Q3 2022 Holdings
Filed 2022-11-14 | 108 holdings | $28.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Darling Ingredients Inc(DAR) | COM | 237266101 | $1.0M | 15,220 | 3.6% |
| Cleveland-Cliffs Inc New(CLF) | COM | 185899101 | $1.1M | 83,300 | 4.0% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $1.9M | 20,000 | 6.7% |
| Antero Resources Corp(AR) | COM | 03674X106 | $3.0M | 96,900 | 10.4% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $4.8M | 42,083 | 16.8% |
| Airbnb Inc(ABNB) | COM CL A | 009066101 | $5.0M | 47,759 | 17.7% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $5.1M | 79,960 | 17.9% |
| Charter Communications Inc N(CHTR) | CL A | 16119P108 | $5.3M | 17,474 | 18.7% |