Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
GOOGL	ALPHABET INC	115,699	$33.27M	3.9%	$323.29	0.0%	CAP STK CL A	02079K305
ADI	ANALOG DEVICES INC	104,474	$33.24M	3.9%	$316.17	0.0%	COM	032654105
AKAM	AKAMAI TECHNOLOGIES INC	220,149	$25.28M	2.9%	$95.71	0.0%	COM	00971T101
TGT	TARGET CORP	188,206	$22.81M	2.7%	$109.20	0.0%	COM	87612E106
WH	WYNDHAM HOTELS & RESORTS INC	268,077	$21.78M	2.5%	$78.59	0.0%	COM	98311A105
ROKU	ROKU INC	222,735	$21.08M	2.5%	$98.47	0.0%	COM CL A	77543R102
ZM	ZOOM COMMUNICATIONS INC	228,082	$18.34M	2.1%	$88.07	0.0%	CL A	98980L101
CSCO	CISCO SYS INC	227,275	$17.63M	2.1%	$77.91	0.0%	COM	17275R102
NET	CLOUDFLARE INC	81,483	$16.81M	2.0%	$182.40	0.0%	CL A COM	18915M107
OUT	OUTFRONT MEDIA INC	590,029	$15.64M	1.8%	$26.50	—	COM NEW	69007J304
DDOG	DATADOG INC	131,258	$15.5M	1.8%	$123.93	0.0%	CL A COM	23804L103
WMT	WALMART INC	121,708	$15.13M	1.8%	$122.03	0.0%	COM	931142103
TJX	TJX COS INC NEW	94,031	$15.02M	1.7%	$154.23	0.0%	COM	872540109
TMUS	T-MOBILE US INC	69,222	$14.54M	1.7%	$200.28	0.0%	COM	872590104
FIX	COMFORT SYS USA INC	6,996	$9.647M	1.1%	$1196.06	0.0%	COM	199908104
INTU	INTUIT	10,473	$4.528M	0.5%	$497.56	0.0%	COM	461202103

Increased Positions (11)

SATS ECHOSTAR CORP 5.3%

Value $45.54M (+148.4%) Shares 388,987 (+130.6%) Est. Cost $101.22 Unrealized +15.0%

AVGO BROADCOM INC 5.3%

Value $45.73M (+129.4%) Shares 147,747 (+156.5%) Est. Cost $323.09 Unrealized +3.4%

SPOT SPOTIFY TECHNOLOGY S A 4.1%

Value $35.61M (+245.1%) Shares 73,428 (+313.3%) Est. Cost $528.24 Unrealized -5.9%

AMAT APPLIED MATLS INC 3.4%

Value $29.57M (+130.3%) Shares 86,528 (+73.1%) Est. Cost $242.37 Unrealized +34.7%

H HYATT HOTELS CORP 4.1%

Value $35M (+86.6%) Shares 243,386 (+108.1%) Est. Cost $159.05 Unrealized +3.4%

EQIX EQUINIX INC 3.9%

Value $33.65M (+83.8%) Shares 34,324 (+43.6%) Est. Cost $776.00 Unrealized -1.5%

BKNG BOOKING HOLDINGS INC 2.7%

Value $23.22M (+100.7%) Shares 5,515 (+155.3%) Est. Cost $4921.21 Unrealized -2.8%

ASML ASML HLDG NV 3.5%

Value $29.78M (+41.1%) Shares 22,548 (+14.3%) Est. Cost $1101.31 Unrealized —

ROST ROSS STORES INC 2.1%

Value $18.45M (+83.6%) Shares 85,150 (+52.6%) Est. Cost $156.95 Unrealized +22.6%

BURL BURLINGTON STORES INC 3.7%

Value $31.61M (+28.9%) Shares 97,140 (+14.4%) Est. Cost $275.43 Unrealized +10.4%

FWONK LIBERTY MEDIA CORP DEL 4.4%

Value $37.83M (-6.6%) Shares 444,953 (+8.2%) Est. Cost $94.63 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
SATS	ECHOSTAR CORP	388,987 (+130.6%)	$45.54M (+148.4%)	5.3%	$101.22	+15.0%	CL A	278768106
AVGO	BROADCOM INC	147,747 (+156.5%)	$45.73M (+129.4%)	5.3%	$323.09	+3.4%	COM	11135F101
SPOT	SPOTIFY TECHNOLOGY S A	73,428 (+313.3%)	$35.61M (+245.1%)	4.1%	$528.24	-5.9%	SHS	L8681T102
AMAT	APPLIED MATLS INC	86,528 (+73.1%)	$29.57M (+130.3%)	3.4%	$242.37	+34.7%	COM	038222105
H	HYATT HOTELS CORP	243,386 (+108.1%)	$35M (+86.6%)	4.1%	$159.05	+3.4%	COM CL A	448579102
EQIX	EQUINIX INC	34,324 (+43.6%)	$33.65M (+83.8%)	3.9%	$776.00	-1.5%	COM	29444U700
BKNG	BOOKING HOLDINGS INC	5,515 (+155.3%)	$23.22M (+100.7%)	2.7%	$4921.21	-2.8%	COM	09857L108
ASML	ASML HLDG NV	22,548 (+14.3%)	$29.78M (+41.1%)	3.5%	$1101.31	—	N Y REGISTRY SHS	N07059210
ROST	ROSS STORES INC	85,150 (+52.6%)	$18.45M (+83.6%)	2.1%	$156.95	+22.6%	COM	778296103
BURL	BURLINGTON STORES INC	97,140 (+14.4%)	$31.61M (+28.9%)	3.7%	$275.43	+10.4%	COM	122017106
FWONK	LIBERTY MEDIA CORP DEL	444,953 (+8.2%)	$37.83M (-6.6%)	4.4%	$94.63	—	COM LBTY ONE S C	531229755

Exited Positions (23)

LUMN LUMEN TECHNOLOGIES INC 3.2%

Value $27.2M Shares 3,500,000 Est. Cost — Unrealized —

SHOP SHOPIFY INC 3.0%

Value $25.44M Shares 158,023 Est. Cost $160.56 Unrealized -15.0%

CRM SALESFORCE INC 2.8%

Value $23.88M Shares 90,157 Est. Cost $296.37 Unrealized -27.2%

W WAYFAIR INC 2.7%

Value $22.92M Shares 228,226 Est. Cost $96.17 Unrealized +3.4%

DIS DISNEY WALT CO 2.6%

Value $21.94M Shares 192,840 Est. Cost $109.53 Unrealized -0.1%

MDB MONGODB INC 2.5%

Value $21.71M Shares 51,727 Est. Cost $363.83 Unrealized +3.4%

NOW SERVICENOW INC 2.5%

Value $21.08M Shares 137,591 Est. Cost $176.46 Unrealized -31.3%

ORCL ORACLE CORP 2.3%

Value $19.78M Shares 101,498 Est. Cost $179.40 Unrealized -5.5%

ANET ARISTA NETWORKS INC 2.1%

Value $17.64M Shares 134,652 Est. Cost $137.66 Unrealized -1.9%

TXN TEXAS INSTRS INC 1.9%

Value $16.41M Shares 94,590 Est. Cost $170.73 Unrealized +20.8%

UBER UBER TECHNOLOGIES INC 1.8%

Value $15.3M Shares 187,212 Est. Cost $90.05 Unrealized -12.6%

RRR RED ROCK RESORTS INC 1.7%

Value $14.91M Shares 240,733 Est. Cost $58.49 Unrealized +7.4%

BYD BOYD GAMING CORP 1.7%

Value $14.78M Shares 173,401 Est. Cost $82.27 Unrealized +3.5%

PSKY PARAMOUNT SKYDANCE CORP 1.6%

Value $13.4M Shares 1,000,000 Est. Cost — Unrealized —

SNOW SNOWFLAKE INC 1.6%

Value $13.34M Shares 60,804 Est. Cost $186.25 Unrealized +4.4%

RCL ROYAL CARIBBEAN GROUP 1.4%

Value $11.64M Shares 41,720 Est. Cost $281.58 Unrealized +9.7%

TSEM TOWER SEMICONDUCTOR LTD 1.3%

Value $11.3M Shares 96,225 Est. Cost $54.61 Unrealized +136.0%

CMCSA COMCAST CORP NEW 1.3%

Value $10.96M Shares 366,713 Est. Cost $28.53 Unrealized +4.5%

TEAM ATLASSIAN CORPORATION 1.2%

Value $10.71M Shares 66,049 Est. Cost $228.38 Unrealized -50.4%

ON ON SEMICONDUCTOR CORP 1.2%

Value $10.51M Shares 194,080 Est. Cost $51.30 Unrealized +25.0%

CHDN CHURCHILL DOWNS INC 1.2%

Value $10.42M Shares 91,618 Est. Cost $103.46 Unrealized -3.5%

AMD ADVANCED MICRO DEVICES INC 1.2%

Value $9.997M Shares 46,681 Est. Cost $224.60 Unrealized -1.3%

BROS DUTCH BROS INC 1.0%

Value $8.239M Shares 134,584 Est. Cost $56.81 Unrealized +0.1%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
LUMN	LUMEN TECHNOLOGIES INC	3,500,000	$27.2M	3.2%	—	—	PUT	550241103
SHOP	SHOPIFY INC	158,023	$25.44M	3.0%	$160.56	-15.0%	—	82509L107
CRM	SALESFORCE INC	90,157	$23.88M	2.8%	$296.37	-27.2%	—	79466L302
W	WAYFAIR INC	228,226	$22.92M	2.7%	$96.17	+3.4%	—	94419L101
DIS	DISNEY WALT CO	192,840	$21.94M	2.6%	$109.53	-0.1%	—	254687106
MDB	MONGODB INC	51,727	$21.71M	2.5%	$363.83	+3.4%	—	60937P106
NOW	SERVICENOW INC	137,591	$21.08M	2.5%	$176.46	-31.3%	—	81762P102
ORCL	ORACLE CORP	101,498	$19.78M	2.3%	$179.40	-5.5%	—	68389X105
ANET	ARISTA NETWORKS INC	134,652	$17.64M	2.1%	$137.66	-1.9%	—	040413205
TXN	TEXAS INSTRS INC	94,590	$16.41M	1.9%	$170.73	+20.8%	—	882508104
UBER	UBER TECHNOLOGIES INC	187,212	$15.3M	1.8%	$90.05	-12.6%	—	90353T100
RRR	RED ROCK RESORTS INC	240,733	$14.91M	1.7%	$58.49	+7.4%	—	75700L108
BYD	BOYD GAMING CORP	173,401	$14.78M	1.7%	$82.27	+3.5%	—	103304101
PSKY	PARAMOUNT SKYDANCE CORP	1,000,000	$13.4M	1.6%	—	—	PUT	69932A204
SNOW	SNOWFLAKE INC	60,804	$13.34M	1.6%	$186.25	+4.4%	—	833445109
RCL	ROYAL CARIBBEAN GROUP	41,720	$11.64M	1.4%	$281.58	+9.7%	—	V7780T103
TSEM	TOWER SEMICONDUCTOR LTD	96,225	$11.3M	1.3%	$54.61	+136.0%	—	M87915274
CMCSA	COMCAST CORP NEW	366,713	$10.96M	1.3%	$28.53	+4.5%	—	20030N101
TEAM	ATLASSIAN CORPORATION	66,049	$10.71M	1.2%	$228.38	-50.4%	—	049468101
ON	ON SEMICONDUCTOR CORP	194,080	$10.51M	1.2%	$51.30	+25.0%	—	682189105
CHDN	CHURCHILL DOWNS INC	91,618	$10.42M	1.2%	$103.46	-3.5%	—	171484108
AMD	ADVANCED MICRO DEVICES INC	46,681	$9.997M	1.2%	$224.60	-1.3%	—	007903107
BROS	DUTCH BROS INC	134,584	$8.239M	1.0%	$56.81	+0.1%	—	26701L100

Decreased Positions (11)

META META PLATFORMS INC 1.3%

Value $10.93M (-74.3%) Shares 19,098 (-70.3%) Est. Cost $624.70 Unrealized +4.9%

AMZN AMAZON COM INC 2.5%

Value $21.2M (-55.4%) Shares 101,774 (-50.5%) Est. Cost $213.79 Unrealized +6.1%

ONTO ONTO INNOVATION INC 0.4%

Value $3.306M (-85.9%) Shares 16,121 (-89.2%) Est. Cost $142.02 Unrealized +45.6%

TTWO TAKE-TWO INTERACTIVE SOFTWAR 1.2%

Value $9.918M (-66.8%) Shares 50,216 (-57.0%) Est. Cost $249.31 Unrealized -9.8%

HD HOME DEPOT INC 1.2%

Value $10.03M (-61.8%) Shares 30,485 (-60.1%) Est. Cost $389.16 Unrealized -3.1%

SNPS SYNOPSYS INC 3.4%

Value $28.84M (-34.2%) Shares 72,750 (-22.1%) Est. Cost $479.29 Unrealized -1.6%

DASH DOORDASH INC 1.9%

Value $16.07M (-39.7%) Shares 107,008 (-9.1%) Est. Cost $234.56 Unrealized -16.2%

CMG CHIPOTLE MEXICAN GRILL INC 1.2%

Value $10.38M (-49.8%) Shares 324,163 (-42.0%) Est. Cost $36.17 Unrealized +7.2%

LYV LIVE NATION ENTERTAINMENT IN 2.9%

Value $25.05M (-17.3%) Shares 164,276 (-22.8%) Est. Cost $143.72 Unrealized +3.2%

TSM TAIWAN SEMICONDUCTOR MANUFAC 5.6%

Value $48.54M (+9.2%) Shares 143,637 (-1.8%) Est. Cost $223.43 Unrealized —

HPE HEWLETT PACKARD ENTERPRISE C 1.1%

Value $9.077M (-30.8%) Shares 381,243 (-30.2%) Est. Cost $21.88 Unrealized +0.8%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
META	META PLATFORMS INC	19,098 (-70.3%)	$10.93M (-74.3%)	1.3%	$624.70	+4.9%	CL A	30303M102
AMZN	AMAZON COM INC	101,774 (-50.5%)	$21.2M (-55.4%)	2.5%	$213.79	+6.1%	COM	023135106
ONTO	ONTO INNOVATION INC	16,121 (-89.2%)	$3.306M (-85.9%)	0.4%	$142.02	+45.6%	COM	683344105
TTWO	TAKE-TWO INTERACTIVE SOFTWAR	50,216 (-57.0%)	$9.918M (-66.8%)	1.2%	$249.31	-9.8%	COM	874054109
HD	HOME DEPOT INC	30,485 (-60.1%)	$10.03M (-61.8%)	1.2%	$389.16	-3.1%	COM	437076102
SNPS	SYNOPSYS INC	72,750 (-22.1%)	$28.84M (-34.2%)	3.4%	$479.29	-1.6%	COM	871607107
DASH	DOORDASH INC	107,008 (-9.1%)	$16.07M (-39.7%)	1.9%	$234.56	-16.2%	CL A	25809K105
CMG	CHIPOTLE MEXICAN GRILL INC	324,163 (-42.0%)	$10.38M (-49.8%)	1.2%	$36.17	+7.2%	COM	169656105
LYV	LIVE NATION ENTERTAINMENT IN	164,276 (-22.8%)	$25.05M (-17.3%)	2.9%	$143.72	+3.2%	COM	538034109
TSM	TAIWAN SEMICONDUCTOR MANUFAC	143,637 (-1.8%)	$48.54M (+9.2%)	5.6%	$223.43	—	SPONSORED ADS	874039100
HPE	HEWLETT PACKARD ENTERPRISE C	381,243 (-30.2%)	$9.077M (-30.8%)	1.1%	$21.88	+0.8%	COM	42824C109