Q4 2018 Holdings
Filed 2019-02-14 | 18 holdings | $213.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| US Foods Hldg Corp(USFD) | COM | 912008109 | $46.3K | 1,462,500 | 21.7% |
| E L F Beauty Inc(ELF) | COM | 26856L103 | $35.9K | 4,150,000 | 16.8% |
| HD Supply Hldgs Inc | COM | 40416M105 | $29.6K | 790,000 | 13.9% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $19.1K | 227,500 | 9.0% |
| Facebook Inc(META) | CL A | 30303M102 | $14.7K | 112,500 | 6.9% |
| Macerich Co(MAC) | COM | 554382101 | $12.0K | 277,500 | 5.6% |
| Grubhub Inc | COM | 400110102 | $10.8K | 140,000 | 5.0% |
| Ebay Inc(EBAY) | COM | 278642103 | $7.2K | 255,000 | 3.4% |
| J Alexanders Hldgs Inc | COM | 46609J106 | $6.6K | 800,000 | 3.1% |
| World Wrestling Entmt Inc(WWEUSD) | CL A | 98156Q108 | $5.6K | 75,000 | 2.6% |
| Shutterfly Inc(SFLY) | COM | 82568P304 | $4.4K | 110,000 | 2.1% |
| Gildan Activewear Inc(GIL) | COM | 375916103 | $4.4K | 145,000 | 2.1% |
| Cott Corp QUE(BCBEUR) | COM | 22163N106 | $3.9K | 280,000 | 1.8% |
| Aramark(ARMK) | COM | 03852U106 | $3.2K | 110,000 | 1.5% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $3.0K | 2,900 | 1.4% |
| Interxion Holding N.v | SHS | N47279109 | $3.0K | 55,000 | 1.4% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $2.4K | 2,300 | 1.1% |
| E L F Beauty Inc(ELF)Put | COM | 26856L103 | $1.2K | 133,400 | 0.5% |