Holdings as of 06-30-2025
| Ticker | Company/ETF | Total Shares | Total Value ($) | CUSIP | Class | Put/Call |
|---|---|---|---|---|---|---|
| CVNA | CARVANA CO | 510,352 | $171,968,210 | 146869102 | COMMON STOCK | |
| META | META PLATFORMS INC-CLASS A | 142,988 | $105,538,013 | 30303M102 | COMMON STOCK | |
| CACC | CREDIT ACCEPTANCE CORP | 128,929 | $65,680,300 | 225310101 | COMMON STOCK | |
| WIX | WIX.COM LTD | 338,000 | $53,559,480 | M98068105 | COMMON STOCK | |
| IBKR | INTERACTIVE BROKERS GRO-CL A | 849,920 | $47,094,067 | 45841N107 | COMMON STOCK | |
| PDD | PDD HOLDINGS INC | 335,569 | $35,120,652 | 722304102 | COMMON STOCK | |
| 0A2I.IL | H WORLD GROUP LTD | 659,652 | $22,375,396 | 44332N106 | COMMON STOCK | |
| YUMC | YUM CHINA HOLDINGS INC | 492,265 | $22,009,168 | 98850P109 | COMMON STOCK | |
| GOOGL | ALPHABET INC-CL A | 32,520 | $5,731,000 | 02079K305 | COMMON STOCK | |
| MSFT | MICROSOFT CORP | 11,500 | $5,720,215 | 594918104 | COMMON STOCK | |
| PAYC | PAYCOM SOFTWARE INC | 12,395 | $2,868,203 | 70432V102 | COMMON STOCK | |
| DE | DEERE & CO | 5,001 | $2,542,958 | 244199105 | COMMON STOCK |