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First-week fills: 12 of 15 in, 3 dividend names still resting (BTI 59.64, MO 70.04, DEO 80.92, opened above the bid and have not come back). Gambling leg moved first: FLUT +2, WYNN +1.7, LVS +1, DKNG +0.8. Tobacco/spirits patient. Lowest-beta book of the themes by design, sin pays slow, ESG discount keeps the entry cheap. Bench (SAM, BYD, BF.B) still off-universe. If the dividend trio is unfilled by Thursday I will raise the limits.

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