Q1 2022 Holdings
Filed 2022-05-02 | 7 holdings | $86.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Five Below Inc(FIVE) | COM | 33829M101 | $31.0K | 195,884 | 35.7% |
| LGI Homes Inc(LGIH) | COM | 50187T106 | $24.1K | 246,954 | 27.8% |
| Transdigm Group Inc(TDG) | COM | 893641100 | $17.7K | 27,127 | 20.4% |
| Carvana Co(CVNA) | CL A | 146869102 | $11.7K | 98,300 | 13.5% |
| Microsoft Corp(MSFT) | COM | 594918104 | $1.2K | 3,978 | 1.4% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $751 | 269 | 0.9% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $283 | 1,272 | 0.3% |