Q1 2022 Holdings
Filed 2022-05-16 | 14 holdings | $196.1K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Goodrx Hldgs Inc(GDRX) | COM CL A | 38246G108 | $23.5K | 1,216,938 | 12.0% |
| Take-Two Interactive Softwar(TTWO) | COM | 874054109 | $20.7K | 134,912 | 10.6% |
| The Beauty Health Company(SKIN) | COM CL A | 88331L108 | $19.2K | 1,139,128 | 9.8% |
| Netflix Inc(NFLX) | COM | 64110L106 | $19.1K | 51,000 | 9.7% |
| European WAX CTR Inc(EWCZ) | CLASS A COM | 29882P106 | $18.5K | 626,428 | 9.4% |
| Prog Holdings Inc(PRG) | COM NPV | 74319R101 | $18.4K | 637,900 | 9.4% |
| Mister CAR Wash Inc(MCW) | COM | 60646V105 | $15.3K | 1,036,549 | 7.8% |
| TJX COS Inc New(TJX) | COM | 872540109 | $13.1K | 216,942 | 6.7% |
| Pinterest Inc(PINS) | CL A | 72352L106 | $12.2K | 497,506 | 6.2% |
| Caseys GEN Stores Inc(CASY) | COM | 147528103 | $11.5K | 58,179 | 5.9% |
| Noodles & Co(NDLSUSD) | COM CL A | 65540B105 | $9.9K | 1,654,738 | 5.0% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $9.4K | 81,700 | 4.8% |
| Peloton Interactive Inc(PTON) | CL A COM | 70614W100 | $2.6K | 97,300 | 1.3% |
| Wynn Resorts LTD(WYNN) | COM | 983134107 | $2.5K | 31,300 | 1.3% |