|
AXS
|
US |
AXIS CAPITAL HOLDINGS LTD |
260,000 |
$23M |
13.04% |
-
|
- |
|
FTAI
|
US |
FTAI AVIATION LTD |
155,000 |
$22M |
12.64% |
-
|
- |
|
HLT
|
US |
HILTON WORLDWIDE HOLDINGS IN |
76,740 |
$19M |
10.73% |
-23.6%
|
- |
|
ALLE
|
US |
ALLEGION PLC |
128,000 |
$17M |
9.47% |
-
|
- |
|
AVGO
|
US |
BROADCOM INC |
70,000 |
$16M |
9.19% |
-55.0%
|
- |
|
LII
|
US |
LENNOX INTERNATIONAL INC |
22,000 |
$13M |
7.59% |
-10.5%
|
- |
|
RCL
|
US |
ROYAL CARIBBEAN CRUISES LTD |
55,215 |
$13M |
7.21% |
-
|
- |
|
KVYO
|
US |
KLAVIYO INC-A |
295,689 |
$12M |
6.90% |
100.0%
|
- |
|
APH
|
US |
AMPHENOL CORP-CL A |
160,000 |
$11M |
6.29% |
-15.8%
|
- |
|
VRNA
|
US |
VERONA PHARMA PLC - ADR |
236,773 |
$11M |
6.22% |
100.0%
|
- |
|
ATMU
|
US |
ATMUS FILTRATION TECHNOLOGIE |
193,466 |
$8M |
4.29% |
-
|
- |
|
AZO
|
US |
AUTOZONE INC |
2,118 |
$7M |
3.84% |
-
|
- |
|
ACA
|
US |
ARCOSA INC |
28,509 |
$3M |
1.56% |
-
|
- |
|
MEDP
|
US |
MEDPACE HOLDINGS INC |
5,519 |
$2M |
1.04% |
-82.4%
|
- |