| 1 | ▸ Computer Storage Devices | +59.5% | 80% | 5 | 2 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| SNDK | SANDISK CORP | 239.2 | +81% | +4561% | UP+ | 0 | on board - CLONE+CLONE2 | | NTAP | NETAPP INC | 31.8 | +62% | +57% | UP+ | 0 | | | STX | SEAGATE TECHNOLOGY HOLDINGS PLC | 185.7 | +60% | +529% | UP+ | 0 | on board - CLONE | | WDC | WESTERN DIGITAL CORP | 177.1 | +41% | +743% | UP+ | 0 | | | P | EVERPURE INC | 23.5 | +9% | +33% | DN | 0 | |
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| 2 | ▸ Computer Communications Equipment | +38.6% | 100% | 6 | 4 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| EXTR | EXTREME NETWORKS INC | 4.0 | +76% | +82% | UP+ | 0 | on board - MOM+BLOW | | ATEN | A10 NETWORKS INC | 2.6 | +43% | +80% | UP+ | 0 | on board - MOM+RIDER | | FFIV | F5 INC | 23.8 | +41% | +35% | UP+ | 0 | | | CSCO | CISCO SYSTEMS INC | 440.5 | +36% | +82% | UP+ | 0 | on board - CLONE | | DGII | DIGI INTERNATIONAL INC | 2.4 | +18% | +110% | UP+ | 0 | on board - MOM | | ANET | ARISTA NETWORKS INC | 216.5 | +11% | +51% | UP+ | 0 | |
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| 3 | ▸ Services-Help Supply Services | +35.9% | 80% | 5 | 1 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| KFRC | KFORCE INC | 1.0 | +81% | +23% | UP+ | 0 | | | AMN | AMN HEALTHCARE SERVICES INC | 1.3 | +67% | +49% | UP+ | 0 | on board - MOM+EARLY+BLOW+RIDER | | RHI | ROBERT HALF INC | 3.8 | +36% | -14% | UP | 0 | | | BBSI | BARRETT BUSINESS SERVICES INC | 1.0 | +34% | -21% | UP | 0 | | | EFOR | EVERFORTH INC | 0.7 | -56% | -57% | DN- | 5 | watchlist |
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| 4 | ▸ Hospital & Medical Service Plans | +26.0% | 86% | 7 | 3 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| HUM | HUMANA INC | 49.0 | +106% | +69% | UP+ | 0 | on board - CLONE+CLONE2 | | MOH | MOLINA HEALTHCARE INC | 12.2 | +59% | -9% | UP+ | 0 | on board - CLONE | | UNH | UNITEDHEALTH GROUP INC | 380.1 | +34% | +39% | UP+ | 0 | | | ELV | ELEVANCE HEALTH INC | 84.7 | +26% | +21% | UP+ | 0 | | | CI | CIGNA GROUP | 78.8 | +11% | +0% | UP | 0 | | | ALHC | ALIGNMENT HEALTHCARE INC | 4.3 | +0% | +47% | UP+ | 1 | on board - EARLY | | TRUP | TRUPANION INC | 1.1 | -6% | -53% | DN- | 0 | |
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| 5 | ▸ Trucking (No Local) | +25.1% | 100% | 9 | 7 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| CVLG | COVENANT LOGISTICS GROUP INC | 1.2 | +63% | +84% | UP+ | 0 | on board - MOM+RIDER | | ARCB | ARCBEST CORP | 3.3 | +36% | +114% | UP+ | 0 | on board - MOM+CLONE | | SNDR | SCHNEIDER NATIONAL INC | 6.4 | +34% | +51% | UP+ | 0 | on board - MOM+RIDER | | MRTN | MARTEN TRANSPORT LTD | 1.4 | +25% | +37% | UP+ | 0 | on board - MOM | | LSTR | LANDSTAR SYSTEM INC | 7.1 | +25% | +64% | UP+ | 0 | on board - MOM+RIDER | | JBHT | HUNT J B TRANSPORT SERVICES INC | 26.1 | +23% | +92% | UP+ | 0 | | | KNX | KNIGHT-SWIFT TRANSPORTATION HOLDIN | 12.0 | +20% | +77% | UP+ | 0 | on board - MOM+CLONE+RIDER | | ODFL | OLD DOMINION FREIGHT LINE INC | 46.8 | +10% | +49% | UP+ | 0 | | | SAIA | SAIA INC | 11.1 | +5% | +65% | UP+ | 0 | on board - CLONE+RIDER |
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| 6 | ▸ Petroleum Refining | +23.8% | 100% | 8 | 3 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| PBF | PBF ENERGY INC | 7.0 | +46% | +61% | UP+ | 0 | on board - MOM | | DINO | HF SINCLAIR CORP | 15.1 | +45% | +67% | UP+ | 2 | on board - MOM+RIDER | | MPC | MARATHON PETROLEUM CORP | 87.3 | +35% | +53% | UP+ | 0 | | | VLO | VALERO ENERGY CORP | 86.9 | +25% | +78% | UP+ | 0 | | | PSX | PHILLIPS 66 | 78.6 | +22% | +44% | UP+ | 0 | | | SUN | SUNOCO LP | 14.5 | +14% | +30% | UP+ | 0 | on board - EARLY | | XOM | EXXON MOBIL CORP | 599.0 | -2% | +33% | UP+ | 0 | | | COP | CONOCOPHILLIPS | 135.8 | -6% | +28% | UP+ | 0 | |
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| 7 | ▸ Special Industry Machinery Nec | +23.0% | 80% | 5 | 3 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| ACMR | ACM RESEARCH INC | 6.1 | +85% | +225% | UP+ | 0 | on board - MOM | | LRCX | LAM RESEARCH CORP | 419.5 | +27% | +270% | UP+ | 0 | on board - CLONE | | ACLS | AXCELIS TECHNOLOGIES INC | 4.5 | +23% | +152% | UP+ | 0 | on board - MOM | | CRCT | CRICUT INC | 1.0 | +13% | -12% | UP | 0 | | | ERII | ENERGY RECOVERY INC | 0.4 | -19% | -37% | DN- | 1 | |
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| 8 | ▸ Steel Works Blast Furnaces & Rolling Mills (Coke Ove | +21.6% | 80% | 5 | 0 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| CRS | CARPENTER TECHNOLOGY CORP | 28.7 | +35% | +102% | UP+ | 0 | | | NUE | NUCOR CORP | 53.9 | +25% | +90% | UP+ | 0 | | | STLD | STEEL DYNAMICS INC | 34.0 | +22% | +114% | UP+ | 0 | | | MTUS | METALLUS INC | 0.8 | +12% | +27% | UP+ | 0 | | | CMC | COMMERCIAL METALS CO | 7.5 | +4% | +51% | DN | 0 | |
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| 9 | ▸ Personal Credit Institutions | +20.1% | 90% | 10 | 3 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| ENVA | ENOVA INTERNATIONAL INC | 5.9 | +51% | +64% | UP+ | 0 | on board - MOM+RIDER | | ATLC | ATLANTICUS HOLDINGS CORP | 1.5 | +46% | +67% | UP+ | 0 | on board - MOM+BLOW | | WRLD | WORLD ACCEPTANCE CORP | 0.9 | +45% | +5% | UP+ | 0 | | | CACC | CREDIT ACCEPTANCE CORP | 6.4 | +24% | +7% | UP+ | 0 | on board - MOM | | HAPN | HAPPEN INC | 2.3 | +21% | +42% | UP+ | 0 | | | SLM | SLM CORP | 4.8 | +19% | -32% | UP | 0 | | | RM | REGIONAL MANAGEMENT CORP | 0.4 | +11% | +18% | UP+ | 0 | | | OMF | ONEMAIN HOLDINGS INC | 7.0 | +7% | +4% | UP+ | 0 | | | NNI | NELNET INC | 4.7 | -3% | +8% | UP+ | 0 | | | NCDL | NUVEEN CHURCHILL DIRECT LENDING CO | 0.6 | -9% | -17% | DN- | 0 | watchlist |
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| 10 | ▸ Air Transportation Scheduled | +20.0% | 100% | 7 | 1 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| AAL | AMERICAN AIRLINES GROUP INC | 10.3 | +28% | +21% | UP+ | 0 | | | UAL | UNITED AIRLINES HOLDINGS INC | 39.3 | +28% | +30% | UP+ | 0 | | | ALGT | ALLEGIANT TRAVEL CO | 2.0 | +22% | +69% | UP+ | 0 | | | DAL | DELTA AIR LINES INC | 56.5 | +20% | +45% | UP+ | 0 | on board - CLONE | | LUV | SOUTHWEST AIRLINES CO | 24.1 | +19% | +23% | UP+ | 0 | | | ALK | ALASKA AIR GROUP INC | 5.3 | +13% | -11% | UP | 0 | | | SKYW | SKYWEST INC | 3.9 | +3% | -19% | UP | 0 | |
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| 11 | ▸ Services-Health Services | +19.9% | 80% | 5 | 3 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| LFST | LIFESTANCE HEALTH GROUP INC | 4.3 | +67% | +86% | UP+ | 0 | on board - MOM+RIDER | | PNTG | PENNANT GROUP INC | 1.4 | +31% | +30% | UP+ | 0 | on board - MOM | | PRVA | PRIVIA HEALTH GROUP INC | 3.5 | +20% | +12% | UP+ | 0 | on board - EARLY | | TALK | TALKSPACE INC | 0.9 | +1% | +103% | UP+ | 0 | | | USPH | U S PHYSICAL THERAPY INC | 1.1 | -6% | -9% | DN- | 0 | |
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| 12 | ▸ Services-Miscellaneous Amusement & Recreation | +19.6% | 67% | 6 | 2 |
| Ticker | | Cap $B | 3M | 12-1M | Trend | Ins | Status |
|---|
| RSI | RUSH STREET INTERACTIVE INC | 7.7 | +44% | +99% | UP+ | 0 | on board - MOM+BLOW+RIDER | | PRKS | UNITED PARKS & RESORTS INC | 2.2 | +29% | -5% | UP | 0 | | | MSGE | MADISON SQUARE GARDEN ENTERTAINMEN | 3.5 | +22% | +82% | UP+ | 0 | on board - MOM+RIDER | | MTN | VAIL RESORTS INC | 5.3 | +17% | -15% | UP | 0 | | | DKNG | DRAFTKINGS INC | 12.5 | +7% | -34% | DN- | 0 | watchlist | | DIS | WALT DISNEY CO | 168.7 | -5% | -16% | DN- | 0 | |
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