Holdings as of 03-31-2025
| Ticker | Company/ETF | Total Shares | Total Value ($) | CUSIP | Class | Put/Call |
|---|---|---|---|---|---|---|
| CVNA | CARVANA CO | 547,514 | $114,474,227 | 146869102 | COMMON STOCK | |
| META | META PLATFORMS INC-CLASS A | 142,988 | $82,412,564 | 30303M102 | COMMON STOCK | |
| CACC | CREDIT ACCEPTANCE CORP | 128,929 | $66,572,489 | 225310101 | COMMON STOCK | |
| WIX | WIX.COM LTD | 338,000 | $55,222,440 | M98068105 | COMMON STOCK | |
| PDD | PDD HOLDINGS INC | 335,569 | $39,714,591 | 722304102 | COMMON STOCK | |
| IBKR | INTERACTIVE BROKERS GRO-CL A | 212,480 | $35,184,563 | 45841N107 | COMMON STOCK | |
| YUMC | YUM CHINA HOLDINGS INC | 492,265 | $25,627,316 | 98850P109 | COMMON STOCK | |
| 0A2I.IL | H WORLD GROUP LTD | 659,652 | $24,413,721 | 44332N106 | COMMON STOCK | |
| MSFT | MICROSOFT CORP | 11,500 | $4,316,985 | 594918104 | COMMON STOCK | |
| PAYC | PAYCOM SOFTWARE INC | 12,395 | $2,708,060 | 70432V102 | COMMON STOCK | |
| DE | DEERE & CO | 5,001 | $2,347,219 | 244199105 | COMMON STOCK |