Q3 2019 Holdings
Filed 2019-11-14 | 6 holdings | $452.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carvana Co(CVNA) | CL A | 146869102 | $171.9K | 2,604,831 | 38.0% |
| AT Home Group Inc(HOME) | COM | 04650Y100 | $80.3K | 8,345,214 | 17.7% |
| Cardlytics Inc(CDLX) | COM | 14161W105 | $77.7K | 2,319,411 | 17.2% |
| World Accep Corp del(WRLD) | COM | 981419104 | $60.5K | 474,410 | 13.4% |
| Herbalife Nutrition LTD(HLF) | COM SHS | G4412G101 | $42.8K | 1,130,482 | 9.5% |
| Party City Holdco Inc(PRTY1EUR) | COM | 702149105 | $19.6K | 3,430,010 | 4.3% |