Q2 2020 Holdings
Filed 2020-08-14 | 9 holdings | $7.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Spdr S&P 500 ETF TRPut | PUT | 78462F953 | $4.5M | 14,657,500 | 60.6% |
| Wayfair Inc(W) | CL A | 94419L101 | $1.4M | 7,250,000 | 19.2% |
| Carvana Co(CVNA) | CL A | 146869102 | $519.5K | 4,322,222 | 7.0% |
| XPO Logistics Inc(XPO) | COM | 983793100 | $347.6K | 4,500,000 | 4.7% |
| Colliers Intl Group Inc(CIGI) | SUB VTG SHS | 194693107 | $328.5K | 5,725,143 | 4.4% |
| Cimpress PLC(CMPR) | SHS EURO | G2143T103 | $180.1K | 2,358,904 | 2.4% |
| GTT Communications Inc | COM | 362393100 | $129.5K | 15,875,000 | 1.7% |