Q4 2021 Holdings
Filed 2022-02-14 | 12 holdings | $29.9M | 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 | $19.6M | 165,000 | 65.6% |
| Autozone Inc(AZO) | COM | 053332102 | $9.1M | 4,340 | 30.4% |
| Carmax Inc(KMX) | COM | 143130102 | $964.0K | 7,401 | 3.2% |
| T-Mobile US Inc(TMUS) | COM | 872590104 | $48.6K | 419,000 | 0.2% |
| Lamb Weston Hldgs Inc(LW) | COM | 513272104 | $41.6K | 656,260 | 0.1% |
| Herbalife Nutrition LTD(HLF) | COM SHS | G4412G101 | $34.8K | 850,028 | 0.1% |
| Uber Technologies Inc(UBER) | COM | 90353T100 | $29.3K | 697,800 | 0.1% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $28.3K | 8,482 | 0.1% |
| New York Times Co(NYT) | CL A | 650111107 | $17.9K | 370,800 | 0.1% |
| Lyft Inc(LYFT) | CL A COM | 55087P104 | $14.2K | 332,800 | 0.0% |
| Netflix Inc(NFLX) | COM | 64110L106 | $7.3K | 12,100 | 0.0% |
| Dollar Tree Inc(DLTR) | COM | 256746108 | $1.5K | 10,900 | 0.0% |