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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| DKS | DICKS SPORTING GOODS INC | 4.33% | 622,921 | $141,284,712 | 622,921 | New | $226.81 | 13F |
| HUM | HUMANA INC | 3.75% | 308,200 | $122,423,204 | 308,200 | New | $397.22 | 13F |
| VRSK | VERISK ANALYTICS INC | 3.05% | 553,600 | $99,387,808 | 553,600 | New | $179.53 | 13F |
| CLH | CLEAN HARBORS INC | 2.77% | 302,091 | $90,249,686 | 302,091 | New | $298.75 | 13F |
| RACE | FERRARI N V | 2.2% | 192,600 | $71,703,054 | 192,600 | New | $372.29 | 13F |
| BE | BLOOM ENERGY CORP | 1.96% | 211,800 | $64,111,860 | 211,800 | New | $302.7 | 13F |
| HUT | HUT 8 CORP | 1.88% | 530,100 | $61,197,395 | 530,100 | New | $115.45 | 13F |
| RRX | REGAL REXNORD CORPORATION | 1.62% | 222,489 | $52,994,655 | 222,489 | New | $238.19 | 13F |
| FTAI | FTAI AVIATION LTD | 1.58% | 190,100 | $51,427,753 | 190,100 | New | $270.53 | 13F |
| STM | STMICROELECTRONICS N V | 1.38% | 603,600 | $45,203,604 | 603,600 | New | $74.89 | 13F |
| SNOW | SNOWFLAKE INC | 1.35% | 173,000 | $44,028,500 | 173,000 | New | $254.5 | 13F |
| BRKR | BRUKER CORP | 1.21% | 654,700 | $39,399,846 | 654,700 | New | $60.18 | 13F |
| SEI | SOLARIS ENERGY INFRAS INC | 1.19% | 481,901 | $38,773,754 | 481,901 | New | $80.46 | 13F |
| AS | AMER SPORTS INC | 0.96% | 926,300 | $31,345,992 | 926,300 | New | $33.84 | 13F |
| CPAY | CORPAY INC | 0.92% | 90,100 | $30,027,627 | 90,100 | New | $333.27 | 13F |
| MSGS | MADISON SQUARE GRDN SPRT COR | 0.85% | 69,150 | $27,787,236 | 69,150 | New | $401.84 | 13F |
| DKNG | DRAFTKINGS INC NEW | 0.79% | 1,018,900 | $25,737,414 | 1,018,900 | New | $25.26 | 13F |
| SPCX | SPACE EXPLORATION TECHN CORP | 0.77% | 146,600 | $25,048,076 | 146,600 | New | $170.86 | 13F |
| FLS | FLOWSERVE CORP | 0.7% | 307,700 | $22,819,032 | 307,700 | New | $74.16 | 13F |
| VRSN | VERISIGN INC | 0.64% | 82,700 | $20,804,012 | 82,700 | New | $251.56 | 13F |
| U | UNITY SOFTWARE INC | 0.58% | 664,400 | $18,988,552 | 664,400 | New | $28.58 | 13F |
| ADI | ANALOG DEVICES INC | 0.51% | 41,500 | $16,482,555 | 41,500 | New | $397.17 | 13F |
| AXON | AXON ENTERPRISE INC | 0.41% | 24,000 | $13,454,640 | 24,000 | New | $560.61 | 13F |
| FRMI | FERMI INC | 0.41% | 1,447,600 | $13,260,016 | 1,447,600 | New | $9.16 | 13F |
| UNH | UNITEDHEALTH GROUP INC | 0.38% | 30,050 | $12,489,682 | 30,050 | New | $415.63 | 13F |
| SBAC | SBA COMMUNICATIONS CORP | 0.36% | 67,000 | $11,822,820 | 67,000 | New | $176.46 | 13F |
| META | META PLATFORMS INC | 0.28% | 16,100 | $9,068,969 | 16,100 | New | $563.29 | 13F |
| FSLR | FIRST SOLAR INC | 0.28% | 38,600 | $9,108,056 | 38,600 | New | $235.96 | 13F |
| URBN | URBAN OUTFITTERS INC | 0.27% | 125,376 | $8,884,143 | 125,376 | New | $70.86 | 13F |
| FDXF | FEDEX FGHT HLDG CO INC | 0.25% | 54,765 | $8,269,515 | 54,765 | New | $151 | 13F |
| CCL | CARNIVAL CORP LTD | 0.23% | 261,200 | $7,462,484 | 261,200 | New | $28.57 | 13F |
| RKT | ROCKET COS INC | 0.19% | 384,000 | $6,048,000 | 384,000 | New | $15.75 | 13F |
| HLT | HILTON WORLDWIDE HLDGS INC | 0.13% | 13,301 | $4,395,448 | 13,301 | New | $330.46 | 13F |
| CBRS | CEREBRAS SYSTEMS INC | 0.09% | 13,386 | $2,958,306 | 13,386 | New | $221 | 13F |
| FRVO | FERVO ENERGY CO | 0.09% | 101,333 | $2,961,964 | 101,333 | New | $29.23 | 13F |
| DPC | DPC HOLDINGS PLC | 0.09% | 62,000 | $3,041,720 | 62,000 | New | $49.06 | 13F |
| AVX | AVAX ONE TECHNOLOGY LTD | 0.07% | 410,427 | $2,130,116 | 410,427 | New | $5.19 | 13F |
| CVNA | CARVANA CO | 0.07% | 34,900 | $2,297,118 | 34,900 | New | $65.82 | 13F |
| CIFR | CIPHER DIGITAL INC | 0.07% | 96,399 | $2,361,776 | 96,399 | New | $24.5 | 13F |
| KEEL | KEEL INFRASTRUCTURE CORP | 0.07% | 403,700 | $2,317,238 | 403,700 | New | $5.74 | 13F |
| QNT | QUANTINUUM INC | 0.06% | 23,320 | $1,906,177 | 23,320 | New | $81.74 | 13F |
| FPS | FORGENT POWER SOLUTIONS INC | 0.05% | 27,000 | $1,508,220 | 27,000 | New | $55.86 | 13F |
| EROC | EROCK INC | 0.04% | 90,000 | $1,305,000 | 90,000 | New | $14.5 | 13F |
| LFTO | LIFTOFF MOBILE INC | 0.04% | 48,200 | $1,157,764 | 48,200 | New | $24.02 | 13F |