Q3 2021 Holdings
Filed 2021-11-15 | 6 holdings | $2.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carvana Co(CVNA) | CL A | 146869102 | $996.6K | 3,305,028 | 47.5% |
| Cardlytics Inc(CDLX) | COM | 14161W105 | $432.3K | 5,149,591 | 20.6% |
| Hilton Grand Vacations Inc(HGV) | COM | 43283X105 | $285.4K | 6,000,000 | 13.6% |
| World Accep Corporation(WRLD) | COM | 981419104 | $143.3K | 755,768 | 6.8% |
| Herbalife Nutrition LTD(HLF) | COM SHS | G4412G101 | $127.0K | 2,996,462 | 6.1% |
| Party City Holdco Inc(PRTY1EUR) | COM | 702149105 | $113.5K | 15,986,623 | 5.4% |