Instuitional Investor - Spruce House Partnership Llc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Wayfair Inc.	W	4,800,000	$1,510,800,000	43.33%
2.	Carvana Co.	CVNA	3,963,463	$1,040,013,000	29.82%
3.	Colliers International Group Inc.	CIGI	5,725,143	$562,761,000	16.14%
4.	Cimpress Plc	CMPR	2,358,904	$236,197,000	6.77%
5.	Xpo Logistics Inc.	XPO	1,447,380	$61,650,000	1.76%