Q3 2022 Holdings
Filed 2022-11-14 | 5 holdings | $547.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Hilton Grand Vacations Inc(HGV) | COM | 43283X105 | $254.1K | 7,727,165 | 46.4% |
| Carvana Co(CVNA) | CL A | 146869102 | $138.6K | 6,827,803 | 25.3% |
| World Accep Corporation(WRLD) | COM | 981419104 | $73.2K | 755,768 | 13.4% |
| Cardlytics Inc(CDLX) | COM | 14161W105 | $50.9K | 5,416,116 | 9.3% |
| Party City Holdco Inc(PRTY1EUR) | COM | 702149105 | $30.9K | 19,557,248 | 5.6% |