 ERMENEGILDO ZEGNA N V ORD SHSZGN |
| 6.69% | 6.03% | $21.9M | 1.7M | $15.0M | 1.4M | +244,292+16.98% | Add |
 WAYFAIR INCW |
| 6.13% | 5.74% | $20.1M | 217,280 | $14.3M | 189,891 | +27,389+14.42% | Add |
 FLOOR & DECOR HLDGS INCFND |
| 5.29% | 5.39% | $17.3M | 291,676 | $13.4M | 264,083 | +27,593+10.45% | Add |
| FFIVE BELOW INCFIVE |
| 5.23% | 5.28% | $17.1M | 95,331 | $13.1M | 57,444 | +37,887+65.95% | Add |
 MADISON SQUARE GARDEN SPCLASS AMSGS |
| 4.84% | 5.96% | $15.9M | 39,458 | $14.8M | 46,152 | -6,694-14.50% | Reduce |
 MOHAWK INDS INCMHK |
| 4.18% | 3.05% | $13.7M | 112,718 | $7.6M | 76,954 | +35,764+46.47% | Add |
 AIRBNB INC COM CL AABNB |
| 4.11% | 0.65% | $13.5M | 94,163 | $1.6M | 12,791 | +81,372+636.17% | Add |
| CCARNIVAL CORP LTD COMMON SHARESCCL |
| 4.1% | 4.06% | $13.4M | 470,510 | $10.1M | 389,838 | +80,672+20.69% | Add |
 BURLINGTON STORES INC COMBURL |
| 4.1% | 4.5% | $13.4M | 42,404 | $11.2M | 34,362 | +8,042+23.40% | Add |
 LIBERTY MEDIA CORP DELFWONK |
| 3.24% | 3.56% | $10.6M | 111,507 | $8.9M | 104,098 | +7,409+7.12% | Add |
 AMER SPORTS INC COM SHSAS |
| 3.23% | 3.19% | $10.6M | 312,459 | $7.9M | 240,949 | +71,510+29.68% | Add |
| VVICTORIAS SECRETVSXY |
| 2.76% | 0.72% | $9.0M | 108,358 | $1.8M | 38,571 | +69,787+180.93% | Add |
 URBAN OUTFITTERS INCURBN |
| 2.73% | 2.27% | $9.0M | 126,332 | $5.7M | 89,208 | +37,124+41.62% | Add |
 WILLIAMS SONOMA INCWSM |
| 2.7% | 1.96% | $8.9M | 38,006 | $4.9M | 26,779 | +11,227+41.92% | Add |
 EAST WEST BANCORP INCEWBC |
| 2.68% | 1.64% | $8.8M | 57,719 | $4.1M | 38,442 | +19,277+50.15% | Add |
 MONDELEZ INTL INC CL AMDLZ |
| 2.27% | 3.81% | $7.4M | 128,476 | $9.5M | 164,280 | -35,804-21.79% | Reduce |
 LEGALZOOM COM INCLZ |
| 2.24% | 2.03% | $7.4M | 1.2M | $5.0M | 889,482 | +309,936+34.84% | Add |
 BOOT BARN HLDGS INCBOOT |
| 2.22% | 1.67% | $7.3M | 44,279 | $4.1M | 28,354 | +15,925+56.16% | Add |
| OON HLDG AGONON |
| 2.16% | — | $7.1M | 199,776 | $0 | 0 | +199,776 | New Buy |
 CONSTELLATION BRANDS INCSTZ |
| 1.88% | 3.81% | $6.2M | 44,304 | $9.5M | 63,229 | -18,925-29.93% | Reduce |
 MAPLEBEAR INC COMCART |
| 1.69% | 1.09% | $5.5M | 117,071 | $2.7M | 72,329 | +44,742+61.86% | Add |
 TREX INCTREX |
| 1.65% | — | $5.4M | 107,875 | $0 | 0 | +107,875 | New Buy |
 ADVANCE AUTO PARTS INCAAP |
| 1.64% | — | $5.4M | 86,134 | $0 | 0 | +86,134 | New Buy |
 SPHERE ENTERTAINMENT COSPHR |
| 1.38% | — | $4.5M | 26,032 | $0 | 0 | +26,032 | New Buy |
 MGM RESORTS INTERNATIONALMGM |
| 1.35% | — | $4.4M | 92,735 | $0 | 0 | +92,735 | New Buy |
 AMAZON COM INCAMZN |
| 1.28% | 4.14% | $4.2M | 17,574 | $10.3M | 49,497 | -31,923-64.49% | Reduce |
| BBRINKER INTL INCEAT |
| 1.22% | — | $4.0M | 23,762 | $0 | 0 | +23,762 | New Buy |
| RRALPH LAUREN CORPRL |
| 1.13% | 0.78% | $3.7M | 9,255 | $1.9M | 5,634 | +3,621+64.27% | Add |
 ATLANTA BRAVES HLDGS INCBATRK |
| 1.11% | — | $3.6M | 69,792 | $0 | 0 | +69,792 | New Buy |
 JAMES HARDIE INDS PLC ORD SHSJHX |
| 1.1% | — | $3.6M | 137,467 | $0 | 0 | +137,467 | New Buy |
 TAPESTRY INCTPR |
| 1.1% | — | $3.6M | 24,562 | $0 | 0 | +24,562 | New Buy |
 ROYAL CARIBBEANRCL |
| 1.09% | 2.14% | $3.6M | 11,194 | $5.3M | 19,356 | -8,162-42.17% | Reduce |
 HILLMAN SOLUTIONS CORPHLMN |
| 1.06% | — | $3.5M | 410,479 | $0 | 0 | +410,479 | New Buy |
 MCDONALDS CORPMCD |
| 1.04% | 1.92% | $3.4M | 12,638 | $4.8M | 15,361 | -2,723-17.73% | Reduce |
 PELOTON INTERACTIVE INCPTON |
| 0.92% | 0.66% | $3.0M | 511,532 | $1.6M | 384,231 | +127,301+33.13% | Add |
 VIKING HOLDINGS LTD ORD SHSVIK |
| 0.91% | 2.78% | $3.0M | 28,330 | $6.9M | 94,117 | -65,787-69.90% | Reduce |
 LEVI STRAUSS & CO NEWLEVI |
| 0.88% | — | $2.9M | 116,264 | $0 | 0 | +116,264 | New Buy |
 MANCHESTER UTD PLC NEWMANU |
| 0.84% | — | $2.8M | 120,344 | $0 | 0 | +120,344 | New Buy |
 FOX CORPFOXA |
| 0.84% | — | $2.8M | 52,822 | $0 | 0 | +52,822 | New Buy |
 NEXSTAR MEDIA GROUP INCNXST |
| 0.84% | 3.37% | $2.7M | 15,343 | $8.4M | 46,360 | -31,017-66.90% | Reduce |
 REDDIT INC CL ARDDT |
| 0.82% | — | $2.7M | 15,423 | $0 | 0 | +15,423 | New Buy |
 ROCKET COS INC COM CL ARKT |
| 0.7% | — | $2.3M | 146,563 | $0 | 0 | +146,563 | New Buy |
 CHARTER COMMUNICATIONSCHTR |
| 0.59% | — | $1.9M | 13,568 | $0 | 0 | +13,568 | New Buy |
| BBOBS DISC FURNITURE INCBOBS |
| 0.57% | 1.77% | $1.9M | 117,399 | $4.4M | 373,791 | -256,392-68.59% | Reduce |
 LENNAR CORPLEN |
| 0.55% | 0.64% | $1.8M | 20,245 | $1.6M | 19,348 | +897+4.64% | Add |
| CCINEMARK HLDGS INCCNK |
| 0.53% | — | $1.7M | 55,021 | $0 | 0 | +55,021 | New Buy |
| LLEGALZOOM COM INCLZ |
| 0.37% | — | $1.2M | 200,000 | $0 | 0 | +200,000 | New Buy |
