Q2 2020 Holdings
Filed 2020-08-14 | 19 holdings | $38.8M | 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 | $14.2M | 66,018 | 36.7% |
| Chewy Inc(CHWY) | CL A | 16679L109 | $10.4M | 232,400 | 26.8% |
| Constellation Brands Inc(STZ) | CL A | 21036P108 | $7.1M | 40,645 | 18.3% |
| Boston Beer Inc(SAM) | CL A | 100557107 | $6.9M | 12,800 | 17.7% |
| Take-Two Interactive Softwar(TTWO) | COM | 874054109 | $17.7K | 126,600 | 0.0% |
| Pinterest Inc(PINS) | CL A | 72352L106 | $17.5K | 787,700 | 0.0% |
| Carvana Co(CVNA) | CL A | 146869102 | $16.9K | 140,808 | 0.0% |
| SEA LTD(SE) | SPONSORED ADS | 81141R100 | $14.7K | 137,500 | 0.0% |
| Wynn Resorts LTD(WYNN) | COM | 983134107 | $12.5K | 168,400 | 0.0% |
| Peloton Interactive Inc(PTON) | CL A COM | 70614W100 | $11.9K | 206,800 | 0.0% |
| Aarons Inc(AANUSD) | COM PAR $0.50 | 002535300 | $11.5K | 253,200 | 0.0% |
| Target Corp(TGT) | COM | 87612E106 | $11.1K | 92,900 | 0.0% |
| RH(RH) | COM | 74967X103 | $10.6K | 42,600 | 0.0% |
| TJX COS Inc New(TJX) | COM | 872540109 | $10.5K | 207,961 | 0.0% |
| Caseys GEN Stores Inc(CASY) | COM | 147528103 | $10.3K | 68,700 | 0.0% |
| Turtle Beach Corp(TBCH) | COM NEW | 900450206 | $9.2K | 626,700 | 0.0% |
| Noodles & Co(NDLSUSD) | COM CL A | 65540B105 | $8.5K | 1,400,600 | 0.0% |
| Purple Innovation Inc(PRPL) | COM | 74640Y106 | $5.8K | 322,670 | 0.0% |
| Vroom Inc | COM | 92918V109 | $2.1K | 40,000 | 0.0% |