P/L | Allocation %

$BABA | 10% | 34%
$DFEN | 45% | 15%
$CRWD | - | 15%
$WORK | 2% | 10%, Crushed after ER
$LVGO | 4% | 9%, Down (4%) for Week
$DKNG | 11% | 6%
$APHA |  (5%) | 6%
$YEXT | 12% | 5%

P/L=10%

SOLD 06/05:
$STOR 3.5% | 16%
$ALLY 13% | 14%
$T (8%) | 6%
$WORK (5%) | 10%