Q4 2017 Holdings
Filed 2018-02-14 | 19 holdings | $38.7M | 13F-HR/A | View on SEC ↗ · Holdings Table ↗
Amended (2018-02-15) | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Canada Goose Holdings Inc(GOOS) | SHS SUB VTG | 135086106 | $17.2M | 545,246 | 44.5% |
| Baozun Inc(BZUN) | SPONSORED ADR | 06684L103 | $14.8M | 469,200 | 38.3% |
| Ballard PWR SYS Inc New(BLDP) | COM | 058586108 | $5.5M | 1,252,641 | 14.3% |
| Axon Enterprise Inc(AXON) | COM | 05464C101 | $822.0K | 31,000 | 2.1% |
| Vaneck Vectors ETF TR(GDX) | GOLD MINERS ETF | 92189F106 | $77.6K | 3,340,000 | 0.2% |
| Hess Corp(HES) | COM | 42809H107 | $54.6K | 1,149,600 | 0.1% |
| L Brands Inc | COM | 501797104 | $44.1K | 732,500 | 0.1% |
| China Lodging Group LTD | SPONSORED ADR | 16949N109 | $35.9K | 248,367 | 0.1% |
| Lululemon Athletica Inc(LULU) | COM | 550021109 | $29.1K | 369,800 | 0.1% |
| California RES Corp(CRCEUR) | COM NEW | 13057Q206 | $26.1K | 1,341,668 | 0.1% |
| Qudian Inc(HTT) | ADR | 747798106 | $16.1K | 1,281,433 | 0.0% |
| Tapestry Inc(TPR) | COM | 876030107 | $15.6K | 353,800 | 0.0% |
| Jumei Intl Hldg LTD | SPONSORED ADR | 48138L107 | $11.8K | 4,025,744 | 0.0% |
| GNC Hldgs IncA | COM CL A | 36191G107 | $10.3K | 2,782,441 | 0.0% |
| Vipshop Hldgs LTD(VIPS) | SPONSORED ADR | 92763W103 | $6.7K | 568,000 | 0.0% |
| Lauder Estee COS Inc(EL) | CL A | 518439104 | $5.8K | 45,300 | 0.0% |
| Momo Inc | ADR | 60879B107 | $5.1K | 210,000 | 0.0% |
| Sogou Inc | ADR REPSTG A | 83409V104 | $868 | 75,000 | 0.0% |
| Denbury RES Inc(DNREUR) | COM NEW | 247916208 | $484 | 218,825 | 0.0% |