Q1 2023 Holdings
Filed 2023-05-15 | 3 holdings | $286.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Krispy Kreme Inc(DNUT) | COM | 50101L106 | $222.4M | 14,301,260 | 77.7% |
| Under Armour Inc(UA) | CL C | 904311206 | $63.5M | 7,443,884 | 22.2% |
| Ouster Inc | COM | 68989M103 | $256.4K | 306,486 | 0.1% |