Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
MDLN MEDLINE INC C	215.3M	$9B	66.7%	—	$41.92	0.00%	1 qtr	New 100
SARO STANDARDAERO INC	152.7M	$4.4B	32.3%	—	$27.63	+4.18%	5 qtrs	Unchanged 0
PHAT PHATHOM PHARMACEUTICALS INC C	3.5M	$58M	0.4%	—	$7.87	+114.87%	12 qtrs	Unchanged 0
PONY PONY AI INC	2.4M	$34.3M	0.3%	—	$15.25	-4.00%	5 qtrs	Unchanged 0
INVH Invitation Homes Inc	664,100	$18.5M	0.1%	—	$27.77	+0.67%	12 qtrs	Increased 48
GETY GETTY IMAGES HOLDINGS INC	6.2M	$8.4M	0.1%	—	$5.55	-77.12%	13 qtrs	Unchanged 0
CUBE CubeSmart	220,500	$7.9M	0.1%	—	$33.47	+6.90%	14 qtrs	Unchanged 0
QTTB Q32 BIO INC	1.1M	$3.6M	0.0%	—	$17.04	-81.22%	8 qtrs	Unchanged 0
SPRB SPRUCE BIOSCIENCES INC	38,620	$3.3M	0.0%	—	$9.70	+752.27%	2 qtrs	Decreased 0
FWRD FORWARD AIR CORP	107,214	$3.1M	0.0%	—	$25.15	+0.56%	3 qtrs	Unchanged 0
JSPR JASPER THERAPEUTICS INC	1.1M	$1.9M	0.0%	—	$29.36	-93.90%	8 qtrs	Unchanged 0
ACET ADICET BIO INC	184,295	$1.5M	0.0%	—	$7.93	0.00%	1 qtr	New 38
DNUT KRISPY KREME INC	340,748	$1.4M	0.0%	—	$14.92	-72.99%	8 qtrs	Unchanged 0
OKUR ONKURE THERAPEUTICS INC	269,895	$771,900	0.0%	—	$8.27	-65.54%	5 qtrs	Unchanged 0
NABL N-ABLE INC	93,732	$701,115	0.0%	—	$13.07	-42.31%	8 qtrs	Unchanged 0
SPWR SUNPOWER INC	433,158	$680,058	0.0%	—	$1.39	+10.85%	10 qtrs	Decreased 0
NCNA NUCANA PLC	133,333	$479,999	0.0%	—	$3.83	-7.83%	2 qtrs	Unchanged 0
HOOD Robinhood Markets Inc	3,376	$381,826	0.0%	—	$115.45	0.00%	1 qtr	New 36
SYRE SPYRE THERAPEUTICS INC	9,620	$315,055	0.0%	—	$31.88	0.00%	1 qtr	New 36
XCUR EXICURE INC	56,328	$304,734	0.0%	—	$13.65	-59.70%	6 qtrs	Decreased 0

Accumulation Streaks

Positions with 2+ consecutive quarters of increases — persistent directional conviction.

No active accumulation streaks detected for this filer.

Streaks require 2+ consecutive quarters of increased positions in the most recent period.

Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer