Q4 2020 Holdings
Filed 2021-02-16 | 10 holdings | $245.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cardlytics Inc(CDLX) | COM | 14161W105 | $43.2K | 302,700 | 17.6% |
| Fiverr Intl LTD(FVRR) | ORD SHS | M4R82T106 | $39.8K | 204,000 | 16.2% |
| Carvana Co(CVNA) | CL A | 146869102 | $38.1K | 159,200 | 15.5% |
| Adtalem Global ED Inc(ATGE) | COM | 00737L103 | $31.9K | 940,036 | 13.0% |
| Melco Resorts and Entmnt LTD(MLCO) | ADR | 585464100 | $25.0K | 1,348,000 | 10.2% |
| AT Home Group Inc(HOME) | COM | 04650Y100 | $22.5K | 1,456,213 | 9.2% |
| PAN Amern Silver Corp(PAAS) | COM | 697900108 | $20.2K | 586,300 | 8.2% |
| Grubhub Inc | COM | 400110102 | $15.3K | 206,300 | 6.2% |
| Sandstorm Gold LTD(AYS1) | COM NEW | 80013R206 | $5.0K | 698,200 | 2.0% |
| Select Energy Svcs Inc(WTTR) | CL A COM | 81617J301 | $4.7K | 1,151,500 | 1.9% |