Name,Ticker,Title of class,Class,Change,CUSIP,Value,Shares or principal amount,Weighting WORKDAY INC,WDAY,cl a,Sell,98138H101,881256610.0,4266760.0,8.158 MICROSOFT CORP,MSFT,,Sell,594918104,772422586.0,2679232.0,7.151 TAIWAN SEMICONDUCTOR MFG LTD,TSM,sponsored ads,Sell,874039100,761269169.0,8183930.0,7.048 BATH & BODY WORKS INC,,,Sell,070830104,715721902.0,19565935.0,6.626 AMAZON COM INC,AMZN,,Sell,023135106,682262573.0,6605311.0,6.316 DICKS SPORTING GOODS INC,DKS,,Sell,253393102,647873429.0,4566026.0,5.998 BOOKING HOLDINGS INC,BKNG,,Sell,09857L108,542683086.0,204600.0,5.024 TRANSDIGM GROUP INC,TDG,,Sell,893641100,515085918.0,698848.0,4.769 UNITEDHEALTH GROUP INC,UNH,,Sell,91324P102,421156613.0,891167.0,3.899 MASTERCARD INCORPORATED,MA,cl a,Sell,57636Q104,381220361.0,1049009.0,3.529 LPL FINL HLDGS INC,LPLA,,Sell,50212V100,376391338.0,1859641.0,3.485 VISA INC,V,,Sell,92826C839,334350416.0,1482970.0,3.095 ADVANCED MICRO DEVICES INC,AMD,,Sell,007903107,277724370.0,2833633.0,2.571 MARQETA INC,MQ,,Sell,57142B104,22403017.0,4902192.0,0.207 EQUIFAX INC,EFX,,Exit,294429105,0.0,-7278.0,-0.014 FIRST CTZNS BANCSHARES INC N,FCNCA,cl a,Exit,31946M103,0.0,-175642.0,-1.272 THERMO FISHER SCIENTIFIC INC,TMO,,Exit,883556102,0.0,-587696.0,-3.089