Q1 2020 Holdings
Filed 2020-05-15 | 14 holdings | $925.1K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Childrens PL Inc(PLCE) | COM | 168905107 | $796.0K | 40,700 | 86.0% |
| Cardlytics Inc(CDLX) | COM | 14161W105 | $15.4K | 440,100 | 1.7% |
| Quanta Svcs Inc(PWR) | COM | 74762E102 | $15.2K | 480,500 | 1.6% |
| Carvana Co(CVNA) | CL A | 146869102 | $14.8K | 269,000 | 1.6% |
| PAN Amern Silver Corp(PAAS) | COM | 697900108 | $12.1K | 846,400 | 1.3% |
| Melco Resorts and Entmnt LTD(MLCO) | ADR | 585464100 | $11.5K | 925,200 | 1.2% |
| Grubhub Inc | COM | 400110102 | $11.3K | 278,200 | 1.2% |
| Fiverr Intl LTD(FVRR) | ORD SHS | M4R82T106 | $10.8K | 427,557 | 1.2% |
| Argan Inc(AGX) | COM | 04010E109 | $8.7K | 250,450 | 0.9% |
| Northwest Pipe Co(NWPX) | COM | 667746101 | $8.6K | 386,451 | 0.9% |
| Adtalem Global ED Inc(ATGE) | COM | 00737L103 | $8.2K | 304,450 | 0.9% |
| Seaboard Corp(SEB) | COM | 811543107 | $6.8K | 2,428 | 0.7% |
| Select Energy Svcs Inc(WTTR) | CL A COM | 81617J301 | $3.5K | 1,076,100 | 0.4% |
| AT Home Group Inc(HOME) | COM | 04650Y100 | $2.3K | 1,123,771 | 0.2% |