Q2 2020 Holdings
Filed 2020-08-14 | 13 holdings | $216.4K | 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 | $44.8K | 2,350,000 | 20.7% |
| Uber Technologies Inc(UBER) | COM | 90353T100 | $35.0K | 1,125,000 | 16.2% |
| Facebook Inc(META) | CL A | 30303M102 | $25.5K | 112,500 | 11.8% |
| World Wrestling Entmt Inc(WWEUSD) | CL A | 98156Q108 | $25.0K | 575,000 | 11.5% |
| Grubhub Inc | COM | 400110102 | $19.9K | 282,500 | 9.2% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $19.6K | 112,500 | 9.1% |
| HD Supply Hldgs Inc | COM | 40416M105 | $19.3K | 557,500 | 8.9% |
| Uber Technologies Inc(UBER)Call | COM | 90353T100 | $8.5K | 275,000 | 3.9% |
| Uber Technologies Inc(UBER)Put | COM | 90353T100 | $6.1K | 195,000 | 2.8% |
| Simply Good Foods Co(SMPL) | COM | 82900L102 | $4.7K | 252,500 | 2.2% |
| E L F Beauty Inc(ELF)Call | COM | 26856L103 | $4.5K | 235,000 | 2.1% |
| J Alexanders Hldgs Inc | COM | 46609J106 | $1.8K | 375,000 | 0.9% |
| Eventbrite Inc(EB) | COM CL A | 29975E109 | $1.7K | 200,000 | 0.8% |