Q3 2020 Holdings
Filed 2020-11-16 | 11 holdings | $217.9K | 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 | $45.0K | 2,450,000 | 20.7% |
| Uber Technologies Inc(UBER) | COM | 90353T100 | $33.1K | 907,500 | 15.2% |
| Facebook Inc(META) | CL A | 30303M102 | $31.0K | 118,500 | 14.2% |
| World Wrestling Entmt Inc(WWEUSD) | CL A | 98156Q108 | $29.3K | 725,000 | 13.5% |
| HD Supply Hldgs Inc | COM | 40416M105 | $24.5K | 595,000 | 11.3% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $18.8K | 95,500 | 8.6% |
| Grubhub Inc | COM | 400110102 | $18.1K | 250,000 | 8.3% |
| Stitch FIX Inc(SFIX) | COM CL A | 860897107 | $10.3K | 380,000 | 4.7% |
| E L F Beauty Inc(ELF)Call | COM | 26856L103 | $4.3K | 235,000 | 2.0% |
| Twitter Inc(TWTRUSD) | COM | 90184L102 | $2.2K | 50,000 | 1.0% |
| J Alexanders Hldgs Inc | COM | 46609J106 | $1.2K | 225,000 | 0.5% |