 WALMART INCWMT |
| 8.5% | 8.5% | $22.0M | 170,000 | $22.0M | 170,000 | 00.00% | Unchanged |
| MMONSTER BEVERAGE CORP NEW COMMNST |
| 7.71% | 7.71% | $20.0M | 230,000 | $20.0M | 230,000 | 00.00% | Unchanged |
 ALTRIA GROUP INCMO |
| 6.46% | 6.46% | $16.8M | 415,000 | $16.8M | 415,000 | 00.00% | Unchanged |
 KRAFT HEINZ CO COMKHC |
| 5.78% | 5.78% | $15.0M | 450,000 | $15.0M | 450,000 | 00.00% | Unchanged |
 POST HLDGS INCPOST |
| 5.41% | 5.41% | $14.0M | 171,500 | $14.0M | 171,500 | 00.00% | Unchanged |
| BBUNGE LIMITED F |
| 5.41% | 5.41% | $14.0M | 170,000 | $14.0M | 170,000 | 00.00% | Unchanged |
 SMUCKER J M COSJM |
| 5.29% | 5.29% | $13.7M | 100,000 | $13.7M | 100,000 | 00.00% | Unchanged |
 PROCTER & GAMBLE COPG |
| 5.11% | 5.11% | $13.3M | 105,000 | $13.3M | 105,000 | 00.00% | Unchanged |
 TJX COS INC NEWTJX |
| 4.79% | 4.79% | $12.4M | 200,000 | $12.4M | 200,000 | 00.00% | Unchanged |
 ACADEMY SPORTS & OUTDOORASO |
| 4.06% | 4.06% | $10.5M | 250,000 | $10.5M | 250,000 | 00.00% | Unchanged |
 LAS VEGAS SANDS CORP COMLVS |
| 3.61% | 3.61% | $9.4M | 250,000 | $9.4M | 250,000 | 00.00% | Unchanged |
 TAPESTRY INCTPR |
| 3.56% | 3.56% | $9.2M | 325,000 | $9.2M | 325,000 | 00.00% | Unchanged |
 HILTON WORLDWIDE HLDGS INCHLT |
| 3.49% | 3.49% | $9.0M | 75,000 | $9.0M | 75,000 | 00.00% | Unchanged |
 PEPSICO INCPEP |
| 3.46% | 3.46% | $9.0M | 55,000 | $9.0M | 55,000 | 00.00% | Unchanged |
| DDICKS SPORTING GOODS INCDKS |
| 3.23% | 3.23% | $8.4M | 80,000 | $8.4M | 80,000 | 00.00% | Unchanged |
 CHURCHILL DOWNS INCCHDN |
| 2.84% | 2.84% | $7.4M | 40,000 | $7.4M | 40,000 | 00.00% | Unchanged |
 MARRIOTT INTL INC NEWMAR |
| 2.7% | 2.7% | $7.0M | 50,000 | $7.0M | 50,000 | 00.00% | Unchanged |
 MONDELEZ INTL INC CL AMDLZ |
| 2.64% | 2.64% | $6.9M | 125,000 | $6.9M | 125,000 | 00.00% | Unchanged |
| CCAPRI HOLDINGS LIMITEDCPRI |
| 2.22% | 2.22% | $5.8M | 150,000 | $5.8M | 150,000 | 00.00% | Unchanged |
 COLGATE PALMOLIVE COCL |
| 2.03% | 2.03% | $5.3M | 75,000 | $5.3M | 75,000 | 00.00% | Unchanged |
| BBATH & BODYBBWI |
| 1.88% | 1.88% | $4.9M | 150,000 | $4.9M | 150,000 | 00.00% | Unchanged |
 PERFORMANCE FOOD GROUP COPFGC |
| 1.66% | 1.66% | $4.3M | 100,000 | $4.3M | 100,000 | 00.00% | Unchanged |
 COCA-COLA EUROPACIFIC PARTNERS SHSCCEP |
| 1.4% | 1.4% | $3.6M | 85,000 | $3.6M | 85,000 | 00.00% | Unchanged |
 DOMINOS PIZZA INCDPZ |
| 1.2% | 1.2% | $3.1M | 10,000 | $3.1M | 10,000 | 00.00% | Unchanged |
 HOME DEPOT INCHD |
| 1.06% | 1.06% | $2.8M | 10,000 | $2.8M | 10,000 | 00.00% | Unchanged |
| BBLOOMIN BRANDS INCBLMN |
| 1.06% | 1.06% | $2.8M | 150,000 | $2.8M | 150,000 | 00.00% | Unchanged |
| SSIMPLY GOOD FOODS COSMPL |
| 0.99% | 0.99% | $2.6M | 80,000 | $2.6M | 80,000 | 00.00% | Unchanged |
 CHURCH & DWIGHTCHD |
| 0.69% | 0.69% | $1.8M | 25,000 | $1.8M | 25,000 | 00.00% | Unchanged |
 NIKE INCNKE |
| 0.64% | 0.64% | $1.7M | 20,000 | $1.7M | 20,000 | 00.00% | Unchanged |
 CAESARS ENTERTAINMENT INC NECZR |
| 0.62% | 0.62% | $1.6M | 50,000 | $1.6M | 50,000 | 00.00% | Unchanged |
 UBER TECHNOLOGIES INCUBER |
| 0.51% | 0.51% | $1.3M | 50,000 | $1.3M | 50,000 | 00.00% | Unchanged |
