Q4 2019 Holdings
Filed 2020-02-11 | 12 holdings | $72.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| goeasy Ltd(EHMEF) | COM | 380355107 | $16.1M | 300,000 | 22.3% |
| Carvana Co(CVNA) | CL A | 146869102 | $9.2M | 100,000 | 12.8% |
| EXP World Holdings Inc(EXPI) | COM | 30212W100 | $8.5M | 750,444 | 11.8% |
| XPO Logistics Inc(XPO) | COM | 983793100 | $8.0M | 100,000 | 11.1% |
| Credit Accep Corp Mich(CACC) | COM | 225310101 | $6.8M | 15,402 | 9.5% |
| Radnet Inc(RDNT) | COM | 750491102 | $5.4M | 267,472 | 7.5% |
| Trupanion Inc(TRUP) | COM | 898202106 | $4.9M | 131,792 | 6.8% |
| Scientific Games Corp(LNWO) | COM | 80874P109 | $4.9M | 181,500 | 6.7% |
| Cimpress PLC(CMPR) | SHS EURO | G2143T103 | $4.4M | 35,000 | 6.1% |
| Shop Apotheke Europe NV(RDC) | COM | N7975Z103 | $2.0M | 41,235 | 2.8% |
| Gaia Inc New(GAIA) | CL A | 36269P104 | $1.4M | 172,864 | 1.9% |
| Huttig Bldg Prods Inc | COM | 448451104 | $503.9K | 327,206 | 0.7% |