 WORKDAY INCWDAY |
| 9.12% | 2.27% | $13.4M | 88,200 | $7.1M | 50,700 | +37,500+73.96% | Add |
 AMAZON COM INCAMZN |
| 6.8% | 2.09% | $10.0M | 88,600 | $6.5M | 61,380 | +27,220+44.35% | Add |
 CROWDSTRIKE HLDGS INCCRWD |
| 6.72% | 7.87% | $9.9M | 60,000 | $24.6M | 145,700 | -85,700-58.82% | Reduce |
 TENABLE HLDGS INCTENB |
| 6.55% | 5.48% | $9.6M | 276,900 | $17.1M | 376,900 | -100,000-26.53% | Reduce |
 ALPHABET INCGOOGL |
| 5.88% | — | $8.7M | 90,500 | $0 | 0 | +90,500 | New Buy |
 MICROSOFT CORPMSFT |
| 5.25% | 9.88% | $7.7M | 33,212 | $30.8M | 120,012 | -86,800-72.33% | Reduce |
| SSMARTSHEET INC CLASS ASMARGBP |
| 4.36% | 5.12% | $6.4M | 186,738 | $16.0M | 508,338 | -321,600-63.26% | Reduce |
 SNOWFLAKE INC COM SHSSNOW |
| 4.35% | 1% | $6.4M | 37,700 | $3.1M | 22,392 | +15,308+68.36% | Add |
 META PLATFORMS INCMETA |
| 4.22% | — | $6.2M | 45,800 | $0 | 0 | +45,800 | New Buy |
 SBA COMMUNICATIONS CORPSBAC |
| 3.96% | 2.1% | $5.8M | 20,500 | $6.6M | 20,500 | 00.00% | Unchanged |
| BBILL HOLDINGS INCBILL |
| 3.61% | 2.41% | $5.3M | 40,200 | $7.5M | 68,300 | -28,100-41.14% | Reduce |
 ALBEMARLE CORPALB |
| 3.59% | 3.01% | $5.3M | 20,000 | $9.4M | 45,000 | -25,000-55.56% | Reduce |
 MONGODB INC CL AMDB |
| 3.29% | 5.47% | $4.8M | 24,400 | $17.1M | 65,800 | -41,400-62.92% | Reduce |
| MMONSTER BEVERAGE CORP NEW COMMNST |
| 3.13% | 1.57% | $4.6M | 52,955 | $4.9M | 52,955 | 00.00% | Unchanged |
 OKTA INC CLASS AOKTA |
| 2.63% | 4.76% | $3.9M | 68,000 | $14.9M | 164,400 | -96,400-58.64% | Reduce |
 DATADOG INCDDOG |
| 2.58% | 3.01% | $3.8M | 42,761 | $9.4M | 98,661 | -55,900-56.66% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 2.32% | 2.45% | $3.4M | 12,000 | $7.7M | 24,273 | -12,273-50.56% | Reduce |
 AIRBNB INC COM CL AABNB |
| 2.3% | — | $3.4M | 32,300 | $0 | 0 | +32,300 | New Buy |
 TWILIO INCTWLO |
| 2.13% | — | $3.1M | 45,249 | $0 | 0 | +45,249 | New Buy |
 VISA INCV |
| 2.11% | 2.11% | $3.1M | 17,468 | $6.6M | 33,468 | -16,000-47.81% | Reduce |
 NETFLIX INCNFLX |
| 2.06% | 2.23% | $3.0M | 12,900 | $7.0M | 39,800 | -26,900-67.59% | Reduce |
 PAYPAL HLDGS INC COMPYPL |
| 1.81% | 0.9% | $2.7M | 31,000 | $2.8M | 39,998 | -8,998-22.50% | Reduce |
 PROCTER & GAMBLE COPG |
| 1.54% | — | $2.3M | 17,900 | $0 | 0 | +17,900 | New Buy |
 CHURCH & DWIGHTCHD |
| 1.38% | — | $2.0M | 28,409 | $0 | 0 | +28,409 | New Buy |
| CCONFLUENT INC CLASS A COM8QR |
| 1.37% | 0.89% | $2.0M | 85,000 | $2.8M | 120,000 | -35,000-29.17% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 1.31% | 1.57% | $1.9M | 30,400 | $4.9M | 63,900 | -33,500-52.43% | Reduce |
 ALBERTSONS COMPANIES INCACI |
| 1.3% | 0.53% | $1.9M | 77,096 | $1.7M | 62,096 | +15,000+24.16% | Add |
 STARBUCKS CORPSBUX |
| 1.14% | 1.03% | $1.7M | 20,000 | $3.2M | 42,118 | -22,118-52.51% | Reduce |
| WWOLFSPEED INCWOLF* |
| 1.07% | — | $1.6M | 15,300 | $0 | 0 | +15,300 | New Buy |
 PINTEREST INCPINS |
| 1.03% | — | $1.5M | 65,000 | $0 | 0 | +65,000 | New Buy |
| DDOORDASH INCDASH |
| 0.51% | 0.41% | $757,000 | 15,300 | $1.3M | 20,100 | -4,800-23.88% | Reduce |
| BBIG 5 SPORTING GOODS CORP |
| 0.49% | — | $716,000 | 66,667 | $0 | 0 | +66,667 | New Buy |
 PELOTON INTERACTIVE INCPTON |
| 0.07% | 0.04% | $104,000 | 15,000 | $138,000 | 15,000 | 00.00% | Unchanged |
