CIK: 0001910154
Total reported value
$145.0M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GWRE | Guidewire Software INC | Stock-Tech | 11.55% | -8.38% | — | |
| 2 | DKNG1USD | Draftkings Holdings INC | Stock-Other | 9.93% | — | — | |
| 3 | ✓ | Paycor Hcm INC | Stock-Other | 9.47% | — | — | |
| 4 | CCC | Ccc Intelligent Solutions Ho | Stock-Tech | 9.16% | — | — | |
| 5 | MSGS | Madison Square Garden Sports | Stock-Comm Services | 9.08% | — | — | |
| 6 | ✓ | Cazoo Group LTD | Stock-Other | 7.49% | — | — | |
| 7 | SIXEUR | Six Flags Entertainment CORP | Stock-Other | 6.84% | — | — | |
| 8 | PZZA | Papa John's Intl INC | Stock-Other | 6.43% | — | — | |
| 9 | ✓ | Duck Creek Technologies INC | Stock-Other | 6.02% | — | — | |
| 10 | ASR | Grupo Aeroportuario Sur-adr | Stock-Other | 5.59% | — | — | |
| 11 | PLANUSD | Anaplan INC | Stock-Other | 5.09% | — | — | |
| 12 | FWONKUSD | Liberty Media Corp-liberty-c | Stock-Other | 4.71% | — | — | |
| 13 | CMG | Chipotle Mexican Grill INC | Stock-Consumer Disc | 3.68% | +3.90% | — | |
| 14 | W | Wayfair Inc- Class A | Stock-Consumer Disc | 3.37% | — | — | |
| 15 | W 1 08-15-26 | Wayfair INC | Stock-Consumer Disc | 1.59% | — | — |