I want to free up some capital for new positions, so here are a few positions I have reduced.

Sells:

• Centrus Energy $LEU

LEU is up 100% in only four weeks. It has far exceeded my expectations. I’m taking a few chips off the table here. Still holding a good chunk though, because I think it’s got more room to run.

• Credo Technology $CRDO

Unfortunately, the general networking sector has been hit with some news that the big data center players are moving from third party networking providers. Of course, that makes sense to move down the value chain. But that’s probably still a long time away before they can cut out out all third parties. Nevertheless, it ways on the sector. So, I’m taking off the position I took recently and still keep my initial position, especially since the selling volume has picked up significantly recently.