Q4 2022 Holdings
Filed 2023-02-14 | 16 holdings | $156.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Lamb Weston Hldgs Inc(LW) | COM | 513272104 | $26.8M | 300,000 | 17.1% |
| Uber Technologies Inc(UBER) | COM | 90353T100 | $21.8M | 880,000 | 13.9% |
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $14.7M | 105,000 | 9.4% |
| Jd.com Inc(JD) | SPON ADR CL A | 47215P106 | $14.6M | 260,000 | 9.3% |
| Crowdstrike Hldgs Inc(CRWD) | CL A | 22788C105 | $13.9M | 132,000 | 8.9% |
| Cellebrite DI LTD(CLBT) | ORDINARY SHARES | M2197Q107 | $12.9M | 2,960,000 | 8.2% |
| Penn Entertainment Inc(PENN) | COM | 707569109 | $10.9M | 367,200 | 7.0% |
| Kraneshares TR(KWEB) | CSI CHI INTERNET | 500767306 | $9.1M | 300,000 | 5.8% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $7.9M | 90,000 | 5.1% |
| Comcast Corp New(CMCSA)Call | CL A | 20030N101 | $6.3M | 1,800 | 4.0% |
| PAR Technology Corp(PAR) | COM | 698884103 | $5.2M | 200,000 | 3.3% |
| Wynn Resorts LTD(WYNN)Call | COM | 983134107 | $3.7M | 450 | 2.4% |
| Comcast Corp New(CMCSA) | CL A | 20030N101 | $3.6M | 104,300 | 2.3% |
| LAS Vegas Sands Corp(LVS)Call | COM | 517834107 | $2.4M | 500 | 1.5% |
| Wynn Resorts LTD(WYNN) | COM | 983134107 | $1.8M | 22,400 | 1.2% |
| MGM Resorts International(MGM)Call | COM | 552953101 | $1.0M | 300 | 0.6% |