Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2024 ▲▼ | Q3 2024 ▲▼ | Change ▲▼ | Q2 2024 ▲▼ | Q3 2024 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| AUTODESK INC | 0 | 84,617 | +84,617 | 0 | 23,310 | 5.17% | +23,310 |
| D R HORTON INC(DHI) | 0 | 98,213 | +98,213 | 0 | 18,736 | 4.15% | +18,736 |
| DRAFTKINGS INC NEW(DKNG) | 0 | 398,341 | +398,341 | 0 | 15,615 | 3.46% | +15,615 |
| VERTIV HOLDINGS CO(VRT) | 177,039 | 302,646 | +125,607 | 15,326 | 30,110 | 6.68% | +14,784 |
| AXON ENTERPRISE INC(AXON) | 0 | 31,322 | +31,322 | 0 | 12,516 | 2.78% | +12,516 |
| ZOOMINFO TECHNOLOGIES INC(GTM) | 0 | 1,070,069 | +1,070,069 | 0 | 11,043 | 2.45% | +11,043 |
| TYLER TECHNOLOGIES INC(TYL) | 0 | 17,182 | +17,182 | 0 | 10,029 | 2.22% | +10,029 |
| META PLATFORMS INC(META) | 0 | 15,331 | +15,331 | 0 | 8,776 | 1.95% | +8,776 |
| COMPOSECURE INC(GPGI) | 0 | 621,567 | +621,567 | 0 | 8,714 | 1.93% | +8,714 |
| KONTOOR BRANDS INC(KTB) | 179,742 | 210,364 | +30,622 | 11,890 | 17,204 | 3.81% | +5,314 |
| BOYD GAMING CORP(BYD) | 566,607 | 555,940 | -10,667 | 31,220 | 35,942 | 7.97% | +4,721 |
| SKECHERS USA INC | 236,164 | 309,389 | +73,225 | 16,324 | 20,704 | 4.59% | +4,381 |
| ACADEMY SPORTS & OUTDOORS IN(ASO) | 417,436 | 418,176 | +740 | 22,228 | 24,405 | 5.41% | +2,176 |
| SPOTIFY TECHNOLOGY SA(SPOT) | 51,997 | 46,963 | -5,034 | 16,316 | 17,307 | 3.84% | +991 |
| ENDEAVOR GROUP HLDGS INC | 410,295 | 410,295 | 0 | 11,090 | 11,718 | 2.60% | +628 |
| COUPANG INC(CPNG) | 1,127,971 | 957,691 | -170,280 | 23,631 | 23,511 | 5.21% | -120 |
| ZETA GLOBAL HOLDINGS CORP(ZETA) | 1,805,867 | 1,023,815 | -782,052 | 31,874 | 30,540 | 6.77% | -1,333 |
| LULULEMON ATHLETICA INC(LULU) | 60,344 | 60,882 | +538 | 18,025 | 16,520 | 3.66% | -1,504 |
| SPROUT SOCIAL INC | 488,173 | 539,572 | +51,399 | 17,418 | 15,685 | 3.48% | -1,733 |
| UNITED PARKS & RESORTS INC(PRKS) | 418,422 | 369,440 | -48,982 | 22,724 | 18,694 | 4.15% | -4,031 |
| T-MOBILE US INC(TMUS) | 86,633 | 50,143 | -36,490 | 15,263 | 10,348 | 2.29% | -4,915 |
| TAIWAN SEMICONDUCTOR MFG LTD(TSM) | 139,501 | 102,987 | -36,514 | 24,247 | 17,886 | 3.97% | -6,361 |
| AMAZON COM INC(AMZN) | 149,822 | 118,594 | -31,228 | 28,953 | 22,098 | 4.90% | -6,855 |
| JANUS INTERNATIONAL GROUP IN | 820,855 | 335,983 | -484,872 | 10,367 | 3,397 | 0.75% | -6,971 |
| TOPGOLF CALLAWAY BRANDS CORP(CALY) | 1,853,048 | 1,935,735 | +82,687 | 28,352 | 21,254 | 4.71% | -7,097 |
| PROCORE TECHNOLOGIES INC(PCOR) | 207,654 | 79,834 | -127,820 | 13,770 | 4,927 | 1.09% | -8,842 |
| SERVICENOW INC(NOW) | 12,261 | 0 | -12,261 | 9,645 | 0 | — | -9,645 |
| GODADDY INC(GDDY) | 93,763 | 0 | -93,763 | 13,100 | 0 | — | -13,100 |
| ALPHABET INC(GOOG) | 87,818 | 0 | -87,818 | 15,996 | 0 | — | -15,996 |