Q3 2017 Holdings
Filed 2017-11-14 | 22 holdings | $62.6M | 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 | $31.2M | 180,452 | 49.8% |
| Canada Goose Holdings Inc(GOOS) | SHS SUB VTG | 135086106 | $23.2M | 1,129,654 | 37.1% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $7.9M | 617,341 | 12.6% |
| Tahoe RES Inc | COM | 873868103 | $38.1K | 7,244,000 | 0.1% |
| Parsley Energy Inc | CL A | 701877102 | $33.4K | 1,266,557 | 0.1% |
| Barclays BK PLC | IPATH S&P500 VIX | 06740Q252 | $27.1K | $690,500 | 0.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $24.1K | 25,027 | 0.0% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $23.3K | 24,277 | 0.0% |
| Altaba Inc(AABAUSD) | COM | 021346101 | $18.7K | 282,166 | 0.0% |
| Visa Inc(V) | COM CL A | 92826C839 | $18.0K | 171,339 | 0.0% |
| Wingstop Inc(WING) | COM | 974155103 | $17.7K | 531,493 | 0.0% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $14.7K | 157,839 | 0.0% |
| HSN Inc | COM | 404303109 | $12.7K | 325,000 | 0.0% |
| Liberty Media Corp Delaware(LSXMKUSD) | COM C SIRIUSXM | 531229607 | $12.7K | 302,545 | 0.0% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $12.6K | 64,094 | 0.0% |
| Best Inc(BSTIN) | SPONSORED ADS | 08653C106 | $12.1K | 1,012,932 | 0.0% |
| Habit Restaurants Inc | COM CL A | 40449J103 | $6.5K | 500,000 | 0.0% |
| Affiliated Managers Group(AMG) | COM | 008252108 | $6.5K | 34,156 | 0.0% |
| Broadcom LTD(AVGO) | SHS | Y09827109 | $6.1K | 25,043 | 0.0% |
| Anadarko Pete Corp(APC3EUR) | COM | 032511107 | $5.9K | 120,099 | 0.0% |
| JD COM Inc(JD) | SPON ADR CL A | 47215P106 | $5.6K | 146,897 | 0.0% |
| QEP RES Inc(QEP) | COM | 74733V100 | $4.4K | 512,684 | 0.0% |