Q3 2019 Holdings
Filed 2019-11-14 | 12 holdings | $119.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carvana Co(CVNA) | CL A | 146869102 | $23.8K | 360,000 | 19.8% |
| Cardlytics Inc(CDLX) | COM | 14161W105 | $21.8K | 650,000 | 18.2% |
| Clarivate Analytics PLC(CLVT) | COM | G21810109 | $19.8K | 1,175,000 | 16.5% |
| SEA LTD(SE) | SPONSORED ADS | 81141R100 | $17.0K | 550,000 | 14.2% |
| Medicines Co | COM | 584688105 | $16.1K | 321,000 | 13.4% |
| Herbalife Nutrition LTD(HLF) | COM SHS | G4412G101 | $9.4K | 247,000 | 7.8% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $6.3K | 3,650 | 5.3% |
| AT Home Group Inc(HOME) | COM | 04650Y100 | $4.1K | 425,000 | 3.4% |
| Churchill Cap Corp II | UNIT 99/99/9999 | 17143G205 | $1.1K | 100,000 | 0.9% |
| Diamond Eagle Acquisition Co | UNIT 06/30/2026 | 25258L208 | $254 | 25,000 | 0.2% |
| Oaktree Acquisition Corp | UNIT 99/99/9999 | G67145121 | $203 | 20,000 | 0.2% |
| Replay Acquisition Corp | UNIT 03/01/2024 | G75130123 | $159 | 15,500 | 0.1% |