Q2 2023 Holdings
Filed 2023-07-18 | 3 holdings | $139.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| LGI Homes Inc(LGIH) | COMM | 50187T106 | $69.5K | 515,288 | 49.7% |
| Transdigm Group Inc(TDG) | COMM | 893641100 | $38.7K | 43,229 | 27.6% |
| Five Below(FIVE) | COMM | 33829M101 | $31.7K | 161,481 | 22.7% |