Q1 2020 Holdings
Filed 2020-05-15 | 13 holdings | $21.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $13.1M | 67,111 | 59.5% |
| Altice USA Inc(OPTU) | CL A | 02156K103 | $8.8M | 395,736 | 40.2% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $15.1K | 7,720 | 0.1% |
| Smartsheet Inc(SMARGBP) | COM CL A | 83200N103 | $9.7K | 233,488 | 0.0% |
| Uber Technologies Inc(UBER) | COM | 90353T100 | $9.6K | 344,200 | 0.0% |
| Stamps COM Inc(STMP) | COM NEW | 852857200 | $8.2K | 63,200 | 0.0% |
| ZTO Express Cayman Inc(ZTO) | SPONSORED ADS A | 98980A105 | $6.9K | 261,500 | 0.0% |
| GDS Hldgs LTD(GDS) | SPONSORED ADS | 36165L108 | $6.0K | 103,600 | 0.0% |
| Ringcentral Inc(RNG) | CL A | 76680R206 | $5.0K | 23,400 | 0.0% |
| Avalara Inc(AVLRUSD) | COM | 05338G106 | $4.8K | 64,233 | 0.0% |
| SEA LTD(SE) | SPONSORED ADS | 81141R100 | $4.5K | 101,846 | 0.0% |
| TAL Education Group(TAL) | SPONSORED ADS | 874080104 | $4.2K | 78,713 | 0.0% |
| Eldorado Resorts Inc(ERIEUR) | COM | 28470R102 | $1.7K | 120,294 | 0.0% |