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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| GPN | GLOBAL PMTS INC | 10.66% | 6,360,392 | $428,054,382 | 439,273 | 7.42% | $67.3 | 13F |
| AMZN | AMAZON COM INC | 5.50% | 1,059,270 | $220,614,163 | 150,000 | 16.5% | $208.27 | 13F |
| CI | THE CIGNA GROUP | 3.31% | 498,841 | $133,065,837 | 219,474 | 78.56% | $266.75 | 13F |
| AMD | ADVANCED MICRO DEVICES INC | 3.30% | 650,792 | $132,390,617 | 256,604 | 65.1% | $203.43 | 13F |
| TMO | THERMO FISHER SCIENTIFIC INC | 3.07% | 250,525 | $123,140,553 | 26,578 | 11.87% | $491.53 | 13F |
| DXC | DXC TECHNOLOGY CO | 2.79% | 8,895,875 | $111,821,149 | 579,528 | 6.97% | $12.57 | 13F |
| CNC | CENTENE CORP DEL | 2.62% | 3,213,646 | $105,214,770 | 1,357,752 | 73.16% | $32.74 | 13F |
| UBER | UBER TECHNOLOGIES INC | 2.61% | 1,455,872 | $104,720,873 | 748,171 | 105.72% | $71.93 | 13F |
| XYZ | BLOCK INC | 2.05% | 1,364,471 | $82,113,865 | 512,978 | 60.24% | $60.18 | 13F |
| META | META PLATFORMS INC | 1.75% | 122,662 | $70,178,610 | 111,090 | 959.99% | $572.13 | 13F |
| GENI | Genius Sports Ltd | 1.72% | 13,795,208 | $69,113,992 | 5,234,320 | 61.14% | 13G | |
| AMAT | APPLIED MATLS INC | 1.68% | 197,209 | $67,404,064 | 67,553 | 52.1% | $341.79 | 13F |
| DKS | DICKS SPORTING GOODS INC | 1.48% | 298,911 | $59,271,062 | 15,000 | 5.28% | $198.29 | 13F |
| EYE | NATIONAL VISION HLDGS INC | 1.01% | 1,565,917 | $40,557,250 | 136,584 | 9.56% | $25.9 | 13F |
| FUN | SIX FLAGS ENTERTAINMENT CORP | 0.98% | 2,223,149 | $39,460,895 | 1,100,775 | 98.08% | $17.75 | 13F |
| BLCO | BAUSCH PLUS LOMB CORP | 0.76% | 1,910,496 | $30,376,886 | 256,641 | 15.52% | $15.9 | 13F |
| MYGN | MYRIAD GENETICS INC | 0.61% | 5,411,978 | $24,353,901 | 824,571 | 17.97% | $4.5 | 13F |