CIK: 0001638902
Total reported value
—
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AZO | Autozone INC | Stock-Consumer Disc | 13.46% | — | — | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 12.15% | — | — | |
| 3 | NCLH | Norwegian Cruise Line Holdings Ltd. | Stock-Consumer Disc | 11.75% | — | — | |
| 4 | BC | Brunswick CORP | Stock-Consumer Disc | 10.24% | — | — | |
| 5 | EA | Electronic Arts INC | Stock-Comm Services | 9.02% | — | — | |
| 6 | BURL | Burlington Stores INC | Stock-Consumer Disc | 8.70% | — | — | |
| 7 | ✓ | Linkedin CORP | Stock-Other | 8.47% | — | — | |
| 8 | AAPL | Apple INC | Stock-Tech | 7.24% | — | — | |
| 9 | DAL | Delta Air Lines INC | Stock-Industrials | 6.40% | -6.39% | EXIT | |
| 10 | UAL | United Airlines Holdings INC | Stock-Industrials | 5.65% | — | — | |
| 11 | ✓ | Buffalo Wild Wings INC | Stock-Other | 5.13% | — | — | |
| 12 | TPR | Tapestry, Inc. | Stock-Consumer Disc | 1.79% | — | — |