$IBM short +1.1% n -0.2%  half pos each  $SDGR long (very undersized u/s) +4.8% n +0.4% $SMAR long (u/s) -0.7% n -1.5% $PTON long (u/s) +3.1% (free roll is a swing trade) $MSFT long (u/s) +1% full pos