Q1 2021 Holdings
Filed 2021-05-18 | 8 holdings | $3.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Wayfair Inc(W) | CL A | 94419L101 | $1.5M | 4,800,000 | 43.3% |
| Carvana Co(CVNA) | CL A | 146869102 | $1.0M | 3,963,463 | 29.8% |
| Colliers Intl Group Inc(CIGI) | SUB VTG SHS | 194693107 | $562.8K | 5,725,143 | 16.1% |
| Cimpress PLC(CMPR) | SHS EURO | G2143T103 | $236.2K | 2,358,904 | 6.8% |
| XPO Logistics Inc(XPO) | COM | 983793100 | $61.7K | 500,000 | 1.8% |
| GTT Communications Inc | COM | 362393100 | $29.1K | 15,875,000 | 0.8% |
| Spotify Technology S A(SPOT) | SHS | L8681T102 | $26.8K | 100,000 | 0.8% |
| Zillow Group Inc(Z) | CL C CAP STK | 98954M200 | $19.4K | 150,000 | 0.6% |