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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | META PLATFORMS INC | $6.7M | 10100 | 10.66% |
| 2 | TAKE-TWO INTERACTIVE SOFTWAR | $6.7M | 26000 | 10.64% |
| 3 | ALPHABET INC | $6.6M | 21120 | 10.57% |
| 4 | AMAZON COM INC | $6.2M | 26645 | 9.83% |
| 5 | CHEWY INC | $4.8M | 146536 | 7.74% |
| 6 | NETFLIX INC | $4.6M | 48810 | 7.32% |
| 7 | PHILIP MORRIS INTL INC | $4.3M | 26900 | 6.90% |
| 8 | CASEYS GEN STORES INC | $4.1M | 7483 | 6.61% |
| 9 | ODDITY TECH LTD | $4.0M | 99894 | 6.42% |
| 10 | PINTEREST INC | $3.9M | 150434 | 6.23% |
| 11 | GROCERY OUTLET HLDG CORP | $2.9M | 289534 | 4.67% |
| 12 | GOODRX HLDGS INC | $2.9M | 1055807 | 4.57% |
| 13 | PRIMO BRANDS CORPORATION | $2.8M | 173763 | 4.54% |
| 14 | RYTHM INC | $2.1M | 96500 | 3.29% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.