Shay Capital LLC Hedge Fund

Location: New York, NY

CIK: 0001723643 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Aug 14, 2026

Total Value: $1.556B (100.0% shares, 0.0% debt)

Holdings (482)

New Positions (218)

BIDU BAIDU INC 2.7%
Value $42.29M Shares 370,000 Est. Cost Unrealized
SPCX SPACE EXPLORATION TECHN CORP 1.4%
Value $21.67M Shares 126,807 Est. Cost Unrealized
HON HONEYWELL INTL INC 1.4%
Value $21.49M Shares 96,000 Est. Cost Unrealized
TSCO TRACTOR SUPPLY CO 0.9%
Value $13.59M Shares 430,000 Est. Cost Unrealized
HONA HONEYWELL AEROSPACE INC 0.7%
Value $11.25M Shares 50,902 Est. Cost Unrealized
CCXI CHURCHILL CAP CORP XI 0.7%
Value $10.14M Shares 580,901 Est. Cost Unrealized
CIEN CIENA CORP 0.6%
Value $9.173M Shares 18,700 Est. Cost Unrealized
QNT QUANTINUUM INC 0.6%
Value $8.921M Shares 109,133 Est. Cost Unrealized
FSLR FIRST SOLAR INC 0.5%
Value $7.999M Shares 33,900 Est. Cost Unrealized
CBRS CEREBRAS SYSTEMS INC 0.5%
Value $7.735M Shares 35,000 Est. Cost Unrealized
CME CME GROUP INC 0.5%
Value $7.729M Shares 35,000 Est. Cost Unrealized
ATII ARCHIMEDES TECH SPAC PARTNER 0.4%
Value $6.723M Shares 623,687 Est. Cost Unrealized
INTU INTUIT 0.4%
Value $6.525M Shares 25,000 Est. Cost Unrealized
CBRS CEREBRAS SYSTEMS INC 0.4%
Value $6.387M Shares 28,900 Est. Cost Unrealized
EWY ISHARES INC 0.4%
Value $6.057M Shares 30,000 Est. Cost Unrealized
FTAI FTAI AVIATION LTD 0.3%
Value $5.411M Shares 20,000 Est. Cost Unrealized
CBOE CBOE GLOBAL MKTS INC 0.3%
Value $5.096M Shares 21,000 Est. Cost Unrealized
IHI ISHARES TR 0.3%
Value $4.941M Shares 100,000 Est. Cost Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.3%
Value $4.924M Shares 40,000 Est. Cost Unrealized
AAPL APPLE INC 0.3%
Value $4.919M Shares 17,000 Est. Cost Unrealized
HAWK HAWKEYE 360 INC 0.3%
Value $4.677M Shares 231,312 Est. Cost Unrealized
CXW CORECIVIC INC 0.3%
Value $4.587M Shares 151,000 Est. Cost Unrealized
NET CLOUDFLARE INC 0.3%
Value $4.415M Shares 18,000 Est. Cost Unrealized
NVRI ENVIRI CORP 0.3%
Value $4.401M Shares 200,500 Est. Cost Unrealized
CELH CELSIUS HLDGS INC 0.3%
Value $4.392M Shares 150,000 Est. Cost Unrealized
BBCQ BLEICHROEDER ACQUISITI CORP 0.3%
Value $4.252M Shares 411,993 Est. Cost Unrealized
ARI APOLLO COML REAL ESTATE FIN 0.3%
Value $4.232M Shares 396,277 Est. Cost Unrealized
BCC BOISE CASCADE CO DEL 0.3%
Value $4.192M Shares 54,000 Est. Cost Unrealized
SPCX SPACE EXPLORATION TECHN CORP 0.3%
Value $4.186M Shares 24,500 Est. Cost Unrealized
GRMN GARMIN LTD 0.3%
Value $4.038M Shares 17,000 Est. Cost Unrealized
XLI SELECT SECTOR SPDR TR 0.3%
Value $3.908M Shares 21,100 Est. Cost Unrealized
DFTX DEFINIUM THERAPEUTICS INC 0.2%
Value $3.763M Shares 80,000 Est. Cost Unrealized
GLD SPDR GOLD TR 0.2%
Value $3.684M Shares 10,000 Est. Cost Unrealized
GLD SPDR GOLD TR 0.2%
Value $3.684M Shares 10,000 Est. Cost Unrealized
ARWR ARROWHEAD PHARMACEUTICALS IN 0.2%
Value $3.586M Shares 44,000 Est. Cost Unrealized
DUOT DUOS TECHNOLOGIES GROUP INC 0.2%
Value $3.433M Shares 286,100 Est. Cost Unrealized
SPCX SPACE EXPLORATION TECHN CORP 0.2%
Value $3.417M Shares 20,000 Est. Cost Unrealized
RMIX SUNCRETE INC 0.2%
Value $3.289M Shares 146,000 Est. Cost Unrealized
MSTR STRATEGY INC 0.2%
Value $3.216M Shares 37,000 Est. Cost Unrealized
CHTR CHARTER COMMUNICATIONS INC 0.2%
Value $3.2M Shares 22,500 Est. Cost Unrealized
INIO INNIO NV 0.2%
Value $3.164M Shares 80,000 Est. Cost Unrealized
BARK BARK INC 0.2%
Value $3.148M Shares 315,412 Est. Cost Unrealized
MRVL MARVELL TECHNOLOGY INC 0.2%
Value $2.979M Shares 10,000 Est. Cost Unrealized
GEV GE VERNOVA INC 0.2%
Value $2.937M Shares 2,500 Est. Cost Unrealized
BWET AMPLIFY COMMODITY TRUST 0.2%
Value $2.701M Shares 18,200 Est. Cost Unrealized
BNO UNITED STS BRENT OIL FD LP 0.2%
Value $2.686M Shares 66,000 Est. Cost Unrealized
DPC DPC HOLDINGS PLC 0.2%
Value $2.63M Shares 53,600 Est. Cost Unrealized
FCX FREEPORT MCMORAN INC 0.2%
Value $2.516M Shares 40,000 Est. Cost Unrealized
AAC/U ARES ACQUISITION CORP III 0.2%
Value $2.513M Shares 250,000 Est. Cost Unrealized
BOOT BOOT BARN HLDGS INC 0.2%
Value $2.464M Shares 15,000 Est. Cost Unrealized
MAIR MADISON AIR SOLUTIONS CORP 0.1%
Value $2.145M Shares 55,000 Est. Cost Unrealized
DG DOLLAR GEN CORP 0.1%
Value $2.118M Shares 18,400 Est. Cost Unrealized
GXO GXO LOGISTICS INCORPORATED 0.1%
Value $2.079M Shares 41,000 Est. Cost Unrealized
FRVO FERVO ENERGY CO 0.1%
Value $2.046M Shares 70,000 Est. Cost Unrealized
V VISA INC 0.1%
Value $2.007M Shares 5,850 Est. Cost Unrealized
HLF HERBALIFE LTD 0.1%
Value $1.972M Shares 150,000 Est. Cost Unrealized
QXO QXO INC 0.1%
Value $1.946M Shares 112,600 Est. Cost Unrealized
SNOW SNOWFLAKE INC 0.1%
Value $1.909M Shares 7,500 Est. Cost Unrealized
PLAY DAVE & BUSTERS ENTMT INC 0.1%
Value $1.892M Shares 165,969 Est. Cost Unrealized
SILJ AMPLIFY ETF TR 0.1%
Value $1.857M Shares 71,651 Est. Cost Unrealized
XLI SELECT SECTOR SPDR TR 0.1%
Value $1.852M Shares 10,000 Est. Cost Unrealized
XE X-ENERGY INC 0.1%
Value $1.836M Shares 100,000 Est. Cost Unrealized
RCL ROYAL CARIBBEAN GROUP 0.1%
Value $1.826M Shares 5,750 Est. Cost Unrealized
IGV ISHARES TR 0.1%
Value $1.812M Shares 20,000 Est. Cost Unrealized
KVYO KLAVIYO INC 0.1%
Value $1.774M Shares 117,500 Est. Cost Unrealized
LFUS LITTELFUSE INC 0.1%
Value $1.753M Shares 3,850 Est. Cost Unrealized
KELYA KELLY SVCS INC 0.1%
Value $1.719M Shares 140,000 Est. Cost Unrealized
YSWY YESWAY INC 0.1%
Value $1.654M Shares 81,500 Est. Cost Unrealized
MAGS LISTED FDS TR 0.1%
Value $1.607M Shares 25,000 Est. Cost Unrealized
KOPN KOPIN CORP 0.1%
Value $1.568M Shares 350,000 Est. Cost Unrealized
AMD ADVANCED MICRO DEVICES INC 0.1%
Value $1.495M Shares 2,574 Est. Cost Unrealized
AS AMER SPORTS INC 0.1%
Value $1.494M Shares 44,150 Est. Cost Unrealized
NBIS NEBIUS GROUP N.V. 0.1%
Value $1.381M Shares 5,000 Est. Cost Unrealized
BOX BOX INC 0.1%
Value $1.354M Shares 51,000 Est. Cost Unrealized
XLE SELECT SECTOR SPDR TR 0.1%
Value $1.338M Shares 25,200 Est. Cost Unrealized
AVLN AVALYN PHARMACEUTICALS INC 0.1%
Value $1.317M Shares 40,000 Est. Cost Unrealized
ZM ZOOM COMMUNICATIONS INC 0.1%
Value $1.295M Shares 15,000 Est. Cost Unrealized
CRM SALESFORCE INC 0.1%
Value $1.285M Shares 8,200 Est. Cost Unrealized
WM WASTE MGMT INC DEL 0.1%
Value $1.282M Shares 5,750 Est. Cost Unrealized
FLEX FLEX LTD 0.1%
Value $1.183M Shares 7,300 Est. Cost Unrealized
SEM SELECT MED HLDGS CORP 0.1%
Value $1.174M Shares 71,100 Est. Cost Unrealized
AMD ADVANCED MICRO DEVICES INC 0.1%
Value $1.162M Shares 2,000 Est. Cost Unrealized
EROC EROCK INC 0.1%
Value $1.16M Shares 80,000 Est. Cost Unrealized
TEL TE CONNECTIVITY PLC 0.1%
Value $1.159M Shares 5,750 Est. Cost Unrealized
ARXS ARXIS INC 0.1%
Value $1.153M Shares 25,000 Est. Cost Unrealized
SNDK SANDISK CORP 0.1%
Value $1.137M Shares 500 Est. Cost Unrealized
HON HONEYWELL INTL INC 0.1%
Value $1.119M Shares 5,000 Est. Cost Unrealized
ALB ALBEMARLE CORP 0.1%
Value $1.097M Shares 8,125 Est. Cost Unrealized
ALMR ALAMAR BIOSCIENCES INC 0.1%
Value $1.084M Shares 40,000 Est. Cost Unrealized
PGEN PRECIGEN INC 0.1%
Value $1.083M Shares 190,000 Est. Cost Unrealized
IPFX INFLECTION PT ACQUISIT CORP 0.1%
Value $1.055M Shares 102,023 Est. Cost Unrealized
ANGX ANGEL STUDIOS INC. 0.1%
Value $1.046M Shares 285,000 Est. Cost Unrealized
CRWV COREWEAVE INC 0.1%
Value $995K Shares 10,000 Est. Cost Unrealized
ESAB ESAB CORPORATION 0.1%
Value $986K Shares 10,000 Est. Cost Unrealized
LFTO LIFTOFF MOBILE INC 0.1%
Value $961K Shares 40,000 Est. Cost Unrealized
KARD KARDIGAN INC 0.1%
Value $918K Shares 38,500 Est. Cost Unrealized
QCOM QUALCOMM INC 0.1%
Value $878K Shares 4,750 Est. Cost Unrealized
ALOY REALLOYS INC 0.1%
Value $867K Shares 60,000 Est. Cost Unrealized
AVEX AEVEX CORP 0.1%
Value $836K Shares 40,000 Est. Cost Unrealized
HWM HOWMET AEROSPACE INC 0.1%
Value $833K Shares 3,100 Est. Cost Unrealized
RCUS ARCUS BIOSCIENCES INC 0.1%
Value $814K Shares 26,400 Est. Cost Unrealized
DBA INVESCO DB MULTI-SECTOR COMM 0.1%
Value $800K Shares 30,000 Est. Cost Unrealized
SION SIONNA THERAPEUTICS INC 0.1%
Value $792K Shares 18,000 Est. Cost Unrealized
AMC AMC ENTMT HLDGS INC 0.1%
Value $786K Shares 413,738 Est. Cost Unrealized
FLS FLOWSERVE CORP 0.1%
Value $779K Shares 10,500 Est. Cost Unrealized
IACQU IRENIC ACQUISITION CORP 0.0%
Value $763K Shares 75,000 Est. Cost Unrealized
UUUU ENERGY FUELS INC 0.0%
Value $757K Shares 52,226 Est. Cost Unrealized
SRAD SPORTRADAR GROUP AG 0.0%
Value $749K Shares 50,000 Est. Cost Unrealized
CRWV COREWEAVE INC 0.0%
Value $747K Shares 7,500 Est. Cost Unrealized
SVAC SPRING VY ACQUISITION CORP I 0.0%
Value $719K Shares 70,107 Est. Cost Unrealized
PPC PILGRIMS PRIDE CORP 0.0%
Value $703K Shares 25,000 Est. Cost Unrealized
IMAX IMAX CORP 0.0%
Value $698K Shares 17,500 Est. Cost Unrealized
PGEN PRECIGEN INC 0.0%
Value $684K Shares 120,000 Est. Cost Unrealized
HON HONEYWELL INTL INC 0.0%
Value $672K Shares 3,000 Est. Cost Unrealized
OXY OCCIDENTAL PETE CORP 0.0%
Value $656K Shares 13,500 Est. Cost Unrealized
UAL UNITED AIRLS HLDGS INC 0.0%
Value $646K Shares 4,750 Est. Cost Unrealized
ARGT GLOBAL X FDS 0.0%
Value $641K Shares 7,024 Est. Cost Unrealized
BB BLACKBERRY LTD 0.0%
Value $633K Shares 50,000 Est. Cost Unrealized
HTZ HERTZ GLOBAL HLDGS INC 0.0%
Value $627K Shares 276,893 Est. Cost Unrealized
GRRR GORILLA TECHNOLOGY GROUP INC 0.0%
Value $596K Shares 30,000 Est. Cost Unrealized
WW WW INTL INC 0.0%
Value $577K Shares 36,111 Est. Cost Unrealized
AEVA AEVA TECHNOLOGIES INC 0.0%
Value $574K Shares 20,000 Est. Cost Unrealized
ALK ALASKA AIR GROUP INC 0.0%
Value $570K Shares 10,925 Est. Cost Unrealized
BSX BOSTON SCIENTIFIC CORP 0.0%
Value $534K Shares 12,500 Est. Cost Unrealized
PMTR PERIMETER ACQUISITION CORP I 0.0%
Value $518K Shares 49,800 Est. Cost Unrealized
EA ELECTRONIC ARTS INC 0.0%
Value $513K Shares 2,500 Est. Cost Unrealized
S SENTINELONE INC 0.0%
Value $509K Shares 30,000 Est. Cost Unrealized
SHAZ SHARONAI HOLDINGS INC 0.0%
Value $508K Shares 6,000 Est. Cost Unrealized
ASTS AST SPACEMOBILE INC 0.0%
Value $480K Shares 5,400 Est. Cost Unrealized
CRM SALESFORCE INC 0.0%
Value $470K Shares 3,000 Est. Cost Unrealized
OPEN OPENDOOR TECHNOLOGIES INC 0.0%
Value $462K Shares 100,000 Est. Cost Unrealized
QCOM QUALCOMM INC 0.0%
Value $462K Shares 2,500 Est. Cost Unrealized
ANF ABERCROMBIE & FITCH CO 0.0%
Value $428K Shares 4,750 Est. Cost Unrealized
USO UNITED STS OIL FD LP 0.0%
Value $426K Shares 4,000 Est. Cost Unrealized
STSS SKYAI INC 0.0%
Value $411K Shares 369,832 Est. Cost Unrealized
QNT QUANTINUUM INC 0.0%
Value $409K Shares 5,000 Est. Cost Unrealized
DV DOUBLEVERIFY HLDGS INC 0.0%
Value $407K Shares 37,500 Est. Cost Unrealized
CHRN CHRONOSCALE CORP 0.0%
Value $399K Shares 17,974 Est. Cost Unrealized
GRRR GORILLA TECHNOLOGY GROUP INC 0.0%
Value $398K Shares 20,000 Est. Cost Unrealized
NVCT NUVECTIS PHARMA INC 0.0%
Value $386K Shares 21,000 Est. Cost Unrealized
AKAM AKAMAI TECHNOLOGIES INC 0.0%
Value $384K Shares 3,250 Est. Cost Unrealized
AVGO BROADCOM INC 0.0%
Value $378K Shares 1,000 Est. Cost Unrealized
BLD TOPBUILD COR 0.0%
Value $376K Shares 1,060 Est. Cost Unrealized
GLD SPDR GOLD TR 0.0%
Value $368K Shares 1,000 Est. Cost Unrealized
YPF YPF SOCIEDAD ANONIMA 0.0%
Value $364K Shares 8,000 Est. Cost Unrealized
AMTM AMENTUM HOLDINGS INC 0.0%
Value $362K Shares 17,500 Est. Cost Unrealized
SOFI SOFI TECHNOLOGIES INC 0.0%
Value $360K Shares 20,100 Est. Cost Unrealized
ACM AECOM 0.0%
Value $349K Shares 5,000 Est. Cost Unrealized
GPGI GPGI INC 0.0%
Value $349K Shares 22,000 Est. Cost Unrealized
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value $347K Shares 20,000 Est. Cost Unrealized
ESTC ELASTIC N V 0.0%
Value $342K Shares 6,000 Est. Cost Unrealized
MLI MUELLER INDS INC 0.0%
Value $339K Shares 2,761 Est. Cost Unrealized
QNCX QUINCE THERAPEUTICS INC 0.0%
Value $329K Shares 17,468 Est. Cost Unrealized
TSCO TRACTOR SUPPLY CO 0.0%
Value $326K Shares 10,300 Est. Cost Unrealized
DASH DOORDASH INC 0.0%
Value $323K Shares 1,750 Est. Cost Unrealized
BKD BROOKDALE SR LIVING INC 0.0%
Value $322K Shares 20,000 Est. Cost Unrealized
DCH DAUCH CORP 0.0%
Value $317K Shares 58,496 Est. Cost Unrealized
SMCI SUPER MICRO COMPUTER INC 0.0%
Value $293K Shares 10,000 Est. Cost Unrealized
DECK DECKERS OUTDOOR CORP 0.0%
Value $290K Shares 2,925 Est. Cost Unrealized
SOXL DIREXION SHARES ETF TRUST 0.0%
Value $280K Shares 1,050 Est. Cost Unrealized
RAAQ REAL ASSET ACQUISITION CORP 0.0%
Value $278K Shares 25,725 Est. Cost Unrealized
ACI ALBERTSONS COMPANIES INC 0.0%
Value $271K Shares 20,000 Est. Cost Unrealized
EAT BRINKER INTL INC 0.0%
Value $269K Shares 1,600 Est. Cost Unrealized
WBD WARNER BROS DISCOVERY INC 0.0%
Value $267K Shares 10,000 Est. Cost Unrealized
FOXA FOX CORP 0.0%
Value $261K Shares 5,000 Est. Cost Unrealized
SANM SANMINA CORP 0.0%
Value $253K Shares 1,000 Est. Cost Unrealized
RITM RITHM CAPITAL CORP 0.0%
Value $253K Shares 26,905 Est. Cost Unrealized
ELDN ELEDON PHARMACEUTICALS INC 0.0%
Value $252K Shares 64,000 Est. Cost Unrealized
VOR VOR BIOPHARMA INC 0.0%
Value $252K Shares 13,695 Est. Cost Unrealized
TWLO TWILIO INC 0.0%
Value $248K Shares 1,200 Est. Cost Unrealized
TER TERADYNE INC 0.0%
Value $242K Shares 500 Est. Cost Unrealized
CTRI CENTURI HOLDINGS INC 0.0%
Value $242K Shares 8,000 Est. Cost Unrealized
CPRX CATALYST PHARMACEUTICALS INC 0.0%
Value $236K Shares 7,500 Est. Cost Unrealized
CAVA CAVA GROUP INC 0.0%
Value $235K Shares 3,000 Est. Cost Unrealized
FOX FOX CORP 0.0%
Value $234K Shares 5,000 Est. Cost Unrealized
LVS LAS VEGAS SANDS CORP 0.0%
Value $231K Shares 5,000 Est. Cost Unrealized
BH/A BIGLARI HLDGS INC 0.0%
Value $227K Shares 108 Est. Cost Unrealized
DVN DEVON ENERGY CORP NEW 0.0%
Value $227K Shares 5,500 Est. Cost Unrealized
VIAV VIAVI SOLUTIONS INC 0.0%
Value $227K Shares 4,750 Est. Cost Unrealized
FIG FIGMA INC 0.0%
Value $226K Shares 12,510 Est. Cost Unrealized
CARG CARGURUS INC 0.0%
Value $222K Shares 6,500 Est. Cost Unrealized
BRZE BRAZE INC 0.0%
Value $217K Shares 10,000 Est. Cost Unrealized
ADI ANALOG DEVICES INC 0.0%
Value $209K Shares 525 Est. Cost Unrealized
LEN LENNAR CORP 0.0%
Value $208K Shares 2,300 Est. Cost Unrealized
CNM CORE & MAIN INC 0.0%
Value $203K Shares 4,200 Est. Cost Unrealized
VACI VIKING ACQUISITION CORP I 0.0%
Value $193K Shares 18,849 Est. Cost Unrealized
PATH UIPATH INC 0.0%
Value $190K Shares 17,503 Est. Cost Unrealized
AXINR AXIOM INTELLIGENCE AC CORP 1 0.0%
Value $174K Shares 469,797 Est. Cost Unrealized
HTZ HERTZ GLOBAL HLDGS INC 0.0%
Value $171K Shares 75,500 Est. Cost Unrealized
OPAD OFFERPAD SOLUTIONS INC 0.0%
Value $168K Shares 33,983 Est. Cost Unrealized
EMPD EMPERY DIGITAL INC 0.0%
Value $159K Shares 44,667 Est. Cost Unrealized
KOS KOSMOS ENERGY LTD 0.0%
Value $158K Shares 75,000 Est. Cost Unrealized
IMSR TERRESTRIAL ENERGY INC 0.0%
Value $142K Shares 20,000 Est. Cost Unrealized
NWAX NEW AMER ACQUISITION I CORP 0.0%
Value $141K Shares 13,925 Est. Cost Unrealized
JMIA JUMIA TECHNOLOGIES AG 0.0%
Value $141K Shares 20,000 Est. Cost Unrealized
AIRJ AIRJOULE TECHNOLOGIES CORP 0.0%
Value $139K Shares 25,000 Est. Cost Unrealized
SSACR SPACSPHERE ACQUISITION CORP 0.0%
Value $126K Shares 742,640 Est. Cost Unrealized
SFIX STITCH FIX INC 0.0%
Value $123K Shares 30,000 Est. Cost Unrealized
RRGB RED ROBIN GOURMET BURGERS IN 0.0%
Value $115K Shares 14,347 Est. Cost Unrealized
EVEX EVE HLDG INC 0.0%
Value $100K Shares 40,000 Est. Cost Unrealized
CLF CLEVELAND-CLIFFS INC NEW 0.0%
Value $93,900 Shares 10,000 Est. Cost Unrealized
RYAM RAYONIER ADVANCED MATLS INC 0.0%
Value $89,297 Shares 11,361 Est. Cost Unrealized
RDNW RIDENOW GROUP INC 0.0%
Value $83,909 Shares 12,599 Est. Cost Unrealized
IVA INVENTIVA SA 0.0%
Value $82,672 Shares 21,871 Est. Cost Unrealized
DGXX DIGI PWR X INC 0.0%
Value $81,750 Shares 15,000 Est. Cost Unrealized
GETY GETTY IMAGES HOLDINGS INC 0.0%
Value $73,100 Shares 85,000 Est. Cost Unrealized
MYPS PLAYSTUDIOS INC 0.0%
Value $72,412 Shares 145,114 Est. Cost Unrealized
SKBL SKYLINE BLDRS GROUP HLDG LTD 0.0%
Value $70,251 Shares 22,735 Est. Cost Unrealized
EPRX EUPRAXIA PHARMACEUTICALS INC 0.0%
Value $66,100 Shares 10,000 Est. Cost Unrealized
EXYN EXYN TECHNOLOGIES INC 0.0%
Value $65,000 Shares 12,500 Est. Cost Unrealized
BMM BLUE MOON METALS INC 0.0%
Value $63,900 Shares 10,000 Est. Cost Unrealized
ORBS EIGHTCO HOLDINGS INC 0.0%
Value $57,101 Shares 82,100 Est. Cost Unrealized
MKLYR MCKINLEY ACQUISITION CORP 0.0%
Value $49,695 Shares 231,192 Est. Cost Unrealized
IPCXR INFLECTION PT ACQUISITION CO 0.0%
Value $45,000 Shares 100,000 Est. Cost Unrealized
AGH AUREUS GREENWAY HLDGS INC 0.0%
Value $39,900 Shares 10,000 Est. Cost Unrealized
PULM PULMATRIX INC 0.0%
Value $32,057 Shares 18,857 Est. Cost Unrealized
GPRO GOPRO INC 0.0%
Value $24,896 Shares 32,000 Est. Cost Unrealized
BKHAR BLACK HAWK ACQUISITION CORP 0.0%
Value $20,025 Shares 11,378 Est. Cost Unrealized

Increased Positions (114)

TTWO TAKE-TWO INTERACTIVE SOFTWAR 4.4%
Value $68.87M (+5711.8%) Shares 275,500 (+4491.7%) Est. Cost Unrealized
CXW CORECIVIC INC 3.5%
Value $54.29M (+614.2%) Shares 1,787,000 (+344.5%) Est. Cost Unrealized
IWM ISHARES TR 3.1%
Value $48.61M (+553.4%) Shares 161,800 (+439.3%) Est. Cost Unrealized
META META PLATFORMS INC 2.8%
Value $43.09M (+115.2%) Shares 76,500 (+118.6%) Est. Cost Unrealized
AMZN AMAZON COM INC 1.8%
Value $27.84M (+222.1%) Shares 116,800 (+181.4%) Est. Cost Unrealized
FTAI FTAI AVIATION LTD 4.0%
Value $62.72M (+42.1%) Shares 231,850 (+28.7%) Est. Cost Unrealized
PCT PURECYCLE TECHNOLOGIES INC 2.4%
Value $37.64M (+87.4%) Shares 4,641,331 (+20.0%) Est. Cost Unrealized
XPOF XPONENTIAL FITNESS INC 1.2%
Value $18.65M (+188.5%) Shares 2,694,483 (+151.0%) Est. Cost Unrealized
HOOD ROBINHOOD MKTS INC 0.7%
Value $11.43M (+1274.7%) Shares 114,000 (+850.0%) Est. Cost Unrealized
AMZN AMAZON COM INC 1.0%
Value $15.36M (+120.3%) Shares 64,449 (+92.5%) Est. Cost Unrealized
GEO GEO GROUP INC 0.9%
Value $14.48M (+127.8%) Shares 489,900 (+29.6%) Est. Cost Unrealized
NVDA NVIDIA CORPORATION 1.7%
Value $26.83M (+43.1%) Shares 134,100 (+24.7%) Est. Cost Unrealized
BABA ALIBABA GROUP HLDG LTD 0.6%
Value $9.78M (+345.5%) Shares 101,900 (+482.3%) Est. Cost Unrealized
CELH CELSIUS HLDGS INC 1.6%
Value $25.12M (+37.6%) Shares 857,900 (+66.8%) Est. Cost Unrealized
DUOT DUOS TECHNOLOGIES GROUP INC 0.7%
Value $11.18M (+146.5%) Shares 931,635 (+40.9%) Est. Cost Unrealized
WBD WARNER BROS DISCOVERY INC 0.7%
Value $11.43M (+135.9%) Shares 428,668 (+143.0%) Est. Cost Unrealized
NFLX NETFLIX INC. 0.4%
Value $6.783M (+1467.7%) Shares 95,000 (+2011.1%) Est. Cost Unrealized
TH TARGET HOSPITALITY CORP 0.7%
Value $10.28M (+146.2%) Shares 505,000 (+12.2%) Est. Cost Unrealized
GLNG GOLAR LNG LTD 1.4%
Value $21.68M (+30.9%) Shares 435,000 (+42.2%) Est. Cost Unrealized
QXO QXO INC 0.4%
Value $6.478M (+360.1%) Shares 374,892 (+417.1%) Est. Cost Unrealized
GOOGL ALPHABET INC 0.6%
Value $10.01M (+90.2%) Shares 28,000 (+53.0%) Est. Cost Unrealized
PZZA PAPA JOHNS INTL INC 1.1%
Value $16.58M (+35.1%) Shares 450,966 (+19.1%) Est. Cost Unrealized
REAL THE REALREAL INC 0.4%
Value $6.64M (+171.9%) Shares 563,162 (+109.4%) Est. Cost Unrealized
WBD WARNER BROS DISCOVERY INC 0.4%
Value $6.22M (+155.4%) Shares 233,300 (+163.0%) Est. Cost Unrealized
SNAP SNAP INC 0.2%
Value $3.552M (+2382.9%) Shares 800,000 (+2472.3%) Est. Cost Unrealized
TBCH TURTLE BEACH CORP 0.6%
Value $9.889M (+52.2%) Shares 794,311 (+24.0%) Est. Cost Unrealized
APLD APPLIED DIGITAL CORP 0.4%
Value $6.539M (+95.4%) Shares 175,321 (+24.3%) Est. Cost Unrealized
META META PLATFORMS INC 0.4%
Value $6.055M (+96.9%) Shares 10,750 (+100.0%) Est. Cost Unrealized
CEPT CANTOR EQUITY PARTNERS II IN 0.3%
Value $4.232M (+192.7%) Shares 315,314 (+137.5%) Est. Cost Unrealized
SLV ISHARES SILVER TR 0.3%
Value $4.812M (+101.8%) Shares 90,000 (+157.1%) Est. Cost Unrealized
NOW SERVICENOW INC 0.3%
Value $4.964M (+93.8%) Shares 50,000 (+104.1%) Est. Cost Unrealized
TDAY USA TODAY CO INC 0.7%
Value $11.54M (+23.6%) Shares 1,349,983 (+1.9%) Est. Cost Unrealized
GOOGL ALPHABET INC 0.3%
Value $4.592M (+78.4%) Shares 12,850 (+43.6%) Est. Cost Unrealized
AXON AXON ENTERPRISE INC 0.2%
Value $2.803M (+230.0%) Shares 5,000 (+150.0%) Est. Cost Unrealized
SIRI SIRIUSXM HOLDINGS INC 0.2%
Value $3.626M (+115.3%) Shares 122,757 (+68.2%) Est. Cost Unrealized
BRSL BRIGHTSTAR LOTTERY PLC 0.5%
Value $8.158M (+29.4%) Shares 761,000 (+53.8%) Est. Cost Unrealized
TSLL DIREXION SHARES ETF TRUST 0.1%
Value $2.23M (+439.9%) Shares 157,500 (+363.2%) Est. Cost Unrealized
BCAR D. BORAL ARC ACQ I CORP. 0.6%
Value $8.592M (+25.6%) Shares 823,786 (+21.9%) Est. Cost Unrealized
USO UNITED STS OIL FD LP 0.5%
Value $8.515M (+25.5%) Shares 80,000 (+50.1%) Est. Cost Unrealized
TLT ISHARES TR 0.3%
Value $4.14M (+71.1%) Shares 47,900 (+71.7%) Est. Cost Unrealized
GNW GENWORTH FINL INC 0.6%
Value $8.807M (+22.8%) Shares 930,000 (+5.3%) Est. Cost Unrealized
NOW SERVICENOW INC 0.1%
Value $2.125M (+212.6%) Shares 21,400 (+229.2%) Est. Cost Unrealized
NUAI NEW ERA ENERGY & DIGITAL INC 0.1%
Value $1.834M (+258.1%) Shares 287,510 (+127.9%) Est. Cost Unrealized
MANE VERADERMICS INC 0.2%
Value $2.336M (+105.5%) Shares 19,000 (+5.6%) Est. Cost Unrealized
IGIC INTL GNRL INSURANCE HLDNGS L 0.4%
Value $5.913M (+24.8%) Shares 225,937 (+15.5%) Est. Cost Unrealized
RVMD REVOLUTION MEDICINES INC 0.2%
Value $2.341M (+100.6%) Shares 12,500 (+4.2%) Est. Cost Unrealized
KWEB KRANESHARES TRUST 0.1%
Value $2.141M (+115.2%) Shares 87,500 (+150.0%) Est. Cost Unrealized
MSFT MICROSOFT CORP 0.3%
Value $4.793M (+29.5%) Shares 12,850 (+28.5%) Est. Cost Unrealized
SRI STONERIDGE INC 0.1%
Value $1.684M (+175.8%) Shares 230,000 (+82.0%) Est. Cost Unrealized
UNP UNION PAC CORP 0.1%
Value $2.122M (+98.7%) Shares 7,800 (+77.3%) Est. Cost Unrealized
HPE HEWLETT PACKARD ENTERPRISE C 0.1%
Value $1.263M (+430.5%) Shares 28,000 (+180.0%) Est. Cost Unrealized
CWH CAMPING WORLD HLDGS INC 0.3%
Value $4.236M (+29.7%) Shares 555,167 (+16.1%) Est. Cost Unrealized
FACT FACT II ACQUISITION CORP 0.2%
Value $2.548M (+61.5%) Shares 239,678 (+59.5%) Est. Cost Unrealized
CURV TORRID HLDGS INC 0.1%
Value $1.28M (+269.8%) Shares 684,359 (+252.0%) Est. Cost Unrealized
BABA ALIBABA GROUP HLDG LTD 0.3%
Value $3.983M (-18.6%) Shares 41,500 (+6.4%) Est. Cost Unrealized
REAX THE REAL BROKERAGE INC 0.4%
Value $6.598M (-11.9%) Shares 3,625,000 (+21.0%) Est. Cost Unrealized
GO GROCERY OUTLET HLDG CORP 0.1%
Value $998K (+548.6%) Shares 100,000 (+358.1%) Est. Cost Unrealized
BBBY BED BATH & BEYOND INC 0.2%
Value $3.777M (+27.5%) Shares 652,328 (+2.2%) Est. Cost Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.2%
Value $2.497M (+44.4%) Shares 75,000 (+66.7%) Est. Cost Unrealized
BCAX BICARA THERAPEUTICS INC 0.1%
Value $2.019M (+59.8%) Shares 68,000 (+7.1%) Est. Cost Unrealized
HYMC HYCROFT MINING HOLDING CORP 0.2%
Value $3.161M (-18.0%) Shares 135,067 (+23.3%) Est. Cost Unrealized
PCSC PERCEPTIVE CAP SOLUTIONS COR 0.1%
Value $2.327M (+40.5%) Shares 213,912 (+41.7%) Est. Cost Unrealized
PLCE CHILDRENS PL INC NEW 0.2%
Value $2.822M (+29.4%) Shares 925,244 (+42.6%) Est. Cost Unrealized
EOSE EOS ENERGY ENTERPRISES INC 0.1%
Value $1.15M (+118.8%) Shares 195,600 (+84.5%) Est. Cost Unrealized
EOSE EOS ENERGY ENTERPRISES INC 0.2%
Value $3.469M (+21.7%) Shares 590,000 (+2.7%) Est. Cost Unrealized
AZ A2Z CUST2MATE SOLUTIONS CORP 0.9%
Value $14.47M (+4.3%) Shares 2,487,000 (+19.5%) Est. Cost Unrealized
KSS KOHLS CORP 0.1%
Value $861K (+211.5%) Shares 48,567 (+126.8%) Est. Cost Unrealized
LEU CENTRUS ENERGY CORP 0.1%
Value $1.763M (+47.2%) Shares 10,500 (+52.2%) Est. Cost Unrealized
COLA COLUMBUS ACQUISITION CORP 0.0%
Value $756K (+241.7%) Shares 71,005 (+236.9%) Est. Cost Unrealized
PJT PJT PARTNERS INC 0.1%
Value $1.509M (+40.3%) Shares 10,000 (+29.9%) Est. Cost Unrealized
EMBJ EMBRAER S.A. 0.1%
Value $957K (+79.2%) Shares 15,000 (+66.7%) Est. Cost Unrealized
LITE LUMENTUM HLDGS INC 0.0%
Value $729K (+130.6%) Shares 850 (+88.9%) Est. Cost Unrealized
INFQ INFLEQTION INC 0.0%
Value $664K (+140.0%) Shares 49,817 (+76.7%) Est. Cost Unrealized
VKTX VIKING THERAPEUTICS INC 0.1%
Value $1.404M (+37.4%) Shares 36,000 (+14.6%) Est. Cost Unrealized
SKLZ FIRY INC 0.0%
Value $411K (+941.6%) Shares 40,389 (+165.0%) Est. Cost Unrealized
HQY HEALTHEQUITY INC 0.1%
Value $1.445M (+33.0%) Shares 16,000 (+23.1%) Est. Cost Unrealized
FIVE FIVE BELOW INC 0.1%
Value $1.798M (-13.4%) Shares 10,000 (+10.0%) Est. Cost Unrealized
ORLY OREILLY AUTOMOTIVE INC 0.1%
Value $921K (+41.5%) Shares 10,000 (+41.8%) Est. Cost Unrealized
BIDU BAIDU INC 0.2%
Value $2.994M (+9.7%) Shares 26,200 (+6.9%) Est. Cost Unrealized
BURL BURLINGTON STORES INC 0.0%
Value $634K (+71.3%) Shares 2,000 (+75.9%) Est. Cost Unrealized
ATI ATI INC 0.0%
Value $641K (+69.4%) Shares 3,250 (+25.0%) Est. Cost Unrealized
SPGI S&P GLOBAL INC 0.0%
Value $611K (+69.0%) Shares 1,500 (+76.5%) Est. Cost Unrealized
IMSR TERRESTRIAL ENERGY INC 0.1%
Value $953K (+34.3%) Shares 134,539 (+13.9%) Est. Cost Unrealized
AVGO BROADCOM INC 0.1%
Value $1.086M (+27.6%) Shares 2,875 (+4.5%) Est. Cost Unrealized
TLPH TALPHERA INC 0.0%
Value $418K (+123.8%) Shares 405,764 (+62.3%) Est. Cost Unrealized
TROX TRONOX HOLDINGS PLC 0.0%
Value $666K (-23.2%) Shares 105,700 (+19.2%) Est. Cost Unrealized
MP MP MATERIALS CORP 0.1%
Value $1.26M (+18.7%) Shares 22,498 (+2.3%) Est. Cost Unrealized
BKR BAKER HUGHES COMPANY 0.0%
Value $427K (+74.9%) Shares 7,696 (+92.4%) Est. Cost Unrealized
KC KINGSOFT CLOUD HLDGS LTD 0.0%
Value $443K (-27.0%) Shares 49,000 (+7.7%) Est. Cost Unrealized
CC CHEMOURS CO 0.1%
Value $2.216M (+7.5%) Shares 108,000 (+15.4%) Est. Cost Unrealized
RTAC RENATUS TACTICAL ACQUIS 0.0%
Value $520K (+37.6%) Shares 49,604 (+35.0%) Est. Cost Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value $350K (+59.5%) Shares 3,000 (+100.0%) Est. Cost Unrealized
BYND BEYOND MEAT INC 0.0%
Value $483K (+34.3%) Shares 644,329 (+25.6%) Est. Cost Unrealized
KWEB KRANESHARES TRUST 0.2%
Value $2.447M (-4.4%) Shares 100,000 (+11.1%) Est. Cost Unrealized
ALCY ALCHEMY INVTS ACQUISITN CORP 0.0%
Value $444K (+28.4%) Shares 37,248 (+27.9%) Est. Cost Unrealized
NEUP NEUPHORIA THERAPEUTICS INC 0.0%
Value $681K (+10.8%) Shares 155,822 (+3.2%) Est. Cost Unrealized
MAPS WM TECHNOLOGY INC 0.0%
Value $161K (-26.6%) Shares 410,041 (+23.1%) Est. Cost Unrealized
VRA VERA BRADLEY INC 0.0%
Value $211K (+33.4%) Shares 54,167 (+8.3%) Est. Cost Unrealized
CYAB CYABRA INC 0.0%
Value $46,208 (-52.8%) Shares 117,877 (+123.0%) Est. Cost Unrealized
PRPL PURPLE INNOVATION INC 0.0%
Value $133K (+61.5%) Shares 371,207 (+199.1%) Est. Cost Unrealized
OABI OMNIAB INC 0.0%
Value $127K (+62.5%) Shares 51,500 (+3.7%) Est. Cost Unrealized
EA ELECTRONIC ARTS INC 0.0%
Value $247K (+21.3%) Shares 1,206 (+20.6%) Est. Cost Unrealized
RPT RITHM PPTY TR INC 0.0%
Value $422K (+8.9%) Shares 29,276 (+1.3%) Est. Cost Unrealized
UPB UPSTREAM BIO INC 0.0%
Value $125K (+38.4%) Shares 18,000 (+80.0%) Est. Cost Unrealized
MNRO MONRO INC 0.0%
Value $308K (+10.3%) Shares 18,000 (+3.4%) Est. Cost Unrealized
ARBE ARBE ROBOTICS LTD 0.0%
Value $85,732 (+39.2%) Shares 103,292 (+2.3%) Est. Cost Unrealized
HOLO MICROCLOUD HOLOGRAM INC 0.0%
Value $84,700 (+37.7%) Shares 55,000 (+83.3%) Est. Cost Unrealized
TTEC TTEC HLDGS INC 0.0%
Value $70,911 (-15.5%) Shares 36,552 (+8.9%) Est. Cost Unrealized
GWH ESS TECH INC 0.0%
Value $200K (-5.2%) Shares 210,146 (+16.7%) Est. Cost Unrealized
EVGO EVGO INC 0.0%
Value $24,316 (+34.2%) Shares 12,731 (+20.9%) Est. Cost Unrealized
AEMD AETHLON MED INC 0.0%
Value $25,585 (-17.3%) Shares 31,072 (+120.0%) Est. Cost Unrealized
PSQH PSQ HOLDINGS INC 0.0%
Value $24,341 (-17.0%) Shares 60,430 (+9.2%) Est. Cost Unrealized
SPRO SPERO THERAPEUTICS INC 0.0%
Value $160K (-2.8%) Shares 72,391 (+2.9%) Est. Cost Unrealized
BOLT BOLT BIOTHERAPEUTICS INC 0.0%
Value $59,436 (-1.3%) Shares 15,438 (+3.6%) Est. Cost Unrealized

Exited Positions (207)

META META PLATFORMS INC 1.1%
Value $17.16M Shares 30,000 Est. Cost Unrealized
TSLA TESLA INC 0.8%
Value $13.01M Shares 35,000 Est. Cost Unrealized
CORZ CORE SCIENTIFIC INC NEW 0.8%
Value $12.38M Shares 827,500 Est. Cost Unrealized
APTV APTIV PLC 0.7%
Value $11.32M Shares 163,000 Est. Cost Unrealized
INTC INTEL CORP 0.6%
Value $8.87M Shares 201,000 Est. Cost Unrealized
XXI TWENTY ONE CAP INC 0.5%
Value $7.289M Shares 1,138,884 Est. Cost Unrealized
XLE SELECT SECTOR SPDR TR 0.4%
Value $6.585M Shares 107,500 Est. Cost Unrealized
GRPN GROUPON INC 0.4%
Value $5.95M Shares 500,000 Est. Cost Unrealized
BJRI BJS RESTAURANTS INC 0.4%
Value $5.584M Shares 159,100 Est. Cost Unrealized
IPX IPERIONX LTD 0.4%
Value $5.547M Shares 213,000 Est. Cost Unrealized
ARKK ARK ETF TR 0.3%
Value $4.731M Shares 70,000 Est. Cost Unrealized
MSFT MICROSOFT CORP 0.3%
Value $4.516M Shares 12,200 Est. Cost Unrealized
INTC INTEL CORP 0.3%
Value $4.413M Shares 100,000 Est. Cost Unrealized
APD AIR PRODUCTS AND CHEMICALS I 0.2%
Value $3.805M Shares 13,100 Est. Cost Unrealized
CORZ CORE SCIENTIFIC INC NEW 0.2%
Value $3.703M Shares 247,500 Est. Cost Unrealized
HYG ISHARES TR 0.2%
Value $3.668M Shares 46,100 Est. Cost Unrealized
GIG GIGCAPITAL7 CORP 0.2%
Value $3.665M Shares 344,170 Est. Cost Unrealized
XLP SELECT SECTOR SPDR TR 0.2%
Value $2.787M Shares 34,000 Est. Cost Unrealized
GFL GFL ENVIRONMENTAL INC 0.2%
Value $2.712M Shares 65,000 Est. Cost Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value $2.703M Shares 5,500 Est. Cost Unrealized
PPTA PERPETUA RESOURCES CORP 0.2%
Value $2.531M Shares 90,000 Est. Cost Unrealized
GEO GEO GROUP INC 0.2%
Value $2.522M Shares 150,000 Est. Cost Unrealized
CINF CINCINNATI FINL CORP 0.2%
Value $2.36M Shares 15,000 Est. Cost Unrealized
CVX CHEVRON CORPORATION 0.1%
Value $2.069M Shares 10,000 Est. Cost Unrealized
INDA ISHARES TR 0.1%
Value $1.991M Shares 42,500 Est. Cost Unrealized
SMH VANECK ETF TRUST 0.1%
Value $1.917M Shares 5,000 Est. Cost Unrealized
BABA ALIBABA GROUP HLDG LTD 0.1%
Value $1.882M Shares 15,000 Est. Cost Unrealized
BL BLACKLINE INC 0.1%
Value $1.843M Shares 49,820 Est. Cost Unrealized
HUT HUT 8 CORP 0.1%
Value $1.736M Shares 37,000 Est. Cost Unrealized
SMTC SEMTECH CORP 0.1%
Value $1.708M Shares 22,210 Est. Cost Unrealized
NKE NIKE INC 0.1%
Value $1.69M Shares 32,000 Est. Cost Unrealized
FWRD FORWARD AIR CORP 0.1%
Value $1.671M Shares 100,000 Est. Cost Unrealized
MOS MOSAIC CO 0.1%
Value $1.657M Shares 65,000 Est. Cost Unrealized
PSLV SPROTT ASSET MANAGEMENT LP 0.1%
Value $1.463M Shares 60,000 Est. Cost Unrealized
BARK BARK INC 0.1%
Value $1.458M Shares 2,877,253 Est. Cost Unrealized
EWZ ISHARES INC 0.1%
Value $1.44M Shares 37,500 Est. Cost Unrealized
NSC NORFOLK SOUTHN CORP 0.1%
Value $1.435M Shares 5,000 Est. Cost Unrealized
APGE APOGEE THERAPEUTICS INC 0.1%
Value $1.389M Shares 16,500 Est. Cost Unrealized
ALIT ALIGHT INC 0.1%
Value $1.365M Shares 2,342,600 Est. Cost Unrealized
HON HONEYWELL INTL INC 0.1%
Value $1.356M Shares 6,000 Est. Cost Unrealized
NVRI ENVIRI CORP 0.1%
Value $1.295M Shares 66,000 Est. Cost Unrealized
QQQ INVESCO QQQ TR 0.1%
Value $1.27M Shares 2,200 Est. Cost Unrealized
BSX BOSTON SCIENTIFIC CORP 0.1%
Value $1.255M Shares 20,000 Est. Cost Unrealized
CLSK CLEANSPARK INC 0.1%
Value $1.234M Shares 145,000 Est. Cost Unrealized
RL RALPH LAUREN CORP 0.1%
Value $1.204M Shares 3,500 Est. Cost Unrealized
RAL RALLIANT CORP 0.1%
Value $1.152M Shares 27,710 Est. Cost Unrealized
UBER UBER TECHNOLOGIES INC 0.1%
Value $1.115M Shares 15,500 Est. Cost Unrealized
XOP SPDR SERIES TRUST 0.1%
Value $1.091M Shares 6,000 Est. Cost Unrealized
AAL AMERICAN AIRLINES GROUP INC 0.1%
Value $1.053M Shares 98,000 Est. Cost Unrealized
NET CLOUDFLARE INC 0.1%
Value $1.032M Shares 5,000 Est. Cost Unrealized
PACS PACS GROUP INC 0.1%
Value $964K Shares 30,000 Est. Cost Unrealized
BILL BILL HOLDINGS INC 0.1%
Value $958K Shares 25,000 Est. Cost Unrealized
ULTA ULTA BEAUTY INC 0.1%
Value $941K Shares 1,800 Est. Cost Unrealized
EWY ISHARES INC 0.1%
Value $923K Shares 7,500 Est. Cost Unrealized
OLLI OLLIES BARGAIN OUTLET HLDGS 0.1%
Value $920K Shares 10,000 Est. Cost Unrealized
ELF E L F BEAUTY INC 0.1%
Value $909K Shares 15,000 Est. Cost Unrealized
PIMCO CORPORATE & INCOME OPP 0.1%
Value $898K Shares 74,470 Est. Cost Unrealized
ELV ELEVANCE HEALTH INC FORMERLY 0.1%
Value $878K Shares 3,000 Est. Cost Unrealized
APG API GROUP CORP 0.1%
Value $868K Shares 21,420 Est. Cost Unrealized
OSCR OSCAR HEALTH INC 0.1%
Value $858K Shares 74,837 Est. Cost Unrealized
NTNX NUTANIX INC 0.1%
Value $855K Shares 22,500 Est. Cost Unrealized
EKSO EKSO BIONICS HLDGS INC 0.1%
Value $855K Shares 80,250 Est. Cost Unrealized
NUVL NUVALENT INC 0.1%
Value $848K Shares 8,275 Est. Cost Unrealized
MOO VANECK ETF TRUST 0.1%
Value $845K Shares 10,000 Est. Cost Unrealized
EG EVEREST GROUP LTD 0.1%
Value $817K Shares 2,500 Est. Cost Unrealized
ICHR ICHOR HOLDINGS 0.1%
Value $816K Shares 17,500 Est. Cost Unrealized
WLTH WEALTHFRONT CORP 0.1%
Value $809K Shares 87,473 Est. Cost Unrealized
VC VISTEON CORP 0.0%
Value $756K Shares 8,300 Est. Cost Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value $731K Shares 5,000 Est. Cost Unrealized
EL LAUDER ESTEE COS INC 0.0%
Value $718K Shares 10,000 Est. Cost Unrealized
VMI VALMONT INDS INC 0.0%
Value $699K Shares 1,750 Est. Cost Unrealized
SHLS SHOALS TECHNOLOGIES GROUP IN 0.0%
Value $674K Shares 102,500 Est. Cost Unrealized
SPY STATE STR SPDR S&P 500 ETF T 0.0%
Value $650K Shares 1,000 Est. Cost Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value $640K Shares 20,000 Est. Cost Unrealized
BH BIGLARI HLDGS INC 0.0%
Value $631K Shares 1,915 Est. Cost Unrealized
SARO STANDARDAERO INC 0.0%
Value $615K Shares 23,796 Est. Cost Unrealized
EBAY EBAY INC. 0.0%
Value $614K Shares 6,750 Est. Cost Unrealized
MDB MONGODB INC 0.0%
Value $612K Shares 2,500 Est. Cost Unrealized
TGT TARGET CORP 0.0%
Value $606K Shares 5,000 Est. Cost Unrealized
MKSI MKS INC. 0.0%
Value $603K Shares 2,625 Est. Cost Unrealized
HPP HUDSON PACIFIC PROPERTIES IN 0.0%
Value $603K Shares 102,000 Est. Cost Unrealized
LAR LITHIUM ARGENTINA AG 0.0%
Value $601K Shares 90,000 Est. Cost Unrealized
BTC GRAYSCALE BITCOIN MINI TR ET 0.0%
Value $600K Shares 20,000 Est. Cost Unrealized
EME EMCOR GROUP INC 0.0%
Value $591K Shares 800 Est. Cost Unrealized
AMAT APPLIED MATLS INC 0.0%
Value $590K Shares 1,725 Est. Cost Unrealized
LRCX LAM RESEARCH CORP 0.0%
Value $577K Shares 2,700 Est. Cost Unrealized
AGO ASSURED GUARANTY LTD 0.0%
Value $570K Shares 7,000 Est. Cost Unrealized
NTNX NUTANIX INC 0.0%
Value $570K Shares 15,000 Est. Cost Unrealized
ROKU ROKU INC 0.0%
Value $568K Shares 6,000 Est. Cost Unrealized
UNM UNUM GROUP 0.0%
Value $548K Shares 7,500 Est. Cost Unrealized
TFII TRANSFORCE INC 0.0%
Value $543K Shares 5,000 Est. Cost Unrealized
SPIR SPIRE GLOBAL INC 0.0%
Value $542K Shares 43,120 Est. Cost Unrealized
PSN PARSONS CORP DEL 0.0%
Value $542K Shares 10,000 Est. Cost Unrealized
AJG GALLAGHER ARTHUR J & CO 0.0%
Value $541K Shares 2,500 Est. Cost Unrealized
VKTX VIKING THERAPEUTICS INC 0.0%
Value $537K Shares 16,500 Est. Cost Unrealized
HALO HALOZYME THERAPEUTICS INC 0.0%
Value $517K Shares 8,000 Est. Cost Unrealized
DRVN DRIVEN BRANDS HLDGS INC 0.0%
Value $516K Shares 40,900 Est. Cost Unrealized
HD HOME DEPOT INC 0.0%
Value $493K Shares 1,500 Est. Cost Unrealized
XPOF XPONENTIAL FITNESS INC 0.0%
Value $481K Shares 79,900 Est. Cost Unrealized
IGV ISHARES TR 0.0%
Value $476K Shares 5,950 Est. Cost Unrealized
CRDO CREDO TECHNOLOGY GROUP HOLDI 0.0%
Value $469K Shares 5,000 Est. Cost Unrealized
FROG JFROG LTD 0.0%
Value $446K Shares 9,500 Est. Cost Unrealized
LAD LITHIA MTRS INC 0.0%
Value $443K Shares 1,775 Est. Cost Unrealized
MRAM EVERSPIN TECHNOLOGIES INC 0.0%
Value $440K Shares 50,000 Est. Cost Unrealized
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value $435K Shares 6,000 Est. Cost Unrealized
COST COSTCO WHOLESALE CORPORATION 0.0%
Value $423K Shares 425 Est. Cost Unrealized
SEE SEALED AIR CORP NEW 0.0%
Value $421K Shares 10,000 Est. Cost Unrealized
APLS APELLIS PHARMACEUTICALS INC 0.0%
Value $416K Shares 10,347 Est. Cost Unrealized
JEF JEFFERIES FINANCIAL GROUP IN 0.0%
Value $413K Shares 10,000 Est. Cost Unrealized
WHR WHIRLPOOL CORP 0.0%
Value $404K Shares 7,500 Est. Cost Unrealized
DOCU DOCUSIGN INC 0.0%
Value $403K Shares 8,500 Est. Cost Unrealized
CDNL CARDINAL INFRASTRUCTURE GROU 0.0%
Value $397K Shares 10,000 Est. Cost Unrealized
CE CELANESE CORP DEL 0.0%
Value $395K Shares 6,000 Est. Cost Unrealized
VVV VALVOLINE INC 0.0%
Value $394K Shares 11,700 Est. Cost Unrealized
UCO PROSHARES TR II 0.0%
Value $393K Shares 10,000 Est. Cost Unrealized
SNAP SNAP INC 0.0%
Value $391K Shares 85,000 Est. Cost Unrealized
TBBB BBB FOODS INC 0.0%
Value $384K Shares 10,860 Est. Cost Unrealized
GFS GLOBALFOUNDRIES INC 0.0%
Value $378K Shares 8,500 Est. Cost Unrealized
REAL THE REALREAL INC 0.0%
Value $363K Shares 40,000 Est. Cost Unrealized
NPKI NPK INTERNATIONAL INC 0.0%
Value $362K Shares 25,000 Est. Cost Unrealized
PIMCO DYNAMIC INCOME OPRNTS 0.0%
Value $358K Shares 27,720 Est. Cost Unrealized
JBLU JETBLUE AIRWAYS CORP 0.0%
Value $354K Shares 80,000 Est. Cost Unrealized
HRI HERC HLDGS INC 0.0%
Value $348K Shares 3,500 Est. Cost Unrealized
PIMCO INCOME STRATEGY FD II 0.0%
Value $347K Shares 50,420 Est. Cost Unrealized
MDXH MDXHEALTH SA 0.0%
Value $345K Shares 150,000 Est. Cost Unrealized
BLBD BLUE BIRD CORP 0.0%
Value $339K Shares 5,975 Est. Cost Unrealized
CR CRANE COMPANY 0.0%
Value $333K Shares 1,950 Est. Cost Unrealized
ALMS ALUMIS INC 0.0%
Value $330K Shares 15,000 Est. Cost Unrealized
SOXX ISHARES TR 0.0%
Value $329K Shares 1,000 Est. Cost Unrealized
CLBT CELLEBRITE DI LTD 0.0%
Value $324K Shares 23,500 Est. Cost Unrealized
HNRG HALLADOR ENERGY COMPANY 0.0%
Value $322K Shares 19,800 Est. Cost Unrealized
WLAC WILLOW LANE ACQUISITION CORP 0.0%
Value $317K Shares 29,738 Est. Cost Unrealized
GME GAMESTOP CORP 0.0%
Value $309K Shares 13,425 Est. Cost Unrealized
STZ CONSTELLATION BRANDS INC 0.0%
Value $300K Shares 2,000 Est. Cost Unrealized
MSOS ADVISORSHARES TR 0.0%
Value $293K Shares 82,500 Est. Cost Unrealized
EYE NATIONAL VISION HLDGS INC 0.0%
Value $287K Shares 11,100 Est. Cost Unrealized
KBR KBR INC 0.0%
Value $276K Shares 7,500 Est. Cost Unrealized
VITL VITAL FARMS INC 0.0%
Value $275K Shares 19,500 Est. Cost Unrealized
SKYT SKYWATER TECHNOLOGY INC 0.0%
Value $274K Shares 10,000 Est. Cost Unrealized
TRDA ENTRADA THERAPEUTICS INC 0.0%
Value $272K Shares 21,548 Est. Cost Unrealized
SBUX STARBUCKS CORP 0.0%
Value $269K Shares 3,000 Est. Cost Unrealized
MOD MODINE MFG CO 0.0%
Value $260K Shares 1,200 Est. Cost Unrealized
TVA TEXAS VENTURES ACQUISITION I 0.0%
Value $260K Shares 25,001 Est. Cost Unrealized
CCL CARNIVAL CORP 0.0%
Value $259K Shares 10,000 Est. Cost Unrealized
UAL UNITED AIRLS HLDGS INC 0.0%
Value $258K Shares 2,800 Est. Cost Unrealized
AVTR AVANTOR INC 0.0%
Value $255K Shares 32,500 Est. Cost Unrealized
CRML CRITICAL METALS CORP 0.0%
Value $249K Shares 31,350 Est. Cost Unrealized
SRTA STRATA CRITICAL MEDICAL INC 0.0%
Value $244K Shares 58,357 Est. Cost Unrealized
NXT NEXTPOWER INC 0.0%
Value $241K Shares 2,000 Est. Cost Unrealized
VSCO VICTORIAS SECRET AND CO 0.0%
Value $236K Shares 5,100 Est. Cost Unrealized
INDA ISHARES TR 0.0%
Value $234K Shares 5,000 Est. Cost Unrealized
STM STMICROELECTRONICS N V 0.0%
Value $233K Shares 6,750 Est. Cost Unrealized
OKTA OKTA INC 0.0%
Value $228K Shares 2,900 Est. Cost Unrealized
PYPL PAYPAL HLDGS INC 0.0%
Value $226K Shares 5,000 Est. Cost Unrealized
CARR CARRIER GLOBAL CORPORATION 0.0%
Value $225K Shares 4,000 Est. Cost Unrealized
WMT WALMART INC 0.0%
Value $224K Shares 1,800 Est. Cost Unrealized
TRGP TARGA RES CORP 0.0%
Value $221K Shares 880 Est. Cost Unrealized
GTLB GITLAB INC 0.0%
Value $216K Shares 10,000 Est. Cost Unrealized
CYTK CYTOKINETICS INC 0.0%
Value $216K Shares 3,275 Est. Cost Unrealized
CZR CAESARS ENTERTAINMENT INC NE 0.0%
Value $213K Shares 8,054 Est. Cost Unrealized
AMZN AMAZON COM INC 0.0%
Value $208K Shares 1,000 Est. Cost Unrealized
EQR EQUITY RESIDENTIAL 0.0%
Value $207K Shares 3,500 Est. Cost Unrealized
TBHC THE BRAND HOUSE COLLECTIVE I 0.0%
Value $206K Shares 222,006 Est. Cost Unrealized
ONDS ONDAS INC 0.0%
Value $203K Shares 22,500 Est. Cost Unrealized
HITI HIGH TIDE INC 0.0%
Value $203K Shares 88,500 Est. Cost Unrealized
BTDR BITDEER TECHNOLOGIES GROUP 0.0%
Value $202K Shares 23,300 Est. Cost Unrealized
IGV ISHARES TR 0.0%
Value $200K Shares 2,500 Est. Cost Unrealized
VRE VERIS RESIDENTIAL INC 0.0%
Value $189K Shares 10,000 Est. Cost Unrealized
VELO VELO3D INC 0.0%
Value $182K Shares 19,336 Est. Cost Unrealized
QNCX QUINCE THERAPEUTICS INC 0.0%
Value $180K Shares 1,772,909 Est. Cost Unrealized
BRBR BELLRING BRANDS INC 0.0%
Value $177K Shares 11,000 Est. Cost Unrealized
OPAD OFFERPAD SOLUTIONS INC 0.0%
Value $177K Shares 269,839 Est. Cost Unrealized
TWO TWO HARBORS INVENTMENT CORPO 0.0%
Value $171K Shares 15,000 Est. Cost Unrealized
XPEV XPENG INC 0.0%
Value $171K Shares 10,000 Est. Cost Unrealized
BHVN BIOHAVEN LTD 0.0%
Value $169K Shares 20,025 Est. Cost Unrealized
CMPS COMPASS PATHWAYS PLC 0.0%
Value $153K Shares 27,600 Est. Cost Unrealized
AVTX AVALO THERAPEUTICS INC 0.0%
Value $152K Shares 10,166 Est. Cost Unrealized
NIO NIO INC 0.0%
Value $151K Shares 25,000 Est. Cost Unrealized
BTBT BIT DIGITAL INC 0.0%
Value $149K Shares 113,500 Est. Cost Unrealized
MARA MARA HOLDINGS INC 0.0%
Value $147K Shares 18,000 Est. Cost Unrealized
NWAX/U NEW AMER ACQUISITION I CORP 0.0%
Value $145K Shares 13,925 Est. Cost Unrealized
TASK TASKUS INC 0.0%
Value $134K Shares 20,000 Est. Cost Unrealized
AESI ATLAS ENERGY SOLUTIONS INC 0.0%
Value $131K Shares 10,000 Est. Cost Unrealized
CIFR CIPHER DIGITAL INC 0.0%
Value $129K Shares 10,000 Est. Cost Unrealized
CIFR CIPHER DIGITAL INC 0.0%
Value $129K Shares 10,000 Est. Cost Unrealized
BLACKROCK LTD DURATION INCOM 0.0%
Value $126K Shares 10,000 Est. Cost Unrealized
ASLE AERSALE CORPORATION 0.0%
Value $124K Shares 20,000 Est. Cost Unrealized
PIMCO CORPORATE & INCM STRG 0.0%
Value $119K Shares 10,000 Est. Cost Unrealized
PLAY DAVE & BUSTERS ENTMT INC 0.0%
Value $108K Shares 10,000 Est. Cost Unrealized
ASST STRIVE INC 0.0%
Value $107K Shares 10,635 Est. Cost Unrealized
NAK NORTHERN DYNASTY MINERALS LT 0.0%
Value $98,000 Shares 70,000 Est. Cost Unrealized
GENI GENIUS SPORTS LIMITED 0.0%
Value $88,600 Shares 20,000 Est. Cost Unrealized
GENI GENIUS SPORTS LIMITED 0.0%
Value $88,600 Shares 20,000 Est. Cost Unrealized
STEX STREAMEX CORP 0.0%
Value $88,366 Shares 78,200 Est. Cost Unrealized
VTGN VISTAGEN THERAPEUTICS INC 0.0%
Value $82,554 Shares 144,452 Est. Cost Unrealized
PIMCO INCOME STRATEGY FD 0.0%
Value $80,800 Shares 10,100 Est. Cost Unrealized
BESS BIMERGEN ENERGY CORP 0.0%
Value $62,411 Shares 29,301 Est. Cost Unrealized
AVD AMERICAN VANGUARD CORP 0.0%
Value $49,800 Shares 20,000 Est. Cost Unrealized
ASPI ASP ISOTOPES INC 0.0%
Value $44,200 Shares 10,000 Est. Cost Unrealized
FLD FOLD HLDGS INC 0.0%
Value $37,150 Shares 28,144 Est. Cost Unrealized
EVH EVOLENT HEALTH INC 0.0%
Value $26,252 Shares 11,514 Est. Cost Unrealized
ZNTL ZENTALIS PHARMACEUTICALS INC 0.0%
Value $24,949 Shares 10,662 Est. Cost Unrealized
NAMM NAMIB MINERALS 0.0%
Value $23,100 Shares 10,000 Est. Cost Unrealized
MDAI SPECTRAL AI INC 0.0%
Value $21,968 Shares 14,944 Est. Cost Unrealized
BMEA BIOMEA FUSION INC 0.0%
Value $15,300 Shares 10,000 Est. Cost Unrealized
HAIN HAIN CELESTIAL GROUP INC 0.0%
Value $13,956 Shares 20,000 Est. Cost Unrealized
FTHM FATHOM HOLDINGS INC 0.0%
Value $5,813 Shares 10,965 Est. Cost Unrealized

Decreased Positions (119)

SPY STATE STR SPDR S&P 500 ETF T 4.8%
Value $75.05M (-52.3%) Shares 100,500 (-58.5%) Est. Cost Unrealized
NVDA NVIDIA CORPORATION 1.1%
Value $16.94M (-64.0%) Shares 84,650 (-68.6%) Est. Cost Unrealized
MU MICRON TECHNOLOGY INC 0.1%
Value $1.154M (-96.0%) Shares 1,000 (-98.8%) Est. Cost Unrealized
RKT ROCKET COS INC 0.0%
Value $480K (-96.9%) Shares 30,456 (-97.2%) Est. Cost Unrealized
IWM ISHARES TR 0.0%
Value $210K (-98.1%) Shares 700 (-98.4%) Est. Cost Unrealized
APLD APPLIED DIGITAL CORP 0.1%
Value $1.865M (-82.6%) Shares 50,000 (-89.0%) Est. Cost Unrealized
PCT PURECYCLE TECHNOLOGIES INC 1.9%
Value $29.35M (+34.2%) Shares 3,619,000 (-14.1%) Est. Cost Unrealized
MU MICRON TECHNOLOGY INC 0.1%
Value $987K (-86.7%) Shares 855 (-96.1%) Est. Cost Unrealized
ITB ISHARES TR 0.1%
Value $1.045M (-84.6%) Shares 10,000 (-86.7%) Est. Cost Unrealized
TAL TAL ED GROUP 0.0%
Value $163K (-97.2%) Shares 17,000 (-96.7%) Est. Cost Unrealized
AIZ ASSURANT INC 0.5%
Value $8.056M (-40.3%) Shares 30,000 (-51.6%) Est. Cost Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.7%
Value $10.74M (-32.6%) Shares 21,430 (-33.9%) Est. Cost Unrealized
ASML ASML HLDG NV 0.1%
Value $1.144M (-79.0%) Shares 575 (-86.1%) Est. Cost Unrealized
TLT ISHARES TR 0.8%
Value $13.14M (-24.2%) Shares 152,000 (-24.0%) Est. Cost Unrealized
SLV ISHARES SILVER TR 0.1%
Value $1.604M (-70.6%) Shares 30,000 (-62.5%) Est. Cost Unrealized
FWRD FORWARD AIR CORP 0.1%
Value $811K (-81.8%) Shares 60,000 (-77.5%) Est. Cost Unrealized
BILL BILL HOLDINGS INC 0.0%
Value $470K (-87.8%) Shares 13,000 (-87.1%) Est. Cost Unrealized
FPS FORGENT POWER SOLUTIONS INC 0.1%
Value $1.836M (-63.7%) Shares 32,860 (-81.0%) Est. Cost Unrealized
PZZA PAPA JOHNS INTL INC 0.2%
Value $3.309M (-47.7%) Shares 90,000 (-53.9%) Est. Cost Unrealized
WULF TERAWULF INC 0.1%
Value $2.05M (-58.4%) Shares 83,000 (-75.7%) Est. Cost Unrealized
INTC INTEL CORP 0.0%
Value $450K (-86.4%) Shares 3,225 (-95.7%) Est. Cost Unrealized
BA BOEING CO 0.1%
Value $1.948M (-59.2%) Shares 9,000 (-62.5%) Est. Cost Unrealized
HUT HUT 8 CORP 0.3%
Value $5.111M (+117.9%) Shares 44,276 (-11.4%) Est. Cost Unrealized
TSLA TESLA INC 0.0%
Value $421K (-84.9%) Shares 1,000 (-86.7%) Est. Cost Unrealized
FRMI FERMI INC 0.0%
Value $458K (-82.6%) Shares 50,000 (-88.9%) Est. Cost Unrealized
HZO MARINEMAX INC 0.6%
Value $8.611M (+24.1%) Shares 235,148 (-8.3%) Est. Cost Unrealized
NFLX NETFLIX INC. 0.0%
Value $393K (-80.4%) Shares 5,500 (-73.6%) Est. Cost Unrealized
SNDK SANDISK CORP 0.0%
Value $728K (-68.8%) Shares 320 (-91.3%) Est. Cost Unrealized
FRMI FERMI INC 0.0%
Value $647K (-70.7%) Shares 70,600 (-81.3%) Est. Cost Unrealized
SIMO SILICON MOTION TECHNOLOGY CO 0.2%
Value $2.6M (+141.2%) Shares 7,800 (-18.8%) Est. Cost Unrealized
MRVL MARVELL TECHNOLOGY INC 0.2%
Value $3.515M (+74.8%) Shares 11,800 (-41.9%) Est. Cost Unrealized
FIP FTAI INFRASTRUCTURE INC 0.6%
Value $9.902M (-12.8%) Shares 2,134,051 (-7.2%) Est. Cost Unrealized
QGEN QIAGEN NV 0.0%
Value $339K (-80.2%) Shares 8,672 (-79.7%) Est. Cost Unrealized
TLYS TILLYS INC 0.4%
Value $5.912M (-18.3%) Shares 1,407,555 (-21.2%) Est. Cost Unrealized
FNKO FUNKO INC 0.0%
Value $542K (-70.8%) Shares 92,233 (-84.4%) Est. Cost Unrealized
NVDA NVIDIA CORPORATION 0.0%
Value $500K (-71.3%) Shares 2,500 (-75.0%) Est. Cost Unrealized
BKD BROOKDALE SR LIVING INC 0.8%
Value $12M (-8.6%) Shares 745,952 (-22.3%) Est. Cost Unrealized
SRRK SCHOLAR ROCK HLDG CORP 0.0%
Value $248K (-82.0%) Shares 4,500 (-83.9%) Est. Cost Unrealized
AAPL APPLE INC 0.1%
Value $1.548M (-42.0%) Shares 5,350 (-49.2%) Est. Cost Unrealized
ROST ROSS STORES INC 0.0%
Value $607K (-59.7%) Shares 2,850 (-59.0%) Est. Cost Unrealized
GPC GENUINE PARTS CO 0.0%
Value $590K (-55.4%) Shares 5,000 (-60.0%) Est. Cost Unrealized
MDLN MEDLINE INC 0.0%
Value $394K (-64.5%) Shares 10,000 (-60.0%) Est. Cost Unrealized
ASPI ASP ISOTOPES INC 0.2%
Value $2.569M (+35.3%) Shares 413,000 (-3.8%) Est. Cost Unrealized
TSM TAIWAN SEMICONDUCTOR MANUFAC 0.1%
Value $1.289M (-33.6%) Shares 2,700 (-53.0%) Est. Cost Unrealized
QURE UNIQURE NV 0.1%
Value $1.724M (+56.1%) Shares 37,419 (-44.6%) Est. Cost Unrealized
CLBR/U COLOMBIER ACQUISITION CORP I 0.1%
Value $1.301M (-30.5%) Shares 125,000 (-32.0%) Est. Cost Unrealized
COCO VITA COCO CO INC 0.0%
Value $575K (-49.1%) Shares 8,700 (-63.1%) Est. Cost Unrealized
SMH VANECK ETF TRUST 0.1%
Value $1.804M (-23.0%) Shares 2,750 (-55.0%) Est. Cost Unrealized
ABNB AIRBNB INC 0.0%
Value $215K (-69.1%) Shares 1,500 (-72.7%) Est. Cost Unrealized
ATAI ATAIBECKLEY INC 0.0%
Value $102K (-82.4%) Shares 19,422 (-88.2%) Est. Cost Unrealized
ASLE AERSALE CORPORATION 0.0%
Value $253K (-62.5%) Shares 40,000 (-63.1%) Est. Cost Unrealized
ZS ZSCALER INC 0.0%
Value $423K (-49.7%) Shares 3,000 (-50.0%) Est. Cost Unrealized
DDOG DATADOG INC 0.1%
Value $1.302M (+47.0%) Shares 5,000 (-33.3%) Est. Cost Unrealized
MWH SOLV ENERGY INC 0.0%
Value $341K (-54.8%) Shares 10,000 (-60.2%) Est. Cost Unrealized
STEX STREAMEX CORP 0.0%
Value $243K (-61.8%) Shares 285,466 (-49.3%) Est. Cost Unrealized
QURE UNIQURE NV 0.1%
Value $829K (+89.2%) Shares 18,000 (-32.8%) Est. Cost Unrealized
FLY FIREFLY AEROSPACE INC 0.0%
Value $329K (-53.7%) Shares 11,197 (-55.2%) Est. Cost Unrealized
TE T1 ENERGY INC 0.1%
Value $1.218M (+44.9%) Shares 128,500 (-32.9%) Est. Cost Unrealized
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.1%
Value $887K (-29.8%) Shares 3,550 (-44.5%) Est. Cost Unrealized
PWR QUANTA SVCS INC 0.2%
Value $2.592M (+15.2%) Shares 3,600 (-12.2%) Est. Cost Unrealized
JMIA JUMIA TECHNOLOGIES AG 0.0%
Value $353K (-48.9%) Shares 50,000 (-50.0%) Est. Cost Unrealized
OKUR ONKURE THERAPEUTICS INC 0.0%
Value $228K (-58.3%) Shares 50,000 (-62.2%) Est. Cost Unrealized
DNTH DIANTHUS THERAPEUTICS INC 0.0%
Value $487K (-38.9%) Shares 5,000 (-47.4%) Est. Cost Unrealized
IWM ISHARES TR 0.2%
Value $2.426M (+12.7%) Shares 8,073 (-7.0%) Est. Cost Unrealized
RXRX RECURSION PHARMACEUTICALS IN 0.0%
Value $220K (-55.2%) Shares 59,841 (-62.6%) Est. Cost Unrealized
SEI SOLARIS ENERGY INFRAS INC 0.0%
Value $233K (-52.5%) Shares 2,900 (-66.7%) Est. Cost Unrealized
LGIH LGI HOMES INC 0.1%
Value $1.127M (-18.5%) Shares 17,700 (-49.4%) Est. Cost Unrealized
MSGS MADISON SQUARE GRDN SPRT COR 0.0%
Value $439K (-36.5%) Shares 1,092 (-49.2%) Est. Cost Unrealized
NOK NOKIA CORP 0.0%
Value $365K (-39.5%) Shares 27,468 (-63.4%) Est. Cost Unrealized
JACK JACK IN THE BOX INC 0.0%
Value $239K (-46.3%) Shares 15,116 (-67.2%) Est. Cost Unrealized
Z ZILLOW GROUP INC 0.0%
Value $315K (-39.1%) Shares 10,000 (-20.0%) Est. Cost Unrealized
NUVB NUVATION BIO INC 0.1%
Value $937K (+24.8%) Shares 165,000 (-5.7%) Est. Cost Unrealized
ASTH ASTRANA HEALTH INC 0.1%
Value $1.16M (+18.3%) Shares 25,000 (-37.5%) Est. Cost Unrealized
SPY STATE STR SPDR S&P 500 ETF T 1.7%
Value $26.36M (-0.7%) Shares 35,300 (-13.5%) Est. Cost Unrealized
SOLS SOLSTICE ADVANCED MATLS INC 0.0%
Value $266K (-36.5%) Shares 3,000 (-45.5%) Est. Cost Unrealized
AVR ANTERIS TECHNOLOGIES GLOBAL 0.0%
Value $132K (-53.2%) Shares 13,413 (-73.7%) Est. Cost Unrealized
DHI D R HORTON INC 0.1%
Value $1.792M (+8.8%) Shares 11,000 (-8.3%) Est. Cost Unrealized
DNA GINKGO BIOWORKS HOLDINGS INC 0.0%
Value $444K (+44.3%) Shares 44,842 (-10.7%) Est. Cost Unrealized
ENTG ENTEGRIS INC 0.0%
Value $495K (-20.4%) Shares 2,750 (-48.1%) Est. Cost Unrealized
CEPO CANTOR EQUITY PARTNERS I INC 0.0%
Value $312K (-28.8%) Shares 35,285 (-15.4%) Est. Cost Unrealized
FSLR FIRST SOLAR INC 0.0%
Value $472K (-20.3%) Shares 2,000 (-33.3%) Est. Cost Unrealized
ARHS ARHAUS INC 0.0%
Value $315K (-26.9%) Shares 37,400 (-41.1%) Est. Cost Unrealized
WSC WILLSCOT HLDGS CORP 0.0%
Value $519K (+28.5%) Shares 18,000 (-22.7%) Est. Cost Unrealized
GCO GENESCO INC 0.1%
Value $1.84M (-5.7%) Shares 54,500 (-19.0%) Est. Cost Unrealized
ATON ALPHA COMPUTE CORP 0.0%
Value $91,196 (-52.9%) Shares 359,038 (-41.4%) Est. Cost Unrealized
AMKR AMKOR TECHNOLOGY INC 0.0%
Value $552K (+22.6%) Shares 6,400 (-36.0%) Est. Cost Unrealized
HQ HORIZON QUANTUM HOLDINGS LTD 0.0%
Value $254K (-27.6%) Shares 9,152 (-77.1%) Est. Cost Unrealized
BLDR BUILDERS FIRSTSOURCE INC 0.1%
Value $1.275M (+7.6%) Shares 14,250 (-1.0%) Est. Cost Unrealized
VRT VERTIV HOLDINGS CO 0.0%
Value $452K (-14.1%) Shares 1,350 (-35.7%) Est. Cost Unrealized
SEER SEER INC 0.0%
Value $156K (-31.3%) Shares 94,208 (-30.5%) Est. Cost Unrealized
UTZ UTZ BRANDS INC 0.0%
Value $231K (-22.7%) Shares 30,000 (-20.5%) Est. Cost Unrealized
BZFD BUZZFEED INC 0.0%
Value $192K (+54.5%) Shares 131,807 (-35.6%) Est. Cost Unrealized
BNC CEA INDUSTRIES INC 0.0%
Value $32,983 (-65.2%) Shares 12,126 (-62.7%) Est. Cost Unrealized
SGRY SURGERY PARTNERS INC 0.0%
Value $218K (-22.0%) Shares 13,000 (-44.7%) Est. Cost Unrealized
GUTS FRACTYL HEALTH INC 0.0%
Value $103K (-36.9%) Shares 130,221 (-63.6%) Est. Cost Unrealized
RBC RBC BEARINGS INC 0.0%
Value $644K (+10.3%) Shares 1,000 (-7.0%) Est. Cost Unrealized
SEAT VIVID SEATS INC 0.0%
Value $91,280 (-38.9%) Shares 14,000 (-44.6%) Est. Cost Unrealized
APH AMPHENOL CORP 0.0%
Value $529K (-9.0%) Shares 3,000 (-34.8%) Est. Cost Unrealized
HUMA HUMACYTE INC 0.0%
Value $54,120 (-48.4%) Shares 69,349 (-59.9%) Est. Cost Unrealized
CLRO CLEARONE INC 0.0%
Value $151K (-23.5%) Shares 45,486 (-18.2%) Est. Cost Unrealized
CHGG CHEGG INC 0.0%
Value $176K (-20.4%) Shares 174,458 (-41.6%) Est. Cost Unrealized
VOYG VOYAGER TECHNOLOGIES INC 0.0%
Value $292K (-12.8%) Shares 9,039 (-36.8%) Est. Cost Unrealized
MAX MEDIAALPHA INC 0.5%
Value $7.165M (-0.6%) Shares 570,000 (-26.5%) Est. Cost Unrealized
AAOI APPLIED OPTOELECTRONICS INC 0.0%
Value $259K (+13.5%) Shares 1,750 (-35.2%) Est. Cost Unrealized
SLDE SLIDE INS HLDGS INC 0.1%
Value $872K (-3.1%) Shares 45,000 (-10.0%) Est. Cost Unrealized
ORCL ORACLE CORP 0.0%
Value $564K (-4.1%) Shares 3,850 (-3.8%) Est. Cost Unrealized
ENVX ENOVIX CORPORATION 0.0%
Value $531K (-4.3%) Shares 87,498 (-18.4%) Est. Cost Unrealized
AIOT POWERFLEET INC 0.0%
Value $138K (-14.0%) Shares 36,000 (-30.9%) Est. Cost Unrealized
ANET ARISTA NETWORKS INC 0.0%
Value $637K (+2.7%) Shares 3,750 (-25.7%) Est. Cost Unrealized
NBIS NEBIUS GROUP N.V. 0.0%
Value $756K (+2.1%) Shares 2,737 (-61.7%) Est. Cost Unrealized
VYNE VYNE THERAPEUTICS INC 0.1%
Value $948K (-1.5%) Shares 1,456,651 (-9.5%) Est. Cost Unrealized
IMA IMAGENEBIO INC 0.0%
Value $107K (+11.5%) Shares 18,080 (-5.5%) Est. Cost Unrealized
FLWS 1 800 FLOWERS COM INC 0.0%
Value $576K (+1.9%) Shares 165,456 (-11.0%) Est. Cost Unrealized
MCHB MECHANICS BANCORP 0.0%
Value $259K (+4.2%) Shares 16,311 (-3.3%) Est. Cost Unrealized
GNRC GENERAC HLDGS INC 0.0%
Value $381K (+2.6%) Shares 1,300 (-31.6%) Est. Cost Unrealized
ASAN ASANA INC 0.0%
Value $131K (+7.1%) Shares 18,761 (-2.1%) Est. Cost Unrealized
CLBR COLOMBIER ACQUISITION CORP I 0.0%
Value $599K (-0.8%) Shares 58,391 (-2.7%) Est. Cost Unrealized
NKLR TERRA INNOVATUM GLOBAL NV 0.0%
Value $510K (-0.7%) Shares 103,574 (-6.3%) Est. Cost Unrealized
ACHV ACHIEVE LIFE SCIENCE INC 0.0%
Value $606K (+0.5%) Shares 92,810 (-54.8%) Est. Cost Unrealized

Unchanged Positions (31)

MHO M/I HOMES INC 0.3%
Value $4.824M Shares 30,000 Est. Cost Unrealized
DFTX DEFINIUM THERAPEUTICS INC 0.0%
Value $470K Shares 10,000 Est. Cost Unrealized
TDAY USA TODAY CO INC 0.1%
Value $1.026M Shares 120,000 Est. Cost Unrealized
ELF E L F BEAUTY INC 0.1%
Value $925K Shares 12,500 Est. Cost Unrealized
APP APPLOVIN CORP 0.0%
Value $567K Shares 1,100 Est. Cost Unrealized
PTON PELOTON INTERACTIVE INC 0.0%
Value $472K Shares 79,880 Est. Cost Unrealized
PEW GRABAGUN DIGITAL HLDGS INC 0.0%
Value $290K Shares 127,409 Est. Cost Unrealized
UWMC UWM HOLDINGS CORPORATION 0.0%
Value $155K Shares 67,771 Est. Cost Unrealized
MBAV M3BRIGADE ACQUISITION V CORP 0.7%
Value $10.83M Shares 1,000,000 Est. Cost Unrealized
CELC CELCUITY INC 0.0%
Value $732K Shares 7,000 Est. Cost Unrealized
CNCK COINCHECK GROUP NV 0.0%
Value $187K Shares 84,232 Est. Cost Unrealized
DAR DARLING INGREDIENTS INC 0.0%
Value $410K Shares 7,500 Est. Cost Unrealized
XBP XBP GLOBAL HOLDINGS INC 0.0%
Value $58,000 Shares 25,000 Est. Cost Unrealized
CTMX CYTOMX THERAPEUTICS INC. 0.0%
Value $169K Shares 45,000 Est. Cost Unrealized
BX BLACKSTONE INC 0.1%
Value $1.365M Shares 11,600 Est. Cost Unrealized
CHRS COHERUS ONCOLOGY INC 0.0%
Value $147K Shares 105,326 Est. Cost Unrealized
ALTS AI FINL CORP 0.0%
Value $29,581 Shares 50,558 Est. Cost Unrealized
PRTH PRIORITY TECHNOLOGY HLDGS IN 0.0%
Value $80,040 Shares 12,000 Est. Cost Unrealized
AII AMERICAN INTEGRITY INS GROUP 0.1%
Value $847K Shares 45,000 Est. Cost Unrealized
XPL SOLITARIO RESOURCES CORP 0.0%
Value $202K Shares 268,168 Est. Cost Unrealized
DFDV DEFI DEVELOPMENT CORP 0.0%
Value $147K Shares 50,000 Est. Cost Unrealized
QSI QUANTUM SI INC 0.0%
Value $134K Shares 150,922 Est. Cost Unrealized
OPAL OPAL FUELS INC 0.0%
Value $93,784 Shares 42,629 Est. Cost Unrealized
CRON CRONOS GROUP INC 0.0%
Value $131K Shares 47,198 Est. Cost Unrealized
CEPF CANTOR EQUITY PARTNERS IV IN 0.0%
Value $520K Shares 50,000 Est. Cost Unrealized
SIG SIGNET JEWELERS LIMITED 0.0%
Value $517K Shares 6,000 Est. Cost Unrealized
TLT ISHARES TR 0.1%
Value $1.617M Shares 18,716 Est. Cost Unrealized
ANNX ANNEXON INC 0.0%
Value $57,100 Shares 10,000 Est. Cost Unrealized
HVII HENNESSY CAP INVT CORP VII 0.0%
Value $148K Shares 14,135 Est. Cost Unrealized
EXELA TECHNOLOGIES INC 0.0%
Value $859 Shares 171,854 Est. Cost Unrealized
SES SES AI CORPORATION 0.0%
Value $70,624 Shares 73,551 Est. Cost Unrealized