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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | SEA LTD | $336.7M | 4,065,665 | 7.72% |
| 2 | AMAZON COM INC | $321.5M | 1,543,759 | 7.37% |
| 3 | PERFORMANCE FOOD GROUP CO | $318.6M | 3,719,411 | 7.31% |
| 4 | COUPANG INC | $292.8M | 15,510,784 | 6.71% |
| 5 | ADVANCED MICRO DEVICES INC | $239.4M | 1,176,963 | 5.49% |
| 6 | DYNATRACE INC | $196.2M | 5,304,693 | 4.50% |
| 7 | ASBURY AUTOMOTIVE GROUP INC | $186.8M | 956,079 | 4.28% |
| 8 | LOUISIANA PAC CORP | $184.3M | 2,533,385 | 4.23% |
| 9 | SYNOPSYS INC | $178.1M | 449,220 | 4.08% |
| 10 | LIBERTY MEDIA CORP | $168.6M | 1,982,673 | 3.87% |
| 11 | FERGUSON ENTERPRISES INC | $150.6M | 645,805 | 3.45% |
| 12 | WORKIVA INC | $150.3M | 2,519,889 | 3.45% |
| 13 | TENET HEALTHCARE CORP | $149.1M | 790,302 | 3.42% |
| 14 | VALVOLINE INC | $149.0M | 4,425,261 | 3.42% |
| 15 | ZILLOW GROUP INC | $142.6M | 3,445,538 | 3.27% |
| 16 | TAIWAN SEMICONDUCTOR MANUFACTURING CO | $142.5M | 421,673 | 3.27% |
| 17 | SOMNIGROUP INTERNATIONAL INC | $111.8M | 1,512,994 | 2.56% |
| 18 | ALIBABA GROUP HLDG LTD | $108.1M | 861,326 | 2.48% |
| 19 | DANAHER CORP | $106.4M | 561,234 | 2.44% |
| 20 | MEDLINE INC | $101.4M | 2,279,190 | 2.33% |
| 21 | VAIL RESORTS INC | $91.6M | 714,077 | 2.10% |
| 22 | MCGRATH RENTCORP | $88.9M | 805,829 | 2.04% |
| 23 | ATMUS FILTRATION TECHNOLOGIES | $72.8M | 1,281,995 | 1.67% |
| 24 | AON PLC | $57.8M | 179,019 | 1.32% |
| 25 | MARSH & MCLENNAN COS INC | $55.6M | 320,386 | 1.27% |
| 26 | LAUDER ESTEE COS INC | $50.1M | 698,350 | 1.15% |
| 27 | FLUTTER ENTMT PLC | $49.3M | 483,900 | 1.13% |
| 28 | MONGODB INC | $39.9M | 163,008 | 0.91% |
| 29 | CAMPING WORLD HLDGS INC | $39.8M | 5,832,492 | 0.91% |
| 30 | DAVE & BUSTERS ENTMT INC | $25.4M | 2,346,038 | 0.58% |
| 31 | RED ROCK RESORTS INC | $22.1M | 414,491 | 0.51% |
| 32 | MONDAY COM LTD | $17.1M | 248,101 | 0.39% |
| 33 | UNITY SOFTWARE INC | $15.9M | 724,782 | 0.36% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.