Q1 2020 Holdings
Filed 2020-05-15 | 12 holdings | $47.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| goeasy Ltd(EHMEF) | COM | 380355107 | $10.3M | 396,400 | 21.6% |
| Dino Polska SA(DNOPF) | COM | X188AF102 | $8.1M | 205,741 | 17.0% |
| EXP World Hldgs Inc(EXPI) | COM | 30212W100 | $6.3M | 750,444 | 13.4% |
| Carvana Co(CVNA) | CL A | 146869102 | $5.5M | 100,000 | 11.6% |
| XPO Logistics Inc(XPO) | COM | 983793100 | $4.9M | 100,000 | 10.3% |
| Credit Accep Corp Mich(CACC) | COM | 225310101 | $3.9M | 15,402 | 8.3% |
| Wayfair Inc(W) | CL A | 94419L101 | $2.1M | 40,000 | 4.5% |
| Dart Group PLC | COM | G2657C132 | $1.9M | 272,857 | 3.9% |
| Cimpress PLC(CMPR) | SHS EURO | G2143T103 | $1.9M | 35,000 | 3.9% |
| Gaia Inc New(GAIA) | CL A | 36269P104 | $1.5M | 172,864 | 3.2% |
| China Sunsine Chem Hldgs Ltd | COM | Y15198107 | $878.1K | 4,162,200 | 1.8% |
| Huttig Bldg Prods Inc | COM | 448451104 | $229.0K | 327,206 | 0.5% |