| Ticker | Action | Number of Shares Bought/Sold | Value of Shares Added/Sold | Average Price paid for previous share BUYs |
|---|
| POOL - Pool Corporation | HOLD | 0 @ 320.75 | 0 | |
| DECK - Deckers Outdoor Corporation | HOLD | 0 @ 117.04 | 0 | |
| NVR - NVR Inc | HOLD | 0 @ 7130.75 | 0 | |
| PHM - PulteGroup Inc | HOLD | 0 @ 101.09 | 0 | |
| CCL - Carnival PLC | HOLD | 0 @ 19.12 | 0 | |
| CCL - CCL Products (India) Limited | HOLD | 0 @ 19.12 | 0 | |
| EXPE - Expedia Group Inc. | HOLD | 0 @ 157.11 | 0 | |
| DRI - Darden Restaurants Inc | HOLD | 0 @ 181.13 | 0 | |
| ULTA - Ulta Beauty Inc | HOLD | 0 @ 314.47 | 0 | |
| BBY - Balfour Beatty plc | HOLD | 0 @ 70.3 | 0 | |
| LVS - Las Vegas Sands Corp | HOLD | 0 @ 42.78 | 0 | |
| GPC - Genuine Parts Co | HOLD | 0 @ 119.43 | 0 | |
| DPZ - Domino’s Pizza Inc | HOLD | 0 @ 428.67 | 0 | |
| APTV - Aptiv PLC | HOLD | 0 @ 62.17 | 0 | |
| EBAY - eBay Inc | HOLD | 0 @ 64.25 | 0 | |
| NCLH - Norwegian Cruise Line Holdings Ltd | HOLD | 0 @ 18.53 | 0 | |
| TPR - Tapestry Inc | HOLD | 0 @ 69.71 | 0 | |
| KMX - CarMax Inc | HOLD | 0 @ 69.25 | 0 | |
| LKQ - LKQ Corporation | HOLD | 0 @ 41.28 | 0 | |
| CZR - Caesars Entertainment Corporation | HOLD | 0 @ 26.63 | 0 | |
| CZR - CITIC RES.HLDGS HD -05 | HOLD | 0 @ 26.63 | 0 | |
| MGM - MGM Resorts International | HOLD | 0 @ 30.16 | 0 | |
| MGM - CAPRICORN METALS LTD | HOLD | 0 @ 30.16 | 0 | |
| RL - Ralph Lauren Corp Class A | HOLD | 0 @ 216.68 | 0 | |
| HAS - Hays plc | HOLD | 0 @ 59.3 | 0 | |
| WYNN - Wynn Resorts Limited | HOLD | 0 @ 83.23 | 0 | |
| BWA - BorgWarner Inc | HOLD | 0 @ 27.78 | 0 | |
| MHK - Mohawk Industries Inc | HOLD | 0 @ 110.92 | 0 | |
| MHK - MAG INTERACTIVE AB (PUBL) | HOLD | 0 @ 110.92 | 0 | |
| HLT - Hilton Worldwide Holdings Inc | HOLD | 0 @ 221.78 | 0 | |
| HLT - LYXETFHLTIMETFP | HOLD | 0 @ 221.78 | 0 | |
| TSLA - 1X TSLA | HOLD | 0 @ 240.68 | 0 | |
| HD - Home Depot Inc | HOLD | 0 @ 347.25 | 0 | |
| MCD - McDonald’s Corporation | HOLD | 0 @ 297.5 | 0 | |
| BKNG - Booking Holdings Inc | HOLD | 0 @ 4295.4 | 0 | |
| LOW - Lowe's Companies Inc | HOLD | 0 @ 222.66 | 0 | |
| TJX - The TJX Companies Inc | HOLD | 0 @ 112.81 | 0 | |
| SBUX - Starbucks Corporation | HOLD | 0 @ 96.04 | 0 | |
| NKE - Nike Inc | HOLD | 0 @ 72.64 | 0 | |
| CMG - Chipotle Mexican Grill Inc | HOLD | 0 @ 48.73 | 0 | |
| CMG - KESSELRUN RESOURCES LTD | HOLD | 0 @ 48.73 | 0 | |
| ORLY - O’Reilly Automotive Inc | HOLD | 0 @ 1289.49 | 0 | |
| MAR - Marriott International Inc | HOLD | 0 @ 237.29 | 0 | |
| MAR - MARAVAI LIFESC.HLD.A -01 | HOLD | 0 @ 237.29 | 0 | |
| GM - General Motors Company | HOLD | 0 @ 47.11 | 0 | |
| AMZN - Amazon.com Inc | HOLD | 0 @ 193.89 | 0 | |
| AMZN - 1X AMZN | HOLD | 0 @ 193.89 | 0 | |
| ABNB - Airbnb Inc | HOLD | 0 @ 119.38 | 0 | |
| RCL - Royal Caribbean Cruises Ltd | HOLD | 0 @ 207.9 | 0 | |
| AZO - AutoZone Inc | HOLD | 0 @ 3545.65 | 0 | |
| AZO - ASTRO-MED INC. DL-01 | HOLD | 0 @ 3545.65 | 0 | |
| DHI - DR Horton Inc | HOLD | 0 @ 125.29 | 0 | |
| ROST - Ross Stores Inc | HOLD | 0 @ 123.3 | 0 | |
| F - Ford Motor Company | HOLD | 0 @ 9.53 | 0 | |
| LEN - Lennar Corporation | HOLD | 0 @ 116.33 | 0 | |
| YUM - Yum! Brands Inc | HOLD | 0 @ 153.42 | 0 | |
| LULU - Lululemon Athletica Inc. | HOLD | 0 @ 309.68 | 0 | |
| GRMN - Garmin Ltd | HOLD | 0 @ 209.37 | 0 | |
| TSCO - Tesco PLC | HOLD | 0 @ 51.66 | 0 | |