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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| SIX | SIX FLAGS ENTMT CORP NEW | 28.34% | 3,599,808 | $119,297,637 | -130,219 | -3.49% | $33.14 | 13F |
| WDC | WESTERN DIGITAL CORP. | 13.99% | 776,989 | $58,872,457 | -98,170 | -11.22% | $75.77 | 13F |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | 12.02% | 490,160 | $50,618,823 | -70,148 | -12.52% | $103.27 | 13F |
| UNH | UNITEDHEALTH GROUP INC | 10.98% | 90,776 | $46,228,586 | 90,776 | New | $509.26 | 13F |
| PDD | PDD HOLDINGS INC | 8.03% | 254,238 | $33,800,942 | -75,936 | -23% | $132.95 | 13F |
| EDU | NEW ORIENTAL ED & TECHNOLOGY | 7.22% | 390,822 | $30,378,594 | -81,766 | -17.3% | $77.73 | 13F |
| JD | JD.COM INC | 6.85% | 1,116,363 | $28,846,820 | -425,954 | -27.62% | $25.84 | 13F |
| TAL | TAL EDUCATION GROUP | 5.7% | 2,249,906 | $24,006,497 | -76,706 | -3.3% | $10.67 | 13F |
| GOOGL | ALPHABET INC | 3.5% | 80,808 | $14,719,177 | -3,173 | -3.78% | $182.15 | 13F |
| GDXJ | VANECK ETF TRUST | 2.72% | 272,286 | $11,468,686 | 114,376 | 72.43% | $42.12 | 13F |
| HOG | HARLEY DAVIDSON INC | 0.64% | 80,838 | $2,711,307 | -3,017 | -3.6% | $33.54 | 13F |
| BEKE | KE HLDGS INC | -667,902 | Exited | 13F |