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 | 45.41% | -4.39% | — | |
| 2 | CACC | Credit Acceptance CORP | Stock-Other | 25.79% | +0.80% | — | |
| 3 | WRLD | World Acceptance CORP | Stock-Other | 7.32% | +0.29% | — | |
| 4 | CMPR | Cimpress plc | Stock-Other | 6.98% | +1.37% | — | |
| 5 | CPRT | Copart INC | Stock-Industrials | 6.59% | — | -21.36% | |
| 6 | YELP | Yelp INC | Stock-Other | 4.61% | -0.22% | EXIT | |
| 7 | ✓ | Stock-Other | 2.83% | — | — | ||
| 8 | GIC | Global Industrial Co | Stock-Other | 0.47% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CACC | Credit Acceptance CORP | +3.8% | — | Unchanged |
| 2 | WRLD | World Acceptance CORP | +0.9% | — | Unchanged |
| 3 | CMPR | Cimpress plc | 0% | — | Unchanged |
| 4 | YELP | Yelp INC | -0.2% | — | Unchanged |
| 5 | ✓ | -0.3% | — | Unchanged | |
| 6 | CPRT | Copart INC | -0.8% | -21.36% | Trim |
| 7 | W | Wayfair Inc- Class A | -3.3% | — | Unchanged |
| 8 | SYXUSD | Systemax INC | — | EXIT | Sold out |
| 9 | GIC | Global Industrial Co | — | NEW | New buy |