Q3 2018 Holdings
Filed 2018-11-14 | 16 holdings | $258.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| E L F Beauty Inc(ELF) | COM | 26856L103 | $51.6K | 4,055,000 | 20.0% |
| US Foods Hldg Corp(USFD) | COM | 912008109 | $45.8K | 1,485,000 | 17.7% |
| HD Supply Hldgs Inc | COM | 40416M105 | $36.2K | 845,000 | 14.0% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $20.0K | 227,500 | 7.7% |
| Grubhub Inc | COM | 400110102 | $18.7K | 135,000 | 7.3% |
| Macerich Co(MAC) | COM | 554382101 | $15.3K | 277,500 | 5.9% |
| Facebook Inc(META) | CL A | 30303M102 | $14.8K | 90,000 | 5.7% |
| Ebay Inc(EBAY) | COM | 278642103 | $13.0K | 392,500 | 5.0% |
| J Alexanders Hldgs Inc | COM | 46609J106 | $9.7K | 812,500 | 3.7% |
| Shutterfly Inc(SFLY) | COM | 82568P304 | $9.1K | 137,500 | 3.5% |
| World Wrestling Entmt Inc(WWEUSD) | CL A | 98156Q108 | $7.3K | 75,000 | 2.8% |
| O Reilly Automotive Inc New(ORLY) | COM | 67103H107 | $4.5K | 13,000 | 1.8% |
| Interxion Holding N.v | SHS | N47279109 | $4.2K | 62,500 | 1.6% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $3.5K | 2,900 | 1.4% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $2.7K | 2,300 | 1.1% |
| E L F Beauty Inc(ELF)Put | COM | 26856L103 | $1.7K | 133,400 | 0.7% |