Craig Moffett  / Julie Zhu / Jessica Moffett

Company	Ticker
Altice USA Inc	ATUS
Cable One, Inc.	CABO
Charter Communications, Inc. Class A	CHTR
Comcast Corporation Class A	CMCSA
EchoStar Corporation Class A	SATS

Craig Moffett / Julie Zhu / Jessica Moffett

Company	Ticker
AT&T Inc.	T
T-Mobile US, Inc.	TMUS
Verizon Communications Inc.	VZ

Michael Nathanson  / Robert Fishman / James Caceres / Carrington Akosa / Justin Cooper

Company	Ticker
Alphabet Inc. Class A	GOOGL
Cinemark Holdings, Inc.	CNK
DraftKings, Inc. Class A	DKNG
Flutter Entertainment Plc	FLTR-GB
Fox Corporation Class A	FOXA
Interpublic Group of Companies, Inc.	IPG
Live Nation Entertainment Inc	LYV
Meta Platforms Inc Class A	META
Netflix, Inc.	NFLX
Omnicom Group Inc	OMC
Paramount Skydance Corp	PSKY
Roku, Inc. Class A	ROKU
Snap, Inc. Class A	SNAP
TKO Group Holdings, Inc. Class A	TKO
Trade Desk Inc	TTD
Walt Disney Company	DIS
Warner Bros. Discovery, Inc. Series A	WBD
WPP Plc	WPP-GB

Nick Del Deo / Chris Chae

Company	Ticker
American Tower Corporation	AMT
Cogent Communications Holdings Inc	CCOI
CoreWeave Inc	CRWV
Crown Castle Inc.	CCI
Digital Realty Trust, Inc.	DLR
Equinix, Inc.	EQIX
Frontier Communications Parent, Inc.	FYBR
Lumen Technologies, Inc.	LUMN
SBA Communications Corp. Class A	SBAC

Michael Morton \ Daniel Whitaker

Company	Ticker
Amazon.com, Inc.	AMZN
Chewy, Inc. Class A	CHWY
DoorDash, Inc. Class A	DASH
eBay Inc.	EBAY
Etsy, Inc.	ETSY
Lyft, Inc. Class A	LYFT
Maplebear Inc.	CART
Shopify, Inc. Class A	SHOP
Uber Technologies, Inc.	UBER
Wayfair, Inc. Class A	W

Clay Griffin / Brendan Haselton

Company	Ticker
Electronic Arts Inc.	EA
Nintendo	7974
Roblox Corp. Class A	RBLX
Take-Two Interactive Software, Inc.	TTWO

Craig Moffett / Clay Griffin / Brendan Haselton

Company	Ticker
Apple Inc	AAPL