Core holdings (full): $DBX $ESTC $ETSY $LTRX $MO $PTON $RDFN $ROKU $SQ $SQNS $T $TTWO $WCN $WDAY $WDC $WORK $WSC

Smaller positions (looking to add): $ACTG $AMCX $DKNG $EVRI $GM $GME $GRAF $INSG $KOPN $LCA $LLNW $LYFT $MAXR $MIXT $PENN $PWFL $PXLW $SMED $SMSI $SPAQ $WRTC