M | New Buy |
 Pdd Holdings Inc ADRPDD |
| 2.53% | — | $22.9M | 300,000 | $0 | 0 | +300,000 | New Buy |
 REGENERON PHARMACEUTICALSREGN |
| 2.07% | — | $18.7M | 30,000 | $0 | 0 | +30,000 | New Buy |
 SNAP INCSNAP |
| 1.97% | — | $17.8M | 4.0M | $0 | 0 | +4.0M | New Buy |
 LKQ CORPLKQ |
| 1.51% | 5.88% | $13.6M | 516,724 | $44.5M | 1.5M | -1.0M-65.93% | Reduce |
| GGRAVITY CO LTDGRVY |
| 1.04% | 1.14% | $9.4M | 139,744 | $8.7M | 139,744 | 00.00% | Unchanged |
