Q2 2023 Holdings
Filed 2023-08-14 | 10 holdings | $325.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| SIX Flags Entmt Corp New(SIXEUR) | COM | 83001A102 | $104.4M | 4,019,804 | 32.1% |
| Micron Technology Inc(MU) | COM | 595112103 | $51.1M | 809,153 | 15.7% |
| Jd.com Inc(JD) | SPON ADR CL A | 47215P106 | $46.3M | 1,355,763 | 14.2% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $26.2M | 218,878 | 8.1% |
| Western Digital Corp.(WDC) | COM | 958102105 | $25.6M | 673,933 | 7.9% |
| New Oriental ED & Technology(N1UA) | SPON ADR | 647581206 | $17.7M | 449,412 | 5.5% |
| Harley Davidson Inc(HOG) | COM | 412822108 | $17.7M | 502,021 | 5.4% |
| Peloton Interactive Inc(PTON) | CL A COM | 70614W100 | $17.2M | 2,235,015 | 5.3% |
| TAL Education Group(TAL) | SPONSORED ADS | 874080104 | $13.2M | 2,212,513 | 4.1% |
| Masterbrand Inc(MBC) | COMMON STOCK | 57638P104 | $5.7M | 491,884 | 1.8% |