Q2 2020 Holdings
Filed 2020-08-14 | 10 holdings | $196.1K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carvana Co(CVNA) | CL A | 146869102 | $32.3K | 269,000 | 16.5% |
| Fiverr Intl LTD(FVRR) | ORD SHS | M4R82T106 | $31.6K | 427,557 | 16.1% |
| Cardlytics Inc(CDLX) | COM | 14161W105 | $30.8K | 440,100 | 15.7% |
| Adtalem Global ED Inc(ATGE) | COM | 00737L103 | $21.2K | 681,300 | 10.8% |
| Melco Resorts and Entmnt LTD(MLCO) | ADR | 585464100 | $20.9K | 1,348,000 | 10.7% |
| PAN Amern Silver Corp(PAAS) | COM | 697900108 | $20.6K | 678,000 | 10.5% |
| Grubhub Inc | COM | 400110102 | $14.5K | 206,300 | 7.4% |
| AT Home Group Inc(HOME) | COM | 04650Y100 | $11.8K | 1,815,400 | 6.0% |
| Sandstorm Gold LTD(AYS1) | COM NEW | 80013R206 | $6.7K | 698,200 | 3.4% |
| Select Energy Svcs Inc(WTTR) | CL A COM | 81617J301 | $5.6K | 1,151,500 | 2.9% |