Q4 2019 Holdings
Filed 2020-02-13 | 14 holdings | $160.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Transdigm Group Inc(TDG) | COM | 893641100 | $21.8K | 38,947 | 13.6% |
| Ringcentral Inc(RNG) | CL A | 76680R206 | $19.1K | 113,123 | 11.9% |
| Fidelity Natl Information SV(FIS) | COM | 31620M106 | $18.0K | 129,453 | 11.3% |
| Facebook Inc(META) | CL A | 30303M102 | $17.9K | 87,307 | 11.2% |
| Papa Johns Intl Inc(PZZA) | COM | 698813102 | $16.8K | 265,500 | 10.5% |
| The Charles Schwab Corporati(SCHW) | COM | 808513105 | $14.7K | 309,608 | 9.2% |
| Verisign Inc(VRSN) | COM | 92343E102 | $12.3K | 63,854 | 7.7% |
| Ulta Beauty Inc(ULTA) | COM | 90384S303 | $9.9K | 39,000 | 6.2% |
| Enphase Energy Inc(ENPH) | COM | 29355A107 | $9.9K | 377,129 | 6.2% |
| BED Bath & Beyond Inc(BBBYEUR) | COM | 075896100 | $5.6K | 325,000 | 3.5% |
| BED Bath & Beyond Inc(BBBYEUR)Put | COM | 075896100 | $5.2K | 300,000 | 3.2% |
| Carvana Co(CVNA) | CL A | 146869102 | $4.2K | 45,561 | 2.6% |
| Lattice Semiconductor Corp(LSCC) | COM | 518415104 | $3.8K | 197,383 | 2.4% |
| Ringcentral Inc(RNG)Call | CL A | 76680R206 | $843 | 5,000 | 0.5% |