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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| CVNA | CARVANA CO | 25.96% | 2,335,000 | $734,077,300 | 60,000 | 2.64% | $314.38 | 13F |
| APP | APPLOVIN CORP | 25.19% | 1,790,000 | $712,420,000 | -9,729 | -0.54% | $398 | 13F |
| CIGI | COLLIERS INTL GROUP INC | 9.49% | 2,511,000 | $268,387,373 | 1,209,867 | 92.99% | $106.88 | 13F |
| CPAY | CORPAY INC | 9.05% | 880,000 | $256,071,200 | 50,000 | 6.02% | $290.99 | 13F |
| DKNG | DRAFTKINGS INC NEW | 7.38% | 9,650,000 | $208,633,000 | 5,446,166 | 129.55% | $21.62 | 13F |
| W | WAYFAIR INC | 6.91% | 2,600,000 | $195,546,000 | -323,845 | -11.08% | $75.21 | 13F |
| GXO | GXO LOGISTICS INCORPORATED | 5.96% | 3,250,000 | $168,512,500 | No Change | $51.85 | 13F | |
| CMPR | Cimpress plc | 4.11% | 1,240,506 | $116,297,438 | 17,873 | 1.46% | 13D | |
| CNM | CORE & MAIN INC | 3.76% | 2,150,000 | $106,210,000 | No Change | $49.4 | 13F | |
| SRAD | SPORTRADAR GROUP AG | 1.63% | 2,750,000 | $46,035,000 | 2,750,000 | New | $16.74 | 13F |
| QXO | QXO INC | 0.56% | 813,009 | $15,788,635 | No Change | $19.42 | 13F |