| MUMICRON TECHNOLOGY INC | Add | 6.2% | 1,500,000 | +1,000,000 | +5.1pp | $285.41 |
| GOOGALPHABET INC | Add | 8.2% | 1,786,931 | +399,431 | +3.6pp | $313.80 |
| EWYISHARES INC | New Buy | 2.7% | 1,875,000 | +1,875,000 | +2.7pp | $97.22 |
| FBMETA PLATFORMS INC | Add | 5.8% | 600,000 | +230,000 | +2.1pp | $660.09 |
| AALAMERICAN AIRLS GROUP INC | Add | 3.2% | 14,150,000 | +4,900,000 | +1.8pp | $15.33 |
| OCOWENS CORNING NEW | Add | 1.6% | 950,000 | +788,500 | +1.2pp | $111.91 |
| TSMTAIWAN SEMICONDUCTOR MFG LTD | Add | 5.0% | 1,130,000 | +70,000 | +1.0pp | $303.89 |
| BALLBALL CORP | New Buy | 0.9% | 1,200,000 | +1,200,000 | +0.9pp | $52.97 |
| MHKMOHAWK INDS INC | Add | 1.1% | 675,000 | +513,500 | +0.8pp | $109.30 |
| LRCXLAM RESEARCH CORP | Add | 1.1% | 425,000 | +55,000 | +0.4pp | $171.18 |
| MSFTMICROSOFT CORP | Add | 3.5% | 500,000 | +37,500 | +0.3pp | $483.62 |
| UALUNITED AIRLS HLDGS INC | Add | 0.8% | 465,000 | +2,500 | +0.2pp | $111.82 |
| MPLXMPLX LP | Add | 0.5% | 627,500 | +92,500 | +0.1pp | $53.37 |
| DALDELTA AIR LINES INC DEL | Add | 0.5% | 475,000 | +12,500 | +0.1pp | $69.40 |