ZTO EXPRESS CAYMAN INC ZTO
10.97% 12.65% $44.6M 2.0M $50.2M 2.0M 0 0.00% Unchanged MICRON TECHNOLOGY INC MU
5.05% 2.01% $20.5M 17,782 $8.0M 23,656 -5,874 -24.83% Reduce LAM RESEARCH CORP LRCX
4.95% 2.5% $20.1M 46,439 $9.9M 46,439 0 0.00% Unchanged TRIP COM GROUP LTD TCOM
3.45% 4.77% $14.0M 351,921 $18.9M 379,718 -27,797 -7.32% Reduce D DINGDONG CAYMAN LTD DDL
3.08% 4.2% $12.5M 6.5M $16.7M 6.5M 0 0.00% Unchanged N NOAH HLDGS LTD NOAH
2.44% 2.48% $9.9M 993,612 $9.8M 993,612 0 0.00% Unchanged BROADCOM INC AVGO
2.43% 2.04% $9.9M 26,186 $8.1M 26,186 0 0.00% Unchanged B BIRKENSTOCK HOLDING PLC COM SHS BIRK
2.22% 2.48% $9.0M 210,000 $9.9M 275,000 -65,000 -23.64% Reduce ASTRAZENECA PLC AZN
2.21% 2.35% $9.0M 48,088 $9.3M 48,088 0 0.00% Unchanged A Alphabet Inc Class C GOOG
2.14% 1.78% $8.7M 24,592 $7.1M 24,592 0 0.00% Unchanged MERCK & CO INC MRK
2% 1.92% $8.1M 63,316 $7.6M 63,316 0 0.00% Unchanged APOGEE THERAPEUTICS INC APGE
1.9% 1.24% $7.7M 58,314 $4.9M 58,314 0 0.00% Unchanged ABBVIE INC ABBV
1.86% 1.65% $7.6M 30,102 $6.5M 30,102 0 0.00% Unchanged JOHNSON & JOHNSON JNJ
1.74% 1.71% $7.1M 27,830 $6.8M 27,830 0 0.00% Unchanged YUM BRANDS INC COM YUM
1.57% 1.56% $6.4M 39,847 $6.2M 39,847 0 0.00% Unchanged Pdd Holdings Inc ADR PDD
1.47% 2.02% $6.0M 78,445 $8.0M 78,445 0 0.00% Unchanged COGENT BIOSCIENCES INC COGT
1.47% 1.09% $6.0M 154,220 $4.3M 112,066 +42,154 +37.62% Add UBS GROUP AG UBS
1.43% 1.13% $5.8M 117,507 $4.5M 117,507 0 0.00% Unchanged NVIDIA CORPORATION NVDA
1.39% 1.24% $5.6M 28,191 $4.9M 28,191 0 0.00% Unchanged I IMMUNOVANT INC IMVT
1.37% 1.14% $5.6M 144,671 $4.5M 181,774 -37,103 -20.41% Reduce ARROWHEAD PHARMACEUTICALS IN ARWR
1.3% 1.02% $5.3M 64,752 $4.1M 64,752 0 0.00% Unchanged IDEAYA BIOSCIENCES INC IDYA
1.27% 0.77% $5.2M 138,708 $3.1M 91,637 +47,071 +51.37% Add IQVIA HLDGS INC IQV
1.27% 1.15% $5.2M 26,708 $4.6M 26,708 0 0.00% Unchanged H WORLD GROUP LTD HTHT
1.21% 1.5% $4.9M 117,996 $5.9M 117,996 0 0.00% Unchanged V VERA THERAPEUTICS INC VERA
1.2% 1.15% $4.9M 113,687 $4.6M 113,687 0 0.00% Unchanged STRUCTURE THERAPEUTICS INC GPCR
1.19% 0.81% $4.8M 90,363 $3.2M 66,864 +23,499 +35.14% Add VISA INC V
1.18% 1.14% $4.8M 14,000 $4.5M 15,000 -1,000 -6.67% Reduce CATERPILLAR INC CAT
1.18% 1.52% $4.8M 4,500 $6.0M 8,500 -4,000 -47.06% Reduce ROGERS COMMUNICATIONS INC RCI
1.18% 1.42% $4.8M 147,160 $5.6M 147,160 0 0.00% Unchanged AMER SPORTS INC COM SHS AS
1.16% 1.24% $4.7M 140,000 $4.9M 150,000 -10,000 -6.67% Reduce KROGER CO COM KR
1.11% 1.11% $4.5M 81,305 $4.4M 60,743 +20,562 +33.85% Add KLA CORP KLAC
1.08% 0.54% $4.4M 14,580 $2.1M 1,458 +13,122 +900.00% Add CAMECO CORP CCJ
1.06% 1.16% $4.3M 42,356 $4.6M 42,356 0 0.00% Unchanged ADVANCED MICRO DEVICES INC AMD
1.03% 0.37% $4.2M 7,210 $1.5M 7,210 0 0.00% Unchanged ARCUS BIOSCIENCES INC RCUS
1.02% 0.73% $4.1M 134,217 $2.9M 134,217 0 0.00% Unchanged ADOBE INC COM ADBE
0.94% 1.14% $3.8M 18,571 $4.5M 18,571 0 0.00% Unchanged FLOOR & DECOR HLDGS INC FND
0.91% 0.86% $3.7M 62,500 $3.4M 67,500 -5,000 -7.41% Reduce META PLATFORMS INC META
0.9% 0.72% $3.7M 6,500 $2.9M 5,000 +1,500 +30.00% Add P PALISADE BIO INC PALI
0.89% 0.54% $3.6M 1.7M $2.2M 1.2M +499,452 +40.56% Add D DUTCH BROS INC BROS
0.88% 0.67% $3.6M 50,000 $2.7M 52,500 -2,500 -4.76% Reduce FAIR ISAAC CORP FICO
0.88% 0.91% $3.6M 3,000 $3.6M 3,400 -400 -11.76% Reduce GE VERNOVA INC GEV
0.88% 0.67% $3.6M 3,047 $2.7M 3,047 0 0.00% Unchanged HOME DEPOT INC HD
0.87% 0.95% $3.5M 10,000 $3.8M 11,500 -1,500 -13.04% Reduce V Valaris LTD Non-Tradeable Asset VAL
0.82% 1.14% $3.3M 45,956 $4.5M 45,956 0 0.00% Unchanged E E L F BEAUTY INC ELF
0.82% 1.11% $3.3M 45,000 $4.4M 72,500 -27,500 -37.93% Reduce C CAVA GROUP INC CAVA
0.81% 0.92% $3.3M 42,000 $3.6M 45,000 -3,000 -6.67% Reduce D DEFINIUM THERAPEUTICS INC DFTX
0.81% 0.33% $3.3M 70,000 $1.3M 70,000 0 0.00% Unchanged ROIVANT SCIENCES LTD ROIV
0.8% 0.65% $3.3M 92,397 $2.6M 92,397 0 0.00% Unchanged TRANSUNION TRU
0.79% 0.78% $3.2M 44,595 $3.1M 44,595 0 0.00% Unchanged R REVOLUTION MEDICINES INC COM RVMD
0.78% 0.51% $3.2M 16,994 $2.0M 20,813 -3,819 -18.35% Reduce 
