| Q2 2026filed Aug 14, 261 added5 reduced |
| ≡ | BFAM – BRIGHT HORIZONS FAM SOL IN D | Add 69.37% | 980,249 | 3.26 |
| Q1 2026filed May 15, 262 new2 added2 reduced1 exited |
| ≡ | SUNB – SUNBELT RENTALS HOLDINGS INC | Buy | 12,561,085 | 35.38 |
| ≡ | BFAM – BRIGHT HORIZONS FAM SOL IN D | Buy | 1,413,000 | 5.02 |
| ≡ | SN – SHARKNINJA INC | Add 16.94% | 208,000 | −3.61 |
| ≡ | URBN – URBAN OUTFITTERS INC | Add 31.79% | 537,000 | −3.32 |
| Q4 2025filed Feb 17, 261 new1 added2 reduced |
| ≡ | URBN – URBAN OUTFITTERS INC | Buy | 1,689,000 | 9.42 |
| ≡ | TFX – TELEFLEX INCORPORATED | Add 5.56% | 51,075 | −0.04 |
| Q3 2025filed Nov 14, 251 new2 added2 reduced |
| ≡ | TFX – TELEFLEX INCORPORATED | Buy | 917,925 | 8.80 |
| ≡ | AMAT – APPLIED MATLS INC | Add 22.51% | 197,000 | 2.27 |
| ≡ | ACHC – ACADIA HEALTHCARE COMPANY IN | Add 22.35% | 800,000 | 0.93 |
| Q2 2025filed Aug 14, 251 new2 added2 reduced1 exited |
| ≡ | NYT – NEW YORK TIMES CO | Buy | 1,410,000 | 7.36 |
| ≡ | SN – SHARKNINJA INC | Add 20.34% | 300,000 | 2.99 |
| ≡ | ACHC – ACADIA HEALTHCARE COMPANY IN | Add 96.70% | 1,760,000 | 1.57 |
| Q1 2025filed May 15, 251 new1 added1 reduced1 exited |
| ≡ | ACHC – ACADIA HEALTHCARE COMPANY IN | Buy | 1,820,000 | 6.01 |
| ≡ | SNX – TD SYNNEX CORPORATION | Add 19.35% | 435,000 | 3.22 |
| Q4 2024filed Feb 14, 251 added1 reduced2 exited |
| ≡ | AMAT – APPLIED MATLS INC | Add 16.67% | 125,000 | 1.58 |
| Q3 2024filed Nov 14, 242 added1 reduced |
| ≡ | AMAT – APPLIED MATLS INC | Add 38.89% | 210,000 | 0.58 |
| ≡ | CACC – CREDIT ACCEP CORP MICH | Add 30.46% | 53,306 | −0.10 |
| Q2 2024filed Aug 14, 241 new1 added3 reduced2 exited |
| ≡ | UNH – UNITEDHEALTH GROUP INC | Buy | 186,000 | 9.29 |
| ≡ | SN – SHARKNINJA INC | Add 14.34% | 185,000 | 3.70 |
| Q1 2024filed May 15, 242 new1 added3 reduced2 exited |
| ≡ | SN – SHARKNINJA INC | Buy | 1,290,000 | 7.17 |
| ≡ | CACC – CREDIT ACCEP CORP MICH | Add 6.71% | 11,000 | −0.14 |
| ≡ | PFSI – PENNYMAC FINL SVCS INC NEW | Buy | 13,000 | 0.11 |
| Q4 2023filed Feb 14, 241 added2 reduced |
| ≡ | HCA – HCA HEALTHCARE INC | Add 21.41% | 97,000 | 2.68 |