Q3 2023 Holdings
Filed 2023-10-18 | 3 holdings | $111.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| LGI Homes Inc(LGIH) | COMM | 50187T106 | $50.4K | 506,248 | 45.1% |
| Transdigm Group Inc(TDG) | COMM | 893641100 | $36.4K | 43,229 | 32.6% |
| Five Below(FIVE) | COMM | 33829M101 | $25.0K | 155,081 | 22.3% |