Q4 2021 Holdings
Filed 2022-02-14 | 10 holdings | $182.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Smartsheet Inc(SMARGBP) | COM CL A | 83200N103 | $37.8K | 487,508 | 20.6% |
| Nexstar Media Group Inc(NXST) | CL A | 65336K103 | $27.1K | 179,606 | 14.8% |
| Five9 Inc(FIVN) | COM | 338307101 | $25.1K | 182,852 | 13.7% |
| ZTO Express Cayman Inc(ZTO) | SPONSORED ADS A | 98980A105 | $23.1K | 818,414 | 12.6% |
| Williams Sonoma Inc(WSM) | COM | 969904101 | $17.0K | 100,262 | 9.3% |
| Doordash Inc(DASH) | CL A | 25809K105 | $14.9K | 100,046 | 8.1% |
| Elastic N V(ESTC) | ORD SHS | N14506104 | $12.9K | 104,740 | 7.0% |
| Dicks Sporting Goods Inc(DKS) | COM | 253393102 | $12.8K | 111,400 | 7.0% |
| Jd.com Inc(JD) | SPON ADR CL A | 47215P106 | $12.2K | 174,178 | 6.7% |
| Fastly Inc(FSLY)Call | CL A | 31188V100 | $86 | 329,500 | 0.0% |