Berylson Capital Partners, Llc Buys Carvana Co, NMI Holdings Inc, Vail Resorts Inc, Sells Anaplan Inc, Chewy Inc, Mimecast

• New Purchases: CVNA, NMIH, MTN, RH, CDLX, DDOG, HCA, BOOT, YETI, MTG, SQ,
• Added Positions: FLT,
• Reduced Positions: FSLY, RAMP, W,
• Sold Out: PLAN, CHWY, MIME, WRLD, TCO, TWOU, AYX, PINS, CRON, PS, ANGI, SE, TAST, ETSY, CARG, MAC, PDD, ORTX, HOME, RVLV, UBER, FTCH, DOMO, ZUO, NEWR, GTT, PLCE, ROKU, XFOR, ASNA, MIXT,

For the details of BERYLSON CAPITAL PARTNERS, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/berylson+capital+partners%2C+llc/current-portfolio/portfolio

1. Fleetcor Technologies Inc (FLT) - 27,200 shares, 13.67% of the total portfolio. Shares added by 93.36%
2. Carvana Co (CVNA) - 70,500 shares, 10.46% of the total portfolio. New Position
3. NMI Holdings Inc (NMIH) - 321,740 shares, 10.06% of the total portfolio. New Position
4. Vail Resorts Inc (MTN) - 22,900 shares, 9.11% of the total portfolio. New Position
5. RH (RH) - 32,500 shares, 8.80% of the total portfolio. New Position

Berylson Capital Partners, Llc initiated holding in Carvana Co. The purchase prices were between $29.35 and $110.09, with an estimated average price of $77.87. The stock is now traded at around $92.66. The impact to a portfolio due to this purchase was 10.46%. The holding were 70,500 shares as of .

Berylson Capital Partners, Llc initiated holding in NMI Holdings Inc. The purchase prices were between $9.58 and $35.57, with an estimated average price of $26.71. The stock is now traded at around $12.63. The impact to a portfolio due to this purchase was 10.06%. The holding were 321,740 shares as of .

Berylson Capital Partners, Llc initiated holding in Vail Resorts Inc. The purchase prices were between $141.79 and $254.78, with an estimated average price of $216.65. The stock is now traded at around $168.93. The impact to a portfolio due to this purchase was 9.11%. The holding were 22,900 shares as of .

Berylson Capital Partners, Llc initiated holding in RH. The purchase prices were between $80.43 and $252.1, with an estimated average price of $188.16. The stock is now traded at around $154.63. The impact to a portfolio due to this purchase was 8.8%. The holding were 32,500 shares as of .

Berylson Capital Partners, Llc initiated holding in Cardlytics Inc. The purchase prices were between $29.49 and $102.99, with an estimated average price of $71.32. The stock is now traded at around $55.19. The impact to a portfolio due to this purchase was 6.17%. The holding were 65,477 shares as of .

Berylson Capital Partners, Llc initiated holding in Datadog Inc. The purchase prices were between $28.96 and $50.01, with an estimated average price of $41.25. The stock is now traded at around $67.16. The impact to a portfolio due to this purchase was 5.69%. The holding were 58,700 shares as of .

Berylson Capital Partners, Llc added to a holding in Fleetcor Technologies Inc by 93.36%. The purchase prices were between $171.72 and $328.85, with an estimated average price of $277.28. The stock is now traded at around $222.54. The impact to a portfolio due to this purchase was 6.6%. The holding were 27,200 shares as of .

Berylson Capital Partners, Llc sold out a holding in Anaplan Inc. The sale prices were between $28.17 and $63.4, with an estimated average price of $50.21.

Berylson Capital Partners, Llc sold out a holding in Chewy Inc. The sale prices were between $22.77 and $38, with an estimated average price of $29.35.

Berylson Capital Partners, Llc sold out a holding in Mimecast Ltd. The sale prices were between $27.55 and $53.56, with an estimated average price of $43.42.

Berylson Capital Partners, Llc sold out a holding in World Acceptance Corp. The sale prices were between $54.1 and $91.81, with an estimated average price of $77.83.

Berylson Capital Partners, Llc sold out a holding in Taubman Centers Inc. The sale prices were between $26.42 and $53.25, with an estimated average price of $41.53.

Berylson Capital Partners, Llc sold out a holding in 2U Inc. The sale prices were between $12.51 and $28.6, with an estimated average price of $22.58.