EAST WEST BANCORP INC EWBC
8.43% 8.18% $100.9M 662,928 $71.0M 670,000 -7,072 -1.06% Reduce T TALEN ENERGY CORP TLN
8.37% 8.09% $100.3M 261,026 $70.2M 220,000 +41,026 +18.65% Add TAIWAN SEMICONDUCTOR MANUFAC TSM
7.36% 6.82% $88.2M 184,668 $59.2M 175,113 +9,555 +5.46% Add C CACI INTL INC CACI
6.6% 9.16% $79.1M 170,734 $79.5M 146,200 +24,534 +16.78% Add R RB GLOBAL INC RBA
5.68% 4.97% $68.0M 584,062 $43.1M 450,000 +134,062 +29.79% Add M MKS INC. MKSI
5.55% 9.93% $66.5M 149,422 $86.2M 375,000 -225,578 -60.15% Reduce S SEA LTD SPONSORD ADS SE
4.82% 1.38% $57.7M 602,383 $11.9M 144,192 +458,191 +317.76% Add REDDIT INC CL A RDDT
3.92% — $47.0M 270,659 $0 0 +270,659 New Buy VISA INC V
3.84% 4.55% $46.0M 134,030 $39.5M 130,726 +3,304 +2.53% Add B BROOKDALE SR LIVING INC BKD
3.77% — $45.2M 2.8M $0 0 +2.8M New Buy CDW CORP CDW
3.71% 3.21% $44.4M 315,642 $27.8M 230,000 +85,642 +37.24% Add CELSIUS HLDGS INC CELH
3.64% 5.15% $43.6M 1.5M $44.7M 1.3M +230,070 +18.27% Add PROGRESSIVE CORP PGR
3.25% — $38.9M 178,049 $0 0 +178,049 New Buy MICROSOFT CORP MSFT
3.12% — $37.4M 100,248 $0 0 +100,248 New Buy M MAGNITE INC MGNI
2.7% 1.82% $32.4M 1.7M $15.8M 1.3M +377,959 +28.44% Add NVIDIA CORPORATION NVDA
2.52% 7.04% $30.1M 150,642 $61.0M 350,000 -199,358 -56.96% Reduce H HASBRO INC HAS
2.45% 3.24% $29.3M 354,870 $28.1M 300,000 +54,870 +18.29% Add VERISIGN INC VRSN
2.4% — $28.7M 114,148 $0 0 +114,148 New Buy INTUIT INTU
2.18% — $26.1M 100,142 $0 0 +100,142 New Buy G GRUPO CIBEST SA CIB
2.13% — $25.6M 321,806 $0 0 +321,806 New Buy TKO GROUP HLDGS INC CLASS A TKO
2.02% — $24.2M 120,000 $0 0 +120,000 New Buy AMAZON COM INC AMZN
1.99% — $23.8M 100,000 $0 0 +100,000 New Buy R RALLIANT CORP COM RAL
1.72% — $20.6M 280,285 $0 0 +280,285 New Buy A Alphabet Inc Class C GOOG
1.47% — $17.7M 50,000 $0 0 +50,000 New Buy S SOLAREDGE TECHNOLOGIES INC SEDG
1.36% 1.49% $16.3M 279,720 $13.0M 254,004 +25,716 +10.12% Add C COMFORT SYS USA INC FIX
1.32% 5.64% $15.9M 8,000 $48.9M 35,467 -27,467 -77.44% Reduce G GE HEALTHCARE TECHNOLOGIES I GEHC
1.31% — $15.7M 246,000 $0 0 +246,000 New Buy C COLUMBUS MCKINNON CORP N Y COM CMCO
1.27% 1.64% $15.2M 1.0M $14.3M 981,073 +25,997 +2.65% Add VISTRA CORP VST
1.09% — $13.1M 82,290 $0 0 +82,290 New Buy CAPITAL ONE FINL CORP COF
— 5.91% $0 0 $51.3M 281,013 -281,013 Exit BOOKING HOLDINGS INC COM BKNG
— 0.33% $0 0 $2.9M 17,000 -17,000 Exit TAKE-TWO INTERACTIVE SOFTWARE COM TTWO
— 2.68% $0 0 $23.2M 117,542 -117,542 Exit AKAMAI TECHNOLOGIES INC AKAM
— 7.94% $0 0 $68.9M 600,192 -600,192 Exit B BIRKENSTOCK HOLDING PLC COM SHS BIRK
— 0.83% $0 0 $7.2M 200,000 -200,000 Exit 
