Q3 2018 Holdings
Filed 2018-11-14 | 10 holdings | $278.6K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Eldorado Resorts Inc(ERIEUR) | COM | 28470R102 | $55.2K | 1,136,562 | 19.8% |
| GDS Hldgs LTD(GDS) | SPONSORED ADR | 36165L108 | $54.3K | 1,544,828 | 19.5% |
| Spotify Technology S A(SPOT) | SHS | L8681T102 | $32.8K | 181,600 | 11.8% |
| Stamps COM Inc(STMP) | COM NEW | 852857200 | $27.4K | 121,141 | 9.8% |
| Momo Inc | ADR | 60879B107 | $26.9K | 613,200 | 9.6% |
| Zayo Group Hldgs Inc | COM | 98919V105 | $25.9K | 746,824 | 9.3% |
| Match Group Inc(MTCHEUR) | COM | 57665R106 | $22.5K | 389,325 | 8.1% |
| Everbridge Inc(EVBGEUR) | COM | 29978A104 | $19.3K | 334,200 | 6.9% |
| Hortonworks Inc | COM | 440894103 | $14.2K | 623,828 | 5.1% |
| Invesco QQQ TR(QQQ)Put | UNIT SER 1 | 46090E103 | $57 | 420,000 | 0.0% |