Q3 2018 Holdings
Filed 2018-11-14 | 7 holdings | $3.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| XPO Logistics Inc(XPO) | COM | 983793100 | $884.8K | 7,750,000 | 29.1% |
| Wayfair Inc(W) | CL A | 94419L101 | $553.8K | 3,750,000 | 18.2% |
| Colliers Intl Group Inc(CIGI) | SUB VTG SHS | 194693107 | $463.9K | 5,985,242 | 15.3% |
| GTT Communications Inc | COM | 362393100 | $417.2K | 9,612,067 | 13.7% |
| Cimpress N V(CMPR) | SHS EURO | N20146101 | $322.3K | 2,358,903 | 10.6% |
| Carvana Co(CVNA) | CL A | 146869102 | $287.8K | 4,870,000 | 9.5% |
| Installed Bldg Prods Inc(IBP) | COM | 45780R101 | $109.2K | 2,800,000 | 3.6% |