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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | CARVANA CO | $734.1M | 2335000 | 26.21% |
| 2 | APPLOVIN CORP | $712.4M | 1790000 | 25.44% |
| 3 | COLLIERS INTL GROUP INC | $268.4M | 2511000 | 9.58% |
| 4 | CORPAY INC | $256.1M | 880000 | 9.14% |
| 5 | DRAFTKINGS INC NEW | $208.6M | 9650000 | 7.45% |
| 6 | WAYFAIR INC | $195.5M | 2600000 | 6.98% |
| 7 | GXO LOGISTICS INCORPORATED | $168.5M | 3250000 | 6.02% |
| 8 | CORE & MAIN INC | $106.2M | 2150000 | 3.79% |
| 9 | CIMPRESS PLC | $89.3M | 1222633 | 3.19% |
| 10 | SPORTRADAR GROUP AG | $46.0M | 2750000 | 1.64% |
| 11 | QXO INC | $15.8M | 813009 | 0.56% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.