 GODADDY INCGDDY |
| 10.83% | 16.52% | $7.8M | 99,932 | $7.5M | 90,492 | +9,440+10.43% | Add |
 AMAZON COM INCAMZN |
| 9.11% | 8.69% | $6.5M | 2,109 | $4.0M | 1,213 | +896+73.87% | Add |
| TTUCOWS INC COM NEWTCX |
| 8.31% | 12.97% | $6.0M | 76,823 | $5.9M | 79,775 | -2,952-3.70% | Reduce |
| RRUSH STREET INTERACTIVE INCRSI |
| 8.19% | 17.11% | $5.9M | 359,123 | $7.8M | 359,123 | 00.00% | Unchanged |
 CONCENTRIX CORPCNXC |
| 6.61% | — | $4.7M | 31,643 | $0 | 0 | +31,643 | New Buy |
 TARGET CORP COMTGT |
| 6.55% | 4.7% | $4.7M | 23,695 | $2.1M | 12,100 | +11,595+95.83% | Add |
 NELNET INCNNI |
| 5.27% | 10.74% | $3.8M | 51,931 | $4.9M | 68,535 | -16,604-24.23% | Reduce |
| EEVERBRIDGE INC |
| 4.48% | 10.87% | $3.2M | 26,493 | $4.9M | 33,133 | -6,640-20.04% | Reduce |
 PINTEREST INCPINS |
| 4.37% | — | $3.1M | 42,320 | $0 | 0 | +42,320 | New Buy |
 KROGER CO COMKR |
| 4.3% | — | $3.1M | 85,590 | $0 | 0 | +85,590 | New Buy |
 META PLATFORMS INCMETA |
| 4.25% | — | $3.0M | 10,350 | $0 | 0 | +10,350 | New Buy |
 ADOBE INC COMADBE |
| 4.17% | — | $3.0M | 6,280 | $0 | 0 | +6,280 | New Buy |
 AUTODESK INCADSK |
| 4.04% | — | $2.9M | 10,450 | $0 | 0 | +10,450 | New Buy |
 ETSY INC COMETSY |
| 3.91% | 6.13% | $2.8M | 13,900 | $2.8M | 15,658 | -1,758-11.23% | Reduce |
| TTWITTER INCTWTR |
| 3.7% | — | $2.7M | 41,650 | $0 | 0 | +41,650 | New Buy |
| FFISERV INCFISV |
| 3.35% | — | $2.4M | 20,160 | $0 | 0 | +20,160 | New Buy |
 REGENERON PHARMACEUTICALSREGN |
| 2.97% | — | $2.1M | 4,501 | $0 | 0 | +4,501 | New Buy |
 NETFLIX INCNFLX |
| 2.85% | — | $2.0M | 3,910 | $0 | 0 | +3,910 | New Buy |
| RREDBALL ACQUISITION CORP COM CL A |
| 2.75% | 4.97% | $2.0M | 195,503 | $2.3M | 195,403 | +100+0.05% | Add |
