Holdings
| CVNA CARVANA CO | $867.2M | 44.3% | 3,305,028 | +100,000 | +3.1% | Added |
| CDLXEUR CARDLYTICS INC | $492.4M | 25.2% | 4,488,972 | — | — | Held |
| HOME AT HOME GROUP INC | $318.0M | 16.2% | 11,078,735 | +645,000 | +6.2% | Added |
| WRLD WORLD ACCEPTANCE CORP | $98.1M | 5.0% | 755,768 | +48,000 | +6.8% | Added |
| PRTY1EUR PARTY CITY HOLDCO INC | $92.7M | 4.7% | 15,986,623 | +723,000 | +4.7% | Added |
| HLF HERBALIFE LTD | $88.6M | 4.5% | 1,996,462 | +571,000 | +40.1% | 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.