Q2 2022 Holdings
Filed 2022-08-15 | 13 holdings | $181.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Lamb Weston Hldgs Inc(LW) | COM | 513272104 | $32.2K | 450,000 | 17.7% |
| Penn Natl Gaming Inc(PENN) | COM | 707569109 | $18.3K | 600,000 | 10.0% |
| Uber Technologies Inc(UBER) | COM | 90353T100 | $18.2K | 889,900 | 10.0% |
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $17.3K | 35,000 | 9.5% |
| Crowdstrike Hldgs Inc(CRWD) | CL A | 22788C105 | $16.9K | 100,000 | 9.3% |
| Jd.com Inc(JD) | SPON ADR CL A | 47215P106 | $16.1K | 250,000 | 8.8% |
| Cellebrite DI LTD(CLBT) | ORDINARY SHARES | M2197Q107 | $15.7K | 3,075,000 | 8.6% |
| PAR Technology Corp(PAR) | COM | 698884103 | $15.0K | 400,000 | 8.2% |
| Bloomin Brands Inc(BLMN) | COM | 094235108 | $11.3K | 677,000 | 6.2% |
| Alibaba Group Hldg LTD(BABA)Call | SPONSORED ADS | 01609W102 | $9.3K | 814 | 5.1% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $6.5K | 40,000 | 3.5% |
| Jd.com Inc(JD)Call | SPON ADR CL A | 47215P106 | $3.9K | 600 | 2.1% |
| Liberty Tripadvisor Hldgs in | COM SER A | 531465102 | $1.6K | 2,070,000 | 0.9% |