CIK: 0001782126
Total reported value
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| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ASO | Academy Sports & Outdoors In | Stock-Consumer Disc | 16.86% | — | — | |
| 2 | DKS | Dick's Sporting Goods INC | Stock-Consumer Disc | 13.60% | — | -51.78% | |
| 3 | NFLX | Netflix INC | Stock-Comm Services | 13.55% | — | -51.18% | |
| 4 | SIXEUR | Six Flags Entertainment CORP | Stock-Other | 13.47% | — | -24.19% | |
| 5 | WSM | Williams-sonoma INC | Stock-Consumer Disc | 12.27% | — | +40.67% | |
| 6 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 11.89% | — | -25.74% | |
| 7 | DECK | Deckers Outdoor CORP | Stock-Consumer Disc | 8.80% | — | — | |
| 8 | EDU | New Oriental Educatio-sp Adr | Stock-Consumer Staples | 5.26% | — | -61.36% | |
| 9 | W | Wayfair Inc- Class A | Stock-Consumer Disc | 4.30% | — | — |