Companies covered: Ralph Lauren Corporation (NYSE:RL), Urban Outfitters, Inc. (NASDAQ:URBN), Dicks Sporting Goods Inc. (NYSE:DKS), Nike, Inc. (NYSE:NKE), Under Armour, Inc. (NYSE:UA), Puma SE (OTCMKTS:PMMAF), lululemon athletica inc. (NASDAQ:LULU), adidas AG (OTCMKTS:ADDYY), Tapestry (NYSE:TPR), Capri Holdings Ltd. (NYSE:CPRI), Hanesbrands Inc. (NYSE:HBI), Gildan Activewear, Inc. (NYSE:GIL), Block Inc. (NYSE:XYZ), Paypal Holdings Inc (NASDAQ:PYPL), Fidelity National Information Services, Inc. (NYSE:FIS), Fiserv, Inc. (NYSE:FI), Toast Inc. (NYSE:TOST), Shift4 Payments Inc. (NYSE:FOUR), PAR Technology Corporation (NYSE:PAR), NCR Voyix Corp. (NYSE:VYX), Q2 Holdings, Inc. (NYSE:QTWO), Alkami Technology Inc. (NASDAQ:ALKT), nCino Inc. (NASDAQ:NCNO), Jack Henry & Associates, Inc. (NASDAQ:JKHY), Euronet Worldwide, Inc. (NASDAQ:EEFT), Flywire Corp. (NASDAQ:FLYW), eToro Group Ltd. (NASDAQ:ETOR), Chime Financial Inc. (NASDAQ:CHYM), Circle Internet Group Inc. (NYSE:CRCL), Amazon.com, Inc. (NASDAQ:AMZN), Apple Inc. (NASDAQ:AAPL), Lovesac Co. (NASDAQ:LOVE), Beyond Inc. (NYSE:BYON), Meta Platforms Inc. (NASDAQ:META), Alphabet Inc (NASDAQ:GOOG), NVIDIA Corporation (NASDAQ:NVDA), Microsoft Corporation (NASDAQ:MSFT), GigaCloud Technology Inc. (NASDAQ:GCT), A-Mark Precious Metals, Inc. (NASDAQ:AMRK), Vivid Seats Inc. (NASDAQ:SEAT), Allbirds Inc. (NASDAQ:BIRD), Driven Brands Holdings Inc. (NASDAQ:DRVN), Mister Car Wash, Inc. (NASDAQ:MCW), CarGurus Inc. (NASDAQ:CARG), Auto Trader Group plc (OTCMKTS:ATDRF), Carvana Co. (NYSE:CVNA), Ford Motor Company (NYSE:F), General Motors Company (NYSE:GM), Nissan Motor Co. Ltd. (ADR) (OTCMKTS:NSANY), Subaru Corp. - ADR (OTCMKTS:FUJHY), Mercedes Benz Group ADR (OTCMKTS:MBGYY), Etsy Inc. (NASDAQ:ETSY), RealReal (NASDAQ:REAL), Upwork Inc. (NASDAQ:UPWK), SuRo Capital Corp. (NASDAQ:SSSS), Cars.com Inc. (NYSE:CARS), Fiverr International Ltd. (NYSE:FVRR), Valvoline (NYSE:VVV), CoreWeave, Inc. (NASDAQ:CRWV), Coinbase Global Inc. (NASDAQ:COIN), American Express Company (NYSE:AXP), Visa Inc. (NYSE:V), Mastercard Incorporated (NYSE:MA), Adyen NV (OTCMKTS:ADYYF), Marqeta Inc. (NASDAQ:MQ), MicroStrategy Incorporated (NASDAQ:MSTR), JPMorgan Chase & Co. (NYSE:JPM), Plaid Inc. (OTCMKTS:PLDIF), Wise plc (OTCMKTS:WPLCF), Global Payments Inc. (NYSE:GPN), Remitly Global Inc. (NASDAQ:RELY), Western Union Company (The) (NYSE:WU), International Money Express, Inc. (NASDAQ:IMXI), Naspers Ltd. (OTCMKTS:NPSNY), Lightspeed Commerce Inc. (NYSE:LSPD)
