Holdings
| CVNA CARVANA CO | $804.6M | 55.8% | 3,606,974 | +232,690 | +6.9% | Added |
| CDLXEUR CARDLYTICS INC | $309.9M | 21.5% | 4,391,586 | +377,337 | +9.4% | Added |
| HOME AT HOME GROUP INC | $155.0M | 10.7% | 10,433,735 | — | — | Held |
| WRLD WORLD ACCEPTANCE CORP | $74.7M | 5.2% | 707,768 | — | — | Held |
| HLF HERBALIFE LTD | $66.5M | 4.6% | 1,425,462 | — | — | Held |
| PRTY1EUR PARTY CITY HOLDCO INC | $32.0M | 2.2% | 12,290,199 | +1,623,463 | +15.2% | 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.