Holdings
| CVNA CARVANA CO | $840.7M | 65.7% | 6,530,894 | — | — | Held |
| HGV HILTON GRAND VACATIONS INC | $260.6M | 20.4% | 6,446,661 | — | — | Held |
| COF CAPITAL ONE FINANCIAL CORP | $95.0M | 7.4% | 686,052 | +40,800 | +6.3% | Added |
| CDLXEUR CARDLYTICS INC | $53.1M | 4.1% | 6,464,859 | +91,183 | +1.4% | Added |
| WRLD WORLD ACCEPTANCE CORP | $31.1M | 2.4% | 251,772 | −86,392 | −25.5% | Reduced |
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.