| AAPPLOVIN CORPAPP |
| 30.59% | 2.28% | $278.7M | 541,250 | $19.9M | 49,966 | +491,284+983.24% | Add |
GROCERY OUTLET HLDG CORPGO |
| 12.32% | — | $112.3M | 11.2M | $0 | 0 | +11.2M | New Buy |
| CCITI TRENDS INC COMCTRN |
| 11.57% | 12.78% | $105.5M | 1.8M | $111.5M | 2.6M | -750,000-29.14% | Reduce |
JUMIA TECHNOLOGIES AG SPON ADS EACH REP 2 ORD SHSJMIA |
| 7.17% | 9.75% | $65.3M | 9.3M | $85.0M | 12.3M | -3.1M-24.85% | Reduce |
| TTILLYS INCTLYS |
| 3.71% | 3.74% | $33.8M | 8.1M | $32.6M | 8.1M | 00.00% | Unchanged |
FUNKO INC CLASS AFNKO |
| 3.41% | 1.94% | $31.1M | 5.3M | $16.9M | 5.4M | -81,246-1.51% | Reduce |
| PPROPETRO HLDG CORPPUMP |
| 2.82% | 0.11% | $25.7M | 1.8M | $938,754 | 65,146 | +1.7M+2,653.63% | Add |
| JJ JILL INC COMJILL |
| 2.31% | 0.89% | $21.1M | 1.3M | $7.7M | 675,304 | +653,645+96.79% | Add |
GENESCO INC COMGCO |
| 2.26% | 1.41% | $20.6M | 609,963 | $12.3M | 425,310 | +184,653+43.42% | Add |
| TTORRID HLDGS INC COMCURV |
| 2.02% | 1.99% | $18.4M | 9.8M | $17.3M | 9.7M | +119,433+1.23% | Add |
CELSIUS HLDGS INCCELH |
| 1.95% | 8.43% | $17.8M | 606,508 | $73.5M | 2.1M | -1.5M-70.73% | Reduce |
REDDIT INC CL ARDDT |
| 1.59% | 8.14% | $14.5M | 83,650 | $71.0M | 527,400 | -443,750-84.14% | Reduce |
| TTTM TECHNOLOGIES INCTTMI |
| 1.5% | — | $13.6M | 72,933 | $0 | 0 | +72,933 | New Buy |
| FFIVE BELOW INCFIVE |
| 1.43% | — | $13.1M | 72,621 | $0 | 0 | +72,621 | New Buy |
ADVANCE AUTO PARTS INCAAP |
| 1.43% | — | $13.0M | 208,924 | $0 | 0 | +208,924 | New Buy |
| XXPONENTIAL FITNESS INC COM CL AXPOF |
| 1.37% | — | $12.5M | 1.8M | $0 | 0 | +1.8M | New Buy |
| 11 800 FLOWERS COM INCFLWS |
| 1.36% | 1.87% | $12.4M | 3.6M | $16.3M | 5.4M | -1.8M-33.70% | Reduce |
NVIDIA CORPORATIONNVDA |
| 1.32% | 0.46% | $12.0M | 60,000 | $4.0M | 23,000 | +37,000+160.87% | Add |
AMAZON COM INCAMZN |
| 1.31% | 3.51% | $11.9M | 50,000 | $30.6M | 146,846 | -96,846-65.95% | Reduce |
SIRIUSXM HLDGS INC EQUITCLASS EQUITYSIRI |
| 1.13% | — | $10.3M | 349,173 | $0 | 0 | +349,173 | New Buy |
| SSEA LTD SPONSORD ADSSE |
| 0.79% | 1.67% | $7.2M | 75,000 | $14.6M | 176,078 | -101,078-57.41% | Reduce |
| WWw International IncWW |
| 0.74% | 1.23% | $6.8M | 422,467 | $10.7M | 779,629 | -357,162-45.81% | Reduce |
VISTRA CORPVST |
| 0.72% | — | $6.5M | 41,200 | $0 | 0 | +41,200 | New Buy |
NATIONAL VISION HLDGS INCEYE |
| 0.53% | — | $4.9M | 255,796 | $0 | 0 | +255,796 | New Buy |
| AAMC ENTMT HLDGS INC CLASS AAMC |
| 0.46% | — | $4.2M | 2.2M | $0 | 0 | +2.2M | New Buy |
| DDESTINATION XL GROUP INC COMDXLG |
| 0.42% | 0.34% | $3.9M | 5.8M | $2.9M | 5.8M | 00.00% | Unchanged |
BLACKLINE INCBL |
| 0.38% | — | $3.5M | 125,000 | $0 | 0 | +125,000 | New Buy |
LEVI STRAUSS & CO NEWLEVI |
| 0.36% | — | $3.3M | 133,627 | $0 | 0 | +133,627 | New Buy |
| CCARVANA CO CL ACVNA |
| 0.34% | — | $3.1M | 47,500 | $0 | 0 | +47,500 | New Buy |
COMPASS INCCOMP |
| 0.31% | — | $2.8M | 230,100 | $0 | 0 | +230,100 | New Buy |
| BBLACKSTONE DIGITAL INFRASTRUBXDC |
| 0.3% | — | $2.7M | 126,250 | $0 | 0 | +126,250 | New Buy |
| EELDORADO GOLD CORP NEWEGO |
| 0.28% | — | $2.6M | 82,900 | $0 | 0 | +82,900 | New Buy |
| FFOSSIL GROUP INCFOSL |
| 0.24% | — | $2.2M | 536,982 | $0 | 0 | +536,982 | New Buy |
| BBATH & BODYBBWI |
| 0.19% | 2.72% | $1.7M | 74,404 | $23.7M | 1.3M | -1.2M-94.14% | Reduce |
THE REALREAL INCREAL |
| 0.18% | — | $1.7M | 142,618 | $0 | 0 | +142,618 | New Buy |
COUPANG INC CLASS ACPNG |
| 0.18% | 3.62% | $1.7M | 95,777 | $31.5M | 1.7M | -1.6M-94.27% | Reduce |
ACADEMY SPORTS & OUTDOORASO |
| 0.16% | — | $1.4M | 30,000 | $0 | 0 | +30,000 | New Buy |
| UUNDER ARMOUR INC CL CUA |
| 0.14% | — | $1.3M | 201,612 | $0 | 0 | +201,612 | New Buy |
| BBAIDU INCBIDU |
| 0.13% | 0.13% | $1.1M | 10,000 | $1.1M | 10,000 | 00.00% | Unchanged |
JAMES HARDIE INDS PLC ORD SHSJHX |
| 0.11% | — | $1.0M | 40,000 | $0 | 0 | +40,000 | New Buy |
| BBOOST RUN INCBRUN |
| 0.11% | — | $1.0M | 25,898 | $0 | 0 | +25,898 | New Buy |
HCA HEALTHCARE INCHCA |
| 0.11% | — | $974,725 | 2,500 | $0 | 0 | +2,500 | New Buy |
| SSHAKE SHACK INCSHAK |
| 0.09% | — | $840,300 | 15,000 | $0 | 0 | +15,000 | New Buy |
ROCKET COS INC COM CL ARKT |
| 0.09% | — | $838,467 | 53,236 | $0 | 0 | +53,236 | New Buy |
| VVera Bradley IncVRA |
| 0.04% | 0.29% | $400,277 | 102,899 | $2.5M | 795,000 | -692,101-87.06% | Reduce |