| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| CSX | CSX CORP | -650,000 | Exited | 13F | ||||
| CPNG | COUPANG INC | -575,000 | Exited | 13F | ||||
| EXPE | EXPEDIA GROUP INC | -101,000 | Exited | 13F | ||||
| GEHC | GE HEALTHCARE TECHNOLOGIES I | -340,000 | Exited | 13F | ||||
| TRU | TRANSUNION | -205,000 | Exited | 13F | ||||
| WDAY | WORKDAY INC | -71,500 | Exited | 13F |