| CCARVANA CO CL ACVNA |
| 23.24% | 24.95% | $224.0M | 3.4M | $227.7M | 724,441 | +2.7M+369.77% | Add |
 MAPLEBEAR INC COMCART |
| 7.25% | 5.68% | $69.9M | 1.5M | $51.8M | 1.4M | +92,440+6.68% | Add |
 CREDIT ACCEP CORP MICHCACC |
| 7.01% | 5.4% | $67.6M | 106,131 | $49.3M | 116,371 | -10,240-8.80% | Reduce |
 GODADDY INCGDDY |
| 6.72% | 6.75% | $64.7M | 762,469 | $61.6M | 745,219 | +17,250+2.31% | Add |
 EXPEDIA GROUP INCEXPE |
| 6.65% | 5.51% | $64.1M | 250,372 | $50.3M | 217,752 | +32,620+14.98% | Add |
 WAYFAIR INCW |
| 5.98% | 5.26% | $57.6M | 623,772 | $48.0M | 638,592 | -14,820-2.32% | Reduce |
| SSOMNIGROUP INTERNATIONAL INC COMSGI |
| 5.59% | 4.94% | $53.9M | 687,425 | $45.1M | 609,825 | +77,600+12.72% | Add |
 SHIFT4 PMTS INCFOUR |
| 5.29% | 4.09% | $51.0M | 1.0M | $37.4M | 854,230 | +193,300+22.63% | Add |
 EAST WEST BANCORP INCEWBC |
| 4.11% | 1.72% | $39.6M | 260,013 | $15.7M | 148,163 | +111,850+75.49% | Add |
| FFTAI AVIATION LTDFTAI |
| 3.93% | 0.2% | $37.9M | 139,960 | $1.8M | 7,500 | +132,460+1,766.13% | Add |
| SSUNBELT RENTALS HOLDINGS INC SHSSUN |
| 3.19% | 5.23% | $30.7M | 410,889 | $47.8M | 733,943 | -323,054-44.02% | Reduce |
 GILDAN ACTIVEWEAR INCGIL |
| 3.07% | 1.83% | $29.6M | 574,007 | $16.7M | 300,747 | +273,260+90.86% | Add |
 CORE & MAIN INCCNM |
| 2.92% | 4.08% | $28.1M | 582,813 | $37.2M | 753,979 | -171,166-22.70% | Reduce |
 TRANSDIGM GROUP INCTDG |
| 2.83% | 2.29% | $27.3M | 20,482 | $20.9M | 18,012 | +2,470+13.71% | Add |
 VISA INCV |
| 2.49% | 1.45% | $24.0M | 69,990 | $13.2M | 43,660 | +26,330+60.31% | Add |
 INGERSOLL RAND INC COMIR |
| 2.23% | 2.71% | $21.4M | 261,554 | $24.7M | 308,411 | -46,857-15.19% | Reduce |
| ZZEBRA TECHNOLOGIES CORPORATIZBRA |
| 2.05% | 1.04% | $19.8M | 75,079 | $9.5M | 45,299 | +29,780+65.74% | Add |
 APOLLO GLOBAL MGMT INC COMAPO |
| 1.45% | 3.14% | $14.0M | 118,461 | $28.7M | 257,371 | -138,910-53.97% | Reduce |
 TE CONNECTIVITY PLC ORD SHSTEL |
| 1.19% | — | $11.5M | 56,800 | $0 | 0 | +56,800 | New Buy |
 S&P GLOBAL INCSPGI |
| 1.01% | 1.12% | $9.7M | 23,830 | $10.2M | 24,090 | -260-1.08% | Reduce |
 CARGURUS INCCARG |
| 0.77% | 0.64% | $7.5M | 218,678 | $5.9M | 171,838 | +46,840+27.26% | Add |
 INTERCONTINENTAL EXCHANGE INC COMICE |
| 0.75% | — | $7.2M | 58,450 | $0 | 0 | +58,450 | New Buy |
| QQXO INCQXO |
| 0.28% | 0.14% | $2.7M | 157,180 | $1.3M | 67,610 | +89,570+132.48% | Add |
