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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| CVNA | CARVANA CO | 25.96% | 2,335,000 | $734,077,300 | 60,000 | 2.64% | $314.38 | 13F |
| CIGI | COLLIERS INTL GROUP INC | 9.49% | 2,511,000 | $268,387,373 | 1,209,867 | 92.99% | $106.88 | 13F |
| CPAY | CORPAY INC | 9.05% | 880,000 | $256,071,200 | 50,000 | 6.02% | $290.99 | 13F |
| DKNG | DRAFTKINGS INC NEW | 7.38% | 9,650,000 | $208,633,000 | 5,446,166 | 129.55% | $21.62 | 13F |
| CMPR | Cimpress plc | 4.11% | 1,240,506 | $116,297,438 | 17,873 | 1.46% | 13D |