Q4 2020 Holdings
Filed 2021-02-16 | 14 holdings | $2.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Callaway Golf Co(CALY) | COM | 131193104 | $2.7M | 112,500 | 92.3% |
| World Wrestling Entmt Inc(WWEUSD) | CL A | 98156Q108 | $50.5K | 1,050,000 | 1.7% |
| Uber Technologies Inc(UBER) | COM | 90353T100 | $43.4K | 850,000 | 1.5% |
| Facebook Inc(META) | CL A | 30303M102 | $31.3K | 114,500 | 1.1% |
| Stitch FIX Inc(SFIX) | COM CL A | 860897107 | $23.3K | 397,500 | 0.8% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $22.4K | 95,500 | 0.8% |
| E L F Beauty Inc(ELF) | COM | 26856L103 | $16.5K | 655,000 | 0.6% |
| Grubhub Inc | COM | 400110102 | $14.7K | 197,500 | 0.5% |
| E L F Beauty Inc(ELF)Call | COM | 26856L103 | $9.9K | 392,500 | 0.3% |
| Lyft Inc(LYFT)Put | CL A COM | 55087P104 | $5.7K | 115,000 | 0.2% |
| Tripadvisor Inc(TRIP) | COM | 896945201 | $3.3K | 115,000 | 0.1% |
| Twitter Inc(TWTRUSD) | COM | 90184L102 | $2.7K | 50,000 | 0.1% |
| Eventbrite Inc(EB) | COM CL A | 29975E109 | $905 | 50,000 | 0.0% |
| Trivago N V | SPON ADS A SHS | 89686D105 | $605 | 250,000 | 0.0% |