Q3 2020 Holdings
Filed 2020-11-16 | 6 holdings | $1.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carvana Co(CVNA) | CL A | 146869102 | $804.6K | 3,606,974 | 55.8% |
| Cardlytics Inc(CDLX) | COM | 14161W105 | $309.9K | 4,391,586 | 21.5% |
| AT Home Group Inc(HOME) | COM | 04650Y100 | $155.0K | 10,433,735 | 10.7% |
| World Accep Corp del(WRLD) | COM | 981419104 | $74.7K | 707,768 | 5.2% |
| Herbalife Nutrition LTD(HLF) | COM SHS | G4412G101 | $66.5K | 1,425,462 | 4.6% |
| Party City Holdco Inc(PRTY1EUR) | COM | 702149105 | $32.0K | 12,290,199 | 2.2% |