Q2 2021 Holdings
Filed 2021-08-16 | 11 holdings | $81.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $45.6M | 200,900 | 56.1% |
| Carmax Inc(KMX) | COM | 143130102 | $22.9M | 177,346 | 28.2% |
| Autozone Inc(AZO) | COM | 053332102 | $12.4M | 8,340 | 15.3% |
| T-Mobile US Inc(TMUS) | COM | 872590104 | $82.3K | 568,500 | 0.1% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $60.9K | 17,700 | 0.1% |
| Herbalife Nutrition LTD(HLF) | COM SHS | G4412G101 | $54.6K | 1,035,728 | 0.1% |
| Netflix Inc(NFLX) | COM | 64110L106 | $45.7K | 86,500 | 0.1% |
| Lamb Weston Hldgs Inc(LW) | COM | 513272104 | $33.2K | 411,860 | 0.0% |
| Marriott Intl Inc New(MAR) | CL A | 571903202 | $29.1K | 213,344 | 0.0% |
| New York Times Co(NYT) | CL A | 650111107 | $25.5K | 585,000 | 0.0% |
| Dollar Tree Inc(DLTR) | COM | 256746108 | $1.1K | 11,300 | 0.0% |