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 | 29.09% | — | +3.50% | |
| 2 | GDXJ | Vaneck Junior Gold Miners | ETF-Commodities | 12.10% | — | +3.62% | |
| 3 | WDC | Western Digital CORP | Stock-Tech | 11.24% | — | -20.07% | |
| 4 | JD | Jd.com Inc-adr | Stock-Consumer Disc | 7.71% | — | +33.15% | |
| 5 | LVS | Las Vegas Sands CORP | Stock-Consumer Disc | 7.67% | — | +3.57% | |
| 6 | HOG | Harley-davidson INC | Stock-Consumer Disc | 7.54% | — | -48.94% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 7.30% | — | -52.04% | |
| 8 | PTON | Peloton Interactive Inc-a | Stock-Consumer Disc | 6.13% | — | +3.57% | |
| 9 | EDU | New Oriental Educatio-sp Adr | Stock-Consumer Staples | 4.19% | — | +3.66% | |
| 10 | TAL | Tal Education Group- Adr | Stock-Consumer Staples | 3.43% | — | +3.57% | |
| 11 | YUMC | Yum China Holdings INC | Stock-Consumer Disc | 2.12% | — | +3.42% | |
| 12 | YMM | Full Truck Alliance -spn Adr | Stock-Other | 1.32% | — | +3.66% | |
| 13 | MBC | Masterbrand INC | Stock-Consumer Disc | 0.15% | — | — |