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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | CARVANA CO | $78.2M | 248646 | 58.02% |
| 2 | APPLOVIN CORP | $14.2M | 35620 | 10.52% |
| 3 | SEA LTD | $12.2M | 147068 | 9.04% |
| 4 | NU HLDGS LTD | $7.5M | 522400 | 5.57% |
| 5 | ONEWATER MARINE INC | $6.0M | 634421 | 4.45% |
| 6 | JUMIA TECHNOLOGIES AG | $5.8M | 844086 | 4.32% |
| 7 | DOORDASH INC | $3.2M | 21412 | 2.39% |
| 8 | OSCAR HEALTH INC | $2.8M | 240000 | 2.04% |
| 9 | FTAI AVIATION LTD | $2.0M | 8010 | 1.46% |
| 10 | AFFIRM HLDGS INC | $1.8M | 39301 | 1.34% |
| 11 | THE ONE GROUP HOSPITALITY INC | $1.2M | 649126 | 0.86% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.