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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| APPF | AppFolio Inc. | -1,069 | Exited | 13F | ||||
| TEAM | Atlassian Corporation | -24,085 | Exited | 13F | ||||
| BRBR | BellRing Intermediate Holdings Inc. | -9,050 | Exited | 13F | ||||
| CVNA | Carvana Co | -13,181 | Exited | 13F | ||||
| CROX | Crocs Inc | -34,358 | Exited | 13F | ||||
| DLR | Digital Realty Trust Inc. | -32,004 | Exited | 13F | ||||
| F | Ford Motor Company | -372,028 | Exited | 13F | ||||
| IONS | Ionis Pharmaceuticals, Inc. | -2,630 | Exited | 13F | ||||
| JEF | Jefferies Financial Group Inc | -3,269 | Exited | 13F | ||||
| LKQ | LKQ Corporation | -6,970 | Exited | 13F | ||||
| PSTG | Pure Storage Inc | -9,671 | Exited | 13F | ||||
| RXO | RXO Inc. | -12,929 | Exited | 13F | ||||
| RBRK | Rubrik Inc. | -3,072 | Exited | 13F | ||||
| TTAN | ServiceTitan Inc. | -2,677 | Exited | 13F | ||||
| SOLV | Solventum Corp. | -4,488 | Exited | 13F | ||||
| SFM | Sprouts Farmers Markets Inc | -3,174 | Exited | 13F | ||||
| MMM | 3M Company | -49,472 | Exited | 13F | ||||
| BLD | Topbuild Corporation | -736 | Exited | 13F | ||||
| TREX | Trex Company, Inc. | -24,725 | Exited | 13F | ||||
| U | Unity Software Inc | -6,867 | Exited | 13F | ||||
| ZBRA | Zebra Technologies Corporation | -826 | Exited | 13F |