Q2 2019 Holdings
Filed 2019-08-14 | 6 holdings | $946.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Eagle Materials Inc(EXP) | COM | 26969P108 | $340.2K | 3,670,000 | 35.9% |
| US Foods Hldg Corp(USFD) | COM | 912008109 | $163.6K | 4,575,000 | 17.3% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $138.1K | 910,000 | 14.6% |
| Yandex N V(NBIS) | SHS CLASS A | N97284108 | $137.9K | 3,630,000 | 14.6% |
| SEA LTD(SE) | SPONSORED ADS | 81141R100 | $86.9K | 2,615,000 | 9.2% |
| PG&E Corp(PCG) | COM | 69331C108 | $80.2K | 3,500,000 | 8.5% |