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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | CARVANA CO | $227.8M | 724441 | 24.95% |
| 2 | GODADDY INC | $61.6M | 745219 | 6.75% |
| 3 | MAPLEBEAR INC | $51.8M | 1383751 | 5.68% |
| 4 | EXPEDIA GROUP INC | $50.3M | 217752 | 5.51% |
| 5 | CREDIT ACCEP CORP MICH | $49.3M | 116371 | 5.40% |
| 6 | WAYFAIR INC | $48.0M | 638592 | 5.26% |
| 7 | SUNBELT RENTALS HOLDINGS INC | $47.8M | 733943 | 5.23% |
| 8 | APTIV PLC | $47.1M | 678923 | 5.16% |
| 9 | SOMNIGROUP INTERNATIONAL INC | $45.1M | 609825 | 4.94% |
| 10 | SHIFT4 PMTS INC | $37.4M | 854230 | 4.09% |
| 11 | CORE & MAIN INC | $37.2M | 753979 | 4.08% |
| 12 | APOLLO GLOBAL MGMT INC | $28.7M | 257371 | 3.14% |
| 13 | DICKS SPORTING GOODS INC | $25.1M | 126770 | 2.75% |
| 14 | INGERSOLL RAND INC | $24.7M | 308411 | 2.71% |
| 15 | TRANSDIGM GROUP INC | $20.9M | 18012 | 2.29% |
| 16 | GILDAN ACTIVEWEAR INC | $16.7M | 300747 | 1.83% |
| 17 | SHARKNINJA INC | $15.7M | 148163 | 1.72% |
| 18 | VISA INC | $13.2M | 43660 | 1.45% |
| 19 | S&P GLOBAL INC | $10.2M | 24090 | 1.12% |
| 20 | ZEBRA TECHNOLOGIES CORPORATI | $9.5M | 45299 | 1.04% |
| 21 | GARTNER INC | $9.4M | 59383 | 1.03% |
| 22 | COOPER COS INC | $8.4M | 116940 | 0.92% |
| 23 | VEEVA SYS INC | $6.3M | 35700 | 0.69% |
| 24 | CARGURUS INC | $5.9M | 171838 | 0.64% |
| 25 | KLAVIYO INC | $5.7M | 293059 | 0.62% |
| 26 | UNITY SOFTWARE INC | $3.4M | 154460 | 0.37% |
| 27 | DRAFTKINGS INC NEW | $2.6M | 122360 | 0.29% |
| 28 | FTAI AVIATION LTD | $1.8M | 7500 | 0.20% |
| 29 | QXO INC | $1.3M | 67610 | 0.14% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.