Names going into Q3 (ex-cash):

Top 10: 63.8%
Rest: 36.2% (Long IGV/FTEC, Short SPY/IWM as I work on new ideas)

$Z 13.3%
$MSFT 9.4% (net index L/S)
$VIAC 7.9%
$AAPL 7.3% (net index L/S)
$COST 5.8%
$POOL 5.6%
$ROKU 3.9%
$ADBE 3.7% (net index L/S)
$CSGP 3.6%
$WMT 3.4%