Q2 2022 Holdings
Filed 2022-08-15 | 5 holdings | $659.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Hilton Grand Vacations Inc(HGV) | COM | 43283X105 | $276.1K | 7,727,165 | 41.9% |
| Carvana Co(CVNA) | CL A | 146869102 | $151.9K | 6,727,803 | 23.0% |
| Cardlytics Inc(CDLX) | COM | 14161W105 | $120.8K | 5,416,116 | 18.3% |
| World Accep Corporation(WRLD) | COM | 981419104 | $84.8K | 755,768 | 12.9% |
| Party City Holdco Inc(PRTY1EUR) | COM | 702149105 | $25.8K | 19,557,248 | 3.9% |