 VIKING HOLDINGS LTD ORD SHSVIK |
| 14.21% | 15.73% | $21.7M | 207,226 | $22.9M | 311,522 | -104,296-33.48% | Reduce |
| DDUTCH BROS INCBROS |
| 11.03% | 10.98% | $16.8M | 234,569 | $16.0M | 315,379 | -80,810-25.62% | Reduce |
 ICICI BANK LIMITEDIBN |
| 10.66% | 12.62% | $16.3M | 560,822 | $18.4M | 708,900 | -148,078-20.89% | Reduce |
 THE REALREAL INCREAL |
| 10.04% | 8.85% | $15.3M | 1.3M | $12.9M | 1.4M | -117,677-8.30% | Reduce |
| SSONOS INCSONO |
| 8.29% | 10.77% | $12.7M | 935,812 | $15.7M | 1.2M | -234,188-20.02% | Reduce |
| FFORGENT POWER SOLUTIONS INCFPS |
| 7.06% | 5.63% | $10.8M | 192,866 | $8.2M | 280,000 | -87,134-31.12% | Reduce |
 AKAMAI TECHNOLOGIES INCAKAM |
| 6.99% | 6.91% | $10.7M | 90,300 | $10.0M | 87,500 | +2,800+3.20% | Add |
| AASTERA LABS INCALAB |
| 6.24% | 1.58% | $9.5M | 19,717 | $2.3M | 20,920 | -1,203-5.75% | Reduce |
 VERTIV HOLDINGS COVRT |
| 6.08% | — | $9.3M | 27,711 | $0 | 0 | +27,711 | New Buy |
| FFTAI AVIATION LTDFTAI |
| 4.87% | 3.03% | $7.4M | 27,464 | $4.4M | 18,000 | +9,464+52.58% | Add |
| BBIRKENSTOCK HOLDING PLC COM SHSBIRK |
| 3.43% | 4.51% | $5.2M | 121,658 | $6.6M | 183,332 | -61,674-33.64% | Reduce |
 NETFLIX INCNFLX |
| 3.16% | 8.26% | $4.8M | 67,494 | $12.0M | 124,970 | -57,476-45.99% | Reduce |
| DDOUBLEVERIFY HLDGS INCDV |
| 2.63% | 6.39% | $4.0M | 370,060 | $9.3M | 979,157 | -609,097-62.21% | Reduce |
| DDYNATRACE INCDT |
| 2.38% | 1.11% | $3.6M | 82,898 | $1.6M | 43,802 | +39,096+89.26% | Add |
 MAPLEBEAR INC COMCART |
| 1.58% | 2.27% | $2.4M | 50,825 | $3.3M | 88,017 | -37,192-42.26% | Reduce |
| TTOAST INC CL ATOST |
| 1.35% | 1.37% | $2.1M | 74,212 | $2.0M | 75,000 | -788-1.05% | Reduce |
