Q1 2023 Holdings
Filed 2023-05-04 | 4 holdings | $148.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| LGI Homes Inc(LGIH) | COMM | 50187T106 | $66.4K | 582,552 | 44.6% |
| Five Below(FIVE) | COMM | 33829M101 | $33.3K | 161,481 | 22.4% |
| Transdigm Group Inc(TDG) | COMM | 893641100 | $31.9K | 43,229 | 21.4% |
| Spdr S&P 500 ETF Trust(SPY) | COMM | 78462F103 | $17.3K | 42,156 | 11.6% |