Q2 2022 Holdings
Filed 2022-08-11 | 4 holdings | $64.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| LGI Homes Inc(LGIH) | COM | 50187T106 | $27.9K | 320,632 | 43.2% |
| Five Below Inc(FIVE) | COM | 33829M101 | $21.4K | 188,972 | 33.3% |
| Transdigm Group Inc(TDG) | COM | 893641100 | $12.4K | 23,117 | 19.3% |
| Carvana Co(CVNA) | CL A | 146869102 | $2.7K | 120,634 | 4.2% |