Q1 2020 Holdings
Filed 2020-05-15 | 6 holdings | $1.6M | 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 | $432.3K | 8,868,456 | 27.3% |
| Wayfair Inc(W) | CL A | 94419L101 | $387.4K | 7,250,000 | 24.5% |
| Colliers Intl Group Inc(CIGI) | SUB VTG SHS | 194693107 | $274.1K | 5,725,143 | 17.3% |
| Carvana Co(CVNA) | CL A | 146869102 | $238.1K | 4,322,222 | 15.0% |
| GTT Communications Inc | COM | 362393100 | $126.2K | 15,875,000 | 8.0% |
| Cimpress PLC(CMPR) | SHS EURO | G2143T103 | $125.5K | 2,358,904 | 7.9% |