Q1 2020 Holdings
Filed 2020-05-15 | 12 holdings | $159.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Grubhub Inc | COM | 400110102 | $32.9K | 807,500 | 20.6% |
| HD Supply Hldgs Inc | COM | 40416M105 | $24.5K | 862,500 | 15.4% |
| World Wrestling Entmt Inc(WWEUSD) | CL A | 98156Q108 | $24.1K | 710,000 | 15.1% |
| Facebook Inc(META) | CL A | 30303M102 | $21.3K | 127,500 | 13.3% |
| E L F Beauty Inc(ELF) | COM | 26856L103 | $19.6K | 1,987,500 | 12.3% |
| Uber Technologies Inc(UBER) | COM | 90353T100 | $12.4K | 442,500 | 7.7% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $10.8K | 112,500 | 6.8% |
| US Foods Hldg Corp(USFD) | COM | 912008109 | $5.9K | 335,000 | 3.7% |
| Uber Technologies Inc(UBER)Call | COM | 90353T100 | $2.8K | 100,000 | 1.8% |
| Performance Food Group Co(PFGC) | COM | 71377A103 | $2.2K | 87,500 | 1.4% |
| J Alexanders Hldgs Inc | COM | 46609J106 | $2.1K | 550,000 | 1.3% |
| Eventbrite Inc(EB) | COM CL A | 29975E109 | $1.1K | 150,000 | 0.7% |