Q3 2020 Holdings
Filed 2020-11-16 | 19 holdings | $349.6K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Willscot Mobil Mini Hldng Co(WSC) | COM CL A | 971378104 | $41.0K | 2,460,000 | 11.7% |
| Berry Global Group Inc(BERYEUR) | COM | 08579W103 | $32.6K | 675,000 | 9.3% |
| E L F Beauty Inc(ELF) | COM | 26856L103 | $31.2K | 1,698,573 | 8.9% |
| Copart Inc(CPRT) | COM | 217204106 | $30.8K | 293,000 | 8.8% |
| Pinterest Inc(PINS) | CL A | 72352L106 | $23.2K | 558,000 | 6.6% |
| LHC Group Inc(LHCGUSD) | COM | 50187A107 | $20.1K | 94,700 | 5.8% |
| AT Home Group Inc(HOME) | COM | 04650Y100 | $16.6K | 1,115,000 | 4.7% |
| Purple Innovation Inc(PRPL) | COM | 74640Y106 | $16.2K | 650,000 | 4.6% |
| FTI Consulting Inc(FCN) | COM | 302941109 | $15.8K | 149,400 | 4.5% |
| Univar Solutions USA Inc(UNVREUR) | COM | 91336L107 | $15.6K | 923,000 | 4.5% |
| HD Supply Hldgs Inc | COM | 40416M105 | $15.2K | 369,000 | 4.4% |
| Cannae Hldgs Inc(CNNE) | COM | 13765N107 | $15.1K | 405,168 | 4.3% |
| Godaddy Inc(GDDY) | CL A | 380237107 | $14.7K | 193,000 | 4.2% |
| TJX COS Inc New(TJX) | COM | 872540109 | $12.9K | 231,700 | 3.7% |
| DUN & Bradstreet Hldgs Inc(DNB) | COM | 26484T106 | $12.7K | 495,000 | 3.6% |
| Sportsmans Whse Hldgs Inc(SPWH) | COM | 84920Y106 | $12.7K | 885,000 | 3.6% |
| Booking Holdings Inc(BKNG) | COM | 09857L108 | $9.5K | 5,535 | 2.7% |
| Flws/1-800 Flowers(FLWS) | CL A | 68243Q106 | $8.5K | 340,000 | 2.4% |
| CDK Global Inc(CDK) | COM | 12508E101 | $5.3K | 121,000 | 1.5% |