Q1 2018 Holdings
Filed 2018-05-11 | 8 holdings | $74.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Builders Firstsource Inc(BLDR) | COM | 12008R107 | $72.5M | 3,653,077 | 97.0% |
| XPO Logistics Inc(XPO) | COM | 983793100 | $789.0K | 7,750,000 | 1.1% |
| Colliers Intl Group Inc(CIGI) | SUB VTG SHS | 194693107 | $415.0K | 5,985,242 | 0.6% |
| Cimpress N V(CMPR) | SHS EURO | N20146101 | $364.9K | 2,358,903 | 0.5% |
| Wayfair Inc(W) | CL A | 94419L101 | $236.4K | 3,500,000 | 0.3% |
| GTT Communications Inc | COM | 362393100 | $226.8K | 4,000,000 | 0.3% |
| Installed Bldg Prods Inc(IBP) | COM | 45780R101 | $168.1K | 2,800,000 | 0.2% |
| Carvana Co(CVNA) | CL A | 146869102 | $6.5K | 282,877 | 0.0% |