Q2 2019 Holdings
Filed 2019-08-14 | 10 holdings | $986.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Mercadolibre Inc(MELI) | COM | 58733R102 | $213.2K | 326,474 | 21.6% |
| Linde PLC(LIN) | SHS | G5494J103 | $195.3K | 772,932 | 19.8% |
| Tempur Sealy Intl Inc(SGI) | COM | 88023U101 | $154.0K | 1,678,799 | 15.6% |
| Avon Prods Inc(AVPUSD) | COM | 054303102 | $139.9K | 32,005,653 | 14.2% |
| Electronic Arts Inc(EA) | COM | 285512109 | $94.9K | 744,731 | 9.6% |
| Cosan LTD(CSAN) | SHS A | G25343107 | $59.3K | 4,438,488 | 6.0% |
| SIX Flags Entmt Corp(SIXEUR) | COM | 83001A102 | $59.3K | 948,489 | 6.0% |
| Garrett Motion Inc(GTX) | COM | 366505105 | $38.1K | 1,972,287 | 3.9% |
| Anheuser-Busch Inbev SA(BUD) | SPONSORED ADR | 03524A108 | $24.5K | 220,080 | 2.5% |
| Vale SA(VALE) | SPONSORED ADS | 91912E105 | $8.2K | 611,027 | 0.8% |