Q4 2022 Holdings
Filed 2023-02-14 | 9 holdings | $56.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Academy Sports & Outdoors in(ASO) | COM | 00402L107 | $9.5M | 180,476 | 16.9% |
| Dicks Sporting Goods Inc(DKS) | COM | 253393102 | $7.7M | 63,600 | 13.6% |
| Netflix Inc(NFLX) | COM | 64110L106 | $7.6M | 25,851 | 13.6% |
| SIX Flags Entmt Corp New(SIXEUR) | COM | 83001A102 | $7.6M | 325,987 | 13.5% |
| Williams Sonoma Inc(WSM) | COM | 969904101 | $6.9M | 60,064 | 12.3% |
| Airbnb Inc(ABNB) | COM CL A | 009066101 | $6.7M | 78,200 | 11.9% |
| Deckers Outdoor Corp(DECK) | COM | 243537107 | $4.9M | 12,400 | 8.8% |
| New Oriental ED & Technology(N1UA) | SPON ADR | 647581206 | $3.0M | 85,000 | 5.3% |
| Wayfair Inc(W) | CL A | 94419L101 | $2.4M | 73,617 | 4.3% |