|
FTAI
|
US |
FTAI AVIATION LTD |
531,175 |
$77M |
5.27% |
100.0%
|
- |
|
TPR
|
US |
TAPESTRY INC |
1,002,624 |
$66M |
4.51% |
0.3%
|
- |
|
GS
|
US |
GOLDMAN SACHS GROUP INC |
85,000 |
$49M |
3.35% |
100.0%
|
- |
|
AJG
|
US |
ARTHUR J GALLAGHER & CO |
166,634 |
$47M |
3.26% |
100.0%
|
- |
|
TOL
|
US |
TOLL BROTHERS INC |
360,000 |
$45M |
3.12% |
571.9%
|
- |
|
DKS
|
US |
DICK'S SPORTING GOODS INC |
195,274 |
$45M |
3.08% |
160.4%
|
- |
|
ACN
|
US |
ACCENTURE PLC-CL A |
115,000 |
$40M |
2.79% |
100.0%
|
- |
|
GPI
|
US |
GROUP 1 AUTOMOTIVE INC |
92,025 |
$39M |
2.67% |
15.0%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
175,000 |
$38M |
2.64% |
100.0%
|
- |
|
LITE
|
US |
LUMENTUM HOLDINGS INC |
411,999 |
$35M |
2.38% |
-3.9%
|
- |
|
DECK
|
US |
DECKERS OUTDOOR CORP |
170,085 |
$35M |
2.38% |
-15.4%
|
- |
|
ROK
|
US |
ROCKWELL AUTOMATION INC |
105,888 |
$30M |
2.08% |
100.0%
|
- |
|
AS
|
US |
AMER SPORTS INC |
1,080,557 |
$30M |
2.08% |
27.1%
|
- |
|
RCL
|
US |
ROYAL CARIBBEAN CRUISES LTD |
130,000 |
$30M |
2.07% |
-63.6%
|
- |
|
NFLX
|
US |
NETFLIX INC |
30,000 |
$27M |
1.84% |
-25.0%
|
- |
|
DKNG
|
US |
DRAFTKINGS INC-CL A |
712,500 |
$27M |
1.83% |
140.8%
|
- |
|
META
|
US |
META PLATFORMS INC-CLASS A |
45,000 |
$26M |
1.82% |
-18.2%
|
- |
|
HLT
|
US |
HILTON WORLDWIDE HOLDINGS IN |
95,000 |
$23M |
1.62% |
-48.6%
|
- |
|
SN
|
US |
SHARKNINJA INC |
224,500 |
$22M |
1.51% |
-40.3%
|
- |
|
TSEM
|
US |
TOWER SEMICONDUCTOR LTD |
412,754 |
$21M |
1.46% |
100.0%
|
- |