Top 10 Holdings (59.4% of portfolio)
| # | Ticker | Name | Sector | Weight |
|---|
| 1 | NATH | Nathan's Famous Inc | Consumer Discretionary | 7.52% |
| 2 | CASY | Caseys General Stores Inc | Consumer Staples | 6.83% |
| 3 | BROD | Dutch Bros Inc-Class A | Consumer Discretionary | 6.23% |
| 4 | LOCO | El Pollo Loco Holdings Inc | Consumer Discretionary | 6.06% |
| 5 | DASH | Doordash Inc | Consumer Discretionary | 5.84% |
| 6 | TTTXX | Blackrock Treasury Trust Instl 62 | Unknown | 5.78% |
| 7 | CAKE | Cheesecake Factory Inc/the | Consumer Discretionary | 5.53% |
| 8 | EAT | Brinker International Inc | Consumer Discretionary | 5.28% |
| 9 | DRI | Darden Restaurants Inc. | Consumer Discretionary | 5.22% |
| 10 | USFD | Us Foods Holding Corp | Consumer Staples | 5.08% |
