|
GDDY
|
US |
GODADDY INC - CLASS A |
784,314 |
$155M |
15.25% |
-7.4%
|
- |
|
CVNA
|
US |
CARVANA CO |
749,607 |
$152M |
15.02% |
-14.8%
|
- |
|
EXPE
|
US |
EXPEDIA GROUP INC |
378,720 |
$71M |
6.95% |
-1.7%
|
- |
|
FOUR
|
US |
SHIFT4 PAYMENTS INC-CLASS A |
669,212 |
$69M |
6.84% |
-1.7%
|
- |
|
SNX
|
US |
TD SYNNEX CORP |
590,206 |
$69M |
6.82% |
-1.7%
|
- |
|
PYPL
|
US |
PAYPAL HOLDINGS INC |
725,462 |
$62M |
6.10% |
-1.6%
|
- |
|
CACC
|
US |
CREDIT ACCEPTANCE CORP |
126,811 |
$60M |
5.86% |
61.5%
|
- |
|
G3265R107
|
- |
APTIV PLC |
870,660 |
$53M |
5.19% |
100.0%
|
- |
|
TPX
|
US |
TEMPUR SEALY INTERNATIONAL I |
831,477 |
$47M |
4.64% |
-1.6%
|
- |
|
APO
|
US |
APOLLO GLOBAL MANAGEMENT INC |
231,010 |
$38M |
3.76% |
-40.4%
|
- |
|
IR
|
US |
INGERSOLL-RAND INC |
361,346 |
$33M |
3.22% |
-1.8%
|
- |
|
YELP
|
US |
YELP INC |
746,050 |
$29M |
2.84% |
-0.8%
|
- |
|
CNM
|
US |
CORE & MAIN INC-CLASS A |
538,830 |
$27M |
2.70% |
100.0%
|
- |
|
W
|
US |
WAYFAIR INC- CLASS A |
562,718 |
$25M |
2.46% |
26.9%
|
- |
|
WSC
|
US |
WILLSCOT HOLDINGS CORP |
623,568 |
$21M |
2.05% |
-1.8%
|
- |
|
TDG
|
US |
TRANSDIGM GROUP INC |
16,407 |
$21M |
2.05% |
-21.6%
|
- |
|
GIL
|
US |
GILDAN ACTIVEWEAR INC |
363,292 |
$17M |
1.68% |
-1.6%
|
- |
|
ICE
|
US |
INTERCONTINENTAL EXCHANGE IN |
103,870 |
$15M |
1.52% |
-22.2%
|
- |
|
BLND
|
US |
BLEND LABS INC-A |
3,122,648 |
$13M |
1.30% |
25.9%
|
- |
|
AMAT
|
US |
APPLIED MATERIALS INC |
70,110 |
$11M |
1.12% |
100.0%
|
- |