Q4 2019 Holdings
Filed 2020-02-13 | 12 holdings | $221.0K | 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 | $62.9K | 3,902,500 | 28.5% |
| Grubhub Inc | COM | 400110102 | $43.9K | 902,500 | 19.9% |
| HD Supply Hldgs Inc | COM | 40416M105 | $31.6K | 785,000 | 14.3% |
| Facebook Inc(META) | CL A | 30303M102 | $23.1K | 112,500 | 10.4% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $18.2K | 168,000 | 8.2% |
| US Foods Hldg Corp(USFD) | COM | 912008109 | $16.5K | 395,000 | 7.5% |
| World Wrestling Entmt Inc(WWEUSD) | CL A | 98156Q108 | $8.8K | 135,000 | 4.0% |
| J Alexanders Hldgs Inc | COM | 46609J106 | $5.2K | 540,000 | 2.3% |
| E L F Beauty Inc(ELF)Put | COM | 26856L103 | $3.2K | 200,000 | 1.5% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $3.1K | 2,300 | 1.4% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $3.1K | 2,300 | 1.4% |
| Uber Technologies Inc(UBER) | COM | 90353T100 | $1.5K | 50,000 | 0.7% |