| CCARVANA CO CL ACVNA |
| 30.31% | 31.05% | $116.1M | 1.8M | $118.8M | 377,298 | +1.4M+367.35% | Add |
 META PLATFORMS INCMETA |
| 20.45% | 21.77% | $78.3M | 138,997 | $83.3M | 145,534 | -6,537-4.49% | Reduce |
 CREDIT ACCEP CORP MICHCACC |
| 18.01% | 13.77% | $68.9M | 108,272 | $52.7M | 124,160 | -15,888-12.80% | Reduce |
 INTERACTIVE BROKERS GROUP INC COM CL AIBKR |
| 12.75% | 13.36% | $48.8M | 561,086 | $51.1M | 757,919 | -196,833-25.97% | Reduce |
 H WORLD GROUP LTDHTHT |
| 5.59% | 7.34% | $21.4M | 513,413 | $28.1M | 558,380 | -44,967-8.05% | Reduce |
| YYUM CHINA HLDGS INCYUMC |
| 4.25% | 5.37% | $16.3M | 398,021 | $20.6M | 421,539 | -23,518-5.58% | Reduce |
 MICROSOFT CORPMSFT |
| 3.22% | 2.46% | $12.3M | 33,100 | $9.4M | 25,220 | +7,880+31.25% | Add |
 ALPHABET INCGOOGL |
| 3.04% | 2.44% | $11.6M | 32,520 | $9.4M | 32,520 | 00.00% | Unchanged |
 DEERE & CODE |
| 0.83% | 0.74% | $3.2M | 5,001 | $2.8M | 5,001 | 00.00% | Unchanged |
| PPAYCOM SOFTWARE INCPAYC |
| 0.7% | 0.7% | $2.7M | 21,395 | $2.7M | 21,395 | 00.00% | Unchanged |
 SALESFORCE INCCRM |
| 0.63% | 0.76% | $2.4M | 15,511 | $2.9M | 15,511 | 00.00% | Unchanged |
| MMORNINGSTAR INCMORN |
| 0.15% | 0.17% | $577,274 | 3,700 | $653,790 | 3,700 | 00.00% | Unchanged |
 SPOTIFY TECHNOLOGY S A SHSSPOT |
| 0.06% | 0.06% | $229,565 | 500 | $242,455 | 500 | 00.00% | Unchanged |
