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Luxury & Affluent Consumer

Luxury sells scarcity and heritage rather than utility, which lets prices rise faster than costs. Demand concentrates in a narrow band of very wealthy customers and in a few travelling nationalities.

40 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
1326	MC Maplelane Capital New York	$0	$0	1	0%	Maintained
1327	MIM Monashee Investment Management Boston, Massachusetts	$0	-$5.92M	0	–	Closed
1328	MCM Mork Capital Management Healdsburg, California	$0	-$1.17M	0	–	Closed
1329	NR Newfound Research Wellesley Hills, Massachusetts	$0	+$163	3	0%	Increased
1330	NMC Nine Masts Capital Central, Hong Kong	$0	-$808K	0	–	Closed
1331	NO Ninety One Cape Town, South Africa	$0	-$57K	0	–	Closed
1332	NSEDCP NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$0	-$1.25M	0	–	Closed
1333	NM Nokota Management New York	$0	-$6.1M	0	–	Closed
1334	NIMC NWQ Investment Management Company Los Angeles, California	$0	-$10.6M	0	–	Closed
1335	OFM Okumus Fund Management Grand Cayman, Cayman Islands	$0	-$37K	0	–	Closed
1336	OTC Opera Trading Capital Paris, France	$0	-$172K	0	–	Closed
1337	OFS Orrstown Financial Services Harrisburg, Pennsylvania	$0	-$12K	0	–	Closed
1338	Park Avenue Securities New York	$0	-$201K	0	–	Closed
1339	PL Parkwood LLC Cleveland, Ohio	$0	-$832K	0	–	Closed
1340	PCA Peddock Capital Advisors Braintree, Massachusetts	$0	-$315K	0	–	Closed
1341	PWPCM Perella Weinberg Partners Capital Management New York	$0	-$1.1M	0	–	Closed
1342	PIP Permian Investment Partners Dallas, Texas	$0	-$46.7M	0	–	Closed
1343	PRS Pinkerton Retirement Specialists Coeur D Alene, Idaho	$0	-$3.02K	1	0%	Reduced
1344	QC QCM Cayman Houston, Texas	$0	-$325K	0	–	Closed
1345	RVM Robinson Value Management San Antonio, Texas	$0	-$1.59M	0	–	Closed
1346	Rothschild & Co Asset Management US Stamford, Connecticut	$0	-$12.8M	0	–	Closed
1347	RAM Roumell Asset Management Chevy Chase, Maryland	$0	-$2.35M	0	–	Closed
1348	RCM Roystone Capital Management New York	$0	-$36.9M	0	–	Closed
1349	SCA Salient Capital Advisors Houston, Texas	$0	-$7.72M	0	–	Closed
1350	Simplicity Solutions Minneapolis, Minnesota	$0	-$361K	0	–	Closed