Q3 2019 Holdings
Filed 2019-11-14 | 7 holdings | $2.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| XPO Logistics Inc(XPO) | COM | 983793100 | $912.5K | 12,750,000 | 33.0% |
| Wayfair Inc(W) | CL A | 94419L101 | $476.5K | 4,250,000 | 17.2% |
| Colliers Intl Group Inc(CIGI) | SUB VTG SHS | 194693107 | $449.8K | 5,985,242 | 16.3% |
| Carvana Co(CVNA) | CL A | 146869102 | $369.6K | 5,600,000 | 13.4% |
| Cimpress N V(CMPR) | SHS EURO | N20146101 | $311.0K | 2,358,903 | 11.3% |
| GTT Communications Inc | COM | 362393100 | $131.4K | 13,945,000 | 4.8% |
| Installed Bldg Prods Inc(IBP) | COM | 45780R101 | $113.6K | 1,981,000 | 4.1% |