| AAlphabet Inc Class CGOOG |
| 7.29% | 7.23% | $21.2M | 60,093 | $20.7M | 72,018 | -11,925-16.56% | Reduce |
 AMAZON COM INCAMZN |
| 5.63% | 7.12% | $16.4M | 68,740 | $20.4M | 97,720 | -28,980-29.66% | Reduce |
 MICROSOFT CORPMSFT |
| 5.48% | 5.76% | $16.0M | 42,766 | $16.5M | 44,446 | -1,680-3.78% | Reduce |
 UBER TECHNOLOGIES INCUBER |
| 5.47% | 5.52% | $15.9M | 220,484 | $15.8M | 219,459 | +1,025+0.47% | Add |
 AMERICAN EXPRESS COAXP |
| 5.24% | 3.61% | $15.3M | 45,119 | $10.3M | 34,129 | +10,990+32.20% | Add |
 NETFLIX INCNFLX |
| 5.12% | 6.84% | $14.9M | 208,599 | $19.5M | 203,254 | +5,345+2.63% | Add |
 META PLATFORMS INCMETA |
| 4.92% | 5.89% | $14.3M | 25,409 | $16.8M | 29,424 | -4,015-13.65% | Reduce |
 VISA INCV |
| 4.86% | 3.34% | $14.1M | 41,229 | $9.5M | 31,579 | +9,650+30.56% | Add |
 MCDONALDS CORPMCD |
| 4.74% | 3.88% | $13.8M | 51,094 | $11.1M | 35,662 | +15,432+43.27% | Add |
| DDICKS SPORTING GOODS INCDKS |
| 4.66% | 6.08% | $13.6M | 59,753 | $17.4M | 87,678 | -27,925-31.85% | Reduce |
 SPOTIFY TECHNOLOGY S A SHSSPOT |
| 4.6% | 2.26% | $13.4M | 29,194 | $6.5M | 13,319 | +15,875+119.19% | Add |
 COCA COLA COKO |
| 4.53% | 3.98% | $13.2M | 162,277 | $11.4M | 149,452 | +12,825+8.58% | Add |
 KIMBERLY-CLARK CORPKMB |
| 4.45% | 2.23% | $13.0M | 118,000 | $6.4M | 66,025 | +51,975+78.72% | Add |
 DISNEY WALT CODIS |
| 4.33% | 5.56% | $12.6M | 130,995 | $15.9M | 164,845 | -33,850-20.53% | Reduce |
 WILLIAMS SONOMA INCWSM |
| 3.71% | 3.39% | $10.8M | 46,353 | $9.7M | 53,088 | -6,735-12.69% | Reduce |
 BOOKING HOLDINGS INC COMBKNG |
| 3.65% | 4.52% | $10.6M | 59,575 | $12.9M | 3,070 | +56,505+1,840.55% | Add |
| RRALPH LAUREN CORPRL |
| 3.52% | 3.08% | $10.2M | 25,525 | $8.8M | 25,580 | -55-0.22% | Reduce |
 DOMINOS PIZZA INCDPZ |
| 3.48% | 3.8% | $10.1M | 34,262 | $10.9M | 30,297 | +3,965+13.09% | Add |
 AIRBNB INC COM CL AABNB |
| 3.3% | 2.41% | $9.6M | 67,186 | $6.9M | 54,636 | +12,550+22.97% | Add |
 MAPLEBEAR INC COMCART |
| 2.79% | 2.43% | $8.1M | 171,434 | $7.0M | 185,559 | -14,125-7.61% | Reduce |
| GGAP INCGAP |
| 2.56% | 3.45% | $7.5M | 398,957 | $9.9M | 407,857 | -8,900-2.18% | Reduce |
 HOME DEPOT INCHD |
| 2.51% | 1.07% | $7.3M | 20,755 | $3.1M | 9,325 | +11,430+122.57% | Add |
 STARBUCKS CORPSBUX |
| 1.99% | 2.37% | $5.8M | 56,808 | $6.8M | 75,583 | -18,775-24.84% | Reduce |
 NIKE INCNKE |
| 1.15% | 4.17% | $3.3M | 81,572 | $11.9M | 225,597 | -144,025-63.84% | Reduce |
