Anomaly Capital Management, LP Quant / Systematic

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
GEHC	GE HEALTHCARE TECHNOLOGIES I	1,761,216	$144,455	5.2%	$77.91	0.0%	COMMON STOCK	36266G107
DHR	DANAHER CORPORATION	347,841	$79,628	2.9%	$219.54	0.0%	COM	235851102
MTD	METTLER TOLEDO INTERNATIONAL	52,889	$73,737	2.6%	$1396.48	0.0%	COM	592688105
LULU	LULULEMON ATHLETICA INC	288,143	$59,879	2.2%	$181.15	0.0%	COM	550021109
U	UNITY SOFTWARE INC	1,163,021	$51,371	1.8%	$40.75	0.0%	COM	91332U101
SPOT	SPOTIFY TECHNOLOGY S A	87,988	$51,096	1.8%	$625.13	0.0%	SHS	L8681T102
TXT	TEXTRON INC	504,681	$43,993	1.6%	$83.66	0.0%	COM	883203101
SNOW	SNOWFLAKE INC	132,716	$29,113	1.0%	$244.09	0.0%	COM SHS	833445109
WWD	WOODWARD INC	94,279	$28,502	1.0%	$274.80	0.0%	COM	980745103
SAIA	SAIA INC	86,148	$28,129	1.0%	$302.29	0.0%	COM	78709Y105
CMG	CHIPOTLE MEXICAN GRILL INC	382,573	$14,155	0.5%	$36.17	0.0%	COM	169656105

Increased Positions (8)

AMZN AMAZON COM INC 12.3%

Value ($000) $343,173 (+45.7%) Shares 1,486,755 (+38.6%) Est. Cost $186.25 Unrealized +22.8%

GOOGL ALPHABET INC 4.0%

Value ($000) $111,372 (+151.4%) Shares 355,822 (+95.3%) Est. Cost $222.96 Unrealized +28.1%

PANW PALO ALTO NETWORKS INC 4.6%

Value ($000) $127,289 (+109.3%) Shares 691,037 (+131.4%) Est. Cost $197.29 Unrealized +2.3%

SE SEA LTD 3.8%

Value ($000) $105,931 (+88.7%) Shares 830,376 (+164.4%) Est. Cost $139.81 Unrealized —

CTVA CORTEVA INC 7.1%

Value ($000) $196,954 (+20.3%) Shares 2,938,301 (+21.3%) Est. Cost $56.37 Unrealized +14.5%

GIL GILDAN ACTIVEWEAR INC 6.9%

Value ($000) $193,330 (+16.0%) Shares 3,095,261 (+7.3%) Est. Cost $48.86 Unrealized +21.7%

RH RH 0.9%

Value ($000) $25,850 (+157.2%) Shares 144,295 (+191.7%) Est. Cost $212.97 Unrealized -19.7%

RRX REGAL REXNORD CORPORATION 1.3%

Value ($000) $34,892 (+1.2%) Shares 248,659 (+3.4%) Est. Cost $147.21 Unrealized -3.3%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
AMZN	AMAZON COM INC	1,486,755 (+38.6%)	$343,173 (+45.7%)	12.3%	$186.25	+22.8%	COM	023135106
GOOGL	ALPHABET INC	355,822 (+95.3%)	$111,372 (+151.4%)	4.0%	$222.96	+28.1%	CAP STK CL A	02079K305
PANW	PALO ALTO NETWORKS INC	691,037 (+131.4%)	$127,289 (+109.3%)	4.6%	$197.29	+2.3%	COM	697435105
SE	SEA LTD	830,376 (+164.4%)	$105,931 (+88.7%)	3.8%	$139.81	—	SPONSORD ADS	81141R100
CTVA	CORTEVA INC	2,938,301 (+21.3%)	$196,954 (+20.3%)	7.1%	$56.37	+14.5%	COM	22052L104
GIL	GILDAN ACTIVEWEAR INC	3,095,261 (+7.3%)	$193,330 (+16.0%)	6.9%	$48.86	+21.7%	COM	375916103
RH	RH	144,295 (+191.7%)	$25,850 (+157.2%)	0.9%	$212.97	-19.7%	COM	74967X103
RRX	REGAL REXNORD CORPORATION	248,659 (+3.4%)	$34,892 (+1.2%)	1.3%	$147.21	-3.3%	COM	758750103

Exited Positions (14)

TREX TREX CO INC 4.3%

Value ($000) $119,241 Shares 2,307,739 Est. Cost $65.60 Unrealized -38.3%

META META PLATFORMS INC 3.9%

Value ($000) $109,121 Shares 148,589 Est. Cost $651.48 Unrealized +2.4%

ONON ON HLDG AG 3.7%

Value ($000) $102,912 Shares 2,430,032 Est. Cost $47.59 Unrealized -9.5%

FIVE FIVE BELOW INC 3.7%

Value ($000) $101,841 Shares 658,313 Est. Cost $97.40 Unrealized +66.9%

JBHT HUNT J B TRANS SVCS INC 3.0%

Value ($000) $83,920 Shares 625,478 Est. Cost $138.98 Unrealized +23.4%

WIX WIX COM LTD 3.0%

Value ($000) $82,641 Shares 465,240 Est. Cost $150.49 Unrealized -19.7%

BABA ALIBABA GROUP HLDG LTD 2.1%

Value ($000) $58,765 Shares 328,793 Est. Cost $178.73 Unrealized —

BBWI BATH & BODY WORKS INC 1.9%

Value ($000) $52,196 Shares 2,026,235 Est. Cost $35.74 Unrealized -39.2%

WRD WERIDE INC 1.3%

Value ($000) $35,904 Shares 3,626,712 Est. Cost $9.90 Unrealized —

UBER UBER TECHNOLOGIES INC 1.2%

Value ($000) $34,781 Shares 355,015 Est. Cost $82.32 Unrealized +9.4%

— CYBERARK SOFTWARE LTD 1.2%

Value ($000) $34,614 Shares 71,643 Est. Cost $483.15 Unrealized —

KLAR KLARNA GROUP PLC 0.8%

Value ($000) $22,504 Shares 614,033 Est. Cost $42.59 Unrealized -19.4%

GEO GEO GROUP INC NEW 0.7%

Value ($000) $18,497 Shares 902,747 Est. Cost $27.71 Unrealized -39.8%

AAP ADVANCE AUTO PARTS INC 0.5%

Value ($000) $14,552 Shares 237,003 Est. Cost $58.45 Unrealized -14.8%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
TREX	TREX CO INC	2,307,739	$119,241	4.3%	$65.60	-38.3%	—	89531P105
META	META PLATFORMS INC	148,589	$109,121	3.9%	$651.48	+2.4%	—	30303M102
ONON	ON HLDG AG	2,430,032	$102,912	3.7%	$47.59	-9.5%	—	H5919C104
FIVE	FIVE BELOW INC	658,313	$101,841	3.7%	$97.40	+66.9%	—	33829M101
JBHT	HUNT J B TRANS SVCS INC	625,478	$83,920	3.0%	$138.98	+23.4%	—	445658107
WIX	WIX COM LTD	465,240	$82,641	3.0%	$150.49	-19.7%	—	M98068105
BABA	ALIBABA GROUP HLDG LTD	328,793	$58,765	2.1%	$178.73	—	—	01609W102
BBWI	BATH & BODY WORKS INC	2,026,235	$52,196	1.9%	$35.74	-39.2%	—	070830104
WRD	WERIDE INC	3,626,712	$35,904	1.3%	$9.90	—	—	950915108
UBER	UBER TECHNOLOGIES INC	355,015	$34,781	1.2%	$82.32	+9.4%	—	90353T100
—	CYBERARK SOFTWARE LTD	71,643	$34,614	1.2%	$483.15	—	—	M2682V108
KLAR	KLARNA GROUP PLC	614,033	$22,504	0.8%	$42.59	-19.4%	—	G5279N105
GEO	GEO GROUP INC NEW	902,747	$18,497	0.7%	$27.71	-39.8%	—	36162J106
AAP	ADVANCE AUTO PARTS INC	237,003	$14,552	0.5%	$58.45	-14.8%	—	00751Y106

Decreased Positions (12)

PLD PROLOGIS INC. 4.0%

Value ($000) $111,519 (-63.3%) Shares 873,562 (-67.1%) Est. Cost $109.10 Unrealized +13.5%

INTU INTUIT 2.0%

Value ($000) $56,677 (-66.4%) Shares 85,561 (-65.3%) Est. Cost $687.58 Unrealized -3.9%

MSFT MICROSOFT CORP 5.2%

Value ($000) $143,727 (-41.1%) Shares 297,190 (-37.0%) Est. Cost $432.38 Unrealized +15.8%

CNM CORE & MAIN INC 1.3%

Value ($000) $36,125 (-72.8%) Shares 695,109 (-71.9%) Est. Cost $49.15 Unrealized +4.4%

WMT WALMART INC 1.3%

Value ($000) $35,587 (-62.2%) Shares 319,422 (-65.0%) Est. Cost $99.23 Unrealized +8.0%

GEV GE VERNOVA INC 1.5%

Value ($000) $41,003 (-55.4%) Shares 62,737 (-58.0%) Est. Cost $605.52 Unrealized +0.6%

SFM SPROUTS FMRS MKT INC 2.5%

Value ($000) $69,521 (-38.3%) Shares 872,608 (-15.8%) Est. Cost $151.21 Unrealized -40.7%

BURL BURLINGTON STORES INC 6.8%

Value ($000) $189,722 (-11.8%) Shares 656,820 (-22.2%) Est. Cost $217.76 Unrealized +24.6%

SN SHARKNINJA INC 1.7%

Value ($000) $47,530 (-33.3%) Shares 424,755 (-38.5%) Est. Cost $114.21 Unrealized -13.7%

FTI TECHNIPFMC PLC 3.4%

Value ($000) $94,823 (-17.5%) Shares 2,127,993 (-27.0%) Est. Cost $25.56 Unrealized +65.1%

UAL UNITED AIRLS HLDGS INC 4.1%

Value ($000) $114,491 (+6.4%) Shares 1,023,889 (-8.2%) Est. Cost $73.67 Unrealized +37.2%

TEAM ATLASSIAN CORPORATION 0.8%

Value ($000) $22,577 (-5.4%) Shares 139,245 (-6.8%) Est. Cost $180.93 Unrealized -13.3%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
PLD	PROLOGIS INC.	873,562 (-67.1%)	$111,519 (-63.3%)	4.0%	$109.10	+13.5%	COM	74340W103
INTU	INTUIT	85,561 (-65.3%)	$56,677 (-66.4%)	2.0%	$687.58	-3.9%	COM	461202103
MSFT	MICROSOFT CORP	297,190 (-37.0%)	$143,727 (-41.1%)	5.2%	$432.38	+15.8%	COM	594918104
CNM	CORE & MAIN INC	695,109 (-71.9%)	$36,125 (-72.8%)	1.3%	$49.15	+4.4%	CL A	21874C102
WMT	WALMART INC	319,422 (-65.0%)	$35,587 (-62.2%)	1.3%	$99.23	+8.0%	COM	931142103
GEV	GE VERNOVA INC	62,737 (-58.0%)	$41,003 (-55.4%)	1.5%	$605.52	+0.6%	COM	36828A101
SFM	SPROUTS FMRS MKT INC	872,608 (-15.8%)	$69,521 (-38.3%)	2.5%	$151.21	-40.7%	COM	85208M102
BURL	BURLINGTON STORES INC	656,820 (-22.2%)	$189,722 (-11.8%)	6.8%	$217.76	+24.6%	COM	122017106
SN	SHARKNINJA INC	424,755 (-38.5%)	$47,530 (-33.3%)	1.7%	$114.21	-13.7%	COM SHS	G8068L108
FTI	TECHNIPFMC PLC	2,127,993 (-27.0%)	$94,823 (-17.5%)	3.4%	$25.56	+65.1%	COM	G87110105
UAL	UNITED AIRLS HLDGS INC	1,023,889 (-8.2%)	$114,491 (+6.4%)	4.1%	$73.67	+37.2%	COM	910047109
TEAM	ATLASSIAN CORPORATION	139,245 (-6.8%)	$22,577 (-5.4%)	0.8%	$180.93	-13.3%	CL A	049468101

Unchanged Positions (1)

MCD MCDONALDS CORP 2.8%

Value ($000) $76,894 Shares 251,591 Est. Cost $301.40 Unrealized +1.2%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
MCD	MCDONALDS CORP	251,591	$76,894	2.8%	$301.40	+1.2%	COM	580135101