Q4 2019 Holdings
Filed 2020-02-14 | 6 holdings | $608.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carvana Co(CVNA) | CL A | 146869102 | $255.4K | 2,774,918 | 42.0% |
| Cardlytics Inc(CDLX) | COM | 14161W105 | $177.4K | 2,821,710 | 29.2% |
| Herbalife Nutrition LTD(HLF) | COM SHS | G4412G101 | $56.4K | 1,184,108 | 9.3% |
| World Accep Corp del(WRLD) | COM | 981419104 | $51.7K | 597,986 | 8.5% |
| AT Home Group Inc(HOME) | COM | 04650Y100 | $48.5K | 8,815,320 | 8.0% |
| Party City Holdco Inc(PRTY1EUR) | COM | 702149105 | $18.6K | 7,951,931 | 3.1% |