Top 10 Holdings (47.6% of portfolio)
| # | Ticker | Name | Sector | Weight |
|---|
| 1 | WBD | Warner Bros. Discovery, Inc | Communication Services | 7.68% |
| 2 | DASH | Doordash Inc | Consumer Discretionary | 5.68% |
| 3 | SYY | Sysco Corp. | Consumer Staples | 5.06% |
| 4 | LVS | Las Vegas Sands Corp. | Consumer Discretionary | 4.73% |
| 5 | LYV | Live Nation Entertainment Inc. | Communication Services | 4.70% |
| 6 | CCL | Carnival Corp. | Consumer Discretionary | 4.58% |
| 7 | RCL | Royal Caribbean Cruises | Consumer Discretionary | 4.46% |
| 8 | FLTR:LN | Flutter Entertainment Plc | Consumer Discretionary | 4.22% |
| 9 | LYFT | Lyft Inc. Class A | Consumer Discretionary | 3.28% |
| 10 | PSKY | Paramount Skydance Corp | Communication Services | 3.17% |
