Q2 2022 Holdings
Filed 2022-08-15 | 24 holdings | $1.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Charles RIV Labs Intl Inc(CRL) | COM | 159864107 | $313.0K | 1,464 | 28.9% |
| Ciena Corp(CIEN) | COM NEW | 171779309 | $282.0K | 6,161 | 26.0% |
| Caesars Entertainment Inc NE(CZR) | COM | 12769G100 | $234.0K | 6,117 | 21.6% |
| Airbnb Inc(ABNB) | COM CL A | 009066101 | $211.0K | 2,365 | 19.5% |
| Tesla Inc(TSLA) | COM | 88160R101 | $37.5K | 55,655 | 3.5% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $907 | 416 | 0.1% |
| Celsius Hldgs Inc(CELH) | COM NEW | 15118V207 | $495 | 7,583 | 0.0% |
| Harley Davidson Inc(HOG) | COM | 412822108 | $358 | 11,305 | 0.0% |
| Quanta Svcs Inc(PWR) | COM | 74762E102 | $349 | 2,783 | 0.0% |
| Chipotle Mexican Grill Inc(CMG) | COM | 169656105 | $316 | 242 | 0.0% |
| Salesforce Inc(CRM) | COM | 79466L302 | $316 | 1,914 | 0.0% |
| Green Plains Inc(GPRE) | COM | 393222104 | $307 | 11,289 | 0.0% |
| Splunk Inc(SPLKCHF) | COM | 848637104 | $280 | 3,163 | 0.0% |
| LPL Finl Hldgs Inc(LPLA) | COM | 50212V100 | $267 | 1,450 | 0.0% |
| Hertz Global Hldgs Inc(HTZ) | COM NEW | 42806J700 | $263 | 16,619 | 0.0% |
| Nike Inc(NKE) | CL B | 654106103 | $251 | 2,457 | 0.0% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $246 | 1,618 | 0.0% |
| Generac Hldgs Inc(GNRC) | COM | 368736104 | $244 | 1,158 | 0.0% |
| Enphase Energy Inc(ENPH) | COM | 29355A107 | $237 | 1,216 | 0.0% |
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $232 | 469 | 0.0% |
| Zoetis Inc(ZTS) | CL A | 98978V103 | $225 | 1,311 | 0.0% |
| Revolve Group Inc(RVLV) | CL A | 76156B107 | $217 | 8,371 | 0.0% |