Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2026 ▲▼ | Q2 2026 ▲▼ | Change ▲▼ | Q1 2026 ▲▼ | Q2 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| None | 0 | 0 | 0 | 0 | 0 | — | 0 |
| UNITY SOFTWARE INC(U) | 724,782 | 0 | -724,782 | 15,902 | 0 | — | -15,902 |
| MONDAY COM LTD SHS | 248,101 | 0 | -248,101 | 17,146 | 0 | — | -17,146 |
| RED ROCK RESORTS INC(RRR) | 414,491 | 0 | -414,491 | 22,117 | 0 | — | -22,117 |
| DAVE & BUSTERS ENTMT INC | 2,346,038 | 0 | -2,346,038 | 25,408 | 0 | — | -25,408 |
| CAMPING WORLD HLDGS INC | 5,832,492 | 0 | -5,832,492 | 39,836 | 0 | — | -39,836 |
| MONGODB INC(MDB) | 163,008 | 0 | -163,008 | 39,899 | 0 | — | -39,899 |
| FLUTTER ENTMT PLC(FLUT) | 483,900 | 0 | -483,900 | 49,334 | 0 | — | -49,334 |
| LAUDER ESTEE COS INC(EL) | 698,350 | 0 | -698,350 | 50,121 | 0 | — | -50,121 |
| MARSH & MCLENNAN COS INC(MRSH) | 320,386 | 0 | -320,386 | 55,571 | 0 | — | -55,571 |
| AON PLC(AON) | 179,019 | 0 | -179,019 | 57,784 | 0 | — | -57,784 |
| ATMUS FILTRATION TECHNOLOGIES(ATMU) | 1,281,995 | 0 | -1,281,995 | 72,779 | 0 | — | -72,779 |
| MCGRATH RENTCORP(MGRC) | 805,829 | 0 | -805,829 | 88,867 | 0 | — | -88,867 |
| VAIL RESORTS INC(MTN) | 714,077 | 0 | -714,077 | 91,630 | 0 | — | -91,630 |
| MEDLINE INC(MDLN) | 2,279,190 | 0 | -2,279,190 | 101,424 | 0 | — | -101,424 |
| DANAHER CORP(DHR) | 561,234 | 0 | -561,234 | 106,410 | 0 | — | -106,410 |
| ALIBABA GROUP HLDG LTD(BABA) | 861,326 | 0 | -861,326 | 108,062 | 0 | — | -108,062 |
| SOMNIGROUP INTERNATIONAL INC(SGI) | 1,512,994 | 0 | -1,512,994 | 111,841 | 0 | — | -111,841 |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO(TSM) | 421,673 | 0 | -421,673 | 142,504 | 0 | — | -142,504 |
| ZILLOW GROUP INC(Z) | 3,445,538 | 0 | -3,445,538 | 142,576 | 0 | — | -142,576 |
| VALVOLINE INC(VVV) | 4,425,261 | 0 | -4,425,261 | 149,043 | 0 | — | -149,043 |
| TENET HEALTHCARE CORP(THC) | 790,302 | 0 | -790,302 | 149,138 | 0 | — | -149,138 |
| WORKIVA INC(WK) | 2,519,889 | 0 | -2,519,889 | 150,261 | 0 | — | -150,261 |
| FERGUSON ENTERPRISES INC(FERG) | 645,805 | 0 | -645,805 | 150,640 | 0 | — | -150,640 |
| LIBERTY MEDIA CORP(FWONA) | 1,982,673 | 0 | -1,982,673 | 168,567 | 0 | — | -168,567 |
| SYNOPSYS INC(SNPS) | 449,220 | 0 | -449,220 | 178,107 | 0 | — | -178,107 |
| LOUISIANA PAC CORP(LPX) | 2,533,385 | 0 | -2,533,385 | 184,304 | 0 | — | -184,304 |
| ASBURY AUTOMOTIVE GROUP INC | 956,079 | 0 | -956,079 | 186,827 | 0 | — | -186,827 |
| DYNATRACE INC(DT) | 5,304,693 | 0 | -5,304,693 | 196,168 | 0 | — | -196,168 |
| ADVANCED MICRO DEVICES INC(AMD) | 1,176,963 | 0 | -1,176,963 | 239,430 | 0 | — | -239,430 |
| COUPANG INC(CPNG) | 15,510,784 | 0 | -15,510,784 | 292,844 | 0 | — | -292,844 |
| PERFORMANCE FOOD GROUP CO(PFGC) | 3,719,411 | 0 | -3,719,411 | 318,605 | 0 | — | -318,605 |
| AMAZON COM INC(AMZN) | 1,543,759 | 0 | -1,543,759 | 321,519 | 0 | — | -321,519 |
| SEA LTD(SE) | 4,065,665 | 0 | -4,065,665 | 336,678 | 0 | — | -336,678 |