Q4 2020 Holdings
Filed 2021-02-16 | 16 holdings | $357.0K | 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 | $49.6K | 2,141,000 | 13.9% |
| Berry Global Group Inc(BERYEUR) | COM | 08579W103 | $37.8K | 672,000 | 10.6% |
| Copart Inc(CPRT) | COM | 217204106 | $33.1K | 260,000 | 9.3% |
| E L F Beauty Inc(ELF) | COM | 26856L103 | $28.5K | 1,130,000 | 8.0% |
| Purple Innovation Inc(PRPL) | COM | 74640Y106 | $26.4K | 800,000 | 7.4% |
| FTI Consulting Inc(FCN) | COM | 302941109 | $21.8K | 195,000 | 6.1% |
| Godaddy Inc(GDDY) | CL A | 380237107 | $21.0K | 253,000 | 5.9% |
| LHC Group Inc(LHCGUSD) | COM | 50187A107 | $20.2K | 94,700 | 5.7% |
| Pinterest Inc(PINS) | CL A | 72352L106 | $19.3K | 293,000 | 5.4% |
| AT Home Group Inc(HOME) | COM | 04650Y100 | $18.4K | 1,187,000 | 5.1% |
| Cannae Hldgs Inc(CNNE) | COM | 13765N107 | $17.9K | 405,168 | 5.0% |
| SEA LTD(SE) | SPONSORD ADS | 81141R100 | $16.5K | 83,000 | 4.6% |
| Booking Holdings Inc(BKNG) | COM | 09857L108 | $15.1K | 6,760 | 4.2% |
| Univar Solutions USA Inc(UNVREUR) | COM | 91336L107 | $14.0K | 735,000 | 3.9% |
| DUN & Bradstreet Hldgs Inc(DNB) | COM | 26484T106 | $10.7K | 428,000 | 3.0% |
| TJX COS Inc New(TJX) | COM | 872540109 | $7.0K | 102,000 | 2.0% |