Holdings
| CVNA CARVANA CO | $210.7M | 46.3% | 3,824,284 | +1,049,366 | +37.8% | Added |
| CDLXEUR CARDLYTICS INC | $138.1M | 30.4% | 3,951,515 | +1,129,805 | +40.0% | Added |
| HLF HERBALIFE LTD | $41.6M | 9.1% | 1,425,462 | +241,354 | +20.4% | Added |
| WRLD WORLD ACCEPTANCE CORP | $38.4M | 8.4% | 703,061 | +105,075 | +17.6% | Added |
| HOME AT HOME GROUP INC | $21.1M | 4.6% | 10,433,735 | +1,618,415 | +18.4% | Added |
| PRTY1EUR PARTY CITY HOLDCO INC | $4.9M | 1.1% | 10,666,736 | +2,714,805 | +34.1% | Added |
Holdings reflect long positions disclosed in 13F filings only and exclude short positions, cash, and other non-13F assets. Holdings data sourced from SEC EDGAR. Not investment advice. Full disclaimer.