Q3 2020 Holdings
Filed 2020-11-16 | 7 holdings | $18.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Spdr S&P 500 ETF TR(SPY)Put | TR UNIT | 78462F103 | $14.4M | 43,000,000 | 78.0% |
| Wayfair Inc(W) | CL A | 94419L101 | $2.1M | 7,250,000 | 11.4% |
| Carvana Co(CVNA) | CL A | 146869102 | $964.1K | 4,322,222 | 5.2% |
| Colliers Intl Group Inc(CIGI) | SUB VTG SHS | 194693107 | $381.1K | 5,725,143 | 2.1% |
| XPO Logistics Inc(XPO) | COM | 983793100 | $357.5K | 4,223,100 | 1.9% |
| Cimpress PLC(CMPR) | SHS EURO | G2143T103 | $177.3K | 2,358,904 | 1.0% |
| GTT Communications Inc | COM | 362393100 | $81.9K | 15,875,000 | 0.4% |