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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | CARVANA CO | $28.1M | 89263 | 27.68% |
| 2 | ARCOS DORADOS HLDGS INC | $27.5M | 3334760 | 27.14% |
| 3 | KASPI KZ JSC | $27.5M | 371235 | 27.12% |
| 4 | HNI CORP | $8.8M | 262900 | 8.66% |
| 5 | ACADIAN ASSET MANAGEMENT INC | $5.5M | 100200 | 5.38% |
| 6 | PROFICIENT AUTO LOGISTICS IN | $2.0M | 288700 | 1.93% |
| 7 | HILTON GRAND VACATIONS INC | $1.8M | 45780 | 1.77% |
| 8 | SLEEP NUMBER CORP | $322K | 179400 | 0.32% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.