Q3 2020 Holdings
Filed 2020-11-16 | 13 holdings | $170.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alibaba Group Sh ADR(BABA) | SPONSORED ADS | 01609W102 | $92.6M | 315,000 | 54.2% |
| Canada Goose Hldgs Inc(GOOS) | SHS SUB VTG | 135086106 | $49.9M | 1,550,000 | 29.2% |
| Cargurus Inc(CARG) | COM CL A | 141788109 | $28.1M | 1,300,000 | 16.5% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $60.8K | 195,000 | 0.0% |
| Uber Technologies Inc(UBER) | COM | 90353T100 | $44.7K | 1,225,000 | 0.0% |
| Nordstrom Inc(JWNUSD) | COM | 655664100 | $42.9K | 3,600,000 | 0.0% |
| Yandex NV Shs(NBIS) | SHS CLASS A | N97284108 | $31.6K | 485,000 | 0.0% |
| Jacobs Engr Group Inc(JECUSD) | COM | 469814107 | $29.7K | 320,000 | 0.0% |
| Jd.com Inc(JD) | SPON ADR CL A | 47215P106 | $28.7K | 370,000 | 0.0% |
| Upwork Inc(UPWK) | COM | 91688F104 | $27.9K | 1,600,000 | 0.0% |
| Proassurance Corp(PRA) | COM | 74267C106 | $18.4K | 1,174,600 | 0.0% |
| Angi Homeservices Inc(ANGI1EUR) | COM CL A | 00183L102 | $12.0K | 1,080,000 | 0.0% |
| Stitch FIX Inc(SFIX) | COM CL A | 860897107 | $6.6K | 243,117 | 0.0% |