CIK: 0001761380
Total reported value
$30.5M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ETSY | Etsy INC | Stock-Consumer Disc | 39.39% | — | +81.17% | |
| 2 | BOOT | Boot Barn Holdings INC | Stock-Consumer Disc | 19.57% | — | +1.01% | |
| 3 | WDAY | Workday Inc-class A | Stock-Tech | 17.00% | — | — | |
| 4 | ZEN1EUR | Zendesk INC | Stock-Other | 12.13% | — | -37.87% | |
| 5 | SNAP | Snap INC - A | Stock-Comm Services | 11.04% | — | — | |
| 6 | WB | Weibo Corp-spon Adr | Stock-Other | 0.87% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ETSY | Etsy INC | +9.7% | +81.17% | Add |
| 2 | BOOT | Boot Barn Holdings INC | -5.3% | +1.01% | Add |
| 3 | ZEN1EUR | Zendesk INC | -17.9% | -37.87% | Trim |
| 4 | WDAY | Workday Inc-class A | — | NEW | New buy |
| 5 | SNAP | Snap INC - A | — | NEW | New buy |
| 6 | SFM | Sprouts Farmers Market INC | — | EXIT | Sold out |
| 7 | GIS | General Mills INC | — | EXIT | Sold out |
| 8 | WB | Weibo Corp-spon Adr | — | NEW | New buy |