Q1 2024 Holdings
Filed 2024-04-16 | 5 holdings | $144.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| LGI Homes Inc(LGIH) | COMM | 50187T106 | $62.4K | 536,352 | 43.2% |
| Transdigm Group Inc(TDG) | COMM | 893641100 | $53.2K | 43,229 | 36.8% |
| Five Below(FIVE) | COMM | 33829M101 | $28.1K | 155,081 | 19.5% |
| Churchill Capital Corp VII | WRNT | 17144M110 | $482 | 1,505,964 | 0.3% |
| Ross Stores Inc(ROST) | COMM | 778296103 | $245 | 1,669 | 0.2% |