Q1 2022 Holdings
Filed 2022-05-16 | 14 holdings | $242.2K | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Lamb Weston Hldgs Inc(LW) | COM | 513272104 | $33.8K | 565,000 | 14.0% |
| Uber Technologies Inc(UBER) | COM | 90353T100 | $31.9K | 895,000 | 13.2% |
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $27.9K | 44,800 | 11.5% |
| Penn Natl Gaming Inc(PENN) | COM | 707569109 | $25.5K | 600,000 | 10.5% |
| Crowdstrike Hldgs Inc(CRWD) | CL A | 22788C105 | $22.7K | 100,000 | 9.4% |
| Cellebrite DI LTD(CLBT) | ORDINARY SHARES | M2197Q107 | $19.7K | 3,075,000 | 8.1% |
| PAR Technology Corp(PAR) | COM | 698884103 | $16.1K | 400,000 | 6.7% |
| Bloomin Brands Inc(BLMN) | COM | 094235108 | $15.4K | 700,000 | 6.3% |
| Jd.com Inc(JD) | SPON ADR CL A | 47215P106 | $14.5K | 250,000 | 6.0% |
| Lamb Weston Hldgs Inc(LW)Call | COM | 513272104 | $11.8K | 1,970 | 4.9% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $8.9K | 40,000 | 3.7% |
| Meta Platforms Inc(META)Call | CL A | 30303M102 | $8.9K | 400 | 3.7% |
| Liberty Tripadvisor Hldgs in | COM SER A | 531465102 | $4.5K | 2,200,000 | 1.9% |
| Uber Technologies Inc(UBER)Call | COM | 90353T100 | $599 | 168 | 0.2% |