Q4 2018 Holdings
Filed 2019-02-07 | 15 holdings | $72.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carvana Co(CVNA) | CL A | 146869102 | $12.2M | 372,956 | 16.9% |
| GTT Communications Inc | COM | 362393100 | $9.3M | 395,079 | 12.9% |
| Mindbody Inc | COM CL A | 60255W105 | $9.1M | 250,000 | 12.6% |
| Radnet Inc(RDNT) | COM | 750491102 | $6.1M | 600,000 | 8.4% |
| Credit Accep Corp Mich(CACC) | COM | 225310101 | $5.9M | 15,402 | 8.1% |
| XPO Logistics Inc(XPO) | COM | 983793100 | $5.7M | 100,000 | 7.9% |
| Republic First Bancorp Inc(FRBKQ) | COM | 760416107 | $4.4M | 729,489 | 6.0% |
| Cimpress N V(CMPR) | SHS EURO | N20146101 | $3.6M | 35,000 | 5.0% |
| World Accep Corp del(WRLD) | COM | 981419104 | $3.6M | 35,000 | 4.9% |
| Trupanion Inc(TRUP) | COM | 898202106 | $3.4M | 131,792 | 4.6% |
| Scientific Games Corp(LNWO) | COM | 80874P109 | $2.8M | 156,200 | 3.9% |
| Care COM Inc(CRCMGBP) | COM | 141633107 | $2.5M | 128,363 | 3.4% |
| Gaia Inc New(GAIA) | CL A | 36269P104 | $1.8M | 172,864 | 2.5% |
| Patrick Inds Inc(PATK) | COM | 703343103 | $1.2M | 39,330 | 1.6% |
| Huttig Bldg Prods Inc | COM | 448451104 | $866.0K | 481,095 | 1.2% |