SN | SHARKNINJA INC | 11.69% | 652,000 | $33,362,840 | 311,000 | 91.2% | $51.17 | 13F |
ACVA | ACV AUCTIONS INC | 7.96% | 1,500,000 | $22,725,000 | -389,000 | -20.59% | $15.15 | 13F |
LAD | LITHIA MOTORS INC | 6.11% | 53,000 | $17,451,840 | -10,000 | -15.87% | $329.28 | 13F |
RELY | REMITLY GLOBAL INC | 5.39% | 792,000 | $15,380,640 | -208,000 | -20.8% | $19.42 | 13F |
FI | FISERV INC | 5.03% | 108,000 | $14,346,720 | 108,000 | New | $132.84 | 13F |
FTDR | FRONTDOOR INC | 4.94% | 400,000 | $14,088,000 | 105,000 | 35.59% | $35.22 | 13F |
VRT | VERTIV HOLDINGS CO | 4.91% | 292,000 | $14,024,760 | 292,000 | New | $48.03 | 13F |
IAS | INTEGRAL AD SCIENCE HOLDING CO | 4.76% | 945,000 | $13,598,550 | -455,000 | -32.5% | $14.39 | 13F |
AMZN | AMAZON COM INC | 4.68% | 88,000 | $13,370,720 | -50,000 | -36.23% | $151.94 | 13F |
SKWD | SKYWARD SPECIALTY INSURANCE GROUP | 4.57% | 385,000 | $13,043,800 | -89,000 | -18.78% | $33.88 | 13F |
KNSL | KINSALE CAPITAL GROUP INC | 3.99% | 34,000 | $11,386,940 | 34,000 | New | $334.91 | 13F |
BLDR | BUILDERS FIRSTSOURCE INC | 3.98% | 68,100 | $11,368,614 | 68,100 | New | $166.94 | 13F |
ABG | ASBURY AUTOMOTIVE GROUP INC | 3.86% | 49,000 | $11,023,530 | -51,000 | -51% | $224.97 | 13F |
VSTS | VESTIS CORPORATION | 3.47% | 468,000 | $9,893,520 | 468,000 | New | $21.14 | 13F |
MQ | MARQETA INC | 2.68% | 1,098,000 | $7,664,040 | -600,000 | -35.34% | $6.98 | 13F |
ARES | ARES MANAGEMENT CORPORATION | 2.67% | 64,000 | $7,610,880 | 29,000 | 82.86% | $118.92 | 13F |
DUOL | DUOLINGO INC | 2.54% | 32,000 | $7,259,200 | 1,000 | 3.23% | $226.85 | 13F |
NU | NU HOLDINGS LTD | 2.51% | 860,000 | $7,163,800 | 45,000 | 5.52% | $8.33 | 13F |
APO | APOLLO GLOBAL MANAGEMENT INC | 2.24% | 68,500 | $6,383,515 | 68,500 | New | $93.19 | 13F |
AZEK | AZEK COMPANY INC | 2.01% | 150,000 | $5,737,500 | -308,000 | -67.25% | $38.25 | 13F |
NVT | NVENT ELECTRIC PLC | 1.88% | 91,000 | $5,377,190 | 91,000 | New | $59.09 | 13F |
STRL | STERLING INFRASTRUCTURE INC | 1.72% | 56,000 | $4,924,080 | 56,000 | New | $87.93 | 13F |
KKR | KKR AND CO INC | 1.68% | 58,000 | $4,805,300 | 58,000 | New | $82.85 | 13F |
SQSP | SQUARESPACE INC | 1.35% | 117,000 | $3,862,170 | -12,000 | -9.3% | $33.01 | 13F |
ARLO | ARLO TECHNOLOGIES INC | 1.3% | 389,000 | $3,703,280 | 389,000 | New | $9.52 | 13F |
CXM | SPRINKLR INC | 1.18% | 280,000 | $3,371,200 | 280,000 | New | $12.04 | 13F |
FYBR | FRONTIER COMMUNICATIONS | 0.89% | 100,000 | $2,534,000 | 100,000 | New | $25.34 | 13F |
AGL | AGILON HEALTH INC | | | | -267,000 | Exited | | 13F |
BBWI | BATH & BODY WORKS INC | | | | -242,000 | Exited | | 13F |
DKNG | DRAFTKINGS INC | | | | -220,000 | Exited | | 13F |
META | META PLATFORMS INC | | | | -38,000 | Exited | | 13F |
GTLB | GITLAB INC | | | | -175,000 | Exited | | 13F |
GPI | GROUP 1 AUTOMOTIVE INC | | | | -14,000 | Exited | | 13F |
TPX | TEMPUR SEALY INTERNATIONAL INC | | | | -253,000 | Exited | | 13F |
TOST | TOAST INC | | | | -314,000 | Exited | | 13F |
COCO | THE VITA COCO COMPANY INC | | | | -68,000 | Exited | | 13F |
WDAY | WORKDAY INC | | | | -23,000 | Exited | | 13F |