Q4 2019 Holdings
Filed 2020-02-14 | 12 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 | $276.5K | 3,050,000 | 21.7% |
| Allergan PLC | SHS | G0177J108 | $241.8K | 1,265,000 | 19.0% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $122.8K | 755,000 | 9.6% |
| US Foods Hldg Corp(USFD) | COM | 912008109 | $121.5K | 2,900,000 | 9.5% |
| Uber Technologies Inc(UBER) | COM | 90353T100 | $91.5K | 3,075,000 | 7.2% |
| Flex LTD(FLEX) | ORD | Y2573F102 | $89.3K | 7,075,000 | 7.0% |
| SEA LTD(SE) | SPONSORED ADS | 81141R100 | $83.9K | 2,085,000 | 6.6% |
| Yandex N V(NBIS) | SHS CLASS A | N97284108 | $73.9K | 1,700,000 | 5.8% |
| 2U Inc | COM | 90214J101 | $68.0K | 2,832,720 | 5.3% |
| Forescout Technologies Inc(FSCTEUR) | COM | 34553D101 | $50.8K | 1,550,000 | 4.0% |
| LKQ Corp(LKQ) | COM | 501889208 | $43.7K | 1,225,000 | 3.4% |
| PG&E Corp(PCG) | COM | 69331C108 | $10.2K | 934,482 | 0.8% |