Q1 2023 Holdings
Filed 2023-05-12 | 13 holdings | $33.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Meta Platforms Inc(META) | CL A | 30303M102 | $4.7M | 22,125 | 14.1% |
| Avis Budget Group(CAR) | COM | 053774105 | $3.7M | 18,818 | 11.0% |
| Dicks Sporting Goods Inc(DKS) | COM | 253393102 | $3.4M | 23,716 | 10.1% |
| SIX Flags Entmt Corp New(SIXEUR) | COM | 83001A102 | $3.1M | 117,852 | 9.5% |
| Academy Sports & Outdoors in(ASO) | COM | 00402L107 | $2.9M | 44,509 | 8.7% |
| Airbnb Inc(ABNB) | COM CL A | 009066101 | $2.5M | 20,073 | 7.5% |
| Zillow Group Inc(ZG) | CL A | 98954M101 | $2.4M | 55,344 | 7.3% |
| Uber Technologies Inc(UBER) | COM | 90353T100 | $2.1M | 65,711 | 6.3% |
| Warner Bros Discovery Inc(WBD) | COM SER A | 934423104 | $2.0M | 132,669 | 6.0% |
| Boot Barn Hldgs Inc(BOOT) | COM | 099406100 | $1.8M | 23,804 | 5.5% |
| Williams Sonoma Inc(WSM) | COM | 969904101 | $1.8M | 14,840 | 5.4% |
| New Oriental ED & Technology(N1UA) | SPON ADR | 647581206 | $1.5M | 39,966 | 4.6% |
| Charter Communications Inc N(CHTR) | CL A | 16119P108 | $1.3M | 3,680 | 4.0% |