|
CRS
|
US |
CARPENTER TECHNOLOGY |
277,800 |
$47M |
8.62% |
6.6%
|
- |
|
SE
|
US |
SEA LTD-ADR |
380,000 |
$40M |
7.37% |
26.7%
|
- |
|
TKO
|
US |
TKO GROUP HOLDINGS INC |
276,800 |
$39M |
7.19% |
6.6%
|
- |
|
DESP
|
US |
DESPEGAR.COM CORP |
1,847,961 |
$36M |
6.50% |
-1.7%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
154,391 |
$34M |
6.19% |
-14.2%
|
- |
|
GNRC
|
US |
GENERAC HOLDINGS INC |
189,203 |
$29M |
5.36% |
20.5%
|
- |
|
CRH
|
US |
CRH PLC |
300,000 |
$28M |
5.07% |
42.8%
|
- |
|
DAL
|
US |
DELTA AIR LINES INC |
414,069 |
$25M |
4.58% |
100.0%
|
- |
|
CACI
|
US |
CACI INTERNATIONAL INC -CL A |
61,212 |
$25M |
4.52% |
-1.3%
|
- |
|
BECN
|
US |
BEACON ROOFING SUPPLY INC |
233,572 |
$24M |
4.34% |
100.0%
|
- |
|
FIX
|
US |
COMFORT SYSTEMS USA INC |
55,600 |
$24M |
4.31% |
-24.8%
|
- |
|
LYV
|
US |
LIVE NATION ENTERTAINMENT IN |
180,000 |
$23M |
4.26% |
-10.0%
|
- |
|
TTWO
|
US |
TAKE-TWO INTERACTIVE SOFTWRE |
112,900 |
$21M |
3.80% |
100.0%
|
- |
|
META
|
US |
META PLATFORMS INC-CLASS A |
35,000 |
$20M |
3.74% |
40.0%
|
- |
|
VRT
|
US |
VERTIV HOLDINGS CO-A |
150,000 |
$17M |
3.11% |
-57.1%
|
- |
|
NWSA
|
US |
NEWS CORP - CLASS A |
600,000 |
$17M |
3.02% |
-25.0%
|
- |
|
APP
|
US |
APPLOVIN CORP-CLASS A |
40,000 |
$13M |
2.37% |
-73.3%
|
- |
|
MU
|
US |
MICRON TECHNOLOGY INC |
153,550 |
$13M |
2.36% |
100.0%
|
- |
|
OKTA
|
US |
OKTA INC |
149,700 |
$12M |
2.16% |
100.0%
|
- |
|
TREE
|
US |
LENDINGTREE INC |
301,784 |
$12M |
2.14% |
4.1%
|
- |