Filing: 0001547349-26-000003
Total Filing Value
$557.75MIssuer | Symbol | Class | CUSIP | Value | Shares | Put/Call |
|---|---|---|---|---|---|---|
| UNITY SOFTWARE INC | U | COM | 91332U101 | $116,730,930 | 2,642,765 | — |
| LUMENTUM HLDGS INC | LITE | COM | 55024U109 | $71,351,652 | 193,580 | — |
| ORACLE CORP | ORCL | COM | 68389X105 | $67,633,770 | 347,000 | — |
| COHERENT CORP | COM | 19247G107 | $61,328,181 | 332,276 | — | |
| NVIDIA CORPORATION | NVDA | COM | 67066G104 | $60,200,522 | 322,791 | — |
| ATOUR LIFESTYLE HLDGS LTD | ATAT | SPONSORED ADS | 04965M106 | $31,756,400 | 806,000 | — |
| RIOT PLATFORMS INC | RIOT | COM | 767292105 | $17,864,700 | 1,410,000 | — |
| CELESTICA INC | COM | 15101Q207 | $17,736,600 | 60,000 | — | |
| BLOOM ENERGY CORP | BE | COM CL A | 093712107 | $17,551,780 | 202,000 | — |
| COREWEAVE INC | CRWV | COM CL A | 21873S108 | $15,539,370 | 217,000 | — |
| CREDO TECHNOLOGY GROUP HOLDI | CRDO | ORDINARY SHARES | G25457105 | $10,647,860 | 74,000 | — |
| JOYY INC | YY | ADS REPSTG COM A | 46591M109 | $10,342,172 | 159,700 | — |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A714 | $10,192,155 | 119,500 | — | |
| RALPH LAUREN CORP | RL | CL A | 751212101 | $9,556,664 | 27,026 | — |
| LEVI STRAUSS & CO NEW | LEVI | CL A COM STK | 52736R102 | $9,235,522 | 445,300 | — |
| DICKS SPORTING GOODS INC | DKS | COM | 253393102 | $7,484,058 | 37,804 | — |
| NIKE INC | NKE | CL B | 654106103 | $7,400,554 | 116,160 | — |
| BOOT BARN HLDGS INC | BOOT | COM | 099406100 | $6,193,744 | 35,098 | — |
| URBAN OUTFITTERS INC | URBN | COM | 917047102 | $5,658,273 | 75,183 | — |
| MADDEN STEVEN LTD | SHOO | COM | 556269108 | $3,347,856 | 80,400 | — |
Rows:
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