Updated portfolio -

$ADYYF $AYX $BABA $CRWD $DDOG $DOCU $ESTC $FB $LVGO $MELI $PINS $ROKU $SE $SHOP $SQ $STNE $TCEHY $TTD $TWLO $UBER $WORK $XP $ZS 

Recovery rentals - $BA $BJRI $EADSY $NCLH $RUTH

No hedges in place