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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| BLDR | BUILDERS FIRSTSOURCE INC | 3.4% | 170,000 | $28,379,800 | 170,000 | New | $166.94 | 13F |
| AMD | ADVANCED MICRO DEVICES INC | 2.47% | 140,000 | $20,637,400 | 140,000 | New | $147.41 | 13F |
| COIN | COINBASE GLOBAL INC | 1.12% | 54,000 | $9,391,680 | 54,000 | New | $173.92 | 13F |
| TRU | TRANSUNION | 0.74% | 90,000 | $6,183,900 | 90,000 | New | $68.71 | 13F |