Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
GOOGL	ALPHABET INC	18,488	$5.316M	4.2%	$323.29	0.0%	CAP STK CL A	02079K305
MLM	MARTIN MARIETTA MATLS INC	7,638	$4.496M	3.5%	$661.01	0.0%	COM	573284106
LLY	ELI LILLY & CO	4,736	$4.356M	3.4%	$1047.09	0.0%	COM	532457108
DASH	DOORDASH INC	23,920	$3.592M	2.8%	$196.68	0.0%	CL A	25809K105
BBNX	BETA BIONICS INC	163,124	$1.635M	1.3%	$17.10	0.0%	COM	08659B102

Increased Positions (2)

FLUT FLUTTER ENTMT PLC 7.4%

Value $9.423M (+79.0%) Shares 92,425 (+277.5%) Est. Cost $191.00 Unrealized -12.8%

RXST RXSIGHT INC 1.2%

Value $1.533M (-8.5%) Shares 248,858 (+54.9%) Est. Cost $9.69 Unrealized -6.6%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
FLUT	FLUTTER ENTMT PLC	92,425 (+277.5%)	$9.423M (+79.0%)	7.4%	$191.00	-12.8%	SHS	G3643J108
RXST	RXSIGHT INC	248,858 (+54.9%)	$1.533M (-8.5%)	1.2%	$9.69	-6.6%	COM	78349D107

Exited Positions (5)

CX CEMEX SAB DE CV 5.6%

Value $7.124M Shares 620,000 Est. Cost $11.49 Unrealized —

BIIB BIOGEN INC 5.0%

Value $6.347M Shares 36,065 Est. Cost $163.37 Unrealized +12.2%

BMY BRISTOL-MYERS SQUIBB CO 4.9%

Value $6.213M Shares 115,179 Est. Cost $47.53 Unrealized +20.8%

HQY HEALTHEQUITY INC 4.3%

Value $5.541M Shares 60,484 Est. Cost $95.73 Unrealized -13.1%

CMPS COMPASS PATHWAYS PLC 0.8%

Value $1.016M Shares 147,209 Est. Cost $2.80 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
CX	CEMEX SAB DE CV	620,000	$7.124M	5.6%	$11.49	—	—	151290889
BIIB	BIOGEN INC	36,065	$6.347M	5.0%	$163.37	+12.2%	—	09062X103
BMY	BRISTOL-MYERS SQUIBB CO	115,179	$6.213M	4.9%	$47.53	+20.8%	—	110122108
HQY	HEALTHEQUITY INC	60,484	$5.541M	4.3%	$95.73	-13.1%	—	42226A107
CMPS	COMPASS PATHWAYS PLC	147,209	$1.016M	0.8%	$2.80	—	—	20451W101

Decreased Positions (5)

MS MORGAN STANLEY 14.4%

Value $18.48M (-23.8%) Shares 112,293 (-17.9%) Est. Cost $36.15 Unrealized +397.0%

NKE NIKE INC 5.0%

Value $6.337M (-44.7%) Shares 119,965 (-33.3%) Est. Cost $62.99 Unrealized +1.6%

UBER UBER TECHNOLOGIES INC 3.3%

Value $4.202M (-38.1%) Shares 58,416 (-29.6%) Est. Cost $34.18 Unrealized +130.3%

AMZN AMAZON COM INC 10.2%

Value $13.07M (-14.5%) Shares 62,771 (-5.3%) Est. Cost $213.42 Unrealized +6.3%

ALC ALCON AG 5.0%

Value $6.352M (-25.5%) Shares 84,300 (-22.1%) Est. Cost $81.27 Unrealized -1.0%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
MS	MORGAN STANLEY	112,293 (-17.9%)	$18.48M (-23.8%)	14.4%	$36.15	+397.0%	COM NEW	617446448
NKE	NIKE INC	119,965 (-33.3%)	$6.337M (-44.7%)	5.0%	$62.99	+1.6%	CL B	654106103
UBER	UBER TECHNOLOGIES INC	58,416 (-29.6%)	$4.202M (-38.1%)	3.3%	$34.18	+130.3%	COM	90353T100
AMZN	AMAZON COM INC	62,771 (-5.3%)	$13.07M (-14.5%)	10.2%	$213.42	+6.3%	COM	023135106
ALC	ALCON AG	84,300 (-22.1%)	$6.352M (-25.5%)	5.0%	$81.27	-1.0%	ORD SHS	H01301128

Unchanged Positions (12)

MSFT MICROSOFT CORP 3.6%

Value $4.553M Shares 12,300 Est. Cost $407.97 Unrealized +6.5%

CHDN CHURCHILL DOWNS INC 4.0%

Value $5.136M Shares 57,179 Est. Cost $103.46 Unrealized -3.5%

AORT ARTIVION INC 3.8%

Value $4.855M Shares 132,588 Est. Cost $27.41 Unrealized +50.2%

MLCO MELCO RESORTS AND ENTMNT LTD 2.3%

Value $2.97M Shares 522,966 Est. Cost $6.32 Unrealized —

IBIT ISHARES BITCOIN TRUST ETF 2.5%

Value $3.193M Shares 83,119 Est. Cost $41.84 Unrealized —

V VISA INC 4.1%

Value $5.199M Shares 17,200 Est. Cost $340.38 Unrealized -3.3%

MSGS MADISON SQUARE GRDN SPRT COR 3.3%

Value $4.201M Shares 13,072 Est. Cost $192.61 Unrealized +48.9%

TEVA TEVA PHARMACEUTICAL INDS LTD 8.7%

Value $11.07M Shares 367,600 Est. Cost $28.21 Unrealized —

DXCM DEXCOM INC 5.0%

Value $6.399M Shares 101,893 Est. Cost $70.62 Unrealized +0.4%

TOST TOAST INC 0.8%

Value $1.071M Shares 40,392 Est. Cost $17.34 Unrealized +78.8%

NEXT NEXTDECADE CORP 0.4%

Value $520K Shares 67,837 Est. Cost $4.66 Unrealized +11.8%

SRZNW SURROZEN INC 0.0%

Value $7,073 Shares 442,052 Est. Cost $0.76 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
MSFT	MICROSOFT CORP	12,300	$4.553M	3.6%	$407.97	+6.5%	COM	594918104
CHDN	CHURCHILL DOWNS INC	57,179	$5.136M	4.0%	$103.46	-3.5%	COM	171484108
AORT	ARTIVION INC	132,588	$4.855M	3.8%	$27.41	+50.2%	COM	228903100
MLCO	MELCO RESORTS AND ENTMNT LTD	522,966	$2.97M	2.3%	$6.32	—	ADR	585464100
IBIT	ISHARES BITCOIN TRUST ETF	83,119	$3.193M	2.5%	$41.84	—	SHS BEN INT	46438F101
V	VISA INC	17,200	$5.199M	4.1%	$340.38	-3.3%	COM CL A	92826C839
MSGS	MADISON SQUARE GRDN SPRT COR	13,072	$4.201M	3.3%	$192.61	+48.9%	CL A	55825T103
TEVA	TEVA PHARMACEUTICAL INDS LTD	367,600	$11.07M	8.7%	$28.21	—	SPONSORED ADS	881624209
DXCM	DEXCOM INC	101,893	$6.399M	5.0%	$70.62	+0.4%	COM	252131107
TOST	TOAST INC	40,392	$1.071M	0.8%	$17.34	+78.8%	CL A	888787108
NEXT	NEXTDECADE CORP	67,837	$520K	0.4%	$4.66	+11.8%	COM	65342K105
SRZNW	SURROZEN INC	442,052	$7,073	0.0%	$0.76	—	*W EXP 08/01/203	86889P117