 FERRARI N V COMRACE |
| 22.75% | 10.05% | $24.6M | 114,882 | $26.0M | 140,710 | -25,828-18.36% | Reduce |
 DOLLAR GEN CORP NEWDG |
| 20.07% | 8.27% | $21.7M | 88,140 | $21.4M | 89,334 | -1,194-1.34% | Reduce |
| CCOUPA SOFTWARE INC |
| 9.3% | 6.36% | $10.1M | 127,096 | $16.5M | 280,092 | -152,996-54.62% | Reduce |
 PLANET FITNESS MASTER ISSUERPLNT |
| 9.25% | 8.86% | $10.0M | 126,980 | $23.0M | 398,181 | -271,201-68.11% | Reduce |
| LLAMB WESTON HLDGS INCLW |
| 8.45% | — | $9.1M | 102,311 | $0 | 0 | +102,311 | New Buy |
 ETSY INC COMETSY |
| 5.26% | 7.53% | $5.7M | 47,526 | $19.5M | 194,873 | -147,347-75.61% | Reduce |
 CHIPOTLE MEXICAN GRILL INCCMG |
| 4.78% | 13.9% | $5.2M | 3,724 | $36.0M | 23,964 | -20,240-84.46% | Reduce |
 DOMINOS PIZZA INCDPZ |
| 3.23% | — | $3.5M | 10,076 | $0 | 0 | +10,076 | New Buy |
 LIVE NATION ENTERTAINMENT INLYV |
| 2.92% | 7.75% | $3.2M | 45,297 | $20.1M | 263,929 | -218,632-82.84% | Reduce |
 WALMART INCWMT |
| 2.88% | — | $3.1M | 21,939 | $0 | 0 | +21,939 | New Buy |
| NNEW RELIC INCNEWREUR |
| 2.65% | 4.11% | $2.9M | 50,692 | $10.6M | 185,538 | -134,846-72.68% | Reduce |
| AALTERYX INCAYXEUR |
| 2.61% | 6.62% | $2.8M | 55,799 | $17.2M | 307,140 | -251,341-81.83% | Reduce |
 SERVICENOW INCNOW |
| 2.6% | 8.3% | $2.8M | 7,233 | $21.5M | 56,945 | -49,712-87.30% | Reduce |
 NETFLIX INCNFLX |
| 1.32% | — | $1.4M | 4,842 | $0 | 0 | +4,842 | New Buy |
 YUM BRANDS INC COMYUM |
| 1.28% | — | $1.4M | 10,845 | $0 | 0 | +10,845 | New Buy |
 GROCERY OUTLET HLDG CORPGO |
| 0.65% | — | $701,728 | 24,040 | $0 | 0 | +24,040 | New Buy |
