Q4 2022 Holdings
Filed 2023-02-14 | 4 holdings | $128.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Floor & Decor Hldgs Inc(FND) | CL A | 339750101 | $65.0M | 932,983 | 50.5% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $54.2M | 118,787 | 42.2% |
| Cardlytics Inc(CDLX) | COM | 14161W105 | $5.7M | 978,289 | 4.4% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $3.8M | 42,665 | 2.9% |