| FFRESHPET INCFRPT |
| 39.82% | 26.22% | $10.4M | 76,003 | $9.3M | 72,132 | +3,871+5.37% | Add |
 LAM RESEARCH CORPLRCX |
| 26.17% | 23.26% | $6.8M | 8,373 | $8.3M | 7,773 | +600+7.72% | Add |
| CCALLAWAY GOLF COCALY |
| 9.06% | 24.37% | $2.4M | 215,528 | $8.7M | 566,973 | -351,445-61.99% | Reduce |
 VERALTO CORP COM SHSVLTO |
| 6.82% | 4.27% | $1.8M | 15,919 | $1.5M | 15,919 | 00.00% | Unchanged |
 POOL CORPPOOL |
| 6.65% | 2.85% | $1.7M | 4,610 | $1.0M | 3,300 | +1,310+39.70% | Add |
| PPLAYA HOTELS & RESORTS NV |
| 5.31% | 10.4% | $1.4M | 178,919 | $3.7M | 441,315 | -262,396-59.46% | Reduce |
| SSOLVENTUM CORP COM SHSSOLV |
| 4.2% | — | $1.1M | 15,743 | $0 | 0 | +15,743 | New Buy |
| RRENTOKIL INITIAL PLCRTO |
| 1.96% | 1.71% | $510,666 | 20,484 | $607,351 | 20,484 | 00.00% | Unchanged |
