Name,Ticker,Title of class,Class,Change,CUSIP,Value,Shares or principal amount,Weighting LGI HOMES INC,LGIH,,Buy,50187T106,27863000.0,320632.0,43.247 FIVE BELOW INC,FIVE,,Sell,33829M101,21435000.0,188972.0,33.27 TRANSDIGM GROUP INC,TDG,,Sell,893641100,12406000.0,23117.0,19.256 CARVANA CO,CVNA,cl a,Buy,146869102,2724000.0,120634.0,4.228 META PLATFORMS INC,FB,cl a,Exit,30303M102,0.0,-1272.0,-0.326 ALPHABET INC,GOOG,cap stk cl c,Exit,02079K107,0.0,-269.0,-0.865 MICROSOFT CORP,MSFT,,Exit,594918104,0.0,-3978.0,-1.412