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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| AMSC | AMERICAN SUPERCONDUCTOR CORP | -1,044,193 | Exited | 13F | ||||
| TEAM | ATLASSIAN CORPORATION | -398,230 | Exited | 13F | ||||
| AZO | AUTOZONE INC | -11,620 | Exited | 13F | ||||
| COHR | COHERENT CORP (Call) | -900,000 | Exited | 13F | ||||
| GNRC | GENERAC HLDGS INC | -182,765 | Exited | 13F | ||||
| GTLB | GITLAB INC | -3,177,083 | Exited | 13F | ||||
| GTLB | GITLAB INC (Call) | -1,000,000 | Exited | 13F | ||||
| MELI | MERCADOLIBRE INC | -4,501 | Exited | 13F | ||||
| MSFT | MICROSOFT CORP | -181,468 | Exited | 13F | ||||
| MU | MICRON TECHNOLOGY INC (Put) | -700,000 | Exited | 13F | ||||
| NVDA | NVIDIA CORPORATION (Call) | -3,500,000 | Exited | 13F | ||||
| PFGC | PERFORMANCE FOOD GROUP CO | -125,901 | Exited | 13F | ||||
| PM | PHILIP MORRIS INTL INC | -405,759 | Exited | 13F | ||||
| PSTG | PURE STORAGE INC | -4,177,675 | Exited | 13F | ||||
| PSTG | PURE STORAGE INC (Call) | -1,500,000 | Exited | 13F | ||||
| SE | SEA LTD | -275,439 | Exited | 13F | ||||
| TTAN | SERVICETITAN INC | -792,433 | Exited | 13F | ||||
| NU | NU HLDGS LTD | -3,272,998 | Exited | 13F |