Q4 2021 Holdings
Filed 2022-02-14 | 6 holdings | $1.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carvana Co(CVNA) | CL A | 146869102 | $768.2K | 3,314,303 | 40.1% |
| Hilton Grand Vacations Inc(HGV) | COM | 43283X105 | $402.7K | 7,727,165 | 21.0% |
| Cardlytics Inc(CDLX) | COM | 14161W105 | $342.8K | 5,186,466 | 17.9% |
| World Accep Corporation(WRLD) | COM | 981419104 | $185.5K | 755,768 | 9.7% |
| Herbalife Nutrition LTD(HLF) | COM SHS | G4412G101 | $125.4K | 3,062,762 | 6.5% |
| Party City Holdco Inc(PRTY1EUR) | COM | 702149105 | $91.7K | 16,456,623 | 4.8% |