Q2 2019 Holdings
Filed 2019-08-14 | 16 holdings | $242.1K | 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 | $62.9K | 4,462,500 | 26.0% |
| US Foods Hldg Corp(USFD) | COM | 912008109 | $25.0K | 700,000 | 10.3% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $24.3K | 212,500 | 10.0% |
| HD Supply Hldgs Inc | COM | 40416M105 | $23.7K | 587,500 | 9.8% |
| Grubhub Inc | COM | 400110102 | $23.4K | 300,000 | 9.7% |
| Facebook Inc(META) | CL A | 30303M102 | $21.7K | 112,500 | 9.0% |
| Gildan Activewear Inc(GIL) | COM | 375916103 | $16.1K | 417,500 | 6.7% |
| Booking Hldgs Inc(BKNG) | COM | 09857L108 | $9.6K | 5,100 | 3.9% |
| J Alexanders Hldgs Inc | COM | 46609J106 | $9.5K | 847,200 | 3.9% |
| World Wrestling Entmt Inc(WWEUSD) | CL A | 98156Q108 | $5.7K | 79,000 | 2.4% |
| Cott Corp QUE(BCBEUR) | COM | 22163N106 | $5.2K | 392,500 | 2.2% |
| Macerich Co(MAC) | COM | 554382101 | $5.0K | 150,000 | 2.1% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $3.1K | 2,900 | 1.3% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $3.1K | 2,900 | 1.3% |
| E L F Beauty Inc(ELF)Put | COM | 26856L103 | $2.8K | 200,000 | 1.2% |
| Eventbrite Inc(EB) | COM CL A | 29975E109 | $810 | 50,000 | 0.3% |