Q3 2019 Holdings
Filed 2019-11-14 | 14 holdings | $264.0K | 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 | $74.4K | 4,247,500 | 28.2% |
| HD Supply Hldgs Inc | COM | 40416M105 | $44.5K | 1,135,000 | 16.8% |
| US Foods Hldg Corp(USFD) | COM | 912008109 | $26.5K | 645,000 | 10.0% |
| Grubhub Inc | COM | 400110102 | $22.2K | 395,000 | 8.4% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $20.2K | 195,000 | 7.7% |
| Facebook Inc(META) | CL A | 30303M102 | $20.0K | 112,500 | 7.6% |
| Gildan Activewear Inc(GIL) | COM | 375916103 | $14.8K | 417,500 | 5.6% |
| HD Supply Hldgs IncCall | COM | 40416M105 | $11.8K | 300,000 | 4.5% |
| Cott Corp QUE(BCBEUR) | COM | 22163N106 | $8.1K | 650,000 | 3.1% |
| J Alexanders Hldgs Inc | COM | 46609J106 | $7.1K | 605,000 | 2.7% |
| World Wrestling Entmt Inc(WWEUSD) | CL A | 98156Q108 | $5.3K | 75,000 | 2.0% |
| E L F Beauty Inc(ELF)Put | COM | 26856L103 | $3.5K | 200,000 | 1.3% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $2.8K | 2,300 | 1.1% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $2.8K | 2,300 | 1.1% |