Q4 2018 Holdings
Filed 2019-02-14 | 68 holdings | $41.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Upwork Inc(UPWK) | COM | 91688F104 | $217 | 12,000 | 0.0% |
| Jacobs Engr Group Inc del(JECUSD) | COM | 469814107 | $984 | 16,838 | 0.0% |
| Penn VA Corp New(PVACUSD) | COM | 70788V102 | $1.2K | 21,942 | 0.0% |
| Yeti Hldgs Inc(YETI) | COM | 98585X104 | $1.2K | 80,000 | 0.0% |
| RH(RH) | COM | 74967X103 | $1.2K | 10,000 | 0.0% |
| Hudson LTD | COM CL A | G46408103 | $1.3K | 75,000 | 0.0% |
| Farfetch LTD(FTCHQ) | ORD SH CL A | 30744W107 | $1.3K | 75,000 | 0.0% |
| RED Rock Resorts Inc(RRR) | CL A | 75700L108 | $1.7K | 84,427 | 0.0% |
| Activision Blizzard Inc(ATVIEUR) | COM | 00507V109 | $1.9K | 40,000 | 0.0% |
| Columbia Sportswear Co(COLM) | COM | 198516106 | $1.9K | 22,300 | 0.0% |
| Deckers Outdoor Corp(DECK) | COM | 243537107 | $1.9K | 15,000 | 0.0% |
| Polaris Inds Inc(PII) | COM | 731068102 | $2.0K | 26,574 | 0.0% |
| Grubhub Inc | COM | 400110102 | $2.1K | 26,800 | 0.0% |
| Funko Inc(FNKO) | COM CL A | 361008105 | $2.1K | 158,205 | 0.0% |
| Spotify Technology S A(SPOT) | SHS | L8681T102 | $2.2K | 19,266 | 0.0% |
| Wynn Resorts LTD(WYNN) | COM | 983134107 | $2.3K | 23,000 | 0.0% |
| Jabil Inc(JBL) | COM | 466313103 | $2.5K | 100,000 | 0.0% |
| The Trade Desk Inc(TTD) | COM CL A | 88339J105 | $2.6K | 22,655 | 0.0% |
| Playags Inc(AGS) | COM | 72814N104 | $2.9K | 125,000 | 0.0% |
| Mcdonalds Corp(MCD) | COM | 580135101 | $2.9K | 16,350 | 0.0% |
| Vail Resorts Inc(MTN) | COM | 91879Q109 | $2.9K | 13,834 | 0.0% |
| United Contl Hldgs Inc(UAL) | COM | 910047109 | $2.9K | 35,051 | 0.0% |
| Malibu Boats Inc(MBUU) | COM CL A | 56117J100 | $3.0K | 84,786 | 0.0% |
| Mesa AIR Group Inc | COM NEW | 590479135 | $3.1K | 397,733 | 0.0% |
| Tapestry Inc(TPR) | COM | 876030107 | $3.4K | 100,000 | 0.0% |
| Brinker Intl Inc(EAT) | COM | 109641100 | $3.5K | 80,000 | 0.0% |
| Quanta Svcs Inc(PWR) | COM | 74762E102 | $3.6K | 120,232 | 0.0% |
| Old Dominion Fght Lines Inc(ODFL) | COM | 679580100 | $3.7K | 30,000 | 0.0% |
| Ross Stores Inc(ROST) | COM | 778296103 | $4.2K | 50,000 | 0.0% |
| Golden Entmt Inc(GDEN) | COM | 381013101 | $4.5K | 283,575 | 0.0% |
| MGM Resorts International(MGM) | COM | 552953101 | $5.1K | 209,434 | 0.0% |
| Booking Hldgs Inc(BKNG) | COM | 09857L108 | $5.2K | 3,000 | 0.0% |
| Mastercraft Boat Hldgs Inc(MCFT) | COM | 57637H103 | $5.5K | 294,077 | 0.0% |
| U S Concrete Inc(USCR) | COM NEW | 90333L201 | $5.6K | 159,309 | 0.0% |
| Twitter Inc(TWTRUSD) | COM | 90184L102 | $5.7K | 200,000 | 0.0% |
| Michael Kors Hldgs LTD | SHS | G60754101 | $6.1K | 160,000 | 0.0% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $6.3K | 6,000 | 0.0% |
| Netflix Inc(NFLX) | COM | 64110L106 | $6.8K | 25,573 | 0.0% |
| V F Corp(VFC) | COM | 918204108 | $7.7K | 108,084 | 0.0% |
| Facebook Inc(META) | CL A | 30303M102 | $7.9K | 60,000 | 0.0% |
| Penn Natl Gaming Inc(PENN) | COM | 707569109 | $8.3K | 442,202 | 0.0% |
| Stanley Black & Decker Inc(SWK) | COM | 854502101 | $8.4K | 70,000 | 0.0% |
| Foot Locker Inc(WOO) | COM | 344849104 | $8.5K | 160,000 | 0.0% |
| TJX COS Inc New(TJX) | COM | 872540109 | $9.4K | 210,000 | 0.0% |
| PVH Corp(PVH) | COM | 693656100 | $9.7K | 103,997 | 0.0% |
| Urban Outfitters Inc(URBN) | COM | 917047102 | $11.3K | 339,881 | 0.0% |
| Zayo Group Hldgs Inc | COM | 98919V105 | $11.4K | 497,890 | 0.0% |
| Norwegian Cruise Line Hldg L(NCLH) | SHS | G66721104 | $11.9K | 280,000 | 0.0% |
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $12.4K | 65,820 | 0.0% |
| Boyd Gaming Corp(BYD) | COM | 103304101 | $13.3K | 638,442 | 0.0% |