 WAYFAIR INCW |
| 7.09% | 6.9% | $76.4M | 826,823 | $78.2M | 1.0M | -213,002-20.48% | Reduce |
 FLOOR & DECOR HLDGS INCFND |
| 6.88% | 5.39% | $74.1M | 1.2M | $61.1M | 1.2M | +46,998+3.91% | Add |
| FFIVE BELOW INCFIVE |
| 6.65% | 6.03% | $71.7M | 398,770 | $68.4M | 299,317 | +99,453+33.23% | Add |
 PROCTER & GAMBLE COPG |
| 6.15% | 4.38% | $66.2M | 451,777 | $49.7M | 343,941 | +107,836+31.35% | Add |
 MONDELEZ INTL INC CL AMDLZ |
| 5.91% | 3.61% | $63.7M | 1.1M | $40.9M | 709,749 | +390,945+55.08% | Add |
 BURLINGTON STORES INC COMBURL |
| 5.41% | 5.23% | $58.3M | 183,884 | $59.3M | 182,173 | +1,711+0.94% | Add |
 MCDONALDS CORPMCD |
| 4.94% | 2.26% | $53.2M | 196,990 | $25.6M | 82,496 | +114,494+138.79% | Add |
| CCARNIVAL CORP LTD COMMON SHARESCCL |
| 4.89% | 4.63% | $52.6M | 1.8M | $52.5M | 2.0M | -186,559-9.19% | Reduce |
 AMER SPORTS INC COM SHSAS |
| 4.54% | 4.46% | $48.9M | 1.4M | $50.6M | 1.5M | -91,748-5.97% | Reduce |
 PERFORMANCE FOOD GROUP COPFGC |
| 4.52% | 4.97% | $48.7M | 435,236 | $56.3M | 657,551 | -222,315-33.81% | Reduce |
 EAST WEST BANCORP INCEWBC |
| 3.39% | 2.66% | $36.5M | 239,911 | $30.2M | 284,864 | -44,953-15.78% | Reduce |
| VVICTORIAS SECRETVSXY |
| 3.34% | — | $36.0M | 430,783 | $0 | 0 | +430,783 | New Buy |
 URBAN OUTFITTERS INCURBN |
| 3.29% | 2.54% | $35.4M | 499,553 | $28.8M | 453,829 | +45,724+10.08% | Add |
 WILLIAMS SONOMA INCWSM |
| 3.13% | 1.37% | $33.8M | 144,866 | $15.5M | 85,151 | +59,715+70.13% | Add |
 BOOT BARN HLDGS INCBOOT |
| 2.86% | 2.8% | $30.8M | 187,465 | $31.7M | 216,895 | -29,430-13.57% | Reduce |
 TAPESTRY INCTPR |
| 2.72% | — | $29.3M | 200,025 | $0 | 0 | +200,025 | New Buy |
 CONSTELLATION BRANDS INCSTZ |
| 2.6% | 3.96% | $28.0M | 201,358 | $44.9M | 299,493 | -98,135-32.77% | Reduce |
 TREX INCTREX |
| 2.41% | — | $25.9M | 518,584 | $0 | 0 | +518,584 | New Buy |
| OON HLDG AGONON |
| 2.21% | — | $23.9M | 673,744 | $0 | 0 | +673,744 | New Buy |
 MOHAWK INDS INCMHK |
| 2.06% | 2.44% | $22.2M | 182,770 | $27.7M | 281,282 | -98,512-35.02% | Reduce |
 ADVANCE AUTO PARTS INCAAP |
| 1.92% | — | $20.7M | 332,910 | $0 | 0 | +332,910 | New Buy |
| BBRINKER INTL INCEAT |
| 1.9% | — | $20.5M | 121,846 | $0 | 0 | +121,846 | New Buy |
 US FOODS HLDG CORPUSFD |
| 1.9% | 0.06% | $20.4M | 199,945 | $674,885 | 7,319 | +192,626+2,631.86% | Add |
 MGM RESORTS INTERNATIONALMGM |
| 1.79% | — | $19.3M | 404,117 | $0 | 0 | +404,117 | New Buy |
 ROYAL CARIBBEANRCL |
| 1.65% | 2.56% | $17.8M | 56,096 | $29.0M | 105,375 | -49,279-46.77% | Reduce |
 AIRBNB INC COM CL AABNB |
| 1.56% | — | $16.8M | 117,447 | $0 | 0 | +117,447 | New Buy |
 MAPLEBEAR INC COMCART |
| 1.26% | 1.46% | $13.6M | 286,470 | $16.5M | 441,420 | -154,950-35.10% | Reduce |
| BBOBS DISC FURNITURE INCBOBS |
| 1.13% | 1.08% | $12.2M | 770,058 | $12.3M | 1.0M | -275,798-26.37% | Reduce |
| TTOLL BROTHERS INCTOL |
| 0.97% | 0.69% | $10.4M | 63,367 | $7.8M | 57,456 | +5,911+10.29% | Add |
| RRALPH LAUREN CORPRL |
| 0.68% | 1.04% | $7.3M | 18,307 | $11.8M | 34,394 | -16,087-46.77% | Reduce |
 VIKING HOLDINGS LTD ORD SHSVIK |
| 0.07% | 3.25% | $750,275 | 7,168 | $36.9M | 501,759 | -494,591-98.57% | Reduce |
| CCARVANA CO CL ACVNA |
| 0.05% | 0.05% | $574,609 | 8,730 | $548,908 | 1,746 | +6,984+400.00% | Add |
 NEXSTAR MEDIA GROUP INCNXST |
| 0.05% | 3.4% | $523,626 | 2,932 | $38.6M | 213,349 | -210,417-98.63% | Reduce |
 LOWES COS INC COMLOW |
| 0.03% | 1.34% | $284,432 | 1,290 | $15.2M | 64,326 | -63,036-97.99% | Reduce |
| BBIRKENSTOCK HOLDING PLC COM SHSBIRK |
| 0.02% | 2.44% | $263,559 | 6,125 | $27.6M | 771,336 | -765,211-99.21% | Reduce |
| CCHEWY INC CL ACHWY |
| 0.02% | 3.13% | $213,261 | 10,853 | $35.5M | 1.3M | -1.3M-99.17% | Reduce |
| AARHAUS INCARHS |
| 0.02% | — | $168,004 | 19,953 | $0 | 0 | +19,953 | New Buy |
