Holdings
| CVNA CARVANA CO | $767.7M | 42.5% | 3,205,028 | −401,946 | −11.1% | Reduced |
| CDLXEUR CARDLYTICS INC | $640.9M | 35.5% | 4,488,972 | +97,386 | +2.2% | Added |
| HOME AT HOME GROUP INC | $161.3M | 8.9% | 10,433,735 | — | — | Held |
| PRTY1EUR PARTY CITY HOLDCO INC | $93.9M | 5.2% | 15,263,623 | +2,973,424 | +24.2% | Added |
| WRLD WORLD ACCEPTANCE CORP | $72.3M | 4.0% | 707,768 | — | — | Held |
| HLF HERBALIFE LTD | $68.5M | 3.8% | 1,425,462 | — | — | 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.