Q4 2020 Holdings
Filed 2021-02-16 | 14 holdings | $42.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Altice USA Inc(OPTU) | CL A | 02156K103 | $22.8M | 602,668 | 53.4% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $11.3M | 48,511 | 26.4% |
| Cloudflare Inc(NET) | CL A COM | 18915M107 | $8.4M | 111,000 | 19.7% |
| Nexstar Media Group Inc(NXST) | CL A | 65336K103 | $26.4K | 241,600 | 0.1% |
| Smartsheet Inc(SMARGBP) | COM CL A | 83200N103 | $22.9K | 329,983 | 0.1% |
| Peloton Interactive Inc(PTON) | CL A COM | 70614W100 | $20.8K | 137,174 | 0.0% |
| Five9 Inc(FIVN) | COM | 338307101 | $19.3K | 110,499 | 0.0% |
| Jd.com Inc(JD) | SPON ADR CL A | 47215P106 | $17.4K | 197,500 | 0.0% |
| Stamps COM Inc(STMP) | COM NEW | 852857200 | $15.5K | 78,800 | 0.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $14.1K | 4,319 | 0.0% |
| Outfront Media Inc | COM | 69007J106 | $8.8K | 450,750 | 0.0% |
| 21Vianet Group Inc(VNET) | SPONSORED ADS A | 90138A103 | $8.6K | 246,633 | 0.0% |
| Etsy Inc(ETSY) | COM | 29786A106 | $7.7K | 43,100 | 0.0% |
| GDS Hldgs LTD(GDS) | SPONSORED ADS | 36165L108 | $7.3K | 78,100 | 0.0% |