Holdings
| CVNA CARVANA CO | $997.5M | 42.4% | 3,305,028 | — | — | Held |
| CDLXEUR CARDLYTICS INC | $569.8M | 24.2% | 4,488,972 | — | — | Held |
| HOME AT HOME GROUP INC | $408.1M | 17.4% | 11,078,735 | — | — | Held |
| PRTY1EUR PARTY CITY HOLDCO INC | $149.2M | 6.3% | 15,986,623 | — | — | Held |
| WRLD WORLD ACCEPTANCE CORP | $121.1M | 5.2% | 755,768 | — | — | Held |
| HLF HERBALIFE LTD | $105.3M | 4.5% | 1,996,462 | — | — | 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.