Holdings
| CVNA CARVANA CO | $768.2M | 40.1% | 3,314,303 | +9,275 | +0.3% | Added |
| HGV HILTON GRAND VACATIONS INC | $402.7M | 21.0% | 7,727,165 | +1,727,165 | +28.8% | Added |
| CDLXEUR CARDLYTICS INC | $342.8M | 17.9% | 5,186,466 | +36,875 | +0.7% | Added |
| WRLD WORLD ACCEPTANCE CORP | $185.5M | 9.7% | 755,768 | — | — | Held |
| HLF HERBALIFE LTD | $125.4M | 6.5% | 3,062,762 | +66,300 | +2.2% | Added |
| PRTY1EUR PARTY CITY HOLDCO INC | $91.7M | 4.8% | 16,456,623 | +470,000 | +2.9% | 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.