Franklin Street Capital Partners, LLC Activity Q4 2019-Q3 2022

Q3 2022

			Value		Shares		↓ Weighting
		No remaining holdings	$0	–	0	–	0.00%	–

Q2 2022

			Value		Shares		↓ Weighting
	New	No remaining holdings	$0	–	0	–	0.00%	–

Q4 2021

			Value		Shares		↓ Weighting
RRR	Exit	RED ROCK RESORTS INCcl a	$0	–	-7,500	–	-0.23%	–
PZZA	Exit	PAPA JOHNS INTL INC	$0	–	-4,500	–	-0.34%	–
OPEN	Exit	OPENDOOR TECHNOLOGIES INC	$0	–	-30,580	–	-0.37%	–
RCL	Exit	ROYAL CARIBBEAN GROUP	$0	–	-10,385	–	-0.54%	–
RSI	Exit	RUSH STREET INTERACTIVE INC	$0	–	-70,000	–	-0.79%	–
GPS	Exit	GAP INC	$0	–	-60,000	–	-0.80%	–
BYD	Exit	BOYD GAMING CORP	$0	–	-22,077	–	-0.82%	–
JACK	Exit	JACK IN THE BOX INC	$0	–	-14,542	–	-0.83%	–
CZR	Exit	CAESARS ENTERTAINMENT INC NE	$0	–	-14,315	–	-0.95%	–
WEN	Exit	WENDYS CO	$0	–	-80,734	–	-1.03%	–
TWTR	Exit	TWITTER INC	$0	–	-31,181	–	-1.11%	–
HLT	Exit	HILTON WORLDWIDE HLDGS INC	$0	–	-14,330	–	-1.12%	–
SNAP	Exit	SNAP INCcl a	$0	–	-27,000	–	-1.18%	–
KHC	Exit	KRAFT HEINZ CO	$0	–	-57,500	–	-1.25%	–
UBER	Exit	UBER TECHNOLOGIES INC	$0	–	-50,500	–	-1.33%	–
SMPL	Exit	SIMPLY GOOD FOODS CO	$0	–	-65,856	–	-1.34%	–
VICI	Exit	VICI PPTYS INC	$0	–	-80,000	–	-1.34%	–
MGP	Exit	MGM GROWTH PPTYS LLC	$0	–	-63,627	–	-1.44%	–
KO	Exit	COCA COLA CO	$0	–	-50,000	–	-1.55%	–
GOOG	Exit	ALPHABET INCcap stk cl c	$0	–	-1,000	–	-1.57%	–
EA	Exit	ELECTRONIC ARTS INC	$0	–	-19,500	–	-1.63%	–
RACE	Exit	FERRARI N V	$0	–	-14,092	–	-1.74%	–
NCLH	Exit	NORWEGIAN CRUISE LINE HLDG L	$0	–	-125,000	–	-1.97%	–
AMZN	Exit	AMAZON COM INC	$0	–	-1,050	–	-2.03%	–
EXPE	Exit	EXPEDIA GROUP INC	$0	–	-22,289	–	-2.15%	–
TNL	Exit	TRAVEL PLUS LEISURE CO	$0	–	-67,619	–	-2.17%	–
TJX	Exit	TJX COS INC NEW	$0	–	-58,906	–	-2.29%	–
SMG	Exit	SCOTTS MIRACLE-GRO COcl a	$0	–	-27,838	–	-2.40%	–
TAP	Exit	MOLSON COORS BEVERAGE COcl b	$0	–	-90,000	–	-2.46%	–
MCD	Exit	MCDONALDS CORP	$0	–	-17,500	–	-2.48%	–
ARMK	Exit	ARAMARK	$0	–	-129,483	–	-2.51%	–
PLNT	Exit	PLANET FITNESS INCcl a	$0	–	-75,289	–	-3.48%	–
NKE	Exit	NIKE INCcl b	$0	–	-41,013	–	-3.51%	–
FB	Exit	FACEBOOK INCcl a	$0	–	-20,500	–	-4.10%	–
GLPI	Exit	GAMING & LEISURE PPTYS INC	$0	–	-196,374	–	-5.36%	–
STZ	Exit	CONSTELLATION BRANDS INCcl a	$0	–	-57,000	–	-7.07%	–
	Exit	INVESCO QQQ TRput	$0	–	-7,500	–	-32.74%	–

Q3 2021

			Value		Shares		↓ Weighting
	Sell	INVESCO QQQ TRput	$55,575,000	+759.9%	7,500	-62.5%	32.74%	+496.3%
STZ	Buy	CONSTELLATION BRANDS INCcl a	$12,009,000	+83.4%	57,000	+103.6%	7.07%	+27.2%
GLPI	Buy	GAMING & LEISURE PPTYS INC	$9,096,000	+273.2%	196,374	+273.3%	5.36%	+158.8%
FB	Buy	FACEBOOK INCcl a	$6,957,000	+248.0%	20,500	+256.5%	4.10%	+141.3%
NKE	New	NIKE INCcl b	$5,956,000	–	41,013	–	3.51%	–
PLNT	Buy	PLANET FITNESS INCcl a	$5,914,000	+27.1%	75,289	+21.8%	3.48%	-11.8%
ARMK	New	ARAMARK	$4,255,000	–	129,483	–	2.51%	–
MCD	Buy	MCDONALDS CORP	$4,219,000	+40.5%	17,500	+34.6%	2.48%	-2.6%
TAP	Buy	MOLSON COORS BEVERAGE COcl b	$4,174,000	+107.4%	90,000	+140.0%	2.46%	+43.8%
SMG	Buy	SCOTTS MIRACLE-GRO COcl a	$4,074,000	-2.8%	27,838	+27.4%	2.40%	-32.6%
TJX	Buy	TJX COS INC NEW	$3,887,000	+64.7%	58,906	+68.3%	2.29%	+14.2%
TNL	Sell	TRAVEL PLUS LEISURE CO	$3,687,000	-17.1%	67,619	-9.6%	2.17%	-42.5%
EXPE	Sell	EXPEDIA GROUP INC	$3,653,000	-34.4%	22,289	-34.4%	2.15%	-54.5%
AMZN	Sell	AMAZON COM INC	$3,449,000	-46.2%	1,050	-43.7%	2.03%	-62.7%
NCLH	Sell	NORWEGIAN CRUISE LINE HLDG L	$3,339,000	-33.2%	125,000	-26.5%	1.97%	-53.7%
RACE	Sell	FERRARI N V	$2,947,000	-8.6%	14,092	-10.0%	1.74%	-36.6%
EA	Buy	ELECTRONIC ARTS INC	$2,774,000	+26.3%	19,500	+27.7%	1.63%	-12.4%
GOOG	New	ALPHABET INCcap stk cl c	$2,665,000	–	1,000	–	1.57%	–
KO	Buy	COCA COLA CO	$2,624,000	+61.7%	50,000	+66.7%	1.55%	+12.1%
MGP	New	MGM GROWTH PPTYS LLC	$2,437,000	–	63,627	–	1.44%	–
VICI	New	VICI PPTYS INC	$2,273,000	–	80,000	–	1.34%	–
SMPL	Buy	SIMPLY GOOD FOODS CO	$2,271,000	+301.9%	65,856	+325.6%	1.34%	+178.8%
UBER	New	UBER TECHNOLOGIES INC	$2,262,000	–	50,500	–	1.33%	–
KHC	Buy	KRAFT HEINZ CO	$2,117,000	+107.5%	57,500	+130.0%	1.25%	+44.0%
SNAP	New	SNAP INCcl a	$1,994,000	–	27,000	–	1.18%	–
HLT	Sell	HILTON WORLDWIDE HLDGS INC	$1,893,000	-39.6%	14,330	-44.9%	1.12%	-58.1%
TWTR	New	TWITTER INC	$1,883,000	–	31,181	–	1.11%	–
WEN	New	WENDYS CO	$1,750,000	–	80,734	–	1.03%	–
CZR	Sell	CAESARS ENTERTAINMENT INC NE	$1,607,000	-65.2%	14,315	-67.8%	0.95%	-75.9%
JACK	Sell	JACK IN THE BOX INC	$1,415,000	-46.6%	14,542	-38.9%	0.83%	-63.0%
BYD	Sell	BOYD GAMING CORP	$1,397,000	-23.0%	22,077	-25.2%	0.82%	-46.6%
GPS	Sell	GAP INC	$1,362,000	-55.8%	60,000	-34.4%	0.80%	-69.3%
RSI	New	RUSH STREET INTERACTIVE INC	$1,345,000	–	70,000	–	0.79%	–
RCL	Sell	ROYAL CARIBBEAN GROUP	$924,000	-80.7%	10,385	-81.5%	0.54%	-86.6%
OPEN	Sell	OPENDOOR TECHNOLOGIES INC	$628,000	-83.0%	30,580	-85.4%	0.37%	-88.2%
PZZA	Sell	PAPA JOHNS INTL INC	$571,000	-83.5%	4,500	-86.4%	0.34%	-88.6%
RRR	Sell	RED ROCK RESORTS INCcl a	$384,000	-73.4%	7,500	-78.0%	0.23%	-81.6%
	Exit	GAP INCcall	$0	–	-75,000	–	-0.10%	–
LEVI	Exit	LEVI STRAUSS & CO NEW	$0	–	-37,500	–	-0.88%	–
ULTA	Exit	ULTA BEAUTY INC	$0	–	-3,500	–	-1.03%	–
HSY	Exit	HERSHEY CO	$0	–	-10,000	–	-1.48%	–
	Exit	SELECT SECTOR SPDR TRput	$0	–	-5,000	–	-1.82%	–
MNST	Exit	MONSTER BEVERAGE CORP NEW	$0	–	-25,000	–	-1.94%	–
AAPL	Exit	APPLE INC	$0	–	-17,500	–	-2.04%	–
	Exit	SPDR SER TRput	$0	–	-75,000	–	-2.14%	–
	Exit	ISHARES TRput	$0	–	-12,500	–	-2.98%	–
	Exit	SPDR S&P 500 ETF TRput	$0	–	-16,000	–	-3.46%	–
	Exit	SELECT SECTOR SPDR TRput	$0	–	-10,000	–	-3.64%	–

Q2 2021

			Value		Shares		↓ Weighting
STZ	New	CONSTELLATION BRANDS INCcl a	$6,549,000	–	28,000	–	5.56%	–
	New	INVESCO QQQ TRput	$6,463,000	–	20,000	–	5.49%	–
AMZN	New	AMAZON COM INC	$6,412,000	–	1,864	–	5.45%	–
EXPE	New	EXPEDIA GROUP INC	$5,566,000	–	34,000	–	4.73%	–
NCLH	New	NORWEGIAN CRUISE LINE HLDG L	$5,000,000	–	170,000	–	4.25%	–
RCL	New	ROYAL CARIBBEAN GROUP	$4,776,000	–	56,000	–	4.06%	–
PLNT	New	PLANET FITNESS INCcl a	$4,652,000	–	61,816	–	3.95%	–
CZR	New	CAESARS ENTERTAINMENT INC NE	$4,617,000	–	44,500	–	3.92%	–
TNL	New	TRAVEL PLUS LEISURE CO	$4,449,000	–	74,833	–	3.78%	–
	New	SELECT SECTOR SPDR TRput	$4,281,000	–	10,000	–	3.64%	–
SMG	New	SCOTTS MIRACLE-GRO COcl a	$4,193,000	–	21,850	–	3.56%	–
	New	SPDR S&P 500 ETF TRput	$4,067,000	–	16,000	–	3.46%	–
OPEN	New	OPENDOOR TECHNOLOGIES INC	$3,703,000	–	208,831	–	3.14%	–
	New	ISHARES TRput	$3,506,000	–	12,500	–	2.98%	–
PZZA	New	PAPA JOHNS INTL INC	$3,465,000	–	33,178	–	2.94%	–
RACE	New	FERRARI N V	$3,226,000	–	15,655	–	2.74%	–
HLT	New	HILTON WORLDWIDE HLDGS INC	$3,136,000	–	26,000	–	2.66%	–
GPS	New	GAP INC	$3,079,000	–	91,500	–	2.62%	–
MCD	New	MCDONALDS CORP	$3,003,000	–	13,000	–	2.55%	–
JACK	New	JACK IN THE BOX INC	$2,652,000	–	23,795	–	2.25%	–
	New	SPDR SER TRput	$2,524,000	–	75,000	–	2.14%	–
GLPI	New	GAMING & LEISURE PPTYS INC	$2,437,000	–	52,609	–	2.07%	–
AAPL	New	APPLE INC	$2,397,000	–	17,500	–	2.04%	–
TJX	New	TJX COS INC NEW	$2,360,000	–	35,000	–	2.00%	–
MNST	New	MONSTER BEVERAGE CORP NEW	$2,284,000	–	25,000	–	1.94%	–
EA	New	ELECTRONIC ARTS INC	$2,197,000	–	15,274	–	1.87%	–
	New	SELECT SECTOR SPDR TRput	$2,140,000	–	5,000	–	1.82%	–
TAP	New	MOLSON COORS BEVERAGE COcl b	$2,013,000	–	37,500	–	1.71%	–
FB	New	FACEBOOK INCcl a	$1,999,000	–	5,750	–	1.70%	–
BYD	New	BOYD GAMING CORP	$1,814,000	–	29,500	–	1.54%	–
HSY	New	HERSHEY CO	$1,742,000	–	10,000	–	1.48%	–
KO	New	COCA COLA CO	$1,623,000	–	30,000	–	1.38%	–
RRR	New	RED ROCK RESORTS INCcl a	$1,446,000	–	34,025	–	1.23%	–
ULTA	New	ULTA BEAUTY INC	$1,210,000	–	3,500	–	1.03%	–
LEVI	New	LEVI STRAUSS & CO NEW	$1,040,000	–	37,500	–	0.88%	–
KHC	New	KRAFT HEINZ CO	$1,020,000	–	25,000	–	0.87%	–
SMPL	New	SIMPLY GOOD FOODS CO	$565,000	–	15,474	–	0.48%	–
	New	GAP INCcall	$121,000	–	75,000	–	0.10%	–

Q4 2020

			Value		Shares		↓ Weighting
TTWO	Exit	TAKE-TWO INTERACTIVE SOFTWAR	$0	–	-2,000	–	-0.03%	–
NKE	Exit	NIKE INCcl b	$0	–	-3,500	–	-0.04%	–
CAG	Exit	CONAGRA BRANDS INC	$0	–	-15,000	–	-0.05%	–
TJX	Exit	TJX COS INC NEW	$0	–	-10,000	–	-0.06%	–
SHAK	Exit	SHAKE SHACK INCcl a	$0	–	-10,000	–	-0.06%	–
WMT	Exit	WALMART INC	$0	–	-5,000	–	-0.07%	–
PENN	Exit	PENN NATL GAMING INC	$0	–	-10,000	–	-0.07%	–
RACE	Exit	FERRARI N V	$0	–	-5,000	–	-0.09%	–
WEN	Exit	WENDYS CO	$0	–	-50,000	–	-0.11%	–
DRH	Exit	DIAMONDROCK HOSPITALITY CO	$0	–	-225,000	–	-0.11%	–
ATVI	Exit	ACTIVISION BLIZZARD INC	$0	–	-15,000	–	-0.12%	–
BJ	Exit	BJS WHSL CLUB HLDGS INC	$0	–	-32,500	–	-0.13%	–
RRR	Exit	RED ROCK RESORTS INCcl a	$0	–	-87,046	–	-0.15%	–
LOW	Exit	LOWES COS INC	$0	–	-10,000	–	-0.16%	–
LULU	Exit	LULULEMON ATHLETICA INC	$0	–	-5,500	–	-0.18%	–
TWTR	Exit	TWITTER INC	$0	–	-50,000	–	-0.22%	–
SMG	Exit	SCOTTS MIRACLE GRO COcl a	$0	–	-15,461	–	-0.23%	–
CZR	Exit	CAESARS ENTERTAINMENT INC NE	$0	–	-45,000	–	-0.25%	–
MNST	Exit	MONSTER BEVERAGE CORP NEW	$0	–	-32,500	–	-0.26%	–
TAP	Exit	MOLSON COORS BEVERAGE COcl b	$0	–	-80,000	–	-0.26%	–
SMPL	Exit	SIMPLY GOOD FOODS CO	$0	–	-129,161	–	-0.28%	–
GOOG	Exit	ALPHABET INCcap stk cl c	$0	–	-1,975	–	-0.29%	–
FB	Exit	FACEBOOK INCcl a	$0	–	-12,500	–	-0.32%	–
AZO	Exit	AUTOZONE INC	$0	–	-3,000	–	-0.35%	–
AMZN	Exit	AMAZON COM INC	$0	–	-1,253	–	-0.39%	–
EA	Exit	ELECTRONIC ARTS INC	$0	–	-31,331	–	-0.40%	–
JACK	Exit	JACK IN THE BOX INC	$0	–	-51,675	–	-0.40%	–
CHWY	Exit	CHEWY INCcl a	$0	–	-82,500	–	-0.45%	–
MGP	Exit	MGM GROWTH PPTYS LLC	$0	–	-163,157	–	-0.45%	–
MCD	Exit	MCDONALDS CORP	$0	–	-21,000	–	-0.45%	–
SBUX	Exit	STARBUCKS CORP	$0	–	-65,000	–	-0.55%	–
EXPE	Exit	EXPEDIA GROUP INC	$0	–	-61,327	–	-0.55%	–
GLPI	Exit	GAMING & LEISURE PPTYS INC	$0	–	-174,727	–	-0.64%	–
BYD	Exit	BOYD GAMING CORP	$0	–	-255,535	–	-0.77%	–
PZZA	Exit	PAPA JOHNS INTL INC	$0	–	-101,966	–	-0.83%	–
KO	Exit	COCA COLA CO	$0	–	-171,848	–	-0.84%	–
	Exit	AXON ENTERPRISE INCput	$0	–	-10,000	–	-89.38%	–

Q3 2020

			Value		Shares		↓ Weighting
	Sell	AXON ENTERPRISE INCput	$907,000,000	+46104.8%	10,000	-50.0%	89.38%	+2461.7%
KO	Buy	COCA COLA CO	$8,484,000	+73.6%	171,848	+57.2%	0.84%	-90.4%
PZZA	Buy	PAPA JOHNS INTL INC	$8,390,000	+54.9%	101,966	+49.4%	0.83%	-91.4%
BYD	Buy	BOYD GAMING CORP	$7,842,000	+249.3%	255,535	+137.9%	0.77%	-80.6%
GLPI	Buy	GAMING & LEISURE PPTYS INC	$6,453,000	+69.3%	174,727	+58.6%	0.64%	-90.6%
EXPE	Buy	EXPEDIA GROUP INC	$5,623,000	+242.0%	61,327	+206.6%	0.55%	-81.0%
SBUX	New	STARBUCKS CORP	$5,585,000	–	65,000	–	0.55%	–
MCD	New	MCDONALDS CORP	$4,609,000	–	21,000	–	0.45%	–
MGP	Buy	MGM GROWTH PPTYS LLC	$4,565,000	+7.4%	163,157	+4.4%	0.45%	-94.0%
CHWY	New	CHEWY INCcl a	$4,523,000	–	82,500	–	0.45%	–
JACK	Buy	JACK IN THE BOX INC	$4,098,000	+99.9%	51,675	+86.7%	0.40%	-88.9%
EA	Buy	ELECTRONIC ARTS INC	$4,086,000	+115.7%	31,331	+118.4%	0.40%	-88.0%
AMZN	New	AMAZON COM INC	$3,945,000	–	1,253	–	0.39%	–
AZO	Buy	AUTOZONE INC	$3,533,000	+25.3%	3,000	+20.0%	0.35%	-93.1%
FB	New	FACEBOOK INCcl a	$3,274,000	–	12,500	–	0.32%	–
GOOG	New	ALPHABET INCcap stk cl c	$2,902,000	–	1,975	–	0.29%	–
SMPL	Sell	SIMPLY GOOD FOODS CO	$2,848,000	-47.1%	129,161	-55.5%	0.28%	-97.1%
TAP	New	MOLSON COORS BEVERAGE COcl b	$2,685,000	–	80,000	–	0.26%	–
MNST	New	MONSTER BEVERAGE CORP NEW	$2,607,000	–	32,500	–	0.26%	–
CZR	New	CAESARS ENTERTAINMENT INC NE	$2,523,000	–	45,000	–	0.25%	–
SMG	Buy	SCOTTS MIRACLE GRO COcl a	$2,364,000	+40.6%	15,461	+23.7%	0.23%	-92.2%
TWTR	New	TWITTER INC	$2,225,000	–	50,000	–	0.22%	–
LULU	New	LULULEMON ATHLETICA INC	$1,812,000	–	5,500	–	0.18%	–
LOW	New	LOWES COS INC	$1,659,000	–	10,000	–	0.16%	–
RRR	New	RED ROCK RESORTS INCcl a	$1,488,000	–	87,046	–	0.15%	–
BJ	New	BJS WHSL CLUB HLDGS INC	$1,350,000	–	32,500	–	0.13%	–
ATVI	New	ACTIVISION BLIZZARD INC	$1,214,000	–	15,000	–	0.12%	–
DRH	New	DIAMONDROCK HOSPITALITY CO	$1,141,000	–	225,000	–	0.11%	–
WEN	Sell	WENDYS CO	$1,115,000	-44.8%	50,000	-46.1%	0.11%	-96.9%
RACE	New	FERRARI N V	$920,000	–	5,000	–	0.09%	–
PENN	New	PENN NATL GAMING INC	$727,000	–	10,000	–	0.07%	–
WMT	Sell	WALMART INC	$700,000	+6.2%	5,000	-9.1%	0.07%	-94.1%
SHAK	New	SHAKE SHACK INCcl a	$645,000	–	10,000	–	0.06%	–
TJX	New	TJX COS INC NEW	$557,000	–	10,000	–	0.06%	–
CAG	New	CONAGRA BRANDS INC	$536,000	–	15,000	–	0.05%	–
NKE	Sell	NIKE INCcl b	$439,000	-10.4%	3,500	-30.0%	0.04%	-95.1%
TTWO	New	TAKE-TWO INTERACTIVE SOFTWAR	$330,000	–	2,000	–	0.03%	–
QSR	Exit	RESTAURANT BRANDS INTL INC	$0	–	-1,700	–	-0.16%	–
THS	Exit	TREEHOUSE FOODS INC	$0	–	-15,000	–	-1.17%	–
	Exit	WENDYS COcall	$0	–	-50,000	–	-1.94%	–
DRI	Exit	DARDEN RESTAURANTS INC	$0	–	-17,500	–	-2.36%	–
EAT	Exit	BRINKER INTL INC	$0	–	-64,898	–	-2.77%	–
KHC	Exit	KRAFT HEINZ CO	$0	–	-50,000	–	-2.84%	–
ERI	Exit	ELDORADO RESORTS INC	$0	–	-57,500	–	-4.09%	–
YUM	Exit	YUM BRANDS INC	$0	–	-32,500	–	-5.02%	–
TGT	Exit	TARGET CORP	$0	–	-30,000	–	-6.40%	–

Q2 2020

			Value		Shares		↓ Weighting
PZZA	New	PAPA JOHNS INTL INC	$5,418,000	–	68,234	–	9.63%	–
SMPL	New	SIMPLY GOOD FOODS CO	$5,388,000	–	290,000	–	9.58%	–
KO	New	COCA COLA CO	$4,886,000	–	109,348	–	8.68%	–
MGP	New	MGM GROWTH PPTYS LLC	$4,251,000	–	156,232	–	7.56%	–
GLPI	New	GAMING & LEISURE PPTYS INC	$3,812,000	–	110,164	–	6.78%	–
TGT	New	TARGET CORP	$3,598,000	–	30,000	–	6.40%	–
YUM	New	YUM BRANDS INC	$2,825,000	–	32,500	–	5.02%	–
AZO	New	AUTOZONE INC	$2,820,000	–	2,500	–	5.01%	–
ERI	New	ELDORADO RESORTS INC	$2,303,000	–	57,500	–	4.09%	–
BYD	New	BOYD GAMING CORP	$2,245,000	–	107,407	–	3.99%	–
JACK	New	JACK IN THE BOX INC	$2,050,000	–	27,671	–	3.64%	–
WEN	New	WENDYS CO	$2,020,000	–	92,753	–	3.59%	–
	New	AXON ENTERPRISE INCput	$1,963,000	–	20,000	–	3.49%	–
EA	New	ELECTRONIC ARTS INC	$1,894,000	–	14,346	–	3.37%	–
SMG	New	SCOTTS MIRACLE GRO COcl a	$1,681,000	–	12,500	–	2.99%	–
EXPE	New	EXPEDIA GROUP INC	$1,644,000	–	20,000	–	2.92%	–
KHC	New	KRAFT HEINZ CO	$1,595,000	–	50,000	–	2.84%	–
EAT	New	BRINKER INTL INC	$1,558,000	–	64,898	–	2.77%	–
DRI	New	DARDEN RESTAURANTS INC	$1,326,000	–	17,500	–	2.36%	–
	New	WENDYS COcall	$1,089,000	–	50,000	–	1.94%	–
WMT	New	WALMART INC	$659,000	–	5,500	–	1.17%	–
THS	New	TREEHOUSE FOODS INC	$657,000	–	15,000	–	1.17%	–
NKE	New	NIKE INCcl b	$490,000	–	5,000	–	0.87%	–
QSR	New	RESTAURANT BRANDS INTL INC	$93,000	–	1,700	–	0.16%	–

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