Q1 2020 Holdings
Filed 2020-05-13 | 18 holdings | $43.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Chewy Inc(CHWY) | CL A | 16679L109 | $15.2M | 405,200 | 35.1% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $12.8M | 66,018 | 29.7% |
| Boston Beer Inc(SAM) | CL A | 100557107 | $6.2M | 16,900 | 14.4% |
| Constellation Brands Inc(STZ) | CL A | 21036P108 | $5.8M | 40,645 | 13.5% |
| Coty Inc(COTY) | COM CL A | 222070203 | $3.1M | 600,284 | 7.2% |
| Carvana Co(CVNA) | CL A | 146869102 | $14.0K | 254,108 | 0.0% |
| Take-Two Interactive Softwar(TTWO) | COM | 874054109 | $11.5K | 96,900 | 0.0% |
| Peloton Interactive Inc(PTON) | CL A COM | 70614W100 | $11.2K | 420,100 | 0.0% |
| SEA LTD(SE) | SPONSORED ADS | 81141R100 | $9.5K | 214,200 | 0.0% |
| Target Corp(TGT) | COM | 87612E106 | $9.3K | 100,200 | 0.0% |
| Caseys GEN Stores Inc(CASY) | COM | 147528103 | $9.1K | 68,700 | 0.0% |
| TJX COS Inc New(TJX) | COM | 872540109 | $8.8K | 183,261 | 0.0% |
| Pinterest Inc(PINS) | CL A | 72352L106 | $8.5K | 552,500 | 0.0% |
| Luckin Coffee Inc(LKNCY) | SPONSORED ADS | 54951L109 | $7.4K | 273,700 | 0.0% |
| Noodles & Co(NDLSUSD) | COM CL A | 65540B105 | $6.6K | 1,400,600 | 0.0% |
| Aarons Inc(AANUSD) | COM PAR $0.50 | 002535300 | $5.8K | 253,200 | 0.0% |
| RH(RH) | COM | 74967X103 | $4.1K | 40,500 | 0.0% |
| Purple Innovation Inc(PRPL) | COM | 74640Y106 | $2.5K | 446,800 | 0.0% |