 AMAZON COM INCAMZN |
| 9.94% | 8.34% | $13.5M | 119,700 | $14.5M | 136,200 | -16,500-12.11% | Reduce |
| AAPI GROUP CORP COM STKAPG |
| 9.94% | 8.45% | $13.5M | 1.0M | $14.7M | 978,824 | +40,288+4.12% | Add |
 ALPHABET INCGOOGL |
| 9.77% | 8.92% | $13.3M | 139,000 | $15.5M | 7,100 | +131,900+1,857.75% | Add |
 DOLLAR GEN CORP NEWDG |
| 8.76% | 7.73% | $11.9M | 49,676 | $13.4M | 54,600 | -4,924-9.02% | Reduce |
 ROSS STORES INC COMROST |
| 8.61% | — | $11.7M | 139,000 | $0 | 0 | +139,000 | New Buy |
 DRIVEN BRANDS HLDGS INCDRVN |
| 7.69% | 9.55% | $10.5M | 374,059 | $16.6M | 601,769 | -227,710-37.84% | Reduce |
 HYATT HOTELS CORPH |
| 7.02% | 7.81% | $9.6M | 117,963 | $13.5M | 183,263 | -65,300-35.63% | Reduce |
| AAVANTOR INCAVTR |
| 6.64% | 7.73% | $9.0M | 461,000 | $13.4M | 431,000 | +30,000+6.96% | Add |
| SSIGNATURE BK NEW YORK N YSBNY |
| 5.02% | 4.67% | $6.8M | 45,234 | $8.1M | 45,234 | 00.00% | Unchanged |
 ZILLOW GROUP INC CL AZ |
| 4.88% | 4.58% | $6.6M | 232,102 | $7.9M | 250,102 | -18,000-7.20% | Reduce |
| EEUROPEAN WAX CTR INC CLASS A COMEWCZ |
| 4.8% | 3.8% | $6.5M | 353,872 | $6.6M | 373,667 | -19,795-5.30% | Reduce |
 SERVICENOW INCNOW |
| 4.44% | — | $6.0M | 16,000 | $0 | 0 | +16,000 | New Buy |
| MMISTER CAR WASH INC COM |
| 4.36% | 4.42% | $5.9M | 691,619 | $7.7M | 704,359 | -12,740-1.81% | Reduce |
 MONGODB INC CL AMDB |
| 4.26% | — | $5.8M | 29,200 | $0 | 0 | +29,200 | New Buy |
| GGOOSEHEAD INS INC CLASS AGSHD |
| 2.01% | 1.92% | $2.7M | 76,768 | $3.3M | 72,768 | +4,000+5.50% | Add |
| PPEGASYSTEMS INCPEGA |
| 1.86% | 6.03% | $2.5M | 78,760 | $10.5M | 218,760 | -140,000-64.00% | Reduce |
