Top 20 Holdings (by value): $TWLO 8.3% $SQ 7.4% $SFM 4.7% $TTWO 4.6% $SAVE 4.3% $FIZZ 3.8% $VIAC 3.6% $DBX 3.4% $COLD 2.9% $LGF.A 2.8% $FB 2.6% $GOOG 2.5% $CLDR 2.4% $RPD 2.4% $COR 2.3% $AAPL 2.0% $ILPT 2.0% $NTDOY 1.9% $VMC 1.9% $WBA 1.9%