Q4 2020 Holdings
Filed 2021-02-16 | 6 holdings | $1.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carvana Co(CVNA) | CL A | 146869102 | $767.7K | 3,205,028 | 42.5% |
| Cardlytics Inc(CDLX) | COM | 14161W105 | $640.9K | 4,488,972 | 35.5% |
| AT Home Group Inc(HOME) | COM | 04650Y100 | $161.3K | 10,433,735 | 8.9% |
| Party City Holdco Inc(PRTY1EUR) | COM | 702149105 | $93.9K | 15,263,623 | 5.2% |
| World Accep Corp del(WRLD) | COM | 981419104 | $72.3K | 707,768 | 4.0% |
| Herbalife Nutrition LTD(HLF) | COM SHS | G4412G101 | $68.5K | 1,425,462 | 3.8% |