Q1 2023 Holdings
Filed 2023-05-15 | 4 holdings | $158.4M | 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 | $91.6M | 932,983 | 57.8% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $59.1M | 119,000 | 37.3% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $4.4M | 42,665 | 2.8% |
| Cardlytics Inc(CDLX) | COM | 14161W105 | $3.3M | 978,289 | 2.1% |