
| ASSET | DATE | % RETURN |
|---|---|---|
BorgWarner (BWA) | 2/7/2026 - 2/12/2026 | 26.51% |
Vertiv (VRT) | 2/7/2026 - 2/12/2026 | 26.29% |
Lattice Semiconductor (LSCC) | 2/7/2026 - 2/12/2026 | 24.14% |
QXO (QXO) | 2/7/2026 - 2/12/2026 | 17.65% |
Fermi (FRMI) | 2/7/2026 - 2/12/2026 | 17.1% |
Generac (GNRC) | 2/7/2026 - 2/12/2026 | 17.1% |
Qnity Electronics (Q) | 2/7/2026 - 2/12/2026 | 16.24% |
Amkor Technology (AMKR) | 2/7/2026 - 2/12/2026 | 15.5% |
Ubiquiti Networks (UI) | 2/7/2026 - 2/12/2026 | 15.47% |
IAMGold (IAG) | 2/7/2026 - 2/12/2026 | 15.45% |
Ferrari (RACE) | 2/7/2026 - 2/12/2026 | 14.68% |
Suzano Papel e Celulose SA ADR (SUZ) | 2/7/2026 - 2/12/2026 | 14.2% |
Smurfit WestRock (SW) | 2/7/2026 - 2/12/2026 | 13.91% |
Bullish (BLSH) | 2/7/2026 - 2/12/2026 | 13.9% |
Globalfoundries (GFS) | 2/7/2026 - 2/12/2026 | 13.59% |
Credo Technology (CRDO) | 2/7/2026 - 2/12/2026 | 13.22% |
Tenet Healthcare (THC) | 2/7/2026 - 2/12/2026 | 13.22% |
Alamos Gold (AGI) | 2/7/2026 - 2/12/2026 | 13.22% |
Spotify Technology (SPOT) | 2/7/2026 - 2/12/2026 | 13.08% |
NXP Semiconductors (NXPI) | 2/7/2026 - 2/12/2026 | 12.8% |
ASE Industrial Holding Co Ltd ADR (ASX) | 2/7/2026 - 2/12/2026 | 12.78% |
Entegris (ENTG) | 2/7/2026 - 2/12/2026 | 12.78% |
Hasbro (HAS) | 2/7/2026 - 2/12/2026 | 12.74% |
Texas Pacific Land Trust (TPL) | 2/7/2026 - 2/12/2026 | 12.65% |
Dupont De Nemours (DD) | 2/7/2026 - 2/12/2026 | 10.89% |