AUM Top 10 Positions by %:
Offense
10.40 $TDOC
6.51 $DOCU
4.36 $COST
4.34 $CNC
4.15 $V
3.99 $CHWY
3.93 $AMZN
3.16 $VLO
2.60 $SQ
2.53 $SHOP
= 45.97%

Defense
13.19 $PIMIX
6.61 $TLT
5.26 $RF-A
4.42 $GLD
3.79 $HMLP-A
2.33 $XLU
4.51 $CASH
= 40.11%