| WWYNDHAM HOTELS & RESORTS INCWH |
| 7.16% | 2.53% | $59.3M | 704,224 | $21.8M | 268,077 | +436,147+162.69% | Add |
 SNOWFLAKE INC COM SHSSNOW |
| 5.18% | — | $42.9M | 168,370 | $0 | 0 | +168,370 | New Buy |
 LIBERTY MEDIA CORP DELFWONK |
| 5.12% | 4.4% | $42.4M | 445,833 | $37.8M | 444,953 | +880+0.20% | Add |
 TEXAS INSTRS INCTXN |
| 4.56% | — | $37.8M | 126,767 | $0 | 0 | +126,767 | New Buy |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 4.45% | 5.65% | $36.9M | 77,162 | $48.5M | 143,637 | -66,475-46.28% | Reduce |
| DDOORDASH INCDASH |
| 4.09% | 1.87% | $33.9M | 183,635 | $16.1M | 107,008 | +76,627+71.61% | Add |
 TAKE-TWO INTERACTIVE SOFTWARE COMTTWO |
| 4.07% | 1.15% | $33.7M | 134,728 | $9.9M | 50,216 | +84,512+168.30% | Add |
 OUTFRONT MEDIAOUT |
| 3.88% | 1.82% | $32.1M | 980,390 | $15.6M | 590,029 | +390,361+66.16% | Add |
 WAYFAIR INCW |
| 3.7% | — | $30.7M | 331,642 | $0 | 0 | +331,642 | New Buy |
 BOOKING HOLDINGS INC COMBKNG |
| 3.53% | 2.7% | $29.2M | 163,731 | $23.2M | 5,515 | +158,216+2,868.83% | Add |
 ASML HLDG NVASML |
| 3.33% | 3.46% | $27.6M | 13,858 | $29.8M | 22,548 | -8,690-38.54% | Reduce |
 ALPHABET INCGOOGL |
| 3.21% | 3.87% | $26.6M | 74,450 | $33.3M | 115,699 | -41,249-35.65% | Reduce |
 AMAZON COM INCAMZN |
| 3.21% | 2.47% | $26.5M | 111,357 | $21.2M | 101,774 | +9,583+9.42% | Add |
 WALMART INCWMT |
| 3.07% | 1.76% | $25.4M | 224,032 | $15.1M | 121,708 | +102,324+84.07% | Add |
 MONGODB INC CL AMDB |
| 3.05% | — | $25.2M | 75,114 | $0 | 0 | +75,114 | New Buy |
 HOME DEPOT INCHD |
| 3.03% | 1.17% | $25.1M | 71,202 | $10.0M | 30,485 | +40,717+133.56% | Add |
 TWILIO INCTWLO |
| 2.8% | — | $23.2M | 112,252 | $0 | 0 | +112,252 | New Buy |
 SHOPIFY INCSHOP |
| 2.73% | — | $22.6M | 198,162 | $0 | 0 | +198,162 | New Buy |
 AKAMAI TECHNOLOGIES INCAKAM |
| 2.67% | 2.94% | $22.1M | 186,670 | $25.3M | 220,149 | -33,479-15.21% | Reduce |
 BURLINGTON STORES INC COMBURL |
| 2.5% | 3.68% | $20.7M | 65,240 | $31.6M | 97,140 | -31,900-32.84% | Reduce |
 SBA COMMUNICATIONS CORPSBAC |
| 2.43% | — | $20.1M | 113,856 | $0 | 0 | +113,856 | New Buy |
 LOWES COS INC COMLOW |
| 2.35% | — | $19.4M | 88,087 | $0 | 0 | +88,087 | New Buy |
 ADVANCED MICRO DEVICES INCAMD |
| 2.31% | — | $19.1M | 32,906 | $0 | 0 | +32,906 | New Buy |
 AMERICAN TOWER CORP COMAMT |
| 2.2% | — | $18.2M | 111,270 | $0 | 0 | +111,270 | New Buy |
| TTOWER SEMICONDUCTOR LTD SHS NEWTSEM |
| 2.11% | — | $17.5M | 66,967 | $0 | 0 | +66,967 | New Buy |
 APPLIED MATLS INCAMAT |
| 1.85% | 3.44% | $15.3M | 21,149 | $29.6M | 86,528 | -65,379-75.56% | Reduce |
| OONTO INNOVATION INCONTO |
| 1.73% | 0.38% | $14.3M | 37,868 | $3.3M | 16,121 | +21,747+134.90% | Add |
 SPOTIFY TECHNOLOGY S A SHSSPOT |
| 1.67% | 4.14% | $13.8M | 30,087 | $35.6M | 73,428 | -43,341-59.03% | Reduce |
 BROADCOM INCAVGO |
| 1.52% | 5.32% | $12.6M | 33,332 | $45.7M | 147,747 | -114,415-77.44% | Reduce |
 CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005CRDO |
| 1.35% | — | $11.2M | 41,219 | $0 | 0 | +41,219 | New Buy |
 ZOOM COMMUNICATIONS INCZM |
| 1.34% | 2.13% | $11.1M | 128,552 | $18.3M | 228,082 | -99,530-43.64% | Reduce |
 TJX COS INC NEWTJX |
| 1.29% | 1.75% | $10.7M | 70,371 | $15.0M | 94,031 | -23,660-25.16% | Reduce |
 ROSS STORES INC COMROST |
| 1.12% | 2.15% | $9.3M | 43,558 | $18.4M | 85,150 | -41,592-48.85% | Reduce |
| SSANDISK CORP COMSNDK |
| 0.74% | — | $6.1M | 2,680 | $0 | 0 | +2,680 | New Buy |
 NEBIUS GROUP N VNBIS |
| 0.35% | — | $2.9M | 10,511 | $0 | 0 | +10,511 | New Buy |
 SERVICENOW INCNOW |
| 0.31% | — | $2.6M | 25,836 | $0 | 0 | +25,836 | New Buy |
