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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| EA | ELECTRONIC ARTS INC | 7.43% | 369,849 | $75,401,116 | 123,107 | 49.89% | $203.87 | 13F |
| TXNM | TXNM ENERGY INC | 6.06% | 1,050,947 | $61,438,362 | 260,958 | 33.03% | $58.46 | 13F |
| CYTK | CYTOKINETICS INC | 5.48% | 843,949 | $55,624,679 | 221,051 | 35.49% | $65.91 | 13F |
| GTLS | CHART INDS INC | 5.41% | 265,236 | $54,837,543 | 18,996 | 7.71% | $206.75 | 13F |
| CWAN | CLEARWATER ANALYTICS HLDGS I | 5.28% | 2,265,906 | $53,588,677 | 1,496,545 | 194.52% | $23.65 | 13F |
| NSC | NORFOLK SOUTHN CORP | 4.55% | 160,848 | $46,163,376 | 11,633 | 7.8% | $287 | 13F |
| NVDA | NVIDIA CORPORATION | 4.23% | 245,804 | $42,868,218 | 89,318 | 57.08% | $174.4 | 13F |
| GPN | GLOBAL PMTS INC | 2.85% | 429,281 | $28,890,611 | 391,895 | 1048.24% | $67.3 | 13F |
| AXTA | AXALTA COATING SYS LTD | 2.52% | 922,310 | $25,547,987 | 81,506 | 9.69% | $27.7 | 13F |
| FWRD | FORWARD AIR CORP | 1.45% | 877,744 | $14,667,102 | 27,868 | 3.28% | $16.71 | 13F |
| CPRI | CAPRI HOLDINGS LIMITED | 1.45% | 832,090 | $14,661,426 | 213,112 | 34.43% | $17.62 | 13F |
| AMD | ADVANCED MICRO DEVICES INC | 1.4% | 69,878 | $14,215,282 | 1,439 | 2.1% | $203.43 | 13F |
| PENN | PENN ENTERTAINMENT INC | 1.15% | 773,591 | $11,627,073 | 60,175 | 8.43% | $15.03 | 13F |
| MBC | MASTERBRAND INC | 0.88% | 1,073,202 | $8,918,309 | 1,052,022 | 4967.05% | $8.31 | 13F |
| IHRT | IHEARTMEDIA INC | 0.28% | 969,704 | $2,831,536 | 441,135 | 83.46% | $2.92 | 13F |