
| ASSET | DATE | % RETURN |
|---|---|---|
Western Digital (WDC) | 10/22/2025 - 11/7/2025 | 34.48% |
Seagate Technology (STX) | 10/22/2025 - 11/7/2025 | 30.74% |
Las Vegas Sands (LVS) | 10/22/2025 - 11/7/2025 | 30.17% |
Teradyne (TER) | 10/22/2025 - 11/7/2025 | 28.79% |
Cardinal Health (CAH) | 10/22/2025 - 11/7/2025 | 27.85% |
Teva Pharma Industries Ltd ADR (TEVA) | 10/22/2025 - 11/7/2025 | 26.29% |
Nokia (NOK) | 10/22/2025 - 11/7/2025 | 23.51% |
Datadog (DDOG) | 10/22/2025 - 11/7/2025 | 21.38% |
ASE Industrial Holding Co Ltd ADR (ASX) | 10/22/2025 - 11/7/2025 | 20.32% |
Celestica (CLS) | 10/22/2025 - 11/7/2025 | 17.77% |
Micron Technology (MU) | 10/22/2025 - 11/7/2025 | 17.64% |
Ciena (CIEN) | 10/22/2025 - 11/7/2025 | 16.91% |
Eli Lilly and (LLY) | 10/22/2025 - 11/7/2025 | 15.78% |
Expedia (EXPE) | 10/22/2025 - 11/7/2025 | 14.57% |
Insmed (INSM) | 10/22/2025 - 11/7/2025 | 14.35% |
Comfort Systems USA (FIX) | 10/22/2025 - 11/7/2025 | 13.82% |
Regeneron Pharmaceuticals (REGN) | 10/22/2025 - 11/7/2025 | 13.33% |
Targa Resources (TRGP) | 10/22/2025 - 11/7/2025 | 13.23% |
Cummins (CMI) | 10/22/2025 - 11/7/2025 | 13.13% |
Kenvue (KVUE) | 10/22/2025 - 11/7/2025 | 12.99% |
Woodside Energy (WDS) | 10/22/2025 - 11/7/2025 | 12.52% |
Banco Santander Brasil SA ADR (BSBR) | 10/22/2025 - 11/7/2025 | 12.45% |
Fox Corp Class A (FOXA) | 10/22/2025 - 11/7/2025 | 12.33% |
Cameco (CCJ) | 10/22/2025 - 11/7/2025 | 12.12% |
Marvell Technology (MRVL) | 10/22/2025 - 11/7/2025 | 11.93% |