Q4 2019 Holdings
Filed 2020-02-14 | 7 holdings | $3.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| XPO Logistics Inc(XPO) | COM | 983793100 | $944.4K | 11,850,000 | 30.8% |
| Wayfair Inc(W) | CL A | 94419L101 | $632.6K | 7,000,000 | 20.7% |
| Carvana Co(CVNA) | CL A | 146869102 | $515.5K | 5,600,000 | 16.8% |
| Colliers Intl Group Inc(CIGI) | SUB VTG SHS | 194693107 | $465.8K | 5,985,243 | 15.2% |
| Cimpress PLC(CMPR) | SHS EURO | G2143T103 | $296.7K | 2,358,904 | 9.7% |
| GTT Communications Inc | COM | 362393100 | $180.2K | 15,875,000 | 5.9% |
| Installed Bldg Prods Inc(IBP) | COM | 45780R101 | $27.7K | 402,500 | 0.9% |