Q3 2022 Holdings
Filed 2022-10-21 | 4 holdings | $68.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| LGI Homes Inc(LGIH) | COMM | 50187T106 | $27.1K | 332,994 | 39.4% |
| Five Below(FIVE) | COMM | 33829M101 | $27.1K | 196,748 | 39.4% |
| Transdigm Group Inc(TDG) | COMM | 893641100 | $12.1K | 23,117 | 17.6% |
| Carvana Co(CVNA) | COMM | 146869102 | $2.4K | 120,634 | 3.6% |