Q1 2019 Holdings
Filed 2019-05-15 | 9 holdings | $140.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Spdr S&P 500 ETF TR(SPY)Put | TR UNIT | 78462F103 | $77.7K | 275,000 | 55.2% |
| Carvana Co(CVNA) | CL A | 146869102 | $15.8K | 272,200 | 11.2% |
| Churchill Cap Corp | COM CL A | 17142R103 | $12.2K | 905,000 | 8.6% |
| Herbalife Nutrition LTD(HLF) | COM SHS | G4412G101 | $10.6K | 200,000 | 7.5% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $6.5K | 3,650 | 4.6% |
| SEA LTD(SE) | SPONSORED ADS | 81141R100 | $5.5K | 234,000 | 3.9% |
| Medicines Co | COM | 584688105 | $4.8K | 170,000 | 3.4% |
| Godaddy Inc(GDDY) | CL A | 380237107 | $4.0K | 53,000 | 2.8% |
| Comcast Corp New(CMCSA) | CL A | 20030N101 | $3.8K | 95,000 | 2.7% |