Established a second (larger) position in BX. Going forward this will be my primary BX position, however I will maintain my current motif position until details of the PJT spinoff become clear. At that time I will likely liquidate the motif position which will normalize the weightings and use the proceeds to add to existing underweight positions.
added to SBUX as it remains underweight
added to UL (Euro exposure) on weakness
added to CLX as it remains underweight
added to BMO on weakness
added to AMC as the price dipped below my $30 purchase point
added to AAPL on weakness
Acquired PYPL following its spinoff from EBAY. This is the first purchased new position since March.