PPG&E CORPCUSIP 69331C108
8.40%50.10M$756M↓ -2.0%−1M shares
—Estimate pending for this holding
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6.86%2.81M$617M↑ +3.7%+100K shares
—Estimate pending for this holding
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6.34%1.10M$570M↑ +175.0%+700K shares
—Estimate pending for this holding
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NNVIDIA CORPORATIONCUSIP 67066G104
5.92%2.85M$532M↑ +1.8%+50K shares
—Estimate pending for this holding
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NNORFOLK SOUTHN CORPCUSIP 655844108
5.51%1.65M$496MNEW+1.65M shares
—Estimate pending for this holding
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3.57%4.67M$321M• 0.0%0 shares
—Estimate pending for this holding
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TTAIWAN SEMICONDUCTOR MFG LTDCUSIP 874039100
3.42%1.10M$307M↓ -23.1%−330K shares
—Estimate pending for this holding
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CCAPITAL ONE FINL CORPCUSIP 14040H105
3.28%1.39M$294M↓ -23.2%−419K shares
—Estimate pending for this holding
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FFLUTTER ENTMT PLCCUSIP G3643J108
3.16%1.12M$284M↑ +4.7%+50K shares
—Estimate pending for this holding
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CCASEYS GEN STORES INCCUSIP 147528103
3.14%500K$283M↑ +38.9%+140K shares
—Estimate pending for this holding
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TTELEPHONE & DATA SYS INCCUSIP 879433829
2.93%6.71M$263M↓ -0.3%−17.73K shares
—Estimate pending for this holding
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CCRH PLCCUSIP G25508105
2.89%2.17M$260M↓ -16.4%−425K shares
—Estimate pending for this holding
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CCOSTAR GROUP INCCUSIP 22160N109
2.83%3.02M$255M↓ -2.2%−68K shares
—Estimate pending for this holding
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TTEMPUR SEALY INTL INCCUSIP 88023U101
2.81%3M$253MNEW+3M shares
—Estimate pending for this holding
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LLIVE NATION ENTERTAINMENT INCUSIP 538034109
2.45%1.35M$221M↓ -31.6%−625K shares
—Estimate pending for this holding
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CCARPENTER TECHNOLOGY CORPCUSIP 144285103
2.32%850K$209M↑ +13.3%+100K shares
—Estimate pending for this holding
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UUNION PAC CORPCUSIP 907818108
2.30%875K$207MNEW+875K shares
—Estimate pending for this holding
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LLPL FINL HLDGS INCCUSIP 50212V100
2.20%594K$198M↓ -4.9%−30.86K shares
—Estimate pending for this holding
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MMR COOPER GROUP INCCUSIP 62482R107
2.17%925K$195M• 0.0%0 shares
—Estimate pending for this holding
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SSHARKNINJA INCCUSIP G8068L108
2.07%1.80M$186M↑ +50.0%+600K shares
—Estimate pending for this holding
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VVISTRA CORPCUSIP 92840M102
2.04%935K$183M↓ -25.2%−315K shares
—Estimate pending for this holding
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CCOMFORT SYS USA INCCUSIP 199908104
1.84%200K$165M↑ +8.1%+15K shares
—Estimate pending for this holding
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1.80%220K$162M↑ +46.7%+70K shares
—Estimate pending for this holding
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MMASTEC INCCUSIP 576323109
1.72%725K$154MNEW+725K shares
—Estimate pending for this holding
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TTALEN ENERGY CORPCUSIP 87422Q109
1.66%350K$149M↓ -55.4%−435K shares
—Estimate pending for this holding
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KKENVUE INCCUSIP 49177J102
1.62%9M$146M↑ +5.6%+475K shares
—Estimate pending for this holding
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JJACOBS SOLUTIONS INCCUSIP 46982L108
1.53%915K$137M↓ -27.6%−349K shares
—Estimate pending for this holding
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PPRIMO BRANDS CORPORATIONCUSIP 741623102
1.42%5.78M$128M• 0.0%0 shares
—Estimate pending for this holding
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FFLOOR & DECOR HLDGS INCCUSIP 339750101
1.09%1.33M$98MNEW+1.33M shares
—Estimate pending for this holding
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AAPOLLO GLOBAL MGMT INCCUSIP 03769M106
0.96%650K$86.6M↓ -49.0%−625K shares
—Estimate pending for this holding
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RROCKET COS INCCUSIP 77311W101
0.86%4M$77.5M↓ -15.8%−750K shares
—Estimate pending for this holding
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AAPOLLO GLOBAL MGMT INCCUSIP 03769M304
0.70%900K$63.3M• 0.0%0 shares
—Estimate pending for this holding
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CCORE SCIENTIFIC INC NEWCUSIP 21874A106
0.60%3M$53.8MNEW+3M shares
—Estimate pending for this holding
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SSTRATA CRITICAL MEDICAL INCCUSIP 092667104
0.28%5M$25.3MNEW+5M shares
—Estimate pending for this holding
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HHERTZ GLOBAL HLDGS INCCUSIP 42806J148
0.16%3.97M$14.8M• 0.0%0 shares
—Estimate pending for this holding
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PPG&E CORPCUSIP 69331CAL2
0.11%10M$10.1M• 0.0%0 shares
—Estimate pending for this holding
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DDANAHER CORPORATIONCUSIP 235851102
0.11%50K$9.9M↓ -90.0%−450K shares
—Estimate pending for this holding
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PPG&E CORPCUSIP 69331C306
0.06%140K$5.5M• 0.0%0 shares
—Estimate pending for this holding
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FFLYEXCLUSIVE INCCUSIP 343928107
0.06%1.02M$5M• 0.0%0 shares
—Estimate pending for this holding
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AAURORA INNOVATION INCCUSIP 051774107
0.02%1.03M$2.2M• 0.0%0 shares
—Estimate pending for this holding
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AAURORA INNOVATION INCCUSIP 051774115
0.01%1.83M$877K• 0.0%0 shares
—Estimate pending for this holding
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BBAUSCH HEALTH COS INCCUSIP 071734107
0.01%100K$645KNEW+100K shares
—Estimate pending for this holding
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CCOMMUNITY HEALTH SYS INC NEWCUSIP 203668108
0.01%150K$482KNEW+150K shares
—Estimate pending for this holding
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FFLYEXCLUSIVE INCCUSIP 343928115
0.00%367K$117K• 0.0%0 shares
—Estimate pending for this holding
—