Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2024 ▲▼ | Q1 2025 ▲▼ | Change ▲▼ | Q4 2024 ▲▼ | Q1 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| GXO LOGISTICS INCORPORATED(GXO) | 2,100,000 | 4,253,997 | +2,153,997 | 91,350 | 166,246 | 8.63% | +74,896 |
| CORE & MAIN INC(CNM) | 1,500,000 | 2,450,000 | +950,000 | 76,365 | 118,360 | 6.15% | +41,995 |
| QXO INC(QXO) | 0 | 813,009 | +813,009 | 0 | 11,008 | 0.57% | +11,008 |
| DRAFTKINGS INC NEW(DKNG) | 300,000 | 300,000 | 0 | 11,160 | 9,963 | 0.52% | -1,197 |
| GROUP 1 AUTOMOTIVE INC(GPI) | 29,500 | 0 | -29,500 | 12,434 | 0 | — | -12,434 |
| COLLIERS INTL GROUP INC(CIGI) | 1,301,133 | 1,301,133 | 0 | 176,844 | 157,482 | 8.18% | -19,362 |
| WAYFAIR INC(W) | 2,180,385 | 2,180,385 | 0 | 96,635 | 69,838 | 3.63% | -26,797 |
| DOORDASH INC(DASH) | 300,000 | 0 | -300,000 | 50,325 | 0 | — | -50,325 |
| BEACON ROOFING SUPPLY INC | 500,000 | 0 | -500,000 | 50,790 | 0 | — | -50,790 |
| CIMPRESS PLC(CMPR) | 2,058,904 | 2,058,904 | 0 | 147,665 | 93,124 | 4.84% | -54,540 |
| CARVANA CO(CVNA) | 4,921,000 | 3,609,288 | -1,311,712 | 1,000,735 | 754,630 | 39.19% | -246,105 |
| APPLOVIN CORP(APP) | 3,107,024 | 2,057,024 | -1,050,000 | 1,006,148 | 545,050 | 28.30% | -461,098 |