 HOME DEPOT INCHD |
| 16.91% | 9.03% | $7.1M | 20,000 | $6.6M | 20,000 | 00.00% | Unchanged |
 Ulta Beauty Inc Ordinary SharesULTA |
| 16.22% | — | $6.8M | 15,000 | $0 | 0 | +15,000 | New Buy |
 JPMORGAN CHASE & COJPM |
| 15.69% | 10.09% | $6.5M | 20,000 | $7.4M | 25,000 | -5,000-20.00% | Reduce |
 DOMINOS PIZZA INCDPZ |
| 10.14% | 2.76% | $4.2M | 14,286 | $2.0M | 5,600 | +8,686+155.11% | Add |
 UBER TECHNOLOGIES INCUBER |
| 6.18% | 2.76% | $2.6M | 35,714 | $2.0M | 28,000 | +7,714+27.55% | Add |
| RRHRH |
| 5.64% | 9.59% | $2.4M | 14,286 | $7.0M | 50,000 | -35,714-71.43% | Reduce |
 WALMART INCWMT |
| 4.85% | — | $2.0M | 17,857 | $0 | 0 | +17,857 | New Buy |
 MCDONALDS CORPMCD |
| 4.63% | 2.39% | $1.9M | 7,142 | $1.7M | 5,600 | +1,542+27.54% | Add |
 CELSIUS HLDGS INCCELH |
| 3.51% | 7.3% | $1.5M | 50,000 | $5.3M | 150,000 | -100,000-66.67% | Reduce |
| CCHEWY INC CL ACHWY |
| 3.36% | 3.11% | $1.4M | 71,429 | $2.3M | 84,000 | -12,571-14.97% | Reduce |
 PEPSICO INCPEP |
| 3.25% | — | $1.4M | 10,000 | $0 | 0 | +10,000 | New Buy |
 AUTONATION INCAN |
| 3.18% | 4.02% | $1.3M | 7,142 | $2.9M | 15,000 | -7,858-52.39% | Reduce |
 KIMBERLY-CLARK CORPKMB |
| 2.63% | 13.24% | $1.1M | 10,000 | $9.6M | 100,000 | -90,000-90.00% | Reduce |
 COLGATE PALMOLIVE COCL |
| 2.2% | 5.85% | $916,800 | 10,000 | $4.3M | 50,000 | -40,000-80.00% | Reduce |
 TRACTOR SUPPLY CO COMTSCO |
| 1.62% | 1.24% | $677,371 | 21,429 | $906,000 | 20,000 | +1,429+7.15% | Add |
