CIK: 0001772940
Total reported value
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| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | WSC | Willscot Holdings CORP | Stock-Industrials | 14.02% | — | — | |
| 2 | AMZN | Amazon.com INC | Stock-Consumer Disc | 8.35% | — | — | |
| 3 | LBRDK | Liberty Broadband-c | Stock-Comm Services | 7.75% | — | — | |
| 4 | META | Meta Platforms Inc-class A | Stock-Comm Services | 7.61% | — | — | |
| 5 | ✓ | Stock-Other | 7.52% | — | — | ||
| 6 | VAC | Marriott Vacations World | Stock-Consumer Disc | 7.41% | — | — | |
| 7 | GEN | Gen Digital INC | Stock-Tech | 6.85% | — | — | |
| 8 | XPO | Xpo INC | Stock-Industrials | 5.86% | — | — | |
| 9 | FIS | Fidelity National Info Serv | Stock-Tech | 5.64% | — | — | |
| 10 | TDG | Transdigm Group INC | Stock-Industrials | 5.49% | — | — | |
| 11 | HOME | At Home Group INC | Stock-Other | 4.84% | — | — | |
| 12 | FLT1EUR | Fleetcor Technologies INC | Stock-Other | 4.77% | — | — | |
| 13 | NOW | Servicenow INC | Stock-Tech | 4.27% | — | — | |
| 14 | VRMUSD | Vroom INC | Stock-Other | 3.69% | — | — | |
| 15 | CCK | Crown Holdings INC | Stock-Consumer Disc | 3.67% | — | — | |
| 16 | BFT | Foley Trasimene Acquisiti-a | Stock-Other | 2.28% | — | — |