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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | KIMBERLY-CLARK CORP | $9.6M | 100000 | 13.24% |
| 2 | JPMORGAN CHASE & CO | $7.4M | 25000 | 10.09% |
| 3 | RH | $7.0M | 50000 | 9.59% |
| 4 | HOME DEPOT INC | $6.6M | 20000 | 9.03% |
| 5 | CELSIUS HLDGS INC | $5.3M | 150000 | 7.30% |
| 6 | LOWES COS INC | $4.7M | 20000 | 6.49% |
| 7 | COLGATE PALMOLIVE CO | $4.3M | 50000 | 5.85% |
| 8 | FERRARI N V | $3.4M | 10000 | 4.65% |
| 9 | AUTONATION INC | $2.9M | 15000 | 4.02% |
| 10 | D R HORTON INC | $2.7M | 20000 | 3.77% |
| 11 | TOLL BROTHERS INC | $2.7M | 20000 | 3.75% |
| 12 | WHIRLPOOL CORP | $2.7M | 50000 | 3.70% |
| 13 | CHEWY INC | $2.3M | 84000 | 3.11% |
| 14 | UBER TECHNOLOGIES INC | $2.0M | 28000 | 2.76% |
| 15 | DOMINOS PIZZA INC | $2.0M | 5600 | 2.76% |
| 16 | MERITAGE HOMES CORP | $1.9M | 30000 | 2.55% |
| 17 | MCDONALDS CORP | $1.7M | 5600 | 2.39% |
| 18 | NIKE INC | $1.5M | 28000 | 2.03% |
| 19 | VIKING HOLDINGS LTD | $1.2M | 16800 | 1.69% |
| 20 | TRACTOR SUPPLY CO | $906K | 20000 | 1.24% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.