CIK: 0001636974
Total reported value
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| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | HOG | Harley-davidson INC | Stock-Consumer Disc | 23.63% | — | +15.87% | |
| 2 | WDC | Western Digital CORP | Stock-Tech | 18.36% | — | -7.14% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 17.03% | — | -26.22% | |
| 4 | SIXEUR | Six Flags Entertainment CORP | Stock-Other | 16.33% | — | +10.64% | |
| 5 | AMZN | Amazon.com INC | Stock-Consumer Disc | 9.04% | — | +1237.93% | |
| 6 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 5.09% | — | -39.92% | |
| 7 | LVS | Las Vegas Sands CORP | Stock-Consumer Disc | 3.87% | — | -45.14% | |
| 8 | PTON | Peloton Interactive Inc-a | Stock-Consumer Disc | 2.82% | — | +420.68% | |
| 9 | KURA | Kura Oncology INC | Stock-Other | 2.23% | — | — | |
| 10 | RVMD | Revolution Medicines INC | Stock-Healthcare | 1.60% | — | — |