JAMES HARDIE INDS PLC ORD SHS JHX
8.7% 5.91% $105.1M 4.0M $61.3M 3.2M +776,950 +23.99% Add TAIWAN SEMICONDUCTOR MANUFAC TSM
8.07% 5.78% $97.4M 203,998 $60.0M 177,619 +26,379 +14.85% Add MARTIN MARIETTA MATLS INC MLM
7.81% 5.39% $94.3M 163,550 $56.0M 95,095 +68,455 +71.99% Add UNION PAC CORP UNP
7.39% 6.82% $89.2M 328,055 $70.8M 291,615 +36,440 +12.50% Add ARES MANAGEMENT CORPORATION ARES
7.29% 3.37% $88.1M 791,316 $35.0M 321,000 +470,316 +146.52% Add AMAZON COM INC AMZN
6.86% 6.52% $82.8M 347,474 $67.7M 324,980 +22,494 +6.92% Add FLOOR & DECOR HLDGS INC FND
6.62% 2.6% $80.0M 1.3M $27.0M 531,328 +815,733 +153.53% Add META PLATFORMS INC META
6.56% 5.49% $79.2M 140,667 $57.0M 99,630 +41,037 +41.19% Add D DOORDASH INC DASH
5.89% 5.35% $71.1M 385,140 $55.5M 369,520 +15,620 +4.23% Add COUPANG INC CLASS A CPNG
5.8% 6.63% $70.1M 4.0M $68.9M 3.6M +387,929 +10.64% Add NVIDIA CORPORATION NVDA
5.45% — $65.8M 328,839 $0 0 +328,839 New Buy MICROSOFT CORP MSFT
5.17% 6.44% $62.4M 167,344 $66.8M 180,560 -13,216 -7.32% Reduce HUBSPOT INC HUBS
5.01% 3.32% $60.6M 331,796 $34.5M 141,150 +190,646 +135.07% Add BROADCOM INC AVGO
3.46% — $41.8M 110,720 $0 0 +110,720 New Buy C CARVANA CO CL A CVNA
3.3% 5.29% $39.8M 604,579 $55.0M 174,802 +429,777 +245.87% Add DATADOG INC DDOG
3.19% 6.79% $38.5M 148,040 $70.5M 597,085 -449,045 -75.21% Reduce M MARKETAXESS HLDGS INC MKTX
2.32% 4.69% $28.0M 247,112 $48.7M 295,267 -48,155 -16.31% Reduce APOLLO GLOBAL MGMT INC COM APO
1.1% 2.26% $13.3M 112,385 $23.4M 210,405 -98,020 -46.59% Reduce SERVICENOW INC NOW
— 0.77% $0 0 $8.0M 76,560 -76,560 Exit MARVELL TECHNOLOGY INC MRVL
— 5.81% $0 0 $60.3M 608,780 -608,780 Exit E ENTEGRIS INC ENTG
— 4.03% $0 0 $41.9M 357,125 -357,125 Exit B BLUE OWL CAPITAL INC OWL
— 6.73% $0 0 $69.8M 7.6M -7.6M Exit 
