Q2 2022 Holdings
Filed 2022-08-15 | 11 holdings | $80.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Onewater Marine Inc(ONEW) | CL A COM | 68280L101 | $17.1K | 516,579 | 21.2% |
| Medifast Inc(MED) | COM | 58470H101 | $15.8K | 87,459 | 19.6% |
| Carvana Co(CVNA) | CL A | 146869102 | $8.8K | 390,307 | 10.9% |
| Liberty Broadband Corp(LBRDK) | COM SER C | 530307305 | $7.1K | 61,497 | 8.8% |
| OAK STR Health Inc(OSH3EUR) | COM | 67181A107 | $7.0K | 428,200 | 8.7% |
| Academy Sports & Outdoors in(ASO) | COM | 00402L107 | $6.0K | 169,723 | 7.5% |
| Datadog Inc(DDOG) | CL A COM | 23804L103 | $5.6K | 59,316 | 7.0% |
| Confluent Inc(CFLT) | CLASS A COM | 20717M103 | $4.4K | 188,381 | 5.4% |
| Sprout Social Inc(SPT) | COM CL A | 85209W109 | $3.4K | 57,686 | 4.2% |
| Joint Corp(JYNT) | COM | 47973J102 | $3.1K | 203,042 | 3.9% |
| Progyny Inc(PGNY) | COM | 74340E103 | $2.2K | 75,056 | 2.7% |