| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| PSTG | PURE STORAGE INC | 5.68% | 3,552,486 | $204,552,144 | 3,552,486 | New | $57.58 | 13F |
| DKS | DICKS SPORTING GOODS INC | 4.79% | 873,137 | $172,715,230 | 873,137 | New | $197.81 | 13F |
| CIEN | CIENA CORP | 2.85% | 1,262,818 | $102,704,988 | 1,262,818 | New | $81.33 | 13F |
| TTAN | SERVICETITAN INC | 1.91% | 640,778 | $68,678,586 | 640,778 | New | $107.18 | 13F |
| FSLR | FIRST SOLAR INC | 1.81% | 393,464 | $65,134,031 | 393,464 | New | $165.54 | 13F |
| ELF | E L F BEAUTY INC | 1.71% | 494,047 | $61,479,209 | 494,047 | New | $124.44 | 13F |
| SE | SEA LTD | 1.51% | 341,083 | $54,552,815 | 341,083 | New | $159.94 | 13F |
| MELI | MERCADOLIBRE INC | 1.3% | 17,923 | $46,844,090 | 17,923 | New | $2613.63 | 13F |
| RBRK | RUBRIK INC. | 1.17% | 471,280 | $42,221,975 | 471,280 | New | $89.59 | 13F |
| BLDR | BUILDERS FIRSTSOURCE INC | 1.04% | 322,151 | $37,591,800 | 322,151 | New | $116.69 | 13F |
| NU | NU HLDGS LTD | 1.04% | 2,744,184 | $37,650,204 | 2,744,184 | New | $13.72 | 13F |
| AZO | AUTOZONE INC | 1% | 9,660 | $35,860,142 | 9,660 | New | $3712.23 | 13F |
| SMTC | SEMTECH CORP | 0.83% | 661,941 | $29,880,017 | 661,941 | New | $45.14 | 13F |
| RKT | ROCKET COS INC | 0.68% | 1,732,090 | $24,561,036 | 1,732,090 | New | $14.18 | 13F |
| ROG | ROGERS CORP | 0.36% | 188,203 | $12,888,141 | 188,203 | New | $68.48 | 13F |
| VOYG | VOYAGER TECHNOLOGIES INC | 0.01% | 10,000 | $392,500 | 10,000 | New | $39.25 | 13F |
| CHYM | CHIME FINL INC | 0.00958% | 10,000 | $345,100 | 10,000 | New | $34.51 | 13F |