Top 10 Holdings (30.9% of portfolio)
| # | Ticker | Name | Sector | Weight |
|---|
| 1 | BWA | Borgwarner | Consumer Discretionary | 4.73% |
| 2 | ETSY | Etsy Inc | Consumer Discretionary | 3.79% |
| 3 | LRN | Lrn Stride Inc. | Consumer Discretionary | 3.27% |
| 4 | EAT | Brinker International Inc | Consumer Discretionary | 2.90% |
| 5 | IBP | Installed Building Products | Industrials | 2.88% |
| 6 | GPI | Group 1 Automotive Inc | Consumer Discretionary | 2.83% |
| 7 | ATGE | Adtalem Global E | Consumer Discretionary | 2.71% |
| 8 | BOOT | Boot Barn Holdings Inc | Consumer Discretionary | 2.70% |
| 9 | MTH | Meritage Homes Corp Common Stock Usd 0.01 | Consumer Discretionary | 2.54% |
| 10 | ABG | Asbury Automotive Group Inc | Consumer Discretionary | 2.52% |
