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 | 39.40% | — | +3.86% | |
| 2 | FIVE | Five Below | Stock-Consumer Disc | 39.39% | — | +4.11% | |
| 3 | TDG | Transdigm Group INC | Stock-Industrials | 17.64% | -30.71% | — | |
| 4 | CVNA | Carvana Co | Stock-Consumer Disc | 3.56% | — | — |