 JAMES HARDIE INDS PLC ORD SHSJHX |
| 8.7% | 5.91% | $105.1M | 4.0M | $61.3M | 3.2M | +776,950+23.99% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 8.07% | 5.78% | $97.4M | 203,998 | $60.0M | 177,619 | +26,379+14.85% | Add |
 MARTIN MARIETTA MATLS INCMLM |
| 7.81% | 5.39% | $94.3M | 163,550 | $56.0M | 95,095 | +68,455+71.99% | Add |
 UNION PAC CORPUNP |
| 7.39% | 6.82% | $89.2M | 328,055 | $70.8M | 291,615 | +36,440+12.50% | Add |
 ARES MANAGEMENT CORPORATIONARES |
| 7.29% | 3.37% | $88.1M | 791,316 | $35.0M | 321,000 | +470,316+146.52% | Add |
 AMAZON COM INCAMZN |
| 6.86% | 6.52% | $82.8M | 347,474 | $67.7M | 324,980 | +22,494+6.92% | Add |
 FLOOR & DECOR HLDGS INCFND |
| 6.62% | 2.6% | $80.0M | 1.3M | $27.0M | 531,328 | +815,733+153.53% | Add |
 META PLATFORMS INCMETA |
| 6.56% | 5.49% | $79.2M | 140,667 | $57.0M | 99,630 | +41,037+41.19% | Add |
| DDOORDASH INCDASH |
| 5.89% | 5.35% | $71.1M | 385,140 | $55.5M | 369,520 | +15,620+4.23% | Add |
 COUPANG INC CLASS ACPNG |
| 5.8% | 6.63% | $70.1M | 4.0M | $68.9M | 3.6M | +387,929+10.64% | Add |
 NVIDIA CORPORATIONNVDA |
| 5.45% | — | $65.8M | 328,839 | $0 | 0 | +328,839 | New Buy |
 MICROSOFT CORPMSFT |
| 5.17% | 6.44% | $62.4M | 167,344 | $66.8M | 180,560 | -13,216-7.32% | Reduce |
 HUBSPOT INCHUBS |
| 5.01% | 3.32% | $60.6M | 331,796 | $34.5M | 141,150 | +190,646+135.07% | Add |
 BROADCOM INCAVGO |
| 3.46% | — | $41.8M | 110,720 | $0 | 0 | +110,720 | New Buy |
| CCARVANA CO CL ACVNA |
| 3.3% | 5.29% | $39.8M | 604,579 | $55.0M | 174,802 | +429,777+245.87% | Add |
 DATADOG INCDDOG |
| 3.19% | 6.79% | $38.5M | 148,040 | $70.5M | 597,085 | -449,045-75.21% | Reduce |
| MMARKETAXESS HLDGS INCMKTX |
| 2.32% | 4.69% | $28.0M | 247,112 | $48.7M | 295,267 | -48,155-16.31% | Reduce |
 APOLLO GLOBAL MGMT INC COMAPO |
| 1.1% | 2.26% | $13.3M | 112,385 | $23.4M | 210,405 | -98,020-46.59% | Reduce |
