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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| ABBV | ABBVIE INC | -8,000 | Exited | 13F | ||||
| ADC | AGREE RLTY CORP | -83,347 | Exited | 13F | ||||
| ALKT | ALKAMI TECHNOLOGY INC | -2,308,036 | Exited | 13F | ||||
| AMH | AMERICAN HOMES 4 RENT | -93,977 | Exited | 13F | ||||
| AMT | AMERICAN TOWER CORP | -23,709 | Exited | 13F | ||||
| APGE | APOGEE THERAPEUTICS INC | -15,000 | Exited | 13F | ||||
| ASND | ASCENDIS PHARMA A/S | -5,600 | Exited | 13F | ||||
| TEAM | ATLASSIAN CORPORATION | -1,845 | Exited | 13F | ||||
| BMI | BADGER METER INC | -312,213 | Exited | 13F | ||||
| KMX | CARMAX INC | -10,875 | Exited | 13F | ||||
| CG | CARLYLE GROUP INC | -157,000 | Exited | 13F | ||||
| CWAN | CLEARWATER ANALYTICS HLDGS I | -154,864 | Exited | 13F | ||||
| EPRT | ESSENTIAL PPTYS RLTY TR INC | -434,808 | Exited | 13F | ||||
| GLIBK | GCI LIBERTY INC | -688,388 | Exited | 13F | ||||
| AHR | AMERICAN HEALTHCARE REIT INC | -204,159 | Exited | 13F | ||||
| INSP | INSPIRE MED SYS INC | -298,470 | Exited | 13F | ||||
| PODD | INSULET CORP | -11,229 | Exited | 13F | ||||
| MDLN | MEDLINE INC | -14,000 | Exited | 13F | ||||
| PDD | PDD HOLDINGS INC | -61,948 | Exited | 13F | ||||
| RMBS | RAMBUS INC DEL | -3,111 | Exited | 13F | ||||
| RHI | ROBERT HALF INC. | -15,600 | Exited | 13F | ||||
| NOW | SERVICENOW INC | -134,330 | Exited | 13F | ||||
| SHW | SHERWIN WILLIAMS CO | -70,846 | Exited | 13F | ||||
| SPRY | ARS PHARMACEUTICALS INC | -1,273,341 | Exited | 13F | ||||
| SKY | CHAMPION HOMES INC | -469,822 | Exited | 13F | ||||
| SEI | SOLARIS ENERGY INFRAS INC | -38,970 | Exited | 13F | ||||
| SYK | STRYKER CORPORATION | -5,500 | Exited | 13F | ||||
| TMHC | TAYLOR MORRISON HOME CORP | -554,505 | Exited | 13F | ||||
| TERN | TERNS PHARMACEUTICALS INC | -35,000 | Exited | 13F | ||||
| VRNS | VARONIS SYS INC | -1,239,294 | Exited | 13F | ||||
| VIA | VIA TRANSN INC | -370,985 | Exited | 13F | ||||
| VKTX | VIKING THERAPEUTICS INC | -125,486 | Exited | 13F | ||||
| ARX | ACCELERANT HOLDINGS | -1,208,794 | Exited | 13F | ||||
| FVRR | FIVERR INTL LTD | -327,869 | Exited | 13F | ||||
| WIX | WIX COM LTD | -136,080 | Exited | 13F |