|
KR
|
US |
KROGER CO |
4,546,010 |
$278M |
5.65% |
100.0%
|
- |
|
ROST
|
US |
ROSS STORES INC |
1,633,862 |
$247M |
5.03% |
30.4%
|
- |
|
BSX
|
US |
BOSTON SCIENTIFIC CORP |
2,378,064 |
$212M |
4.32% |
23.3%
|
- |
|
SBUX
|
US |
STARBUCKS CORP |
2,322,963 |
$212M |
4.31% |
100.0%
|
- |
|
GEV
|
US |
GE VERNOVA INC |
562,416 |
$185M |
3.76% |
-3.2%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
836,700 |
$184M |
3.73% |
5.1%
|
- |
|
PLNT
|
US |
PLANET FITNESS INC - CL A |
1,713,869 |
$169M |
3.45% |
-
|
- |
|
LAD
|
US |
LITHIA MOTORS INC |
460,298 |
$165M |
3.35% |
137.8%
|
- |
|
HUM
|
US |
HUMANA INC |
648,300 |
$164M |
3.34% |
-
|
Call |
|
TJX
|
US |
TJX COMPANIES INC |
1,235,448 |
$149M |
3.04% |
501.9%
|
- |
|
FLUT
|
US |
FLUTTER ENTERTAINMENT PLC-DI |
566,800 |
$146M |
2.98% |
-4.2%
|
- |
|
META
|
US |
META PLATFORMS INC-CLASS A |
246,855 |
$145M |
2.94% |
-46.6%
|
- |
|
APP
|
US |
APPLOVIN CORP-CLASS A |
422,442 |
$137M |
2.78% |
100.0%
|
- |
|
FIVE
|
US |
FIVE BELOW |
1,177,600 |
$124M |
2.51% |
100.0%
|
- |
|
TXRH
|
US |
TEXAS ROADHOUSE INC |
666,378 |
$120M |
2.44% |
-18.7%
|
- |
|
LYV
|
US |
LIVE NATION ENTERTAINMENT IN |
916,600 |
$119M |
2.41% |
67.4%
|
- |
|
TSM
|
US |
TAIWAN SEMICONDUCTOR-SP ADR |
595,100 |
$118M |
2.39% |
2.6%
|
- |
|
TPX
|
US |
TEMPUR SEALY INTERNATIONAL I |
2,053,035 |
$116M |
2.37% |
-
|
- |
|
EDR
|
US |
ENDEAVOR GROUP HOLD-CLASS A |
3,641,660 |
$114M |
2.32% |
207.9%
|
- |
|
HSIC
|
US |
HENRY SCHEIN INC |
1,637,808 |
$113M |
2.30% |
254.2%
|
- |