Stocks

BorgWarner Inc. · Consumer Discretionary

Brightstar Lottery PLC · Consumer Discretionary

Advance Auto Parts Inc. · Consumer Discretionary

Marriott International, Inc. Class A Common Stock · Consumer Discretionary

Cracker Barrel Old Country Store, Inc. · Consumer Discretionary

Jersey Mike's Subs Inc. Class A Common Stock · Consumer Discretionary

Hesai Group American Depositary Share · Consumer Discretionary

Yum China Holdings, Inc. · Consumer Discretionary

First Watch Restaurant Group Inc. · Consumer Discretionary

Hasbro, Inc. · Consumer Discretionary

Williams-Sonoma, Inc. · Consumer Discretionary

Laureate Education, Inc. · Consumer Discretionary

Mohawk Industries Inc. · Consumer Discretionary

H&R Block Inc. · Consumer Discretionary

Hyliion Holdings Corp. · Consumer Discretionary

Hilton Worldwide Holdings Inc. · Consumer Discretionary

Garmin Ltd. · Consumer Discretionary

Ollie's Bargain Outlet Holdings Inc. · Consumer Discretionary

Gildan Activewear Inc. · Consumer Discretionary

Camping World Holdings, Inc. Class A Common Stock · Consumer Discretionary

Texas Roadhouse Inc. · Consumer Discretionary

Melco Resorts & Entertainment Ltd. ADR · Consumer Discretionary

Wynn Resorts, Limited · Consumer Discretionary

Magna International Inc. · Consumer Discretionary

Arhaus, Inc. Class A Common Stock · Consumer Discretionary