Q3 2019 Holdings
Filed 2019-11-13 | 16 holdings | $94.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carvana Co(CVNA) | CL A | 146869102 | $19.8M | 300,000 | 20.9% |
| goeasy Ltd(EHMEF) | COM | 380355107 | $16.0M | 354,600 | 16.8% |
| XPO Logistics Inc(XPO) | COM | 983793100 | $10.7M | 150,000 | 11.3% |
| Metro Bank PLC | COM | G60640102 | $7.9M | 3,204,911 | 8.3% |
| Credit Accep Corp Mich(CACC) | COM | 225310101 | $7.1M | 15,402 | 7.5% |
| EXP World Holdings Inc(EXPI) | COM | 30212W100 | $6.3M | 750,444 | 6.6% |
| GTT Communications Inc | COM | 362393100 | $5.5M | 582,767 | 5.8% |
| Cimpress N V(CMPR) | SHS EURO | N20146101 | $4.6M | 35,000 | 4.9% |
| Radnet Inc(RDNT) | COM | 750491102 | $3.8M | 267,472 | 4.1% |
| Scientific Games Corp(LNWO) | COM | 80874P109 | $3.7M | 181,500 | 3.9% |
| Trupanion Inc(TRUP) | COM | 898202106 | $3.4M | 131,792 | 3.5% |
| Republic First Bancorp Inc(FRBKQ) | COM | 760416107 | $2.0M | 468,495 | 2.1% |
| Shop Apotheke Europe NV(RDC) | COM | N7975Z103 | $1.6M | 41,235 | 1.7% |
| Gaia Inc New(GAIA) | CL A | 36269P104 | $1.1M | 172,864 | 1.2% |
| Huttig Bldg Prods Inc | COM | 448451104 | $1.0M | 481,095 | 1.1% |
| Westwing Group AG | COM | D9663Z107 | $293.8K | 124,184 | 0.3% |