Holdings
| CVNA CARVANA CO | $255.4M | 42.0% | 2,774,918 | +170,087 | +6.5% | Added |
| CDLXEUR CARDLYTICS INC | $177.4M | 29.2% | 2,821,710 | +502,299 | +21.7% | Added |
| HLF HERBALIFE LTD | $56.4M | 9.3% | 1,184,108 | +53,626 | +4.7% | Added |
| WRLD WORLD ACCEPTANCE CORP | $51.7M | 8.5% | 597,986 | +123,576 | +26.0% | Added |
| HOME AT HOME GROUP INC | $48.5M | 8.0% | 8,815,320 | +470,106 | +5.6% | Added |
| PRTY1EUR PARTY CITY HOLDCO INC | $18.6M | 3.1% | 7,951,931 | +4,521,921 | +131.8% | 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.