Q4 2021 Holdings
Filed 2022-01-26 | 6 holdings | $102.6K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| LGI Homes Inc(LGIH) | COM | 50187T106 | $37.5K | 242,910 | 36.6% |
| Transdigm Group Inc(TDG) | COM | 893641100 | $35.3K | 55,404 | 34.4% |
| Five Below Inc(FIVE) | COM | 33829M101 | $27.1K | 130,918 | 26.4% |
| Microsoft Corp(MSFT) | COM | 594918104 | $1.3K | 3,978 | 1.3% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $778 | 269 | 0.8% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $641 | 1,906 | 0.6% |