Q3 2020 Holdings
Filed 2020-11-13 | 16 holdings | $57.1M | 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 | $24.6M | 83,618 | 43.0% |
| Chewy Inc(CHWY) | CL A | 16679L109 | $22.6M | 412,400 | 39.6% |
| Boston Beer Inc(SAM) | CL A | 100557107 | $9.7M | 11,000 | 17.0% |
| Pinterest Inc(PINS) | CL A | 72352L106 | $28.7K | 692,300 | 0.1% |
| Carvana Co(CVNA) | CL A | 146869102 | $24.0K | 107,408 | 0.0% |
| TJX COS Inc New(TJX) | COM | 872540109 | $22.3K | 400,661 | 0.0% |
| Target Corp(TGT) | COM | 87612E106 | $21.8K | 138,200 | 0.0% |
| Take-Two Interactive Softwar(TTWO) | COM | 874054109 | $19.2K | 116,500 | 0.0% |
| Peloton Interactive Inc(PTON) | CL A COM | 70614W100 | $18.5K | 186,500 | 0.0% |
| SEA LTD(SE) | SPONSORD ADS | 81141R100 | $17.7K | 114,700 | 0.0% |
| Aarons Inc(AANUSD) | COM PAR $0.50 | 002535300 | $17.5K | 308,200 | 0.0% |
| Wynn Resorts LTD(WYNN) | COM | 983134107 | $16.2K | 225,500 | 0.0% |
| Caseys GEN Stores Inc(CASY) | COM | 147528103 | $15.6K | 87,900 | 0.0% |
| Turtle Beach Corp(TBCH) | COM NEW | 900450206 | $12.9K | 709,100 | 0.0% |
| RH(RH) | COM | 74967X103 | $12.5K | 32,600 | 0.0% |
| Noodles & Co(NDLSUSD) | COM CL A | 65540B105 | $11.7K | 1,703,800 | 0.0% |