Q3 2022 Holdings
Filed 2022-11-14 | 10 holdings | $360.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Harley Davidson Inc(HOG) | COM | 412822108 | $112.7K | 3,230,043 | 31.3% |
| SIX Flags Entmt Corp New(SIXEUR) | COM | 83001A102 | $62.9K | 3,552,544 | 17.4% |
| Western Digital Corp.(WDC) | COM | 958102105 | $55.2K | 1,695,584 | 15.3% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $54.2K | 556,749 | 15.0% |
| LAS Vegas Sands Corp(LVS) | COM | 517834107 | $18.7K | 497,884 | 5.2% |
| Peloton Interactive Inc(PTON) | CL A COM | 70614W100 | $14.0K | 2,013,498 | 3.9% |
| TAL Education Group(TAL) | SPONSORED ADS | 874080104 | $12.9K | 2,605,592 | 3.6% |
| YUM China Hldgs Inc(YUMC) | COM | 98850P109 | $11.9K | 252,455 | 3.3% |
| Salesforce Inc(CRM) | COM | 79466L302 | $11.8K | 82,333 | 3.3% |
| Gitlab Inc(GTLB) | CLASS A COM | 37637K108 | $6.1K | 119,991 | 1.7% |