 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 17.68% | 18.01% | $27.6M | 57,819 | $19.5M | 57,819 | 00.00% | Unchanged |
 AMAZON COM INCAMZN |
| 14.36% | 18.07% | $22.4M | 94,125 | $19.6M | 94,125 | 00.00% | Unchanged |
 TAKE-TWO INTERACTIVE SOFTWARE COMTTWO |
| 13.08% | 3.44% | $20.4M | 81,725 | $3.7M | 18,925 | +62,800+331.84% | Add |
 POST HLDGS INCPOST |
| 12.23% | 18.26% | $19.1M | 216,387 | $19.8M | 200,387 | +16,000+7.98% | Add |
 CROWN HLDGS INCCCK |
| 8.97% | 9.45% | $14.0M | 125,286 | $10.3M | 102,286 | +23,000+22.49% | Add |
 HEWLETT PACKARD ENTERPRISE CHPE |
| 6.6% | 5.08% | $10.3M | 228,461 | $5.5M | 231,661 | -3,200-1.38% | Reduce |
 TREX INCTREX |
| 4.97% | 4.17% | $7.8M | 155,200 | $4.5M | 124,200 | +31,000+24.96% | Add |
 LIBERTY MEDIA CORP DELFWONK |
| 4.52% | 1.65% | $7.1M | 74,284 | $1.8M | 21,059 | +53,225+252.74% | Add |
| AATI INCATI |
| 3.94% | 4.85% | $6.1M | 31,200 | $5.3M | 36,200 | -5,000-13.81% | Reduce |
| CCARPENTER TECHNOLOGY CORPCRS |
| 2.72% | 3.23% | $4.3M | 6,900 | $3.5M | 8,900 | -2,000-22.47% | Reduce |
 FLOOR & DECOR HLDGS INCFND |
| 2.64% | 1.82% | $4.1M | 69,369 | $2.0M | 38,869 | +30,500+78.47% | Add |
 COUPANG INC CLASS ACPNG |
| 2.6% | — | $4.1M | 234,000 | $0 | 0 | +234,000 | New Buy |
 WOODWARD INCWWD |
| 2.34% | — | $3.7M | 8,600 | $0 | 0 | +8,600 | New Buy |
 DANAHER CORP DEL COMDHR |
| 2.13% | — | $3.3M | 17,500 | $0 | 0 | +17,500 | New Buy |
 ON SEMICONDUCTOR CORP COMON |
| 1.22% | — | $1.9M | 20,100 | $0 | 0 | +20,100 | New Buy |
