 AMAZON COM INCAMZN |
| 9.32% | 10.01% | $17.0M | 71,354 | $18.7M | 89,767 | -18,413-20.51% | Reduce |
 ACADEMY SPORTS & OUTDOORASO |
| 7.95% | 2.25% | $14.5M | 307,836 | $4.2M | 74,471 | +233,365+313.36% | Add |
| GGROUP 1 AUTOMOTIVE INCGPI |
| 7.86% | 1.87% | $14.3M | 49,209 | $3.5M | 10,543 | +38,666+366.75% | Add |
 ARAMARKARMK |
| 7.79% | — | $14.2M | 249,732 | $0 | 0 | +249,732 | New Buy |
| OON HLDG AGONON |
| 6.91% | 4.47% | $12.6M | 355,720 | $8.4M | 245,549 | +110,171+44.87% | Add |
 CHIPOTLE MEXICAN GRILL INCCMG |
| 4.47% | 4.35% | $8.2M | 240,000 | $8.1M | 253,807 | -13,807-5.44% | Reduce |
 DOLLAR TREE INCDLTR |
| 4.07% | — | $7.4M | 61,400 | $0 | 0 | +61,400 | New Buy |
| OOREILLY AUTOMOTIVE INC COMORLY |
| 4.04% | 2.69% | $7.4M | 79,986 | $5.0M | 54,460 | +25,526+46.87% | Add |
 TARGET CORP COMTGT |
| 3.96% | — | $7.2M | 55,346 | $0 | 0 | +55,346 | New Buy |
 HALEON PLC SPON ADSHLN |
| 3.46% | — | $6.3M | 676,329 | $0 | 0 | +676,329 | New Buy |
 COCA-COLA EUROPACIFIC PARTNERS SHSCCEP |
| 3.36% | — | $6.1M | 61,271 | $0 | 0 | +61,271 | New Buy |
 FLOWERS FOODS INCFLO |
| 3.31% | — | $6.0M | 763,359 | $0 | 0 | +763,359 | New Buy |
 PROCTER & GAMBLE COPG |
| 3.27% | — | $6.0M | 40,682 | $0 | 0 | +40,682 | New Buy |
 BOOKING HOLDINGS INC COMBKNG |
| 3.27% | 4.42% | $6.0M | 33,437 | $8.3M | 1,962 | +31,475+1,604.23% | Add |
| AAPTIV PLCAPTV |
| 3.26% | — | $5.9M | 96,821 | $0 | 0 | +96,821 | New Buy |
 WYNN RESORTS LTDWYNN |
| 3.21% | — | $5.9M | 60,374 | $0 | 0 | +60,374 | New Buy |
 BOSTON BEER INCSAM |
| 2.99% | — | $5.5M | 30,820 | $0 | 0 | +30,820 | New Buy |
 WILLIAMS SONOMA INCWSM |
| 2.84% | — | $5.2M | 22,219 | $0 | 0 | +22,219 | New Buy |
 COSTCO WHOLESALE CORPORATIONCOST |
| 2.83% | — | $5.2M | 5,519 | $0 | 0 | +5,519 | New Buy |
 SIGNET JEWELERS LIMITEDSIG |
| 2.7% | 1.01% | $4.9M | 57,117 | $1.9M | 22,331 | +34,786+155.77% | Add |
 HERSHEY CO COMHSY |
| 2.68% | — | $4.9M | 27,818 | $0 | 0 | +27,818 | New Buy |
 CROCS INCCROX |
| 2.19% | 0.53% | $4.0M | 33,143 | $986,278 | 11,880 | +21,263+178.98% | Add |
 NATIONAL VISION HLDGS INCEYE |
| 1.38% | — | $2.5M | 132,556 | $0 | 0 | +132,556 | New Buy |
| BBATH & BODYBBWI |
| 1.11% | — | $2.0M | 87,393 | $0 | 0 | +87,393 | New Buy |
| AAMBEV SAABEV |
| 1.07% | — | $1.9M | 619,195 | $0 | 0 | +619,195 | New Buy |
 CELSIUS HLDGS INCCELH |
| 0.69% | — | $1.3M | 43,068 | $0 | 0 | +43,068 | New Buy |
