|
BYD
|
US |
BOYD GAMING CORP |
489,369 |
$35M |
7.64% |
-12.0%
|
- |
|
UAL
|
US |
UNITED AIRLINES HOLDINGS INC |
313,390 |
$30M |
6.55% |
100.0%
|
- |
|
ADSK
|
US |
AUTODESK INC |
86,085 |
$25M |
5.48% |
1.7%
|
- |
|
SKX
|
US |
SKECHERS USA INC-CL A |
377,024 |
$25M |
5.46% |
21.9%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
111,261 |
$24M |
5.25% |
-6.2%
|
- |
|
LULU
|
US |
LULULEMON ATHLETICA INC |
62,262 |
$24M |
5.12% |
2.3%
|
- |
|
ZETA
|
US |
ZETA GLOBAL HOLDINGS CORP-A |
1,295,523 |
$23M |
5.02% |
26.5%
|
- |
|
PRKS
|
US |
UNITED PARKS & RESORTS INC |
412,064 |
$23M |
4.98% |
11.5%
|
- |
|
ASO
|
US |
ACADEMY SPORTS & OUTDOORS IN |
399,425 |
$23M |
4.95% |
-4.5%
|
- |
|
VRT
|
US |
VERTIV HOLDINGS CO-A |
194,220 |
$22M |
4.75% |
-35.8%
|
- |
|
NKE
|
US |
NIKE INC -CL B |
281,042 |
$21M |
4.58% |
100.0%
|
- |
|
TSM
|
US |
TAIWAN SEMICONDUCTOR-SP ADR |
94,865 |
$19M |
4.03% |
-7.9%
|
- |
|
DKNG
|
US |
DRAFTKINGS INC-CL A |
492,923 |
$18M |
3.95% |
23.7%
|
- |
|
AXON
|
US |
AXON ENTERPRISE INC |
29,998 |
$18M |
3.84% |
-4.2%
|
- |
|
CPNG
|
US |
COUPANG INC |
772,621 |
$17M |
3.65% |
-19.3%
|
- |
|
MODG
|
US |
TOPGOLF CALLAWAY BRANDS CORP |
1,981,553 |
$16M |
3.35% |
2.4%
|
- |
|
TYL
|
US |
TYLER TECHNOLOGIES INC |
25,276 |
$15M |
3.14% |
47.1%
|
- |
|
SPT
|
US |
SPROUT SOCIAL INC - CLASS A |
451,844 |
$14M |
2.99% |
-16.3%
|
- |
|
CHTR
|
US |
CHARTER COMMUNICATIONS INC-A |
39,837 |
$14M |
2.94% |
100.0%
|
- |
|
SPOT
|
US |
SPOTIFY TECHNOLOGY SA |
27,575 |
$12M |
2.65% |
-41.3%
|
- |