Q4 2023 Holdings
Filed 2024-01-30 | 5 holdings | $153.2K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| LGI Homes Inc(LGIH) | COMM | 50187T106 | $76.1K | 571,857 | 49.7% |
| Transdigm Group Inc(TDG) | COMM | 893641100 | $43.7K | 43,229 | 28.5% |
| Five Below(FIVE) | COMM | 33829M101 | $33.1K | 155,081 | 21.6% |
| Ross Stores Inc(ROST) | COMM | 778296103 | $231 | 1,669 | 0.2% |
| Churchill Capital Corp VII | WRNT | 17144M110 | $46 | 376,329 | 0.0% |