 ACADEMY SPORTS & OUTDOORASO |
| 11.78% | 6.6% | $8.0M | 200,000 | $35.9M | 870,000 | -670,000-77.01% | Reduce |
 AERCAP HOLDINGS NV SHSAER |
| 10.86% | — | $7.4M | 127,650 | $0 | 0 | +127,650 | New Buy |
 LENNAR CORPLEN |
| 10.66% | — | $7.2M | 140,000 | $0 | 0 | +140,000 | New Buy |
| LLITHIA MTRS INCLAD |
| 9.33% | 2.4% | $6.3M | 20,000 | $13.1M | 38,000 | -18,000-47.37% | Reduce |
| IIHEARTMEDIA INC COM CL AIHRT |
| 8.47% | 2.43% | $5.8M | 230,000 | $13.2M | 490,000 | -260,000-53.06% | Reduce |
 CAESARS ENTERTAINMENT INC NECZR |
| 8.26% | 0.76% | $5.6M | 50,000 | $4.2M | 40,000 | +10,000+25.00% | Add |
| RRHRH |
| 7.85% | 3.25% | $5.3M | 8,000 | $17.7M | 26,000 | -18,000-69.23% | Reduce |
| SSOMNIGROUP INTERNATIONAL INC COMSGI |
| 6.96% | 4.01% | $4.7M | 101,900 | $21.8M | 556,100 | -454,200-81.68% | Reduce |
| BBATH & BODYBBWI |
| 6.96% | — | $4.7M | 75,000 | $0 | 0 | +75,000 | New Buy |
| BBRIGHTSTAR LOTTERY PLCBRSL |
| 6.2% | — | $4.2M | 160,000 | $0 | 0 | +160,000 | New Buy |
| WWILLSCOT HLDGS CORPWSC |
| 4.67% | — | $3.2M | 100,000 | $0 | 0 | +100,000 | New Buy |
 CENTENE CORP DEL COMCNC |
| 3.67% | — | $2.5M | 40,000 | $0 | 0 | +40,000 | New Buy |
 CHURCHILL DOWNS INCCHDN |
| 3.53% | — | $2.4M | 10,000 | $0 | 0 | +10,000 | New Buy |
| TTHOMSON REUTERS CORPTRI |
| 0.81% | 4.2% | $552,000 | 5,000 | $22.8M | 229,820 | -224,820-97.82% | Reduce |
