 HUMANA INC COMHUM |
| 11% | 6.29% | $64.7M | 162,990 | $29.4M | 169,550 | -6,560-3.87% | Reduce |
 UNITEDHEALTH GROUP INCUNH |
| 10.7% | 11.95% | $63.0M | 151,527 | $55.9M | 206,527 | -55,000-26.63% | Reduce |
 CAMDEN PPTY TRCPT |
| 7.12% | 6.81% | $41.9M | 366,150 | $31.9M | 326,150 | +40,000+12.26% | Add |
 SYNCHRONY FINANCIAL COMSYF |
| 6.78% | 10.75% | $39.9M | 524,900 | $50.3M | 739,000 | -214,100-28.97% | Reduce |
 TRAVEL PLUS LEISURE COTNL |
| 6.67% | 8.18% | $39.2M | 513,418 | $38.2M | 552,617 | -39,199-7.09% | Reduce |
 LPL FINL HLDGS INCLPLA |
| 6.56% | — | $38.6M | 137,000 | $0 | 0 | +137,000 | New Buy |
 HERBALIFE LTDHLF |
| 6.36% | 5.86% | $37.5M | 2.8M | $27.4M | 1.9M | +987,500+53.07% | Add |
| BBRAZE INCBRZE |
| 6.16% | 8.44% | $36.3M | 1.7M | $39.5M | 1.7M | 00.00% | Unchanged |
 AMAZON COM INCAMZN |
| 5.95% | 6.6% | $35.0M | 146,800 | $30.9M | 148,300 | -1,500-1.01% | Reduce |
| WWEX INCWEX |
| 5.33% | 5.46% | $31.4M | 222,387 | $25.6M | 167,000 | +55,387+33.17% | Add |
| GGE HEALTHCARE TECHNOLOGIES IGEHC |
| 4.46% | — | $26.2M | 409,700 | $0 | 0 | +409,700 | New Buy |
 CHURCHILL DOWNS INCCHDN |
| 4.29% | — | $25.3M | 281,700 | $0 | 0 | +281,700 | New Buy |
 ESSEX PPTY TR INCESS |
| 3.8% | 3.97% | $22.4M | 76,700 | $18.6M | 76,700 | 00.00% | Unchanged |
| SSPRINKLR INC CLASS ACXM |
| 3.2% | 4.68% | $18.8M | 3.6M | $21.9M | 3.6M | 00.00% | Unchanged |
| BBRIGHTSTAR LOTTERY PLCBRSL |
| 3.13% | 3.87% | $18.4M | 1.7M | $18.1M | 1.4M | +300,000+21.12% | Add |
| AALEXANDRIA REAL ESTATE EQ INARE |
| 2.41% | — | $14.2M | 268,008 | $0 | 0 | +268,008 | New Buy |
 DRAFTKINGS INC NEWDKNG |
| 1.92% | 4.15% | $11.3M | 447,170 | $19.4M | 897,170 | -450,000-50.16% | Reduce |
| CCS DISCO INC COMLAW |
| 0.76% | 0.85% | $4.5M | 1.2M | $4.0M | 1.0M | +143,501+13.74% | Add |
 GROCERY OUTLET HLDG CORPGO |
| 0.73% | — | $4.3M | 428,736 | $0 | 0 | +428,736 | New Buy |
 CVS HEALTH CORPCVS |
| 0.69% | 7.58% | $4.1M | 39,400 | $35.5M | 493,700 | -454,300-92.02% | Reduce |
 STEWART INFORMATION SVCS CORSTC |
| 0.63% | — | $3.7M | 56,166 | $0 | 0 | +56,166 | New Buy |
| XXPONENTIAL FITNESS INC COM CL AXPOF |
| 0.57% | 1.6% | $3.4M | 485,300 | $7.5M | 1.2M | -759,700-61.02% | Reduce |
| TTPG RE FIN TR INCTRTX |
| 0.5% | 0.9% | $2.9M | 349,838 | $4.2M | 540,574 | -190,736-35.28% | Reduce |
| BBIOCERES CROP SOLUTIONS CORPBIOX |
| 0.27% | 0.44% | $1.6M | 4.6M | $2.0M | 4.6M | 00.00% | Unchanged |
