Q3 2021 Holdings
Filed 2021-11-15 | 109 holdings | $217.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| D R Horton Inc(DHI) | COM | 23331A109 | $8.4M | 100,000 | 3.9% |
| Airbnb Inc(ABNB) | COM CL A | 009066101 | $10.1M | 60,000 | 4.6% |
| Boot Barn Hldgs Inc(BOOT) | COM | 099406100 | $12.1M | 136,000 | 5.6% |
| Abercrombie & Fitch Co(ANF) | CL A | 002896207 | $12.6M | 335,000 | 5.8% |
| Builders Firstsource Inc(BLDR) | COM | 12008R107 | $14.5M | 280,000 | 6.7% |
| Childrens PL Inc New(PLCE) | COM | 168905107 | $17.9M | 238,212 | 8.3% |
| Crocs Inc(CROX) | COM | 227046109 | $21.5M | 150,000 | 9.9% |
| Burlington Stores Inc(BURL) | COM | 122017106 | $28.4M | 100,000 | 13.1% |
| Caesars Entertainment Inc NE(CZR) | COM | 12769G100 | $76.9M | 685,000 | 35.4% |