Q2 2025 Holdings
Filed 2025-07-22 | 5 holdings | $133.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Transdigm Group Inc(TDG) | COM | 893641100 | $50.6K | 33,305 | 37.8% |
| Boot Barn Holdings Inc(BOOT)Call | COM | 099406100 | $39.1K | 250,000 | 29.2% |
| Esquire Financial Holdings Inc(ESQ) | COM | 29667J101 | $26.6K | 281,502 | 19.9% |
| Five Below(FIVE) | COM | 33829M101 | $17.3K | 131,751 | 12.9% |
| Ross Stores Inc(ROST) | COM | 778296103 | $213 | 1,669 | 0.2% |