Q1 2021 Holdings
Filed 2021-05-14 | 16 holdings | $1.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| CIT Group Inc(CITUSD) | COM NEW | 125581801 | $231.0K | 4,484,819 | 13.0% |
| SEA LTD(SE) | SPONSORD ADS | 81141R100 | $230.0K | 1,030,342 | 13.0% |
| Carvana Co(CVNA) | CL A | 146869102 | $202.4K | 771,373 | 11.4% |
| Icici Bank Limited(IBN) | ADR | 45104G104 | $197.2K | 12,302,900 | 11.1% |
| Herbalife Nutrition LTD(HLF) | COM SHS | G4412G101 | $194.7K | 4,388,157 | 11.0% |
| Cardlytics Inc(CDLX) | COM | 14161W105 | $128.4K | 1,170,259 | 7.2% |
| Discover Finl Svcs(DFSEUR) | COM | 254709108 | $118.1K | 1,243,180 | 6.7% |
| New York Times Co(NYT) | CL A | 650111107 | $107.9K | 2,131,253 | 6.1% |
| Schwab Charles Corp(SCHW) | COM | 808513105 | $107.8K | 1,654,100 | 6.1% |
| AON PLC(AON) | SHS CL A | G0403H108 | $74.7K | 324,800 | 4.2% |
| Paysafe Limited(PSFE) | ORD | G6964L107 | $68.1K | 5,043,000 | 3.8% |
| First Ctzns Bancshares Inc N(FCNCA) | CL A | 31946M103 | $46.0K | 55,060 | 2.6% |
| Hdfc Bank LTD(HDB) | SPONSORED ADS | 40415F101 | $28.0K | 361,000 | 1.6% |
| Herbalife Nutrition LTD(HLF)Call | COM SHS | G4412G101 | $15.5K | 350,000 | 0.9% |
| Ribbit Leap LTD | UNIT 99/99/9999 | G7552B121 | $15.4K | 1,400,000 | 0.9% |
| Deerfield Healthcare Tech AC | COM CL A | 244413100 | $8.8K | 727,524 | 0.5% |