 TAKE-TWO INTERACTIVE SOFTWARE COMTTWO |
| 26.74% | 9.64% | $97.8M | 391,376 | $16.1M | 81,500 | +309,876+380.22% | Add |
 ROKU INC COM CL AROKU |
| 16.74% | 19.59% | $61.2M | 443,361 | $32.7M | 345,661 | +97,700+28.26% | Add |
 ALPHABET INCGOOGL |
| 9.81% | 22.83% | $35.9M | 100,500 | $38.1M | 132,500 | -32,000-24.15% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 8.01% | 6.78% | $29.3M | 31,350 | $11.3M | 11,350 | +20,000+176.21% | Add |
 AMAZON COM INCAMZN |
| 7.92% | 8.93% | $29.0M | 121,600 | $14.9M | 71,600 | +50,000+69.83% | Add |
 REDDIT INC CL ARDDT |
| 7.44% | 0.73% | $27.2M | 156,800 | $1.2M | 9,000 | +147,800+1,642.22% | Add |
 HUNT J B TRANS SVCS INCJBHT |
| 6.32% | 0.19% | $23.1M | 79,900 | $318,000 | 1,500 | +78,400+5,226.67% | Add |
 WALMART INCWMT |
| 5.26% | 12.66% | $19.3M | 170,000 | $21.1M | 170,000 | 00.00% | Unchanged |
 PALANTIR TECHNOLOGIES INCPLTR |
| 4.05% | 6.05% | $14.8M | 127,000 | $10.1M | 69,000 | +58,000+84.06% | Add |
 TJX COS INC NEWTJX |
| 3.21% | 7.41% | $11.7M | 77,500 | $12.4M | 77,500 | 00.00% | Unchanged |
 GENERAC HLDGS INCGNRC |
| 1.44% | 1.07% | $5.3M | 18,000 | $1.8M | 9,100 | +8,900+97.80% | Add |
 TRIUMPH FINANCIAL INCTFIN |
| 1.04% | 1.09% | $3.8M | 50,001 | $1.8M | 30,450 | +19,551+64.21% | Add |
 FOX CORPFOXA |
| 0.9% | — | $3.3M | 63,400 | $0 | 0 | +63,400 | New Buy |
 TESLA INCTSLA |
| 0.69% | 1.34% | $2.5M | 6,000 | $2.2M | 6,000 | 00.00% | Unchanged |
 XPO INCXPO |
| 0.28% | 0.58% | $1.0M | 5,000 | $973,000 | 5,000 | 00.00% | Unchanged |
 WERNER ENTERPRISES INCWERN |
| 0.07% | — | $261,660 | 6,000 | $0 | 0 | +6,000 | New Buy |
| HHIMS & HERS HEALTH INCHIMS |
| 0.07% | — | $260,025 | 7,500 | $0 | 0 | +7,500 | New Buy |
