RENASANT CORP RNST
3.16% 2.93% $4.2M 183,964 $4.2M 183,964 0 0.00% Unchanged TWILIO INC TWLO
2.45% 2.27% $3.2M 13,096 $3.2M 13,096 0 0.00% Unchanged L LIVONGO HEALTH INC
2.4% 2.23% $3.2M 22,656 $3.2M 22,656 0 0.00% Unchanged S SPLUNK INCORPORATED SPLK
1.96% 1.82% $2.6M 13,764 $2.6M 13,764 0 0.00% Unchanged B BLUELINX HLDGS INC COM NEW BXC
1.95% 2.32% $2.6M 120,000 $3.3M 153,426 -33,426 -21.79% Reduce SCHWAB CHARLES CORP SCHW
1.85% 1.71% $2.4M 67,364 $2.4M 67,364 0 0.00% Unchanged D DOMO INC COM CL B DOMO
1.83% 1.7% $2.4M 63,076 $2.4M 63,076 0 0.00% Unchanged 8 8X8 INC NEW COM EGHT
1.72% 0.73% $2.3M 66,910 $1.0M 66,910 0 0.00% Unchanged A Alphabet Inc Class C GOOG
1.66% 2.13% $2.2M 1,498 $3.0M 2,064 -566 -27.42% Reduce INTERNATIONAL MONEY EXPRESS COM IMXI
1.59% 1.76% $2.1M 146,042 $2.5M 174,042 -28,000 -16.09% Reduce A AT HOME GROUP INC
1.55% 1.75% $2.0M 137,861 $2.5M 167,861 -30,000 -17.87% Reduce AMAZON COM INC AMZN
1.44% 1.85% $1.9M 605 $2.6M 835 -230 -27.54% Reduce F FISERV INC FISV
1.42% 2.62% $1.9M 18,220 $3.7M 36,151 -17,931 -49.60% Reduce META PLATFORMS INC META
1.34% 2.13% $1.8M 6,764 $3.0M 11,590 -4,826 -41.64% Reduce BAYCOM CORP COM BCML
1.33% 1.24% $1.8M 171,160 $1.8M 171,160 0 0.00% Unchanged A AEROJET ROCKETDYNE HLDGS INC COM AJRDEUR
1.31% 1.21% $1.7M 43,303 $1.7M 43,303 0 0.00% Unchanged CLOUDFLARE INC NET
1.29% 1.19% $1.7M 41,439 $1.7M 41,439 0 0.00% Unchanged FOX CORP FOXA
1.27% 1.18% $1.7M 60,558 $1.7M 60,558 0 0.00% Unchanged TRADEWEB MKTS INC TW
1.23% 1.14% $1.6M 27,974 $1.6M 27,974 0 0.00% Unchanged V VICTORY CAP HLDGS INC DEL VCTR
1.23% 1.14% $1.6M 95,893 $1.6M 95,893 0 0.00% Unchanged AON PLC SHS CL A AON
1.17% 1.08% $1.5M 7,484 $1.5M 7,484 0 0.00% Unchanged U UPLAND SOFTWARE INC UPLD
1.13% 1.05% $1.5M 39,722 $1.5M 39,722 0 0.00% Unchanged F FORTRESS VALUE ACQUISITION C
1.12% 0.44% $1.5M 46,321 $629,000 46,321 0 0.00% Unchanged P Pershing Square Tontine Class A
1.11% 1.03% $1.5M 69,371 $1.5M 69,371 0 0.00% Unchanged LIBERTY BROADBAND CORP COM SER C LBRDK
1.08% 1.01% $1.4M 10,022 $1.4M 10,022 0 0.00% Unchanged ONESPAWORLD HOLDINGS LIMITED OSW
1.08% 1.01% $1.4M 220,383 $1.4M 220,383 0 0.00% Unchanged C CHEGG INC COM CHGG
1.02% 0.94% $1.3M 18,802 $1.3M 18,802 0 0.00% Unchanged WORKDAY INC WDAY
0.96% 0.89% $1.3M 5,888 $1.3M 5,888 0 0.00% Unchanged P PAGERDUTY INC PD
0.95% 0.89% $1.3M 46,507 $1.3M 46,507 0 0.00% Unchanged PINTEREST INC PINS
0.95% 0.88% $1.3M 30,209 $1.3M 30,209 0 0.00% Unchanged C CLARUS CORP NEW COM CLAR
0.92% 0.86% $1.2M 86,328 $1.2M 86,328 0 0.00% Unchanged MASTERCARD INCORPORATED MA
0.91% 0.84% $1.2M 3,555 $1.2M 3,555 0 0.00% Unchanged V VISTA OUTDOOR INC
0.91% 0.84% $1.2M 59,568 $1.2M 59,568 0 0.00% Unchanged AERCAP HOLDINGS NV SHS AER
0.9% 0.83% $1.2M 47,198 $1.2M 47,198 0 0.00% Unchanged D DROPBOX INC DBX
0.85% 0.79% $1.1M 58,656 $1.1M 58,656 0 0.00% Unchanged I INFINERA CORP INFNEUR
0.85% 0.99% $1.1M 182,784 $1.4M 228,984 -46,200 -20.18% Reduce GLOBAL PMTS INC COM GPN
0.85% 0.79% $1.1M 6,318 $1.1M 6,318 0 0.00% Unchanged E ELASTIC N V ESTC
0.85% 0.79% $1.1M 10,377 $1.1M 10,377 0 0.00% Unchanged T THERMO FISHER SCIENTIFIC INC TMO
0.84% 0.78% $1.1M 2,527 $1.1M 2,527 0 0.00% Unchanged LIVERAMP HLDGS INC RAMP
0.81% 0.75% $1.1M 20,715 $1.1M 20,715 0 0.00% Unchanged HCA HEALTHCARE INC HCA
0.78% 0.78% $1.0M 8,251 $1.1M 8,934 -683 -7.64% Reduce P PLURALSIGHT INC
0.75% 0.7% $998,000 58,284 $998,000 58,284 0 0.00% Unchanged Z ZUORA INC ZUOUSD
0.74% 0.69% $983,000 95,084 $983,000 95,084 0 0.00% Unchanged SPECTRUM BRANDS HOLDINGS INC SPB
0.72% 0.67% $958,000 16,765 $958,000 16,765 0 0.00% Unchanged E ENVESTNET INC COM
0.71% 0.66% $943,000 12,223 $943,000 12,223 0 0.00% Unchanged L LSI INDS INC OHIO LYTS
0.71% 0.66% $942,000 139,530 $942,000 139,530 0 0.00% Unchanged P PPD
0.7% 0.65% $923,000 24,945 $923,000 24,945 0 0.00% Unchanged L LITHIA MTRS INC LAD
0.67% 0.62% $885,000 3,883 $885,000 3,883 0 0.00% Unchanged ELECTRONIC ARTS INC EA
0.66% 0.61% $872,000 6,689 $872,000 6,689 0 0.00% Unchanged A ARENA PHARMACEUTICALS INC ARNAEUR
0.66% 0.61% $868,000 11,606 $868,000 11,606 0 0.00% Unchanged 
