Q4 2020 Holdings
Filed 2021-02-16 | 6 holdings | $3.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Wayfair Inc(W) | CL A | 94419L101 | $1.1M | 4,800,000 | 33.2% |
| Carvana Co(CVNA) | CL A | 146869102 | $949.4K | 3,963,463 | 29.1% |
| Colliers Intl Group Inc(CIGI) | SUB VTG SHS | 194693107 | $509.3K | 5,725,143 | 15.6% |
| XPO Logistics Inc(XPO) | COM | 983793100 | $461.7K | 3,873,100 | 14.1% |
| Cimpress PLC(CMPR) | SHS EURO | G2143T103 | $207.0K | 2,358,904 | 6.3% |
| GTT Communications Inc | COM | 362393100 | $56.7K | 15,875,000 | 1.7% |