Q2 2020 Holdings
Filed 2020-08-14 | 6 holdings | $928.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carvana Co(CVNA) | CL A | 146869102 | $453.7K | 3,374,284 | 48.9% |
| Cardlytics Inc(CDLX) | COM | 14161W105 | $280.9K | 4,014,249 | 30.2% |
| AT Home Group Inc(HOME) | COM | 04650Y100 | $67.7K | 10,433,735 | 7.3% |
| Herbalife Nutrition LTD(HLF) | COM SHS | G4412G101 | $64.1K | 1,425,462 | 6.9% |
| World Accep Corp del(WRLD) | COM | 981419104 | $46.4K | 707,768 | 5.0% |
| Party City Holdco Inc(PRTY1EUR) | COM | 702149105 | $15.9K | 10,666,736 | 1.7% |