Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
EQIX	EQUINIX INC	250,000	$245M	5.0%	$764.11	0.0%	COM	29444U700
UBER	UBER TECHNOLOGIES INC	3,100,000	$223M	4.6%	$78.72	0.0%	COM	90353T100
SPOT	SPOTIFY TECHNOLOGY S A	400,000	$194M	4.0%	$497.31	0.0%	SHS	L8681T102
NFLX	NETFLIX INC.	2,000,000	$192M	4.0%	$83.84	0.0%	COM	64110L106
BA	BOEING CO	700,000	$139M	2.9%	$238.54	0.0%	COM	097023105
XRAY	DENTSPLY SIRONA INC	10,000,000	$116M	2.4%	$12.61	0.0%	COM	24906P109
DHR	DANAHER CORP DEL	600,000	$114M	2.3%	$224.68	0.0%	COM	235851102
COIN	COINBASE GLOBAL INC	600,000	$105M	2.2%	$200.57	0.0%	COM CL A	19260Q107
AKAM	AKAMAI TECHNOLOGIES INC	800,000	$91.88M	1.9%	$95.71	0.0%	COM	00971T101
FWONK	LIBERTY MEDIA CORP DEL	600,000	$51.01M	1.0%	$85.02	—	COM LBTY ONE S C	531229755
LFUS	LITTELFUSE INC	150,000	$50.9M	1.0%	$319.97	0.0%	COM	537008104
SNDK	SANDISK CORP	60,000	$38.12M	0.8%	$516.50	0.0%	COM	80004C200
WLTH	WEALTHFRONT CORP	1,400,000	$12.95M	0.3%	$9.58	0.0%	COM	947002101
MQ	MARQETA INC	3,000,000	$12.24M	0.3%	$4.31	0.0%	CLASS A COM	57142B104
HIMS	HIMS & HERS HEALTH INC	500,000	$10.38M	0.2%	$25.33	0.0%	COM CL A	433000106

Increased Positions (12)

CRCL CIRCLE INTERNET GROUP INC 6.5%

Value $315M (+230.9%) Shares 3,300,000 (+175.0%) Est. Cost $81.95 Unrealized -14.9%

ZTS ZOETIS INC 5.4%

Value $260M (+313.4%) Shares 2,200,000 (+340.0%) Est. Cost $126.96 Unrealized -0.8%

TMO THERMO FISHER SCIENTIFIC INC 4.0%

Value $197M (+239.3%) Shares 400,000 (+300.0%) Est. Cost $547.15 Unrealized +5.0%

ALC ALCON AG 5.3%

Value $256M (+62.5%) Shares 3,400,000 (+70.0%) Est. Cost $78.43 Unrealized +2.6%

AMD ADVANCED MICRO DEVICES INC 3.8%

Value $183M (+42.5%) Shares 900,000 (+50.0%) Est. Cost $223.63 Unrealized -0.9%

HSIC SCHEIN HENRY INC 4.9%

Value $236M (+24.8%) Shares 3,200,000 (+28.0%) Est. Cost $72.05 Unrealized +8.3%

POOL POOL CORP 2.1%

Value $101M (+47.4%) Shares 500,000 (+66.7%) Est. Cost $256.38 Unrealized -1.8%

ILMN ILLUMINA INC 5.3%

Value $259M (+12.7%) Shares 2,100,000 (+20.0%) Est. Cost $104.39 Unrealized +29.7%

MSFT MICROSOFT CORP 4.6%

Value $222M (-8.2%) Shares 600,000 (+20.0%) Est. Cost $399.79 Unrealized +8.7%

MSGS MADISON SQUARE GRDN SPRT COR 1.0%

Value $49.82M (+28.4%) Shares 155,000 (+3.3%) Est. Cost $203.64 Unrealized +40.9%

BATRK ATLANTA BRAVES HLDGS INC 0.8%

Value $38.43M (+39.2%) Shares 900,000 (+28.6%) Est. Cost $38.73 Unrealized +4.9%

OPCH OPTION CARE HEALTH INC 2.0%

Value $96.91M (+1.4%) Shares 3,600,000 (+20.0%) Est. Cost $30.19 Unrealized +13.9%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
CRCL	CIRCLE INTERNET GROUP INC	3,300,000 (+175.0%)	$315M (+230.9%)	6.5%	$81.95	-14.9%	COM CL A	172573107
ZTS	ZOETIS INC	2,200,000 (+340.0%)	$260M (+313.4%)	5.4%	$126.96	-0.8%	CL A	98978V103
TMO	THERMO FISHER SCIENTIFIC INC	400,000 (+300.0%)	$197M (+239.3%)	4.0%	$547.15	+5.0%	COM	883556102
ALC	ALCON AG	3,400,000 (+70.0%)	$256M (+62.5%)	5.3%	$78.43	+2.6%	ORD SHS	H01301128
AMD	ADVANCED MICRO DEVICES INC	900,000 (+50.0%)	$183M (+42.5%)	3.8%	$223.63	-0.9%	COM	007903107
HSIC	SCHEIN HENRY INC	3,200,000 (+28.0%)	$236M (+24.8%)	4.9%	$72.05	+8.3%	COM	806407102
POOL	POOL CORP	500,000 (+66.7%)	$101M (+47.4%)	2.1%	$256.38	-1.8%	COM	73278L105
ILMN	ILLUMINA INC	2,100,000 (+20.0%)	$259M (+12.7%)	5.3%	$104.39	+29.7%	COM	452327109
MSFT	MICROSOFT CORP	600,000 (+20.0%)	$222M (-8.2%)	4.6%	$399.79	+8.7%	COM	594918104
MSGS	MADISON SQUARE GRDN SPRT COR	155,000 (+3.3%)	$49.82M (+28.4%)	1.0%	$203.64	+40.9%	CL A	55825T103
BATRK	ATLANTA BRAVES HLDGS INC	900,000 (+28.6%)	$38.43M (+39.2%)	0.8%	$38.73	+4.9%	COM SER C	047726302
OPCH	OPTION CARE HEALTH INC	3,600,000 (+20.0%)	$96.91M (+1.4%)	2.0%	$30.19	+13.9%	COM NEW	68404L201

Exited Positions (12)

EXPD EXPEDITORS INTL WASH INC 4.1%

Value $201M Shares 1,350,000 Est. Cost $135.64 Unrealized +15.6%

Q QNITY ELECTRONICS INC 4.0%

Value $196M Shares 2,400,000 Est. Cost $84.91 Unrealized +19.2%

OSK OSHKOSH CORP 3.6%

Value $176M Shares 1,400,000 Est. Cost $127.92 Unrealized +23.5%

CHRW C H ROBINSON WORLDWIDE INC 3.3%

Value $161M Shares 1,000,000 Est. Cost $116.46 Unrealized +55.7%

COF CAPITAL ONE FINL CORP 2.5%

Value $121M Shares 500,000 Est. Cost $154.09 Unrealized +44.9%

MKSI MKS INC. 2.0%

Value $95.88M Shares 600,000 Est. Cost $148.21 Unrealized +51.9%

PINS PINTEREST INC 1.6%

Value $77.67M Shares 3,000,000 Est. Cost $33.65 Unrealized -33.9%

AMAT APPLIED MATLS INC 1.3%

Value $64.25M Shares 250,000 Est. Cost $239.49 Unrealized +36.4%

SITE SITEONE LANDSCAPE SUPPLY INC 1.0%

Value $49.82M Shares 400,000 Est. Cost $126.61 Unrealized +15.0%

LPLA LPL FINL HLDGS INC 0.8%

Value $41.07M Shares 115,000 Est. Cost $225.71 Unrealized +58.1%

SPRY ARS PHARMACEUTICALS INC 0.4%

Value $17.48M Shares 1,500,000 Est. Cost $14.43 Unrealized -29.1%

CFLT CONFLUENT INC 0.3%

Value $15.12M Shares 500,000 Est. Cost $24.55 Unrealized +24.2%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
EXPD	EXPEDITORS INTL WASH INC	1,350,000	$201M	4.1%	$135.64	+15.6%	—	302130109
Q	QNITY ELECTRONICS INC	2,400,000	$196M	4.0%	$84.91	+19.2%	—	74743L100
OSK	OSHKOSH CORP	1,400,000	$176M	3.6%	$127.92	+23.5%	—	688239201
CHRW	C H ROBINSON WORLDWIDE INC	1,000,000	$161M	3.3%	$116.46	+55.7%	—	12541W209
COF	CAPITAL ONE FINL CORP	500,000	$121M	2.5%	$154.09	+44.9%	—	14040H105
MKSI	MKS INC.	600,000	$95.88M	2.0%	$148.21	+51.9%	—	55306N104
PINS	PINTEREST INC	3,000,000	$77.67M	1.6%	$33.65	-33.9%	—	72352L106
AMAT	APPLIED MATLS INC	250,000	$64.25M	1.3%	$239.49	+36.4%	—	038222105
SITE	SITEONE LANDSCAPE SUPPLY INC	400,000	$49.82M	1.0%	$126.61	+15.0%	—	82982L103
LPLA	LPL FINL HLDGS INC	115,000	$41.07M	0.8%	$225.71	+58.1%	—	50212V100
SPRY	ARS PHARMACEUTICALS INC	1,500,000	$17.48M	0.4%	$14.43	-29.1%	—	82835W108
CFLT	CONFLUENT INC	500,000	$15.12M	0.3%	$24.55	+24.2%	—	20717M103

Decreased Positions (10)

AMZN AMAZON COM INC 2.6%

Value $125M (-50.8%) Shares 600,000 (-45.5%) Est. Cost $227.13 Unrealized -0.1%

BDX BECTON DICKINSON & CO 3.2%

Value $157M (-42.1%) Shares 1,000,000 (-28.6%) Est. Cost $200.82 Unrealized -16.4%

W WAYFAIR INC 1.0%

Value $49.96M (-66.8%) Shares 664,286 (-55.7%) Est. Cost $45.84 Unrealized +116.8%

AON AON PLC 3.3%

Value $161M (-29.6%) Shares 500,000 (-23.1%) Est. Cost $349.16 Unrealized -3.8%

CEG CONSTELLATION ENERGY CORP 2.3%

Value $112M (-29.7%) Shares 400,000 (-11.1%) Est. Cost $224.29 Unrealized +34.3%

KSPI KASPI KZ JSC 1.5%

Value $74.07M (-36.8%) Shares 1,000,000 (-33.3%) Est. Cost $115.69 Unrealized —

COMP COMPASS INC 0.9%

Value $43.86M (-48.1%) Shares 6,000,000 (-25.0%) Est. Cost $8.80 Unrealized +33.5%

UHAL/B U HAUL HOLDING COMPANY 1.0%

Value $50.83M (-42.8%) Shares 1,138,000 (-40.1%) Est. Cost $59.89 Unrealized -17.4%

DAL DELTA AIR LINES INC 1.4%

Value $66.48M (-36.1%) Shares 1,000,000 (-33.3%) Est. Cost $56.19 Unrealized +24.3%

UHAL U HAUL HOLDING COMPANY 0.4%

Value $17.3M (-42.8%) Shares 362,000 (-39.7%) Est. Cost $65.08 Unrealized -17.3%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
AMZN	AMAZON COM INC	600,000 (-45.5%)	$125M (-50.8%)	2.6%	$227.13	-0.1%	COM	023135106
BDX	BECTON DICKINSON & CO	1,000,000 (-28.6%)	$157M (-42.1%)	3.2%	$200.82	-16.4%	COM	075887109
W	WAYFAIR INC	664,286 (-55.7%)	$49.96M (-66.8%)	1.0%	$45.84	+116.8%	CL A	94419L101
AON	AON PLC	500,000 (-23.1%)	$161M (-29.6%)	3.3%	$349.16	-3.8%	SHS CL A	G0403H108
CEG	CONSTELLATION ENERGY CORP	400,000 (-11.1%)	$112M (-29.7%)	2.3%	$224.29	+34.3%	COM	21037T109
KSPI	KASPI KZ JSC	1,000,000 (-33.3%)	$74.07M (-36.8%)	1.5%	$115.69	—	SPONSORED ADS	48581R205
COMP	COMPASS INC	6,000,000 (-25.0%)	$43.86M (-48.1%)	0.9%	$8.80	+33.5%	CL A	20464U100
UHAL/B	U HAUL HOLDING COMPANY	1,138,000 (-40.1%)	$50.83M (-42.8%)	1.0%	$59.89	-17.4%	COM SER N	023586506
DAL	DELTA AIR LINES INC	1,000,000 (-33.3%)	$66.48M (-36.1%)	1.4%	$56.19	+24.3%	COM NEW	247361702
UHAL	U HAUL HOLDING COMPANY	362,000 (-39.7%)	$17.3M (-42.8%)	0.4%	$65.08	-17.3%	COM	023586100

Unchanged Positions (4)

TE T1 ENERGY INC 0.5%

Value $26.34M Shares 6,000,000 Est. Cost $1.72 Unrealized +341.1%

FERG FERGUSON ENTERPRISES INC 2.9%

Value $140M Shares 600,000 Est. Cost $208.80 Unrealized +20.2%

FENC FENNEC PHARMACEUTICALS INC 0.3%

Value $16.88M Shares 2,744,741 Est. Cost $11.44 Unrealized -30.6%

NOVT NOVANTA INC 0.2%

Value $8.268M Shares 70,000 Est. Cost $143.75 Unrealized -5.6%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
TE	T1 ENERGY INC	6,000,000	$26.34M	0.5%	$1.72	+341.1%	COM NEW	35834F104
FERG	FERGUSON ENTERPRISES INC	600,000	$140M	2.9%	$208.80	+20.2%	COMMON STOCK NEW	31488V107
FENC	FENNEC PHARMACEUTICALS INC	2,744,741	$16.88M	0.3%	$11.44	-30.6%	COM	31447P100
NOVT	NOVANTA INC	70,000	$8.268M	0.2%	$143.75	-5.6%	COM	67000B104