Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
COHR	COHERENT CORP	929,963	$367M	3.4%	—	—	COM	19247G107
FRMI	FERMI INC	20,205,579	$185M	1.7%	—	—	COM	314911108
TSLA	TESLA INC	315,200	$133M	1.2%	—	—	CALL	88160R101
CRL	CHARLES RIV LABS INTL INC	187,384	$42.5M	0.4%	—	—	COM	159864107
HUM	HUMANA INC	33,282	$13.22M	0.1%	—	—	COM	444859102
SOUN	SOUNDHOUND AI INC	1,019,072	$6.593M	0.1%	—	—	CLASS A COM	836100107

Increased Positions (9)

CRDO CREDO TECHNOLOGY GROUP HOLDI 6.5%

Value $700M (+197.6%) Shares 2,573,808 (+2.7%) Est. Cost — Unrealized —

RBLX ROBLOX CORP 6.6%

Value $710M (+90.3%) Shares 13,063,442 (+97.9%) Est. Cost — Unrealized —

UAL UNITED AIRLS HLDGS INC 3.7%

Value $400M (+49.2%) Shares 2,942,727 (+1.0%) Est. Cost — Unrealized —

MDB MONGODB INC 2.3%

Value $248M (+92.4%) Shares 738,611 (+40.2%) Est. Cost — Unrealized —

KMX CARMAX INC 2.9%

Value $313M (+33.3%) Shares 5,922,862 (+4.8%) Est. Cost — Unrealized —

FIVE FIVE BELOW INC 1.8%

Value $199M (+20.3%) Shares 1,105,109 (+52.9%) Est. Cost — Unrealized —

ELV ELEVANCE HEALTH INC FORMERLY 0.2%

Value $23.96M (+37.4%) Shares 61,945 (+4.0%) Est. Cost — Unrealized —

CMCSA COMCAST CORP NEW 0.2%

Value $24.16M (-13.5%) Shares 984,257 (+1.2%) Est. Cost — Unrealized —

META META PLATFORMS INC 3.8%

Value $410M (-0.5%) Shares 727,009 (+1.0%) Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
CRDO	CREDO TECHNOLOGY GROUP HOLDI	2,573,808 (+2.7%)	$700M (+197.6%)	6.5%	—	—	ORDINARY SHARES	G25457105
RBLX	ROBLOX CORP	13,063,442 (+97.9%)	$710M (+90.3%)	6.6%	—	—	CL A	771049103
UAL	UNITED AIRLS HLDGS INC	2,942,727 (+1.0%)	$400M (+49.2%)	3.7%	—	—	COM	910047109
MDB	MONGODB INC	738,611 (+40.2%)	$248M (+92.4%)	2.3%	—	—	CL A	60937P106
KMX	CARMAX INC	5,922,862 (+4.8%)	$313M (+33.3%)	2.9%	—	—	COM	143130102
FIVE	FIVE BELOW INC	1,105,109 (+52.9%)	$199M (+20.3%)	1.8%	—	—	COM	33829M101
ELV	ELEVANCE HEALTH INC FORMERLY	61,945 (+4.0%)	$23.96M (+37.4%)	0.2%	—	—	COM	036752103
CMCSA	COMCAST CORP NEW	984,257 (+1.2%)	$24.16M (-13.5%)	0.2%	—	—	CL A	20030N101
META	META PLATFORMS INC	727,009 (+1.0%)	$410M (-0.5%)	3.8%	—	—	CL A	30303M102

Exited Positions (2)

DAL DELTA AIR LINES INC 0.5%

Value $51.88M Shares 780,437 Est. Cost — Unrealized —

GLBE GLOBAL E ONLINE LTD 0.4%

Value $38.16M Shares 1,236,946 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
DAL	DELTA AIR LINES INC	780,437	$51.88M	0.5%	—	—	—	247361702
GLBE	GLOBAL E ONLINE LTD	1,236,946	$38.16M	0.4%	—	—	—	M5216V106

Decreased Positions (8)

AMD ADVANCED MICRO DEVICES INC 4.7%

Value $504M (+71.7%) Shares 867,370 (-39.9%) Est. Cost — Unrealized —

ABNB AIRBNB INC 0.8%

Value $89.78M (-60.0%) Shares 627,405 (-64.7%) Est. Cost — Unrealized —

TPR TAPESTRY INC 5.5%

Value $595M (-16.6%) Shares 4,062,897 (-19.6%) Est. Cost — Unrealized —

TSM TAIWAN SEMICONDUCTOR MANUFAC 1.2%

Value $125M (-27.6%) Shares 261,301 (-48.8%) Est. Cost — Unrealized —

CLS CELESTICA INC 3.1%

Value $333M (+16.2%) Shares 911,927 (-10.3%) Est. Cost — Unrealized —

TWLO TWILIO INC 2.1%

Value $222M (-14.6%) Shares 1,075,683 (-47.9%) Est. Cost — Unrealized —

BURL BURLINGTON STORES INC 3.2%

Value $341M (-9.5%) Shares 1,075,291 (-7.1%) Est. Cost — Unrealized —

HUT HUT 8 CORP 1.1%

Value $115M (-20.2%) Shares 1,000,000 (-67.6%) Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
AMD	ADVANCED MICRO DEVICES INC	867,370 (-39.9%)	$504M (+71.7%)	4.7%	—	—	COM	007903107
ABNB	AIRBNB INC	627,405 (-64.7%)	$89.78M (-60.0%)	0.8%	—	—	COM CL A	009066101
TPR	TAPESTRY INC	4,062,897 (-19.6%)	$595M (-16.6%)	5.5%	—	—	COM	876030107
TSM	TAIWAN SEMICONDUCTOR MANUFAC	261,301 (-48.8%)	$125M (-27.6%)	1.2%	—	—	SPONSORED ADS	874039100
CLS	CELESTICA INC	911,927 (-10.3%)	$333M (+16.2%)	3.1%	—	—	COM	15101Q207
TWLO	TWILIO INC	1,075,683 (-47.9%)	$222M (-14.6%)	2.1%	—	—	CL A	90138F102
BURL	BURLINGTON STORES INC	1,075,291 (-7.1%)	$341M (-9.5%)	3.2%	—	—	COM	122017106
HUT	HUT 8 CORP	1,000,000 (-67.6%)	$115M (-20.2%)	1.1%	—	—	COM	44812J104

Unchanged Positions (10)

NFLX NETFLIX INC. 10.0%

Value $1.084B Shares 15,184,530 Est. Cost — Unrealized —

PLNT PLANET FITNESS MASTER ISSUER 2.4%

Value $257M Shares 4,917,311 Est. Cost — Unrealized —

NVDA NVIDIA CORPORATION 4.6%

Value $500M Shares 2,500,000 Est. Cost — Unrealized —

SNDK SANDISK CORP 0.7%

Value $80.43M Shares 35,374 Est. Cost — Unrealized —

CAR AVIS BUDGET GROUP INC 23.8%

Value $2.577B Shares 17,430,882 Est. Cost — Unrealized —

WRBY WARBY PARKER INC 0.4%

Value $44.1M Shares 1,453,523 Est. Cost — Unrealized —

TCOM TRIP COM GROUP LTD 0.3%

Value $30.42M Shares 763,477 Est. Cost — Unrealized —

SPOT SPOTIFY TECHNOLOGY S A 1.0%

Value $113M Shares 245,475 Est. Cost — Unrealized —

CPNG COUPANG INC 0.2%

Value $19.59M Shares 1,127,533 Est. Cost — Unrealized —

HSAI HESAI GROUP 0.1%

Value $10.26M Shares 563,130 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
NFLX	NETFLIX INC.	15,184,530	$1.084B	10.0%	—	—	COM	64110L106
PLNT	PLANET FITNESS MASTER ISSUER	4,917,311	$257M	2.4%	—	—	CL A	72703H101
NVDA	NVIDIA CORPORATION	2,500,000	$500M	4.6%	—	—	COM	67066G104
SNDK	SANDISK CORP	35,374	$80.43M	0.7%	—	—	COM	80004C200
CAR	AVIS BUDGET GROUP INC	17,430,882	$2.577B	23.8%	—	—	COM	053774105
WRBY	WARBY PARKER INC	1,453,523	$44.1M	0.4%	—	—	CL A COM	93403J106
TCOM	TRIP COM GROUP LTD	763,477	$30.42M	0.3%	—	—	ADS	89677Q107
SPOT	SPOTIFY TECHNOLOGY S A	245,475	$113M	1.0%	—	—	SHS	L8681T102
CPNG	COUPANG INC	1,127,533	$19.59M	0.2%	—	—	CL A	22266T109
HSAI	HESAI GROUP	563,130	$10.26M	0.1%	—	—	SPONSORED ADS	428050108