Filing: 0001547349-25-000016
Total Filing Value
$358.52MIssuer | Symbol | Class | CUSIP | Value | Shares | Put/Call |
|---|---|---|---|---|---|---|
| UNITY SOFTWARE INC | U | COM | 91332U101 | $114,091,457 | 2,849,437 | — |
| LUMENTUM HLDGS INC | LITE | COM | 55024U109 | $70,580,344 | 433,780 | — |
| COHERENT CORP | COM | 19247G107 | $55,691,240 | 517,000 | — | |
| YUM CHINA HLDGS INC | YUMC | COM | 98850P109 | $27,679,323 | 644,905 | — |
| ORACLE CORP | ORCL | COM | 68389X105 | $19,124,320 | 68,000 | — |
| CREDO TECHNOLOGY GROUP HOLDING | CRDO | COM | G25457105 | $10,775,140 | 74,000 | — |
| DUOLINGO INC | DUOL | CL A COM | 26603R106 | $9,977,040 | 31,000 | — |
| JOYY INC | YY | ADS REPSTG COM A | 46591M109 | $9,360,017 | 159,700 | — |
| LEVI STRAUSS & CO NEW | LEVI | CL A COM STK | 52736R102 | $6,232,750 | 267,500 | — |
| SPDR SERIES TRUST | S&P RETAIL ETF | 78464A714 | $5,998,128 | 69,600 | — | |
| RALPH LAUREN CORP | RL | CL A | 751212101 | $5,997,149 | 19,126 | — |
| URBAN OUTFITTERS INC | URBN | COM | 917047102 | $5,916,761 | 82,833 | — |
| DICKS SPORTING GOODS INC | DKS | COM | 253393102 | $5,900,830 | 26,554 | — |
| NIKE INC | NKE | CL B | 654106103 | $5,763,882 | 82,660 | — |
| BOOT BARN HLDGS INC | BOOT | COM | 099406100 | $5,435,285 | 32,798 | — |
Rows:
1–15 of 15