We are selling the remaining positions we still hold to end the month. This will put August in a great position and we will start fresh with new positions next week. After this we are just in cash with no stock positions left in our portfolio. As a reminder, US markets are closed on Monday 9/2.

Ticker: DUOL

• Name: Duolingo Inc

• Sell Price Range: $212.00

• Profit/Loss:  11.0% Gain

• Why We are Selling: We’ve been on a wild ride with DUOL but it has ended up being a solid position for us. Looking to sell before the end of the month to capture our gains

Ticker: MLCO

• Name: Melco Resorts & Ent.

• Sell Price Range: $5.07

• Profit/Loss:  31% Loss

• Why We are Selling: This wasn’t a great position for us. We used a collar option last month to help trim this loss (the 31% is just the stock loss) so overall we lost only about 21%. Selling to free up capital for next month

Ticker: FOUR

• Name: Shift4 Payments

• Sell Price Range: $82.45

• Profit/Loss:  17.8% Gain

• Why We are Selling: Selling to capture our gains. The momentum has stalled so we are capturing our solid gains and moving on to the next opportunity.

Ticker: FLYW

• Name: Flywire Corp

• Sell Price Range: $18.45

• Profit/Loss:  1.1% Gain

• Why We are Selling: We’ve just kinda treaded water on this position and we aren’t seeing any strong upside for it at the moment. Selling to capture out tiny gains.