Holdings
| CVNA CARVANA CO | $453.7M | 48.9% | 3,374,284 | −450,000 | −11.8% | Reduced |
| CDLXEUR CARDLYTICS INC | $280.9M | 30.2% | 4,014,249 | +62,734 | +1.6% | Added |
| HOME AT HOME GROUP INC | $67.7M | 7.3% | 10,433,735 | — | — | Held |
| HLF HERBALIFE LTD | $64.1M | 6.9% | 1,425,462 | — | — | Held |
| WRLD WORLD ACCEPTANCE CORP | $46.4M | 5.0% | 707,768 | +4,707 | +0.7% | Added |
| PRTY1EUR PARTY CITY HOLDCO INC | $15.9M | 1.7% | 10,666,736 | — | — | Held |
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.