| UUNITI GROUP LLC COM SHSUNIT |
| 11.73% | 6.98% | $16.1M | 1.4M | $7.3M | 781,907 | +620,000+79.29% | Add |
| DDOORDASH INCDASH |
| 10.47% | — | $14.4M | 14.5M | $0 | 0 | +14.5M | New Buy |
 Live Nation Entertainment IncLYV |
| 8.72% | 5.53% | $12.0M | 10.0M | $5.8M | 5.4M | +4.6M+85.58% | Add |
| UUniti Group IncUNIT |
| 8.36% | 31.76% | $11.5M | 9.3M | $33.4M | 28.3M | -19.0M-67.25% | Reduce |
 Cloudflare, Inc.NET |
| 6.01% | — | $8.2M | 6.5M | $0 | 0 | +6.5M | New Buy |
 AMAZON COM INCAMZN |
| 5.69% | 6.28% | $7.8M | 32,700 | $6.6M | 31,700 | +1,000+3.15% | Add |
| NNCL CORP LTD |
| 5.23% | — | $7.2M | 6.4M | $0 | 0 | +6.4M | New Buy |
| RRubrik, Inc.RBRK |
| 3.36% | — | $4.6M | 4.5M | $0 | 0 | +4.5M | New Buy |
 TELEPHONE & DATA SYS INCTDS |
| 3.1% | 4.61% | $4.3M | 115,000 | $4.8M | 115,000 | 00.00% | Unchanged |
 ORACLE CORPORCL |
| 2.72% | — | $3.7M | 82,500 | $0 | 0 | +82,500 | New Buy |
 ROYAL CARIBBEANRCL |
| 2.52% | — | $3.5M | 10,900 | $0 | 0 | +10,900 | New Buy |
 BLACKSTONE INCBX |
| 2.37% | 3.35% | $3.2M | 27,600 | $3.5M | 30,600 | -3,000-9.80% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 2.36% | 2.52% | $3.2M | 6,300 | $2.6M | 5,300 | +1,000+18.87% | Add |
| EECHOSTAR CORP CLASS CLASS AECHO |
| 2.33% | 5.51% | $3.2M | 31,500 | $5.8M | 49,500 | -18,000-36.36% | Reduce |
 HOME DEPOT INCHD |
| 2.33% | 1.99% | $3.2M | 9,050 | $2.1M | 6,350 | +2,700+42.52% | Add |
 ALPHABET INCGOOGL |
| 2.33% | — | $3.2M | 63,000 | $0 | 0 | +63,000 | New Buy |
 ALPHABET INCGOOGL |
| 2.31% | — | $3.2M | 63,000 | $0 | 0 | +63,000 | New Buy |
 HILTON WORLDWIDE HLDGS INCHLT |
| 2.3% | 2.1% | $3.2M | 9,550 | $2.2M | 7,250 | +2,300+31.72% | Add |
 NETFLIX INCNFLX |
| 1.93% | 3.71% | $2.6M | 37,000 | $3.9M | 40,500 | -3,500-8.64% | Reduce |
| LLUMEN TECHNOLOGIES INCLUMN |
| 1.86% | 2% | $2.6M | 332,816 | $2.1M | 302,816 | +30,000+9.91% | Add |
 META PLATFORMS INCMETA |
| 1.6% | 2.23% | $2.2M | 3,900 | $2.3M | 4,100 | -200-4.88% | Reduce |
| GGuidewire Software IncGWRE |
| 1.4% | — | $1.9M | 2.0M | $0 | 0 | +2.0M | New Buy |
 VISA INCV |
| 1.25% | — | $1.7M | 5,000 | $0 | 0 | +5,000 | New Buy |
 SNOWFLAKE INC COM SHSSNOW |
| 1.23% | 0.66% | $1.7M | 6,600 | $693,772 | 4,600 | +2,000+43.48% | Add |
| AAPPLIED DIGITAL CORPAPLD |
| 1.07% | — | $1.5M | 39,500 | $0 | 0 | +39,500 | New Buy |
 LOWES COS INC COMLOW |
| 1.05% | 1.46% | $1.4M | 6,500 | $1.5M | 6,500 | 00.00% | Unchanged |
 SPOTIFY TECHNOLOGY S A SHSSPOT |
| 1% | 1.89% | $1.4M | 3,000 | $2.0M | 4,100 | -1,100-26.83% | Reduce |
| CCORE SCIENTIFIC INC NEWCORZ |
| 0.78% | 0.7% | $1.1M | 42,000 | $733,040 | 49,000 | -7,000-14.29% | Reduce |
 ROBINHOOD MKTS INCHOOD |
| 0.77% | 0.49% | $1.1M | 10,500 | $519,750 | 7,500 | +3,000+40.00% | Add |
 SHOPIFY INCSHOP |
| 0.71% | 0.96% | $970,530 | 8,500 | $1.0M | 8,500 | 00.00% | Unchanged |
 STRATEGY INCSTRK |
| 0.7% | 1.08% | $961,544 | 16,000 | $1.1M | 16,000 | 00.00% | Unchanged |
 LENNAR CORPLEN |
| 0.39% | — | $536,880 | 6,000 | $0 | 0 | +6,000 | New Buy |
