CIK: 0001636974
Total reported value
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| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SIXEUR | Six Flags Entertainment CORP | Stock-Other | 23.51% | — | +17.93% | |
| 2 | HOG | Harley-davidson INC | Stock-Consumer Disc | 15.56% | — | -52.03% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 12.45% | — | +4.98% | |
| 4 | WDC | Western Digital CORP | Stock-Tech | 11.32% | — | -12.31% | |
| 5 | GDXJ | Vaneck Junior Gold Miners | ETF-Commodities | 10.12% | — | — | |
| 6 | JD | Jd.com Inc-adr | Stock-Consumer Disc | 7.12% | — | — | |
| 7 | LVS | Las Vegas Sands CORP | Stock-Consumer Disc | 5.96% | — | +3.13% | |
| 8 | PTON | Peloton Interactive Inc-a | Stock-Consumer Disc | 3.98% | — | +3.13% | |
| 9 | EDU | New Oriental Educatio-sp Adr | Stock-Consumer Staples | 3.51% | — | — | |
| 10 | TAL | Tal Education Group- Adr | Stock-Consumer Staples | 3.50% | — | -21.11% | |
| 11 | YUMC | Yum China Holdings INC | Stock-Consumer Disc | 1.70% | — | -49.01% | |
| 12 | YMM | Full Truck Alliance -spn Adr | Stock-Other | 1.29% | — | — |