Q4 2021 Holdings
Filed 2022-02-15 | 22 holdings | $2.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Caesars Entertainment Inc NE(CZR) | COM | 12769G100 | $1.2M | 13,101 | 54.1% |
| Constellation Brands Inc(STZ) | CL A | 21036P108 | $1.0M | 4,067 | 45.1% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $2.4K | 725 | 0.1% |
| Gaming & Leisure Pptys Inc(GLPI) | COM | 36467J108 | $1.9K | 39,067 | 0.1% |
| Vici Pptys Inc(VICI) | COM | 925652109 | $1.9K | 62,533 | 0.1% |
| MGM Growth Pptys LLC(MGP) | CL A COM | 55303A105 | $1.8K | 44,138 | 0.1% |
| Nike Inc(NKE) | CL B | 654106103 | $1.6K | 9,500 | 0.1% |
| Uber Technologies Inc(UBER) | COM | 90353T100 | $1.4K | 32,500 | 0.1% |
| Home Depot Inc(HD) | COM | 437076102 | $1.3K | 3,250 | 0.1% |
| Mcdonalds Corp(MCD) | COM | 580135101 | $1.2K | 4,500 | 0.1% |
| TJX COS Inc New(TJX) | COM | 872540109 | $681 | 8,975 | 0.0% |
| Snap Inc(SNAP) | CL A | 83304A106 | $640 | 13,600 | 0.0% |
| Shake Shack Inc(SHAK) | CL A | 819047101 | $640 | 8,867 | 0.0% |
| International Game Technolog(BRSL) | SHS USD | G4863A108 | $612 | 21,166 | 0.0% |
| Aramark(ARMK) | COM | 03852U106 | $592 | 16,078 | 0.0% |
| Travel Plus Leisure Co(TNL) | COM | 894164102 | $572 | 10,358 | 0.0% |
| Hershey Co(HSY) | COM | 427866108 | $484 | 2,500 | 0.0% |
| Hilton Worldwide Hldgs Inc(HLT) | COM | 43300A203 | $468 | 3,000 | 0.0% |
| Driven Brands Hldgs Inc(DRVN) | COM | 26210V102 | $337 | 10,031 | 0.0% |
| Coca Cola Co(KO) | COM | 191216100 | $296 | 5,000 | 0.0% |
| Monster Beverage Corp New(MNST) | COM | 61174X109 | $259 | 2,700 | 0.0% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $168 | 500 | 0.0% |