Q1 2019 Holdings
Filed 2019-05-15 | 8 holdings | $2.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| XPO Logistics Inc(XPO) | COM | 983793100 | $685.2K | 12,750,000 | 25.2% |
| Wayfair Inc(W) | CL A | 94419L101 | $556.7K | 3,750,000 | 20.5% |
| GTT Communications Inc | COM | 362393100 | $429.4K | 12,375,000 | 15.8% |
| Colliers Intl Group Inc(CIGI) | SUB VTG SHS | 194693107 | $400.3K | 5,985,242 | 14.7% |
| Carvana Co(CVNA) | CL A | 146869102 | $325.1K | 5,600,000 | 11.9% |
| Cimpress N V(CMPR) | SHS EURO | N20146101 | $189.0K | 2,358,903 | 6.9% |
| Installed Bldg Prods Inc(IBP) | COM | 45780R101 | $135.8K | 2,800,000 | 5.0% |