 HILTON WORLDWIDE HLDGS INCHLT |
| 15.06% | 19.06% | $26.4M | 80,000 | $24.3M | 80,000 | 00.00% | Unchanged |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 14.69% | 14.3% | $25.8M | 54,000 | $18.2M | 54,000 | 00.00% | Unchanged |
 LINDE PLCLIN |
| 10.15% | 12.24% | $17.8M | 34,357 | $15.6M | 31,500 | +2,857+9.07% | Add |
 AMAZON COM INCAMZN |
| 9.74% | 10.44% | $17.1M | 71,730 | $13.3M | 63,975 | +7,755+12.12% | Add |
 NVIDIA CORPORATIONNVDA |
| 9.73% | — | $17.1M | 85,359 | $0 | 0 | +85,359 | New Buy |
| OOREILLY AUTOMOTIVE INC COMORLY |
| 8.57% | 9.39% | $15.0M | 163,377 | $12.0M | 129,767 | +33,610+25.90% | Add |
| AAPI GROUP CORP COM STKAPG |
| 7.17% | 11.37% | $12.6M | 297,222 | $14.5M | 358,000 | -60,778-16.98% | Reduce |
 AMPHENOL CORPAPH |
| 6.39% | 6.3% | $11.2M | 63,665 | $8.0M | 63,665 | 00.00% | Unchanged |
 GE AEROSPACEGE |
| 6.24% | 8.37% | $11.0M | 29,315 | $10.7M | 37,621 | -8,306-22.08% | Reduce |
 SEAGATE TECHNOLOGY HLDNGS PLSTX |
| 5.67% | — | $10.0M | 10,324 | $0 | 0 | +10,324 | New Buy |
| MMEDLINE INC COM CL AMDLN |
| 3.36% | — | $5.9M | 149,598 | $0 | 0 | +149,598 | New Buy |
 MARTIN MARIETTA MATLS INCMLM |
| 3.24% | 8.53% | $5.7M | 9,857 | $10.9M | 18,480 | -8,623-46.66% | Reduce |
