Q2 2019 Holdings
Filed 2019-08-14 | 13 holdings | $82.2K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carvana Co(CVNA) | CL A | 146869102 | $21.0K | 335,000 | 25.5% |
| Clarivate Analytics PLC(CLVT) | COM | G21810109 | $16.9K | 1,100,000 | 20.6% |
| SEA LTD(SE) | SPONSORED ADS | 81141R100 | $10.3K | 311,000 | 12.6% |
| Medicines Co | COM | 584688105 | $9.4K | 257,000 | 11.4% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $6.9K | 3,650 | 8.4% |
| Herbalife Nutrition LTD(HLF) | COM SHS | G4412G101 | $6.8K | 160,000 | 8.3% |
| Comcast Corp New(CMCSA) | CL A | 20030N101 | $4.0K | 95,000 | 4.9% |
| Cardlytics Inc(CDLX) | COM | 14161W105 | $3.7K | 142,358 | 4.5% |
| Lyft Inc(LYFT) | CL A COM | 55087P104 | $1.4K | 21,000 | 1.7% |
| Churchill Cap Corp II | UNIT 99/99/9999 | 17143G205 | $1.0K | 100,000 | 1.2% |
| Exact Sciences Corp(EXAS) | COM | 30063P105 | $354 | 3,000 | 0.4% |
| Diamond Eagle Acquisition Co | UNIT 06/30/2026 | 25258L208 | $252 | 25,000 | 0.3% |
| Replay Acquisition Corp | COM | G75130107 | $155 | 15,500 | 0.2% |