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CIK 0001107310 • 6 13F filings • May 15, 2025 – Jul 6, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADVANCED MICRO DEVICES INC | COM | $207.4M | 3.3%Prev: 2.9% | 968,441 SH | Decreased-525,114 SH |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | $121.0M | 1.9%Prev: 1.9% | 825,761 SH | Decreased-39,776 SH |
| AMAZON COM INC | COM | $340.6M | 5.4%Prev: 4.1% | 1,475,615 SH | Increased-73,281 SH |
| ASBURY AUTOMOTIVE GROUP INC | COM | $215.4M | 3.4%Prev: 2.9% | 926,392 SH | Decreased-46,013 SH |
| ATMUS FILTRATION TECHNOLOGIES | COM | $198.6M | 3.1% | 3,825,346 SH | New |
| CAMPING WORLD HLDGS INC | CL A | $56.2M | 0.9%Prev: 0.8% | 5,779,805 SH | Decreased+1,815,042 SH |
| CF INDS HLDGS INC | COM | $98.7M | 1.6%Prev: 1.5% | 1,276,307 SH | Decreased-63,362 SH |
| COUPANG INC | CL A | $298.3M | 4.7%Prev: 3.7% | 12,644,042 SH | Decreased+3,209,657 SH |
| DAVE & BUSTERS ENTMT INC | COM | $38.0M | 0.6%Prev: 0.5% | 2,346,038 SH | Decreased-15,111 SH |
| DRAFTKINGS INC | COM CL A | $290.4M | 4.6%Prev: 2.8% | 8,426,755 SH | Increased+2,151,892 SH |
| DYNATRACE INC | COM NEW | $196.2M | 3.1%Prev: 2.0% | 4,527,266 SH | Increased+1,122,855 SH |
| ELEVANCE HEALTH INC | COM | $170.8M | 2.7%Prev: 1.4% | 487,147 SH | Increased+120,358 SH |
| FERGUSON ENTERPRISES INC | COMMON STOCK NEW | $111.3M | 1.8%Prev: 1.8% | 499,807 SH | Decreased-173,777 SH |
| FLUTTER ENTMT PLC | SHS | $17.0M | 0.3%Prev: 1.1% | 79,151 SH | Decreased-293,820 SH |
| GITLAB INC | CLASS A COM | $289.1M | 4.6%Prev: 3.9% | 7,702,226 SH | Decreased+494,497 SH |
| GRAPHIC PACKAGING HLDG CO | COM | $192.9M | 3.1%Prev: 1.8% | 12,811,941 SH | Increased+5,163,806 SH |
| JEFFERIES FINL GROUP INC | COM | $236.3M | 3.7%Prev: 2.7% | 3,812,615 SH | Increased+454,054 SH |
| LIBERTY MEDIA CORP | COM LBTY ONE S C | $186.7M | 3.0%Prev: 2.5% | 1,895,152 SH | Decreased-94,097 SH |
| LOUISIANA PAC CORP | COM | $326.9M | 5.2%Prev: 3.4% | 4,048,136 SH | Increased+932,177 SH |
| LPL FINL HLDGS INC | COM | $157.8M | 2.5%Prev: 2.4% | 441,845 SH | Decreased-145,779 SH |
| MCGRATH RENTCORP | COM | $99.6M | 1.6%Prev: 1.3% | 949,673 SH | Decreased+4,701 SH |
| MEDLINE INC | COM CL A | $63.2M | 1.0% | 1,505,000 SH | New |
| META PLATFORMS INC | CL A | $41.1M | 0.6%Prev: 0.5% | 62,250 SH | Decreased+3,672 SH |
| MONGODB INC | CL A | $65.4M | 1.0%Prev: 1.6% | 155,822 SH | Decreased-277,223 SH |
| PELOTON INTERACTIVE INC | CL A COM | $111.8M | 1.8%Prev: 1.6% | 18,154,907 SH | Decreased+3,069,497 SH |
| PERFORMANCE FOOD GROUP CO | COM | $238.0M | 3.8%Prev: 2.1% | 2,647,353 SH | Increased+998,249 SH |
| PINTEREST INC | CL A | $117.5M | 1.9%Prev: 2.6% | 4,539,453 SH | Decreased-2,175,555 SH |
| RED ROCK RESORTS INC | CL A | $100.0M | 1.6%Prev: 1.8% | 1,614,183 SH | Decreased-787,191 SH |
| SALESFORCE INC | COM | $276.2M | 4.4%Prev: 2.4% | 1,042,521 SH | Increased+211,985 SH |
| SEA LTD | SPONSORED ADS | $337.0M | 5.3%Prev: 3.2% | 2,641,640 SH | Increased+1,162,825 SH |
| SOMNIGROUP INTERNATIONAL INC | COM | $28.0M | 0.4%Prev: 1.5% | 313,755 SH | Decreased-1,183,207 SH |
| SYNOPSYS INC | COM | $117.1M | 1.9%Prev: 1.0% | 249,247 SH | Increased+85,818 SH |
| SYSCO CORP | COM | $66.1M | 1.0%Prev: 0.5% | 897,277 SH | Increased+374,882 SH |
| TENET HEALTHCARE CORP | COM NEW | $122.0M | 1.9%Prev: 2.7% | 613,961 SH | Decreased-495,489 SH |
| UNION PAC CORP | COM | $81.4M | 1.3% | 351,839 SH | New |
| UNITEDHEALTH GROUP INC | COM | $124.9M | 2.0%Prev: 1.7% | 378,260 SH | Decreased-18,786 SH |
| VALVOLINE INC | COM | $122.4M | 1.9% | 4,212,293 SH | New |
| WORKIVA INC | COM CL A | $319.7M | 5.1%Prev: 3.9% | 3,706,152 SH | Decreased-17,394 SH |
| ZILLOW GROUP INC | CL C CAP STK | $142.8M | 2.3%Prev: 2.3% | 2,093,890 SH | Decreased-403,125 SH |
| 13F-HR |
| 0000902664-26-003015 |
| $0K |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001085146-25-005242 | $8.31B | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001107310-26-000002 | $4.36B | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001085146-25-003291 | $5.98B | View |