CURRENT PORTFOLIO 47 HOLDINGS AHPI ALLY AMP ARDX AXP CAT CCI CERS CPB CTMX CUB DNLI DRI FLT JD JKHY JPM LAUR LMT MLCO MOMO NGG ONCS(HB) ONCT(HB) RAD RNG RUTH RYAAY RYN SAVE SIEN SJR SLQT SMH SRE STAA STOR SYK TPIC TSM USCR VOD VRAY VSAT WM WRB WY