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Ichor Holdings (ICHR $16.72)
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Tronox Holdings plc (UK) (TROX $4.57)
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Ultra Clean Holdings Inc. (UCTT $24.50)
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Upstart Holdings Inc. (UPST $69.07)
Q: I have three 1 percentage type holdings in trox, ichr, and uctt. I am trying to get down to 25 holdings as well. I was wondering if you think consolidating the three positions into a 3 percent holding in UPST would be a decent play with your current bullish outlook? Thanks as always for this tremendous service.