Q1 2021 Holdings
Filed 2021-05-17 | 13 holdings | $189.1K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Smartsheet Inc(SMARGBP) | COM CL A | 83200N103 | $27.3K | 426,761 | 14.4% |
| Nexstar Media Group Inc(NXST) | CL A | 65336K103 | $23.5K | 167,400 | 12.4% |
| Baidu Inc(BIDUN) | SPON ADR REP A | 056752108 | $15.7K | 72,000 | 8.3% |
| Avis Budget Group(CAR) | COM | 053774105 | $14.9K | 205,707 | 7.9% |
| New Oriental ED & Technology | SPON ADR | 647581107 | $14.7K | 1,051,400 | 7.8% |
| Jd.com Inc(JD) | SPON ADR CL A | 47215P106 | $14.6K | 173,000 | 7.7% |
| Five9 Inc(FIVN) | COM | 338307101 | $13.6K | 86,899 | 7.2% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $13.4K | 4,319 | 7.1% |
| Tencent Music Entmt Group(TME) | SPON ADS | 88034P109 | $13.2K | 643,200 | 7.0% |
| Williams Sonoma Inc(WSM) | COM | 969904101 | $12.4K | 69,053 | 6.5% |
| Qualtrics Intl Inc | COM CL A | 747601201 | $9.5K | 288,722 | 5.0% |
| GDS Hldgs LTD(GDS) | SPONSORED ADS | 36165L108 | $8.9K | 109,974 | 4.7% |
| Everbridge Inc(EVBGEUR) | COM | 29978A104 | $7.5K | 62,100 | 4.0% |