- Five Below Inc. (FIVE)
- Crocs Inc. (CROX)
- Aspen Aerogels Inc. (ASPN)
- Vertiv Holdings LLC Class A (VRT)
- Celsius Holdings Inc. (CELH)
- Blue Bird Corporation (BLBD)
Q: Can you please comment on FIVE and your recent thoughts on its most recent quarter. Do you think the recent decline in price is an attractive entry point? Or do you have other ideas/recommendations that you have higher conviction in. Thanks so much!