 MICRON TECHNOLOGY INCMU |
| 47.83% | 27.93% | $167.4M | 145,000 | $59.7M | 176,800 | -31,800-17.99% | Reduce |
 FREEPORT MCMORAN INCFCX |
| 9.48% | 14.5% | $33.2M | 527,755 | $31.0M | 527,755 | 00.00% | Unchanged |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 8.58% | 7.49% | $30.0M | 69,552 | $16.0M | 97,552 | -28,000-28.70% | Reduce |
 UBER TECHNOLOGIES INCUBER |
| 8.49% | 13.17% | $29.7M | 411,550 | $28.2M | 391,550 | +20,000+5.11% | Add |
 NEUROCRINE BIOSCIENCES INCNBIX |
| 8.23% | 8.55% | $28.8M | 170,802 | $18.3M | 138,802 | +32,000+23.05% | Add |
 AMAZON COM INCAMZN |
| 6.21% | 8.89% | $21.7M | 91,250 | $19.0M | 91,250 | 00.00% | Unchanged |
| PPROPETRO HLDG CORPPUMP |
| 3.57% | 5.81% | $12.5M | 870,485 | $12.4M | 862,485 | +8,000+0.93% | Add |
 DEVON ENERGY CORP NEWDVN |
| 2.1% | 4.18% | $7.3M | 177,491 | $8.9M | 177,491 | 00.00% | Unchanged |
 SALESFORCE INCCRM |
| 1.61% | 2.62% | $5.6M | 36,000 | $5.6M | 30,000 | +6,000+20.00% | Add |
 ALPHABET INCGOOGL |
| 1.53% | 2.02% | $5.4M | 15,000 | $4.3M | 15,000 | 00.00% | Unchanged |
 NEWMONT CORPNEM |
| 1.33% | 2.53% | $4.7M | 50,000 | $5.4M | 50,000 | 00.00% | Unchanged |
 CONOCOPHILLIPSCOP |
| 0.92% | 1.91% | $3.2M | 31,000 | $4.1M | 31,000 | 00.00% | Unchanged |
 MOSAIC COMOS |
| 0.12% | 0.42% | $423,800 | 20,000 | $892,500 | 35,000 | -15,000-42.86% | Reduce |
