| FTAI Ftai Aviation Ltd. | 5.27% | 531,175 | $76.5M | New |
| TPR Tapestry Inc. | 4.51% | 1,002,624 | $65.5M | Add +0.3% |
| GS Goldman Sachs Group Inc. | 3.35% | 85,000 | $48.7M | New |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 3.26% | 166,634 | $47.3M | New |
| TOL Toll Brothers Inc. | 3.12% | 360,000 | $45.3M | Add +571.9% |
| DKS Dick's Sporting Goods Inc. | 3.08% | 195,274 | $44.7M | Add +160.4% |
| ACN Accenture PLC Class A | 2.79% | 115,000 | $40.5M | New |
| GPI Group 1 Automotive Inc. | 2.67% | 92,025 | $38.8M | Add +15.0% |
| AMZN Amazon.com Inc. | 2.64% | 175,000 | $38.4M | New |
| LITE Lumentum Holdings Inc. | 2.38% | 411,999 | $34.6M | Reduce -3.9% |
| DECK Deckers Outdoor Corp. | 2.38% | 170,085 | $34.5M | Reduce -15.4% |
| ROK Rockwell Automation Inc. | 2.08% | 105,888 | $30.3M | New |
| AS Amer Sports Inc. | 2.08% | 1,080,557 | $30.2M | Add +27.1% |
| RCL Royal Caribbean Cruises Ltd. | 2.07% | 130,000 | $30.0M | Reduce -63.6% |
| NFLX Netflix Inc. | 1.84% | 30,000 | $26.7M | Reduce -25.0% |
| DKNG Draftkings Inc. Class A | 1.83% | 712,500 | $26.5M | Add +140.8% |
| META Meta Platforms Inc. Class A | 1.81% | 45,000 | $26.3M | Reduce -18.2% |
| HLT Hilton Worldwide Holdings Inc. | 1.62% | 95,000 | $23.5M | Reduce -48.6% |
| SN Sharkninja Inc. | 1.51% | 224,500 | $21.9M | Reduce -40.3% |
| TSEM Tower Semiconductor Ltd. | 1.46% | 412,754 | $21.3M | New |
| CPA Copa Holdings SA Class A | 1.39% | 230,000 | $20.2M | Reduce -45.9% |
| LAD Lithia Motors Inc. | 1.31% | 53,122 | $19.0M | New |
| WMT Walmart Inc. | 1.31% | 210,000 | $19.0M | Reduce -16.0% |
| RL Ralph Lauren Corp. | 1.30% | 81,500 | $18.8M | Reduce -27.6% |
| ANF Abercrombie & Fitch Co. Class A | 1.18% | 115,000 | $17.2M | Add +48.4% |
| BOOT Boot Barn Holdings Inc. | 1.15% | 110,300 | $16.7M | Add +123.7% |
| LTH Life Time Group Holdings Inc. | 1.15% | 751,573 | $16.6M | Add +70.4% |
| SPOT Spotify Technology SA | 1.08% | 35,000 | $15.7M | Reduce -41.7% |
| OLLI Ollie's Bargain Outlet Holdi | 1.07% | 141,500 | $15.5M | Reduce -26.4% |
| PH Parker Hannifin Corp. | 1.07% | 24,386 | $15.5M | New |
| BBWI Bath & Body Works Inc. | 1.07% | 400,000 | $15.5M | New |
| ROST Ross Stores Inc. | 1.04% | 100,000 | $15.1M | Add +53.9% |
| BURL Burlington Stores Inc. | 0.98% | 50,000 | $14.3M | Reduce -38.0% |
| GAP The Gap Inc. | 0.86% | 526,200 | $12.4M | No change |
| ENS Enersys | 0.85% | 134,035 | $12.4M | Reduce -10.1% |
| CMG Chipotle Mexican Grill Inc. | 0.83% | 200,000 | $12.1M | Add +566.7% |
| PCAR Paccar Inc. | 0.82% | 114,158 | $11.9M | New |
| ORLY O'reilly Automotive Inc. | 0.82% | 10,000 | $11.9M | New |
| VIK Viking Holdings Ltd. | 0.80% | 263,950 | $11.6M | Reduce -65.9% |
| ESI Element Solutions Inc. | 0.77% | 439,459 | $11.2M | Add +13.6% |
| CCL Carnival Corp. | 0.73% | 425,000 | $10.6M | Reduce -25.2% |
| GLW Corning Inc. | 0.72% | 219,984 | $10.5M | New |
| SHAK Shake Shack Inc. Class A | 0.72% | 80,000 | $10.4M | No change |
| CART Maplebear Inc. | 0.71% | 250,000 | $10.4M | Add +25.0% |
| FLUT Flutter Entertainment PLC-Di | 0.71% | 40,000 | $10.3M | New |
| CHDN Churchill Downs Inc. | 0.69% | 74,923 | $10.0M | No change |
| ULTA Ulta Beauty Inc. | 0.66% | 22,000 | $9.6M | New |
| ASO Academy Sports & Outdoors Inc. | 0.64% | 162,500 | $9.3M | New |
| MTH Meritage Homes Corp. | 0.64% | 60,242 | $9.3M | New |
| CCOI Cogent Communications Holdin | 0.64% | 120,089 | $9.3M | New |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.61% | 80,000 | $8.9M | New |
| MTN Vail Resorts Inc. | 0.58% | 45,000 | $8.4M | New |
| DASH DoorDash Inc. Class A | 0.58% | 50,000 | $8.4M | New |
| HZO Marinemax Inc. | 0.56% | 282,833 | $8.2M | Reduce -4.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.54% | 64,419 | $7.8M | No change |
| PVH PVH Corp. | 0.53% | 73,200 | $7.7M | Reduce -45.8% |
| AXTA Axalta Coating Systems Ltd. | 0.53% | 226,185 | $7.7M | New |
| AES AES Corp. | 0.53% | 600,000 | $7.7M | Add +71.4% |
| DAL Delta Air Lines Inc. | 0.52% | 125,000 | $7.6M | New |
| RACE Ferrari NV | 0.51% | 17,500 | $7.4M | Reduce -35.2% |
| SBUX Starbucks Corp. | 0.50% | 80,000 | $7.3M | New |
| BA The Boeing Co. | 0.49% | 40,000 | $7.1M | New |
| BIRK Birkenstock Holding PLC | 0.47% | 120,700 | $6.8M | Add +26.1% |
| VRT Vertiv Holdings Co. Class A | 0.47% | 60,000 | $6.8M | Reduce -86.3% |
| J Jacobs Solutions Inc. | 0.46% | 50,000 | $6.7M | New |
| MMM 3M Co. | 0.45% | 50,920 | $6.6M | Reduce -21.0% |
| RDDT Reddit Inc. Class A | 0.45% | 40,000 | $6.5M | Reduce -46.7% |
| APLD Applied Digital Corp. | 0.43% | 815,388 | $6.2M | New |
| BJ Bj's Wholesale Club Holdings filed as BJS WHSL CLUB HLDGS INC | 0.42% | 68,437 | $6.1M | Add +17.1% |
| UBER Uber Technologies Inc. | 0.42% | 100,000 | $6.0M | Reduce -50.0% |
| YETI Yeti Holdings Inc. filed as YETI HLDGS INC | 0.40% | 150,464 | $5.8M | Reduce -6.2% |
| DD Dupont DE Nemours Inc. | 0.40% | 75,336 | $5.7M | Reduce -76.8% |
| MKSI MKS Inc. filed as MKS INSTRS INC | 0.38% | 53,432 | $5.6M | Reduce -29.9% |
| CUBI Customers Bancorp Inc. | 0.36% | 108,000 | $5.3M | New |
| SMTC Semtech Corp. | 0.36% | 84,719 | $5.2M | New |
| NFE New Fortress Energy Inc. | 0.36% | 344,725 | $5.2M | New |
| M Macy's Inc. | 0.35% | 300,000 | $5.1M | Add +200.0% |
| OMF Onemain Holdings Inc. | 0.35% | 96,500 | $5.0M | New |
| AVGO Broadcom Inc. | 0.32% | 20,000 | $4.6M | New |
| UNP Union Pacific Corp. | 0.31% | 20,000 | $4.6M | Reduce -20.0% |
| ROKU Roku Inc. | 0.31% | 60,000 | $4.5M | New |
| NCLH Norwegian Cruise Line Holdin | 0.31% | 172,991 | $4.5M | Reduce -65.4% |
| MCD McDonald's Corp. | 0.30% | 15,000 | $4.3M | New |
| CRI Carter's Inc. | 0.29% | 77,340 | $4.2M | Reduce -54.4% |
| URBN Urban Outfitters Inc. | 0.28% | 75,000 | $4.1M | New |
| BILL Bill Holdings Inc. | 0.28% | 47,850 | $4.1M | New |
| W Wayfair Inc. Class A | 0.26% | 86,500 | $3.8M | Reduce -34.2% |
| GOOGL Alphabet Inc. Class A | 0.26% | 20,000 | $3.8M | New |
| VSXY Victoria's Secret & Co. | 0.26% | 90,000 | $3.7M | New |
| SIG Signet Jewelers Ltd. | 0.25% | 45,441 | $3.7M | Reduce -16.0% |
| DHI D.R. Horton Inc. | 0.24% | 25,000 | $3.5M | New |
| PFGC Performance Food Group Co. | 0.23% | 40,000 | $3.4M | No change |
| CZR Caesars Entertainment Inc. | 0.23% | 100,000 | $3.3M | Reduce -74.0% |
| DAVE Dave Inc. | 0.22% | 37,001 | $3.2M | New |
| AZO AutoZone Inc. | 0.22% | 1,000 | $3.2M | Reduce -33.3% |
| ST Sensata Technologies Holdplc | 0.20% | 104,647 | $2.9M | New |
| TXRH Texas Roadhouse Inc. | 0.19% | 15,000 | $2.7M | No change |
| JBHT Hunt (jb) Transprt SVCS Inc. | 0.18% | 15,000 | $2.6M | Reduce -81.3% |
| TILE Interface Inc. | 0.17% | 102,090 | $2.5M | New |
| SRAD Sportradar Group AG-A | 0.17% | 141,929 | $2.5M | New |
| SKX Skechers USA Inc. Class A | 0.15% | 33,438 | $2.2M | Add +33.8% |
| RYAAY Ryanair Holdings PLC-SP ADR | 0.15% | 50,000 | $2.2M | No change |
| AEO American Eagle Outfitters | 0.15% | 130,000 | $2.2M | Reduce -77.4% |
| WYNN WYNN Resorts Ltd. | 0.15% | 25,000 | $2.2M | No change |
| PAG Penske Automotive Group Inc. | 0.15% | 14,021 | $2.1M | No change |
| LEN Lennar Corp. Class A | 0.14% | 15,000 | $2.0M | New |
| LYFT LYFT Inc. Class A | 0.13% | 150,000 | $1.9M | New |
| Z Zillow Group Inc. Class C | 0.13% | 25,000 | $1.9M | New |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.12% | 15,000 | $1.8M | Reduce -88.0% |
| OMC Omnicom Group | 0.12% | 20,000 | $1.7M | New |
| ADTN Adtran Holdings Inc. | 0.11% | 198,440 | $1.7M | New |
| PINS Pinterest Inc. Class A | 0.10% | 50,000 | $1.4M | Reduce -87.5% |
| ONEW Onewater Marine Inc. Class A | 0.08% | 70,659 | $1.2M | No change |
| MBUU Malibu Boats Inc. Class A | 0.08% | 31,450 | $1.2M | No change |
| RRR Red Rock Resorts Inc. Class A | 0.08% | 25,000 | $1.2M | No change |
| GTM Zoominfo Technologies Inc. | 0.07% | 100,000 | $1.1M | New |
| PLYA Playa Hotels & Resorts NV | 0.06% | 63,754 | $806K | Reduce -72.1% |
| VIVID SEATS INC | 0.03% | 100,000 | $463K | Reduce -81.3% |
| KRNT Kornit Digital Ltd. | 0.02% | 10,300 | $319K | New |