 LIBERTY MEDIA CORP DELFWONK |
| 23.79% | 22.3% | $38.1M | 400,000 | $34.0M | 400,000 | 00.00% | Unchanged |
 AMAZON COM INCAMZN |
| 16.17% | 11.61% | $25.9M | 108,500 | $17.7M | 85,000 | +23,500+27.65% | Add |
 CORPAY INCCPAY |
| 12.5% | 14.31% | $20.0M | 60,000 | $21.8M | 75,000 | -15,000-20.00% | Reduce |
 VEEVA SYS INCVEEV |
| 10.26% | 12.67% | $16.4M | 92,500 | $19.3M | 110,000 | -17,500-15.91% | Reduce |
| DDOORDASH INCDASH |
| 9.71% | — | $15.5M | 84,176 | $0 | 0 | +84,176 | New Buy |
 COUPANG INC CLASS ACPNG |
| 8.99% | — | $14.4M | 827,873 | $0 | 0 | +827,873 | New Buy |
 OKTA INC CLASS AOKTA |
| 6.82% | 8.77% | $10.9M | 80,000 | $13.4M | 170,000 | -90,000-52.94% | Reduce |
| RRALPH LAUREN CORPRL |
| 6.27% | 10.71% | $10.0M | 25,000 | $16.3M | 47,500 | -22,500-47.37% | Reduce |
 LIBERTY MEDIA CORP DELFWONA |
| 3.28% | — | $5.3M | 60,000 | $0 | 0 | +60,000 | New Buy |
 ZSCALER INCZS |
| 2.21% | — | $3.5M | 25,000 | $0 | 0 | +25,000 | New Buy |
