Q2 2022 Holdings
Filed 2022-08-15 | 8 holdings | $176.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Xpel Inc(XPEL) | COM | 98379L100 | $31.9K | 695,463 | 18.1% |
| Iqvia Hldgs Inc(IQV) | COM | 46266C105 | $30.6K | 141,090 | 17.4% |
| Avid Technology Inc | COM | 05367P100 | $27.8K | 1,069,447 | 15.7% |
| Celsius Hldgs Inc(CELH) | COM NEW | 15118V207 | $24.3K | 373,010 | 13.8% |
| NCR Corp New(VYX) | COM | 62886E108 | $21.8K | 699,821 | 12.3% |
| Liberty Media Corp del(FWONKUSD) | COM SER C FRMLA | 531229854 | $18.1K | 285,351 | 10.3% |
| NCR Corp New(VYX)Call | COM | 62886E108 | $11.3K | 362,000 | 6.4% |
| Driven Brands Hldgs Inc(DRVN) | COM | 26210V102 | $10.5K | 381,973 | 6.0% |