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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | VICTORIAS SECRET AND CO | $478.0M | 10310531 | 56.77% |
| 2 | ABERCROMBIE & FITCH CO | $149.2M | 1632944 | 17.72% |
| 3 | ALIBABA GROUP HLDG LTD | $91.4M | 728800 | 10.86% |
| 4 | SIMON PPTY GROUP INC NEW | $80.7M | 432500 | 9.58% |
| 5 | THOR INDS INC | $21.1M | 263716 | 2.50% |
| 6 | BOEING CO | $19.7M | 99000 | 2.34% |
| 7 | PLAYBOY INC | $1.9M | 1221901 | 0.22% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.