| Security | $Holding | Balance | % of Fund | Category | Position | Country |
|---|---|---|---|---|---|---|
| BLACKROCK TREASURY TRUST | 402.01 k | 402.01 k shares | 5.67 | Short-term investment vehicle | Long | USA |
| GAMB Gambling.com Group Limited | 387.20 k | 27.50 k shares | 5.46 | Common equity | Long | Jersey |
| NVDA NVIDIA Corporation | 386.22 k | 2.88 k shares | 5.44 | Common equity | Long | USA |
| HUYA HUYA Inc. | 382.22 k | 124.50 k shares | 5.39 | Common equity | Long | China |
| TXRH Texas Roadhouse, Inc. | 347.15 k | 1.92 k shares | 4.89 | Common equity | Long | USA |
| ACEL Accel Entertainment, Inc. | 342.51 k | 32.07 k shares | 4.83 | Common equity | Long | USA |
| TPB Turning Point Brands, Inc. | 340.71 k | 5.67 k shares | 4.80 | Common equity | Long | USA |
| LOCO El Pollo Loco Holdings, Inc. | 339.44 k | 29.41 k shares | 4.79 | Common equity | Long | USA |
| BYD Boyd Gaming Corporation | 339.34 k | 4.68 k shares | 4.78 | Common equity | Long | USA |
| FLUT Flutter Entertainment plc | 335.99 k | 1.30 k shares | 4.74 | Common equity | Long | USA |
| MCRI Monarch Casino & Resort, Inc. | 332.96 k | 4.22 k shares | 4.69 | Common equity | Long | USA |
| NTES NetEase, Inc. | 330.08 k | 3.70 k shares | 4.65 | Common equity | Long | China |
| TAP Molson Coors Beverage Company | 319.73 k | 5.58 k shares | 4.51 | Common equity | Long | USA |
| BTI British American Tobacco p.l.c. | 302.11 k | 8.32 k shares | 4.26 | Common equity | Long | UK |
| WING Wingstop Inc. | 297.56 k | 1.05 k shares | 4.19 | Common equity | Long | USA |
| VICI VICI Properties Inc. | 296.48 k | 10.15 k shares | 4.18 | Common equity | Long | USA |
| PM Philip Morris International Inc. | 288.84 k | 2.40 k shares | 4.07 | Common equity | Long | USA |
| GLPI Gaming and Leisure Properties, Inc. | 262.13 k | 5.44 k shares | 3.70 | Common equity | Long | USA |
| BILI Bilibili Inc. | 259.84 k | 14.35 k shares | 3.66 | Common equity | Long | China |
| SAM The Boston Beer Company, Inc. | 256.18 k | 854.00 shares | 3.61 | Common equity | Long | USA |
| EA Electronic Arts Inc. | 225.01 k | 1.54 k shares | 3.17 | Common equity | Long | USA |
| IMBBY Imperial Brands PLC | 192.30 k | 6.00 k shares | 2.71 | Common equity | Long | UK |
| LNW Light & Wonder, Inc. | 136.22 k | 1.58 k shares | 1.92 | Common equity | Long | USA |
