Staples Components

These are staples components in XLP, VDC and FSTA. Some of these aren't really staples in my opinion, such as EL (below), COST and WMT (not below). I have a large put position on XLP and some "flier" puts on HSY and PEP (also not pictured).

Bonus Shorts

I cut the screen to 20 percent higher volume. Another chemical company was in the mix:

ALso: SHOP,NVDA, MPWR (I sold my puts on Thursday) and AMD. Also HRL, JBHT, TEAM, PSNY, HUBS, ZI.