Q3 2019 Holdings
Filed 2019-11-14 | 272 holdings | $1.1B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| TJX COS Inc New(TJX) | COM | 872540109 | $3.3K | 59,473 | 0.0% |
| Sprouts Fmrs MKT Inc(SFM) | COM | 85208M102 | $3.3K | 173,115 | 0.0% |
| 8X8 Inc New(EGHT) | COM | 282914100 | $3.4K | 163,774 | 0.0% |
| Dunkin Brands Group Inc(DNKN) | COM | 265504100 | $3.6K | 45,216 | 0.0% |
| American Eagle Outfitters in(AEO) | COM | 02553E106 | $3.6K | 224,061 | 0.0% |
| Rite AID Corp(RADEUR) | COM | 767754872 | $3.7K | 533,404 | 0.0% |
| RED Robin Gourmet Burgers in(RRGB) | COM | 75689M101 | $3.9K | 115,844 | 0.0% |
| Papa Johns Intl Inc(PZZA) | COM | 698813102 | $3.9K | 74,675 | 0.0% |
| RH(RH) | COM | 74967X103 | $4.0K | 23,336 | 0.0% |
| Foot Locker Inc(WOO) | COM | 344849104 | $4.0K | 92,751 | 0.0% |
| Chicos FAS Inc(CHS1USD) | COM | 168615102 | $4.0K | 1,004,360 | 0.0% |
| Cedar Fair L P | DEPOSITRY UNIT | 150185106 | $4.1K | 69,996 | 0.0% |
| Kohls Corp(KSS) | COM | 500255104 | $4.1K | 82,580 | 0.0% |
| Sally Beauty Hldgs Inc(SBH) | COM | 79546E104 | $4.2K | 279,451 | 0.0% |
| Capri Holdings Limited(CPRI) | SHS | G1890L107 | $4.4K | 133,638 | 0.0% |
| Zumiez Inc(ZUMZ) | COM | 989817101 | $4.5K | 142,422 | 0.0% |
| Ralph Lauren Corp(RL) | CL A | 751212101 | $4.5K | 47,467 | 0.0% |
| Stratasys LTD(SSYS) | SHS | M85548101 | $4.6K | 215,702 | 0.0% |
| Walmart Inc(WMT) | COM | 931142103 | $4.6K | 38,741 | 0.0% |
| Atlassian Corp PLC(TEAM) | CL A | G06242104 | $4.6K | 36,685 | 0.0% |
| Dollar GEN Corp New(DG) | COM | 256677105 | $4.9K | 30,585 | 0.0% |
| Ross Stores Inc(ROST) | COM | 778296103 | $5.0K | 45,273 | 0.0% |
| Madden Steven LTD(SHOO) | COM | 556269108 | $5.0K | 139,662 | 0.0% |
| Wingstop Inc(WING) | COM | 974155103 | $5.1K | 58,071 | 0.0% |
| Ollies Bargain Outlt Hldgs I(OLLI) | COM | 681116109 | $5.1K | 87,241 | 0.0% |
| Wendys Co(WEN) | COM | 95058W100 | $5.5K | 274,063 | 0.0% |
| Restaurant Brands Intl Inc(QSR) | COM | 76131D103 | $5.5K | 77,780 | 0.0% |
| Pagseguro Digital LTD(PAGS) | COM CL A | G68707101 | $5.6K | 120,024 | 0.0% |
| Dicks Sporting Goods Inc(DKS) | COM | 253393102 | $5.8K | 142,451 | 0.0% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $6.3K | 42,010 | 0.0% |
| Micron Technology Inc(MU) | COM | 595112103 | $6.7K | 157,300 | 0.0% |
| Huya Inc(HUYA) | ADS REP SHS A | 44852D108 | $6.9K | 293,873 | 0.0% |
| Wayfair Inc(W) | CL A | 94419L101 | $7.0K | 62,516 | 0.0% |
| Spotify Technology S A(SPOT) | SHS | L8681T102 | $7.4K | 64,779 | 0.0% |
| Hertz Global Hldgs Inc | COM | 42806J106 | $7.4K | 533,587 | 0.0% |
| Match Group Inc(MTCHEUR) | COM | 57665R106 | $7.5K | 105,378 | 0.0% |
| JD COM Inc(JD) | SPON ADR CL A | 47215P106 | $7.6K | 268,740 | 0.0% |
| GDS Hldgs LTD(GDS) | SPONSORED ADS | 36165L108 | $7.7K | 192,205 | 0.0% |
| 3-D SYS Corp del(DDD) | COM NEW | 88554D205 | $7.8K | 961,067 | 0.0% |
| Wynn Resorts LTD(WYNN) | COM | 983134107 | $7.8K | 72,170 | 0.0% |
| Booking Hldgs Inc(BKNG) | COM | 09857L108 | $7.9K | 4,001 | 0.0% |
| LAS Vegas Sands Corp(LVS) | COM | 517834107 | $7.9K | 136,932 | 0.0% |
| Fleetcor Technologies Inc(FLT1EUR) | COM | 339041105 | $7.9K | 27,656 | 0.0% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $7.9K | 60,914 | 0.0% |
| Marvell Technology Group LTD(MRVL) | ORD | G5876H105 | $8.1K | 325,593 | 0.0% |
| Applied Matls Inc(AMAT) | COM | 038222105 | $8.2K | 163,662 | 0.0% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $8.2K | 6,736 | 0.0% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $8.3K | 15,090 | 0.0% |
| Interxion Holding N.v | SHS | N47279109 | $8.5K | 104,353 | 0.0% |
| Pinduoduo Inc(PDD) | SPONSORED ADS | 722304102 | $8.6K | 267,318 | 0.0% |