CIK: 0000926688
Total reported value
$101.2M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | W | Wayfair Inc- Class A | Stock-Consumer Disc | 48.73% | -4.39% | -18.35% | |
| 2 | CACC | Credit Acceptance CORP | Stock-Other | 22.02% | +0.80% | -12.19% | |
| 3 | CPRT | Copart INC | Stock-Industrials | 7.43% | — | -16.91% | |
| 4 | CMPR | Cimpress plc | Stock-Other | 6.94% | +1.37% | -34.93% | |
| 5 | WRLD | World Acceptance CORP | Stock-Other | 6.38% | +0.29% | -23.33% | |
| 6 | YELP | Yelp INC | Stock-Other | 4.84% | -0.22% | EXIT | |
| 7 | ✓ | Stock-Other | 3.09% | — | -5.13% | ||
| 8 | SYXUSD | Systemax INC | Stock-Other | 0.57% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | W | Wayfair Inc- Class A | +7.1% | -18.35% | Trim |
| 2 | SYXUSD | Systemax INC | +0.1% | — | Unchanged |
| 3 | WRLD | World Acceptance CORP | 0% | -23.33% | Trim |
| 4 | YELP | Yelp INC | -0.4% | -25.17% | Trim |
| 5 | ✓ | -0.5% | -5.13% | Trim | |
| 6 | CACC | Credit Acceptance CORP | -1.4% | -12.19% | Trim |
| 7 | CMPR | Cimpress plc | -2.2% | -34.93% | Trim |
| 8 | CPRT | Copart INC | -2.8% | -16.91% | Trim |