Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
DASH	DOORDASH INC	1,000,000	$185M	4.2%	—	—	CL A	25809K105
PRIM	PRIMORIS SVCS CORP	1,400,000	$139M	3.2%	—	—	COM	74164F103
VMI	VALMONT INDS INC	150,000	$86.64M	2.0%	—	—	COM	920253101
ESI	ELEMENT SOLUTIONS INC	1,000,000	$47.75M	1.1%	—	—	COM	28618M106
WMB	WILLIAMS COS INC	623,060	$46.32M	1.1%	—	—	COM	969457100
SITE	SITEONE LANDSCAPE SUPPLY INC	300,000	$34.32M	0.8%	—	—	COM	82982L103
RKT	ROCKET COS INC	1,000,000	$15.75M	0.4%	—	—	COM CL A	77311W101
BLSH	BULLISH	400,000	$9.372M	0.2%	—	—	ORD SHS	G16910120

Increased Positions (10)

DHR DANAHER CORP DEL 6.1%

Value $267M (+134.4%) Shares 1,400,000 (+133.3%) Est. Cost — Unrealized —

BA BOEING CO 4.4%

Value $195M (+39.8%) Shares 900,000 (+28.6%) Est. Cost — Unrealized —

TMO THERMO FISHER SCIENTIFIC INC 5.7%

Value $251M (+27.5%) Shares 500,000 (+25.0%) Est. Cost — Unrealized —

HSIC SCHEIN HENRY INC 6.3%

Value $276M (+16.9%) Shares 3,300,000 (+3.1%) Est. Cost — Unrealized —

MSFT MICROSOFT CORP 5.9%

Value $261M (+17.6%) Shares 700,000 (+16.7%) Est. Cost — Unrealized —

SPOT SPOTIFY TECHNOLOGY S A 5.2%

Value $230M (+18.4%) Shares 500,000 (+25.0%) Est. Cost — Unrealized —

COIN COINBASE GLOBAL INC 3.0%

Value $132M (+25.6%) Shares 900,000 (+50.0%) Est. Cost — Unrealized —

FWONK LIBERTY MEDIA CORP DEL 1.5%

Value $66.6M (+30.6%) Shares 700,000 (+16.7%) Est. Cost — Unrealized —

NOVT NOVANTA INC 0.5%

Value $21.09M (+155.1%) Shares 130,000 (+85.7%) Est. Cost — Unrealized —

CEG CONSTELLATION ENERGY CORP 2.8%

Value $124M (+11.2%) Shares 500,000 (+25.0%) Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
DHR	DANAHER CORP DEL	1,400,000 (+133.3%)	$267M (+134.4%)	6.1%	—	—	COM	235851102
BA	BOEING CO	900,000 (+28.6%)	$195M (+39.8%)	4.4%	—	—	COM	097023105
TMO	THERMO FISHER SCIENTIFIC INC	500,000 (+25.0%)	$251M (+27.5%)	5.7%	—	—	COM	883556102
HSIC	SCHEIN HENRY INC	3,300,000 (+3.1%)	$276M (+16.9%)	6.3%	—	—	COM	806407102
MSFT	MICROSOFT CORP	700,000 (+16.7%)	$261M (+17.6%)	5.9%	—	—	COM	594918104
SPOT	SPOTIFY TECHNOLOGY S A	500,000 (+25.0%)	$230M (+18.4%)	5.2%	—	—	SHS	L8681T102
COIN	COINBASE GLOBAL INC	900,000 (+50.0%)	$132M (+25.6%)	3.0%	—	—	COM CL A	19260Q107
FWONK	LIBERTY MEDIA CORP DEL	700,000 (+16.7%)	$66.6M (+30.6%)	1.5%	—	—	COM LBTY ONE S C	531229755
NOVT	NOVANTA INC	130,000 (+85.7%)	$21.09M (+155.1%)	0.5%	—	—	COM	67000B104
CEG	CONSTELLATION ENERGY CORP	500,000 (+25.0%)	$124M (+11.2%)	2.8%	—	—	COM	21037T109

Exited Positions (16)

ZTS ZOETIS INC 5.9%

Value $260M Shares 2,200,000 Est. Cost — Unrealized —

AON AON PLC 3.7%

Value $161M Shares 500,000 Est. Cost — Unrealized —

BDX BECTON DICKINSON & CO 3.6%

Value $157M Shares 1,000,000 Est. Cost — Unrealized —

AMZN AMAZON COM INC 2.8%

Value $125M Shares 600,000 Est. Cost — Unrealized —

OPCH OPTION CARE HEALTH INC 2.2%

Value $96.91M Shares 3,600,000 Est. Cost — Unrealized —

DAL DELTA AIR LINES INC 1.5%

Value $66.48M Shares 1,000,000 Est. Cost — Unrealized —

LFUS LITTELFUSE INC 1.2%

Value $50.9M Shares 150,000 Est. Cost — Unrealized —

UHAL/B U HAUL HOLDING COMPANY 1.2%

Value $50.83M Shares 1,138,000 Est. Cost — Unrealized —

W WAYFAIR INC 1.1%

Value $49.96M Shares 664,286 Est. Cost — Unrealized —

COMP COMPASS INC 1.0%

Value $43.86M Shares 6,000,000 Est. Cost — Unrealized —

TE T1 ENERGY INC 0.6%

Value $26.34M Shares 6,000,000 Est. Cost — Unrealized —

UHAL U HAUL HOLDING COMPANY 0.4%

Value $17.3M Shares 362,000 Est. Cost — Unrealized —

FENC FENNEC PHARMACEUTICALS INC 0.4%

Value $16.88M Shares 2,744,741 Est. Cost — Unrealized —

WLTH WEALTHFRONT CORP 0.3%

Value $12.95M Shares 1,400,000 Est. Cost — Unrealized —

MQ MARQETA INC 0.3%

Value $12.24M Shares 3,000,000 Est. Cost — Unrealized —

HIMS HIMS & HERS HEALTH INC 0.2%

Value $10.38M Shares 500,000 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
ZTS	ZOETIS INC	2,200,000	$260M	5.9%	—	—	—	98978V103
AON	AON PLC	500,000	$161M	3.7%	—	—	—	G0403H108
BDX	BECTON DICKINSON & CO	1,000,000	$157M	3.6%	—	—	—	075887109
AMZN	AMAZON COM INC	600,000	$125M	2.8%	—	—	—	023135106
OPCH	OPTION CARE HEALTH INC	3,600,000	$96.91M	2.2%	—	—	—	68404L201
DAL	DELTA AIR LINES INC	1,000,000	$66.48M	1.5%	—	—	—	247361702
LFUS	LITTELFUSE INC	150,000	$50.9M	1.2%	—	—	—	537008104
UHAL/B	U HAUL HOLDING COMPANY	1,138,000	$50.83M	1.2%	—	—	—	023586506
W	WAYFAIR INC	664,286	$49.96M	1.1%	—	—	—	94419L101
COMP	COMPASS INC	6,000,000	$43.86M	1.0%	—	—	—	20464U100
TE	T1 ENERGY INC	6,000,000	$26.34M	0.6%	—	—	—	35834F104
UHAL	U HAUL HOLDING COMPANY	362,000	$17.3M	0.4%	—	—	—	023586100
FENC	FENNEC PHARMACEUTICALS INC	2,744,741	$16.88M	0.4%	—	—	—	31447P100
WLTH	WEALTHFRONT CORP	1,400,000	$12.95M	0.3%	—	—	—	947002101
MQ	MARQETA INC	3,000,000	$12.24M	0.3%	—	—	—	57142B104
HIMS	HIMS & HERS HEALTH INC	500,000	$10.38M	0.2%	—	—	—	433000106

Decreased Positions (13)

AMD ADVANCED MICRO DEVICES INC 11.2%

Value $494M (+169.7%) Shares 850,000 (-5.6%) Est. Cost — Unrealized —

ILMN ILLUMINA INC 1.6%

Value $70.33M (-72.8%) Shares 400,000 (-81.0%) Est. Cost — Unrealized —

CRCL CIRCLE INTERNET GROUP INC 4.3%

Value $188M (-40.3%) Shares 3,000,000 (-9.1%) Est. Cost — Unrealized —

NFLX NETFLIX INC. 2.4%

Value $107M (-44.3%) Shares 1,500,000 (-25.0%) Est. Cost — Unrealized —

FERG FERGUSON ENTERPRISES INC 1.3%

Value $59.33M (-57.6%) Shares 250,000 (-58.3%) Est. Cost — Unrealized —

SNDK SANDISK CORP 2.1%

Value $90.95M (+138.6%) Shares 40,000 (-33.3%) Est. Cost — Unrealized —

AKAM AKAMAI TECHNOLOGIES INC 1.1%

Value $47.28M (-48.5%) Shares 400,000 (-50.0%) Est. Cost — Unrealized —

XRAY DENTSPLY SIRONA INC 1.7%

Value $74.27M (-36.0%) Shares 7,000,000 (-30.0%) Est. Cost — Unrealized —

POOL POOL CORP 1.5%

Value $64.47M (-36.3%) Shares 300,000 (-40.0%) Est. Cost — Unrealized —

UBER UBER TECHNOLOGIES INC 4.4%

Value $195M (-12.6%) Shares 2,700,000 (-12.9%) Est. Cost — Unrealized —

KSPI KASPI KZ JSC 1.2%

Value $51.98M (-29.8%) Shares 600,000 (-40.0%) Est. Cost — Unrealized —

BATRK ATLANTA BRAVES HLDGS INC 0.5%

Value $23.36M (-39.2%) Shares 450,000 (-50.0%) Est. Cost — Unrealized —

MSGS MADISON SQUARE GRDN SPRT COR 1.3%

Value $56.26M (+12.9%) Shares 140,000 (-9.7%) Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
AMD	ADVANCED MICRO DEVICES INC	850,000 (-5.6%)	$494M (+169.7%)	11.2%	—	—	COM	007903107
ILMN	ILLUMINA INC	400,000 (-81.0%)	$70.33M (-72.8%)	1.6%	—	—	COM	452327109
CRCL	CIRCLE INTERNET GROUP INC	3,000,000 (-9.1%)	$188M (-40.3%)	4.3%	—	—	COM CL A	172573107
NFLX	NETFLIX INC.	1,500,000 (-25.0%)	$107M (-44.3%)	2.4%	—	—	COM	64110L106
FERG	FERGUSON ENTERPRISES INC	250,000 (-58.3%)	$59.33M (-57.6%)	1.3%	—	—	COMMON STOCK NEW	31488V107
SNDK	SANDISK CORP	40,000 (-33.3%)	$90.95M (+138.6%)	2.1%	—	—	COM	80004C200
AKAM	AKAMAI TECHNOLOGIES INC	400,000 (-50.0%)	$47.28M (-48.5%)	1.1%	—	—	COM	00971T101
XRAY	DENTSPLY SIRONA INC	7,000,000 (-30.0%)	$74.27M (-36.0%)	1.7%	—	—	COM	24906P109
POOL	POOL CORP	300,000 (-40.0%)	$64.47M (-36.3%)	1.5%	—	—	COM	73278L105
UBER	UBER TECHNOLOGIES INC	2,700,000 (-12.9%)	$195M (-12.6%)	4.4%	—	—	COM	90353T100
KSPI	KASPI KZ JSC	600,000 (-40.0%)	$51.98M (-29.8%)	1.2%	—	—	SPONSORED ADS	48581R205
BATRK	ATLANTA BRAVES HLDGS INC	450,000 (-50.0%)	$23.36M (-39.2%)	0.5%	—	—	COM SER C	047726302
MSGS	MADISON SQUARE GRDN SPRT COR	140,000 (-9.7%)	$56.26M (+12.9%)	1.3%	—	—	CL A	55825T103

Unchanged Positions (2)

ALC ALCON AG 5.2%

Value $228M Shares 3,400,000 Est. Cost — Unrealized —

EQIX EQUINIX INC 5.9%

Value $261M Shares 250,000 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
ALC	ALCON AG	3,400,000	$228M	5.2%	—	—	ORD SHS	H01301128
EQIX	EQUINIX INC	250,000	$261M	5.9%	—	—	COM	29444U700