 HOME DEPOT INCHD |
| 3.83% | — | $43.7M | 123,900 | $0 | 0 | +123,900 | New Buy |
 NXP SEMICONDUCTORS N VNXPI |
| 3.82% | — | $43.6M | 155,000 | $0 | 0 | +155,000 | New Buy |
 TAPESTRY INCTPR |
| 3.71% | 5.45% | $42.3M | 289,000 | $38.3M | 271,500 | +17,500+6.45% | Add |
 DOVER CORPDOV |
| 3.36% | 1.26% | $38.4M | 171,101 | $8.9M | 42,530 | +128,571+302.31% | Add |
| DDYCOM INDS INCDY |
| 3.22% | — | $36.7M | 72,663 | $0 | 0 | +72,663 | New Buy |
| DDICKS SPORTING GOODS INCDKS |
| 2.68% | 1.13% | $30.6M | 135,000 | $7.9M | 40,000 | +95,000+237.50% | Add |
 HOWMET AEROSPACE INC COMHWM |
| 2.66% | — | $30.3M | 112,751 | $0 | 0 | +112,751 | New Buy |
| RRALPH LAUREN CORPRL |
| 2.64% | 4.43% | $30.1M | 75,000 | $31.1M | 90,501 | -15,501-17.13% | Reduce |
 3M CO COMMMM |
| 2.54% | — | $29.0M | 178,880 | $0 | 0 | +178,880 | New Buy |
 AMER SPORTS INC COM SHSAS |
| 2.47% | 3.89% | $28.3M | 835,000 | $27.3M | 830,000 | +5,000+0.60% | Add |
 HILTON WORLDWIDE HLDGS INCHLT |
| 2.46% | 3.89% | $28.1M | 85,000 | $27.4M | 90,000 | -5,000-5.56% | Reduce |
 ROSS STORES INC COMROST |
| 2.42% | 5.29% | $27.7M | 130,000 | $37.2M | 171,500 | -41,500-24.20% | Reduce |
 AMAZON COM INCAMZN |
| 2.4% | — | $27.4M | 115,000 | $0 | 0 | +115,000 | New Buy |
 VIKING HOLDINGS LTD ORD SHSVIK |
| 2.2% | 3.92% | $25.1M | 240,000 | $27.6M | 375,000 | -135,000-36.00% | Reduce |
 XPO INCXPO |
| 1.79% | 0.83% | $20.4M | 99,530 | $5.8M | 30,000 | +69,530+231.77% | Add |
 MICROCHIP TECHNOLOGYMCHP |
| 1.79% | — | $20.4M | 223,765 | $0 | 0 | +223,765 | New Buy |
 HEWLETT PACKARD ENTERPRISE CHPE |
| 1.74% | — | $19.9M | 440,300 | $0 | 0 | +440,300 | New Buy |
 LOWES COS INC COMLOW |
| 1.74% | — | $19.8M | 90,000 | $0 | 0 | +90,000 | New Buy |
 IDEX CORPIEX |
| 1.71% | — | $19.5M | 86,055 | $0 | 0 | +86,055 | New Buy |
 APPLIED OPTOELECTRONICS INCAAOI |
| 1.7% | 0.78% | $19.4M | 131,004 | $5.5M | 65,000 | +66,004+101.54% | Add |
 ARROW ELECTRS INCARW |
| 1.68% | — | $19.2M | 89,905 | $0 | 0 | +89,905 | New Buy |
 MARRIOTT INTL INC NEWMAR |
| 1.62% | 1.49% | $18.5M | 50,000 | $10.5M | 32,000 | +18,000+56.25% | Add |
 OLD DOMINION FREIGHT LINE INODFL |
| 1.61% | 1.01% | $18.4M | 85,000 | $7.1M | 36,351 | +48,649+133.83% | Add |
| DDUTCH BROS INCBROS |
| 1.55% | 2.5% | $17.7M | 247,000 | $17.6M | 347,000 | -100,000-28.82% | Reduce |
| VVICTORIAS SECRETVSXY |
| 1.46% | 2.14% | $16.7M | 200,000 | $15.1M | 325,000 | -125,000-38.46% | Reduce |
| DDOORDASH INCDASH |
| 1.45% | 0.75% | $16.6M | 90,000 | $5.3M | 35,000 | +55,000+157.14% | Add |
 GATES INDL CORP PLCGTES |
| 1.37% | 2.26% | $15.7M | 559,559 | $15.9M | 702,082 | -142,523-20.30% | Reduce |
 COHERENT CORPCOHR |
| 1.24% | 2.96% | $14.1M | 35,860 | $20.8M | 87,209 | -51,349-58.88% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 1.23% | — | $14.0M | 70,000 | $0 | 0 | +70,000 | New Buy |
| CCOPA HOLDINGS SACPA |
| 1.21% | 1.94% | $13.8M | 88,900 | $13.6M | 120,000 | -31,100-25.92% | Reduce |
 BOOT BARN HLDGS INCBOOT |
| 1.2% | 1.11% | $13.7M | 83,100 | $7.8M | 53,220 | +29,880+56.14% | Add |
 KNIGHT-SWIFT TRANSN HLDGS INC CL AKNX |
| 1.19% | 0.82% | $13.6M | 175,000 | $5.8M | 100,000 | +75,000+75.00% | Add |
 CHIPOTLE MEXICAN GRILL INCCMG |
| 1.19% | — | $13.6M | 400,000 | $0 | 0 | +400,000 | New Buy |
 D R HORTON INCDHI |
| 1.14% | — | $13.0M | 80,000 | $0 | 0 | +80,000 | New Buy |
 LIFE TIME GROUP HOLDINGS INCLTH |
| 1.06% | 1.13% | $12.1M | 295,600 | $7.9M | 294,200 | +1,400+0.48% | Add |
 LIVE NATION ENTERTAINMENT INLYV |
| 1.04% | 1.52% | $11.9M | 65,000 | $10.7M | 70,000 | -5,000-7.14% | Reduce |
| TTOLL BROTHERS INCTOL |
| 1.01% | 0.58% | $11.5M | 70,000 | $4.1M | 30,000 | +40,000+133.33% | Add |
 AIRBNB INC COM CL AABNB |
| 1% | 0.36% | $11.4M | 80,000 | $2.5M | 20,000 | +60,000+300.00% | Add |
| YYETI HLDGS INCYETI |
| 0.95% | — | $10.9M | 220,000 | $0 | 0 | +220,000 | New Buy |
 GENERAC HLDGS INCGNRC |
| 0.93% | — | $10.6M | 36,142 | $0 | 0 | +36,142 | New Buy |
 FLOOR & DECOR HLDGS INCFND |
| 0.92% | — | $10.5M | 177,500 | $0 | 0 | +177,500 | New Buy |
| SSAIA INCSAIA |
| 0.89% | 0.69% | $10.1M | 24,000 | $4.9M | 13,840 | +10,160+73.41% | Add |
| CCARNIVAL CORP LTD COMMON SHARESCCL |
| 0.88% | 0.55% | $10.0M | 350,000 | $3.9M | 150,000 | +200,000+133.33% | Add |
 RED ROCK RESORTS INCRRR |
| 0.85% | 0.57% | $9.8M | 150,000 | $4.0M | 75,455 | +74,545+98.79% | Add |
| BBEST BUY INCBBY |
| 0.85% | — | $9.7M | 127,500 | $0 | 0 | +127,500 | New Buy |
 ROKU INC COM CL AROKU |
| 0.85% | 0.81% | $9.7M | 70,000 | $5.7M | 60,000 | +10,000+16.67% | Add |
 HUNT J B TRANS SVCS INCJBHT |
| 0.84% | — | $9.6M | 33,200 | $0 | 0 | +33,200 | New Buy |
 BURLINGTON STORES INC COMBURL |
| 0.83% | 2.32% | $9.5M | 30,000 | $16.3M | 50,000 | -20,000-40.00% | Reduce |
 REDDIT INC CL ARDDT |
| 0.76% | — | $8.7M | 50,000 | $0 | 0 | +50,000 | New Buy |
 LUMENTUM HLDGS INCLITE |
| 0.75% | — | $8.6M | 10,000 | $0 | 0 | +10,000 | New Buy |
