CIK: 0001853635
Total reported value
$80.8M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | LGIH | Lgi Homes INC | Stock-Other | 43.25% | — | +29.83% | |
| 2 | FIVE | Five Below | Stock-Consumer Disc | 33.27% | — | -3.53% | |
| 3 | TDG | Transdigm Group INC | Stock-Industrials | 19.26% | -30.71% | -14.78% | |
| 4 | CVNA | Carvana Co | Stock-Consumer Disc | 4.23% | — | +22.72% |