Q2 2018 Holdings
Filed 2018-08-14 | 7 holdings | $2.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| XPO Logistics Inc(XPO) | COM | 983793100 | $776.4K | 7,750,000 | 28.4% |
| Colliers Intl Group Inc(CIGI) | SUB VTG SHS | 194693107 | $455.8K | 5,985,242 | 16.7% |
| Wayfair Inc(W) | CL A | 94419L101 | $445.4K | 3,750,000 | 16.3% |
| GTT Communications Inc | COM | 362393100 | $352.6K | 7,835,637 | 12.9% |
| Cimpress N V(CMPR) | SHS EURO | N20146101 | $341.9K | 2,358,903 | 12.5% |
| Carvana Co(CVNA) | CL A | 146869102 | $202.6K | 4,870,000 | 7.4% |
| Installed Bldg Prods Inc(IBP) | COM | 45780R101 | $158.3K | 2,800,000 | 5.8% |