Name,Ticker,Title of class,Class,Change,CUSIP,Value,Shares or principal amount,Weighting EXPEDIA GROUP INC,EXPE,,Sell,30212P303,308487000.0,3292637.0,5.629 SNOWFLAKE INC,SNOW,cl a,Sell,833445109,265138000.0,1560000.0,4.838 T-MOBILE US INC,TMUS,,Sell,872590104,123351000.0,919361.0,2.251 ATLASSIAN CORP PLC,TEAM,cl a,Sell,G06242104,78103000.0,370876.0,1.425 ALKAMI TECHNOLOGY INC,ALKT,,Sell,01644J108,54943000.0,3650718.0,1.003 LIVE NATION ENTERTAINMENT IN,LYV,,Exit,538034109,0.0,-450350.0,-0.881 DISNEY WALT CO,DIS,,Exit,254687106,0.0,-737315.0,-1.649