Q1 2024 Holdings
Filed 2024-05-15 | 8 holdings | $144.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Uber Technologies Inc(UBER) | COM | 90353T100 | $27.4M | 356,100 | 19.0% |
| Lamb Weston Hldgs Inc(LW) | COM | 513272104 | $26.6M | 250,000 | 18.5% |
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $20.6M | 72,600 | 14.3% |
| Crowdstrike Hldgs Inc(CRWD) | CL A | 22788C105 | $19.2M | 60,000 | 13.4% |
| Dollar GEN Corp New(DG) | COM | 256677105 | $15.6M | 100,000 | 10.8% |
| Lauder Estee COS Inc(EL) | CL A | 518439104 | $15.4M | 100,000 | 10.7% |
| Wynn Resorts LTD(WYNN) | COM | 983134107 | $12.3M | 120,000 | 8.5% |
| Cellebrite DI LTD(CLBT) | ORDINARY SHARES | M2197Q107 | $6.9M | 620,000 | 4.8% |