 AMAZON COM INCAMZN |
| 11.18% | 7.69% | $315.8M | 1.3M | $197.9M | 950,001 | +375,000+39.47% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 9.64% | 9.52% | $272.2M | 570,000 | $245.0M | 725,000 | -155,000-21.38% | Reduce |
 LIBERTY MEDIA CORP DELFWONK |
| 7.92% | 6.69% | $223.6M | 2.4M | $172.2M | 2.0M | +325,000+16.05% | Add |
 HOME DEPOT INCHD |
| 7.49% | 6.39% | $211.6M | 600,000 | $164.4M | 500,000 | +100,000+20.00% | Add |
 LAM RESEARCH CORPLRCX |
| 6.14% | — | $173.3M | 400,000 | $0 | 0 | +400,000 | New Buy |
 SPOTIFY TECHNOLOGY S A SHSSPOT |
| 5.85% | 3.96% | $165.3M | 360,000 | $101.8M | 210,000 | +150,000+71.43% | Add |
 COUPANG INC CLASS ACPNG |
| 5.84% | 5.8% | $165.0M | 9.5M | $149.2M | 7.9M | +1.6M+20.25% | Add |
 BURLINGTON STORES INC COMBURL |
| 5.61% | 6.32% | $158.4M | 500,000 | $162.7M | 500,000 | 00.00% | Unchanged |
| SSEA LTD SPONSORD ADSSE |
| 5.26% | 4.27% | $148.5M | 1.6M | $109.7M | 1.3M | +225,000+16.98% | Add |
 PLANET FITNESS MASTER ISSUERPLNT |
| 5.13% | 7.3% | $144.8M | 2.8M | $187.8M | 2.5M | +250,000+9.90% | Add |
 MICROSOFT CORPMSFT |
| 4.69% | 4.53% | $132.4M | 355,000 | $116.6M | 315,000 | +40,000+12.70% | Add |
 META PLATFORMS INCMETA |
| 4.39% | 4.67% | $123.9M | 220,000 | $120.1M | 210,000 | +10,000+4.76% | Add |
| SSEMTECH CORPSMTC |
| 3.15% | 2.39% | $89.0M | 550,000 | $61.5M | 800,000 | -250,000-31.25% | Reduce |
 TWILIO INCTWLO |
| 2.92% | 3.42% | $82.5M | 400,000 | $88.1M | 700,000 | -300,000-42.86% | Reduce |
 OKTA INC CLASS AOKTA |
| 2.9% | — | $81.9M | 600,000 | $0 | 0 | +600,000 | New Buy |
 JFROG LTDFROG |
| 2.82% | 2.1% | $79.5M | 875,000 | $54.0M | 1.2M | -275,000-23.91% | Reduce |
 EAST WEST BANCORP INCEWBC |
| 2.7% | 4.12% | $76.1M | 500,000 | $105.9M | 1.0M | -500,000-50.00% | Reduce |
| VV F CORPVFC |
| 1.92% | 1.58% | $54.2M | 3.3M | $40.8M | 2.4M | +850,000+35.42% | Add |
 NEXSTAR MEDIA GROUP INCNXST |
| 1.58% | 1.76% | $44.6M | 250,000 | $45.2M | 250,000 | 00.00% | Unchanged |
 SOUTHWEST AIRLS CO COMLUV |
| 1.18% | — | $33.4M | 650,000 | $0 | 0 | +650,000 | New Buy |
 US FOODS HLDG CORPUSFD |
| 1.09% | — | $30.7M | 300,000 | $0 | 0 | +300,000 | New Buy |
 RED CAT HLDGS INCRCAT |
| 0.38% | — | $10.7M | 1.0M | $0 | 0 | +1.0M | New Buy |
| SSPACE EXPLORATION TECHN CORPSPCX |
| 0.24% | — | $6.8M | 40,000 | $0 | 0 | +40,000 | New Buy |
