Q4 2022 Holdings
Filed 2023-02-13 | 22 holdings | $29.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Tesla Inc(TSLA) | COM | 88160R101 | $17.7M | 143,996 | 60.6% |
| Ciena Corp(CIEN) | COM NEW | 171779309 | $3.1M | 6,152 | 10.7% |
| Chart Inds Inc(GTLS) | COM | 16115Q308 | $2.3M | 2,026 | 8.0% |
| Crocs Inc(CROX) | COM | 227046109 | $677.7K | 6,250 | 2.3% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $641.5K | 7,271 | 2.2% |
| Quanta Svcs Inc(PWR) | COM | 74762E102 | $396.2K | 2,780 | 1.4% |
| Green Plains Inc(GPRE) | COM | 393222104 | $343.8K | 11,273 | 1.2% |
| Chipotle Mexican Grill Inc(CMG) | COM | 169656105 | $335.8K | 242 | 1.1% |
| Charles RIV Labs Intl Inc(CRL) | COM | 159864107 | $318.6K | 1,462 | 1.1% |
| Celsius Hldgs Inc(CELH) | COM NEW | 15118V207 | $315.3K | 3,031 | 1.1% |
| LPL Finl Hldgs Inc(LPLA) | COM | 50212V100 | $313.2K | 1,449 | 1.1% |
| Splunk Inc(SPLKCHF) | COM | 848637104 | $299.8K | 3,482 | 1.0% |
| Enphase Energy Inc(ENPH) | COM | 29355A107 | $294.4K | 1,111 | 1.0% |
| Nike Inc(NKE) | CL B | 654106103 | $287.1K | 2,454 | 1.0% |
| Caesars Entertainment Inc NE(CZR) | COM | 12769G100 | $281.0K | 6,755 | 1.0% |
| Hertz Global Hldgs Inc(HTZ) | COM NEW | 42806J700 | $255.4K | 16,596 | 0.9% |
| Salesforce Inc(CRM) | COM | 79466L302 | $253.5K | 1,912 | 0.9% |
| Apple Inc(AAPL) | COM | 037833100 | $216.5K | 1,666 | 0.7% |
| Harley Davidson Inc(HOG) | COM | 412822108 | $213.3K | 5,128 | 0.7% |
| Wolfspeed Inc(WOLF*) | COM | 977852102 | $205.4K | 2,975 | 0.7% |
| Fortinet Inc(FTNT) | COM | 34959E109 | $203.5K | 4,163 | 0.7% |
| Airbnb Inc(ABNB) | COM CL A | 009066101 | $202.0K | 2,362 | 0.7% |