Q4 2022 Holdings
Filed 2023-02-10 | 3 holdings | $97.6K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| LGI Homes Inc(LGIH) | COMM | 50187T106 | $40.7K | 439,256 | 41.7% |
| Five Below(FIVE) | COMM | 33829M101 | $39.3K | 222,103 | 40.2% |
| Transdigm Group Inc(TDG) | COMM | 893641100 | $17.6K | 28,023 | 18.1% |