Q1 2019 Holdings
Filed 2019-05-14 | 9 holdings | $674.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Mercadolibre Inc(MELI) | COM | 58733R102 | $234.1K | 470,381 | 34.7% |
| Linde PLC(LIN) | COM | G5494J103 | $163.3K | 928,132 | 24.2% |
| Tempur Sealy Intl Inc(SGI) | COM | 88023U101 | $96.8K | 1,679,249 | 14.4% |
| Cosan LTD(CSAN) | SHS A | G25343107 | $55.2K | 4,777,315 | 8.2% |
| Electronic Arts Inc(EA) | COM | 285512109 | $52.5K | 521,231 | 7.8% |
| SIX Flags Entmt Corp New(SIXEUR) | COM | 83001A102 | $30.0K | 617,223 | 4.5% |
| Anheuser Busch Inbev SA(BUD) | SPONSORED ADR | 03524A108 | $24.9K | 296,443 | 3.7% |
| Kraft Heinz Co(KHC) | COM | 500754106 | $9.8K | 301,393 | 1.5% |
| Vale S A(VALE) | SPONSORED ADS | 91912E105 | $8.0K | 611,027 | 1.2% |