 VANECK ETF TRUSTSMH |
| 11.03% | 28.42% | $9.0M | 12,291 | $7.7M | 20,041 | -7,750-38.67% | Reduce |
 ELI LILLY & COLLY |
| 4.6% | — | $3.8M | 3,128 | $0 | 0 | +3,128 | New Buy |
| SSIMILARWEB LTDSMWB |
| 4.18% | — | $3.4M | 531,409 | $0 | 0 | +531,409 | New Buy |
 WILLIAMS SONOMA INCWSM |
| 4.05% | — | $3.3M | 14,154 | $0 | 0 | +14,154 | New Buy |
 TAKE-TWO INTERACTIVE SOFTWARE COMTTWO |
| 3.91% | — | $3.2M | 12,756 | $0 | 0 | +12,756 | New Buy |
 AFFIRM HLDGS INC COM CL AAFRM |
| 3.26% | — | $2.7M | 31,909 | $0 | 0 | +31,909 | New Buy |
 LIFE TIME GROUP HOLDINGS INCLTH |
| 3.2% | — | $2.6M | 63,779 | $0 | 0 | +63,779 | New Buy |
 BURLINGTON STORES INC COMBURL |
| 2.6% | — | $2.1M | 6,699 | $0 | 0 | +6,699 | New Buy |
| BBELLRING BRANDS INCBRBR |
| 2.6% | — | $2.1M | 147,126 | $0 | 0 | +147,126 | New Buy |
| CCHEESECAKE FACTORY INCCAKE |
| 2.3% | — | $1.9M | 23,515 | $0 | 0 | +23,515 | New Buy |
 MADDEN STEVEN LTDSHOO |
| 2.29% | — | $1.9M | 44,340 | $0 | 0 | +44,340 | New Buy |
| SSTUBHUB HLDGS INCSTUB |
| 2.23% | — | $1.8M | 137,329 | $0 | 0 | +137,329 | New Buy |
| CCITI TRENDS INC COMCTRN |
| 2.13% | 1.25% | $1.7M | 29,977 | $337,679 | 7,795 | +22,182+284.57% | Add |
| LLYFT INC CLASS ALYFT |
| 1.99% | — | $1.6M | 110,754 | $0 | 0 | +110,754 | New Buy |
| SSWEETGREEN INCSG |
| 1.95% | — | $1.6M | 168,200 | $0 | 0 | +168,200 | New Buy |
 ARM HOLDINGS PLCARM |
| 1.79% | 0.85% | $1.5M | 4,114 | $231,005 | 1,527 | +2,587+169.42% | Add |
| AABERCROMBIE & FITCH COANF |
| 1.73% | — | $1.4M | 14,546 | $0 | 0 | +14,546 | New Buy |
 BUTTERFLY NETWORK INCBFLY |
| 1.69% | — | $1.4M | 163,669 | $0 | 0 | +163,669 | New Buy |
 KLA CORPKLAC |
| 1.62% | — | $1.3M | 3,775 | $0 | 0 | +3,775 | New Buy |
 RED ROCK RESORTS INCRRR |
| 1.61% | — | $1.3M | 20,185 | $0 | 0 | +20,185 | New Buy |
 AMERICAN EAGLE OUTFITTERS INAEO |
| 1.58% | — | $1.3M | 74,685 | $0 | 0 | +74,685 | New Buy |
 LAM RESEARCH CORPLRCX |
| 1.38% | — | $1.1M | 2,264 | $0 | 0 | +2,264 | New Buy |
 CISCO SYS INCCSCO |
| 1.37% | — | $1.1M | 9,472 | $0 | 0 | +9,472 | New Buy |
 ASML HLDG NVASML |
| 1.36% | 2.45% | $1.1M | 499 | $663,057 | 502 | -3-0.60% | Reduce |
 ETSY INC COMETSY |
| 1.3% | — | $1.1M | 14,098 | $0 | 0 | +14,098 | New Buy |
 MACYS INC COMM |
| 1.19% | — | $967,293 | 41,074 | $0 | 0 | +41,074 | New Buy |
 APPLE INCAAPL |
| 1.18% | — | $959,228 | 3,315 | $0 | 0 | +3,315 | New Buy |
| RROCKET LAB CORP COMRKLB |
| 1.18% | — | $957,645 | 9,421 | $0 | 0 | +9,421 | New Buy |
| DDUOLINGO INCDUOL |
| 1.16% | — | $948,576 | 7,675 | $0 | 0 | +7,675 | New Buy |
| DDOORDASH INCDASH |
| 1.16% | — | $943,133 | 5,111 | $0 | 0 | +5,111 | New Buy |
| CCARVANA CO CL ACVNA |
| 1.16% | — | $943,035 | 13,612 | $0 | 0 | +13,612 | New Buy |
| NNEXTPOWER INCNXT |
| 1.05% | — | $851,957 | 4,418 | $0 | 0 | +4,418 | New Buy |
 DAVE INCDAVE |
| 0.99% | — | $809,202 | 1,792 | $0 | 0 | +1,792 | New Buy |
 APPLIED MATLS INCAMAT |
| 0.98% | — | $800,287 | 885 | $0 | 0 | +885 | New Buy |
 INTEL CORPINTC |
| 0.98% | — | $797,985 | 5,715 | $0 | 0 | +5,715 | New Buy |
| SSOLSTICE ADVANCED MATLS INCSOL |
| 0.98% | 1.66% | $796,071 | 8,985 | $449,572 | 5,903 | +3,082+52.21% | Add |
| LLISTED FDS TROVS |
| 0.93% | — | $760,646 | 110,076 | $0 | 0 | +110,076 | New Buy |
 ADVANCED MICRO DEVICES INCAMD |
| 0.93% | — | $759,249 | 1,307 | $0 | 0 | +1,307 | New Buy |
| CCITROTECH INCCITR |
| 0.92% | 2.77% | $750,000 | 750,000 | $750,000 | 750,000 | 00.00% | Unchanged |
 INMODE LTDINMD |
| 0.85% | — | $696,234 | 47,622 | $0 | 0 | +47,622 | New Buy |
 FLOOR & DECOR HLDGS INCFND |
| 0.85% | — | $691,366 | 11,647 | $0 | 0 | +11,647 | New Buy |
 MORGAN STANLEYMS |
| 0.82% | — | $666,001 | 3,186 | $0 | 0 | +3,186 | New Buy |
 GOLDMAN SACHS GROUP INCGS |
| 0.82% | — | $665,481 | 658 | $0 | 0 | +658 | New Buy |
 BIGLARI HLDGS INC COM STK CL BBH |
| 0.8% | — | $653,530 | 1,534 | $0 | 0 | +1,534 | New Buy |
| VVALVOLINE INC COMVVV |
| 0.79% | — | $645,965 | 16,337 | $0 | 0 | +16,337 | New Buy |
 MATTEL INCMAT |
| 0.76% | — | $623,129 | 44,894 | $0 | 0 | +44,894 | New Buy |
 ENERGIZER HLDGS INCENR |
| 0.71% | 0.92% | $577,610 | 3,051 | $247,950 | 3,050 | +1+0.03% | Add |
| SSTATE STREETXLI |
| 0.67% | — | $546,429 | 2,950 | $0 | 0 | +2,950 | New Buy |
| AAMBIQ MICRO INC COMMON STOCKAMBQ |
| 0.59% | — | $480,617 | 5,443 | $0 | 0 | +5,443 | New Buy |
 TWILIO INCTWLO |
| 0.57% | — | $468,575 | 2,271 | $0 | 0 | +2,271 | New Buy |
