
| ASSET | DATE | % RETURN |
|---|---|---|
Super Micro Computer (SMCI) | 7/1/2022 - 7/31/2023 | 724.03% |
NVIDIA (NVDA) | 7/1/2022 - 7/31/2023 | 213.9% |
Royal Caribbean Cruises (RCL) | 7/1/2022 - 7/31/2023 | 212.91% |
First Solar (FSLR) | 7/1/2022 - 7/31/2023 | 206.9% |
Builders FirstSource (BLDR) | 7/1/2022 - 7/31/2023 | 168.01% |
Netflix (NFLX) | 7/1/2022 - 7/31/2023 | 148.72% |
Uber Technologies (UBER) | 7/1/2022 - 7/31/2023 | 138.94% |
GE Aerospace (GE) | 7/1/2022 - 7/31/2023 | 131.39% |
Jabil Circuit (JBL) | 7/1/2022 - 7/31/2023 | 119.44% |
Carnival (CCL) | 7/1/2022 - 7/31/2023 | 118.82% |
ON Semiconductor (ON) | 7/1/2022 - 7/31/2023 | 118.6% |
Palantir Technologies Inc Class A Common Stock (PLTR) | 7/1/2022 - 7/31/2023 | 117.78% |
Trade Desk (TTD) | 7/1/2022 - 7/31/2023 | 116.62% |
PulteGroup (PHM) | 7/1/2022 - 7/31/2023 | 114.57% |
Deckers Outdoor (DECK) | 7/1/2022 - 7/31/2023 | 113.22% |
EMCOR (EME) | 7/1/2022 - 7/31/2023 | 111.1% |
Fair Isaac (FICO) | 7/1/2022 - 7/31/2023 | 110.37% |
Coinbase Global (COIN) | 7/1/2022 - 7/31/2023 | 105.48% |
Norwegian Cruise Line (NCLH) | 7/1/2022 - 7/31/2023 | 100.09% |
Facebook (META) | 7/1/2022 - 7/31/2023 | 98.74% |
Axon Enterprise (AXON) | 7/1/2022 - 7/31/2023 | 98.39% |
United Rentals (URI) | 7/1/2022 - 7/31/2023 | 93% |
Broadcom (AVGO) | 7/1/2022 - 7/31/2023 | 92.99% |
Wynn Resorts (WYNN) | 7/1/2022 - 7/31/2023 | 92.57% |
DR Horton (DHI) | 7/1/2022 - 7/31/2023 | 91.98% |