Q3 2019 Holdings
Filed 2019-11-14 | 11 holdings | $1.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Eagle Materials Inc(EXP) | COM | 26969P108 | $294.3K | 3,270,000 | 23.0% |
| Allergan PLC | SHS | G0177J108 | $212.9K | 1,265,000 | 16.7% |
| World Wrestling Entmt Inc(WWEUSD) | CL A | 98156Q108 | $145.9K | 2,050,000 | 11.4% |
| US Foods Hldg Corp(USFD) | COM | 912008109 | $119.2K | 2,900,000 | 9.3% |
| Flex LTD(FLEX) | ORD | Y2573F102 | $114.1K | 10,900,000 | 8.9% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $112.1K | 755,000 | 8.8% |
| Yandex N V(NBIS) | SHS CLASS A | N97284108 | $91.0K | 2,600,000 | 7.1% |
| SEA LTD(SE) | SPONSORED ADS | 81141R100 | $80.9K | 2,615,000 | 6.3% |
| GDS Hldgs LTD(GDS) | SPONSORED ADS | 36165L108 | $56.1K | 1,400,000 | 4.4% |
| PG&E Corp(PCG) | COM | 69331C108 | $30.0K | 3,000,000 | 2.3% |
| 2U Inc | COM | 90214J101 | $20.8K | 1,275,000 | 1.6% |