|
TPX
|
US |
TEMPUR SEALY INTERNATIONAL I |
439,826 |
$25M |
9.15% |
-
|
- |
|
WMB
|
US |
WILLIAMS COS INC |
434,882 |
$24M |
8.64% |
-
|
- |
|
GOOG
|
US |
ALPHABET INC-CL C |
115,500 |
$22M |
8.07% |
-
|
- |
|
CPRT
|
US |
COPART INC |
364,188 |
$21M |
7.67% |
-
|
- |
|
ACGL
|
US |
ARCH CAPITAL GROUP LTD |
202,106 |
$19M |
6.85% |
-
|
- |
|
BECN
|
US |
BEACON ROOFING SUPPLY INC |
168,029 |
$17M |
6.26% |
-
|
- |
|
FI
|
US |
FISERV INC |
64,600 |
$13M |
4.87% |
-
|
- |
|
SNPS
|
US |
SYNOPSYS INC |
26,700 |
$13M |
4.76% |
-
|
- |
|
FLUT
|
US |
FLUTTER ENTERTAINMENT PLC-DI |
50,017 |
$13M |
4.74% |
-
|
- |
|
OKE
|
US |
ONEOK INC |
117,998 |
$12M |
4.35% |
-
|
- |
|
META
|
US |
META PLATFORMS INC-CLASS A |
19,664 |
$12M |
4.23% |
-
|
- |
|
PYPL
|
US |
PAYPAL HOLDINGS INC |
108,399 |
$9M |
3.40% |
-
|
- |
|
DINO
|
US |
HF SINCLAIR CORP |
209,598 |
$7M |
2.70% |
-3.2%
|
- |
|
ETHE
|
US |
GRAYSCALE ETHEREUM TRUST ETF |
251,643 |
$7M |
2.59% |
-21.8%
|
- |
|
CCJ
|
US |
CAMECO CORP |
120,200 |
$6M |
2.27% |
-
|
- |
|
CBRE
|
US |
CBRE GROUP INC - A |
45,700 |
$6M |
2.20% |
-28.3%
|
- |
|
IRDM
|
US |
IRIDIUM COMMUNICATIONS INC |
188,246 |
$5M |
2.00% |
-
|
- |
|
CEVA
|
US |
CEVA INC |
167,400 |
$5M |
1.94% |
17.6%
|
- |
|
FOX
|
US |
FOX CORP - CLASS B |
110,000 |
$5M |
1.85% |
-
|
- |
|
NDAQ
|
US |
NASDAQ INC |
63,039 |
$5M |
1.79% |
-
|
- |