Q2 2021 Holdings
Filed 2021-08-13 | 6 holdings | $2.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carvana Co(CVNA) | CL A | 146869102 | $997.5K | 3,305,028 | 42.4% |
| Cardlytics Inc(CDLX) | COM | 14161W105 | $569.8K | 4,488,972 | 24.2% |
| AT Home Group Inc(HOME) | COM | 04650Y100 | $408.1K | 11,078,735 | 17.4% |
| Party City Holdco Inc(PRTY1EUR) | COM | 702149105 | $149.2K | 15,986,623 | 6.3% |
| World Accep Corporation(WRLD) | COM | 981419104 | $121.1K | 755,768 | 5.2% |
| Herbalife Nutrition LTD(HLF) | COM SHS | G4412G101 | $105.3K | 1,996,462 | 4.5% |