Q1 2018 Holdings
Filed 2018-05-15 | 18 holdings | $143.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Luxoft Hldg Inc | ORD SHS CL A | G57279104 | $30.1K | 734,056 | 20.9% |
| Expedia Group Inc(EXPE) | COM NEW | 30212P303 | $26.9K | 243,204 | 18.7% |
| Momo Inc | ADR | 60879B107 | $25.8K | 689,335 | 17.9% |
| YY Inc | ADS REPCOM CLA | 98426T106 | $17.0K | 161,742 | 11.8% |
| Stamps COM Inc(STMP) | COM NEW | 852857200 | $14.2K | 70,747 | 9.9% |
| Jones Lang Lasalle Inc(JLL) | COM | 48020Q107 | $8.3K | 47,617 | 5.8% |
| Adamas Pharmaceuticals Inc(ADMSEUR) | COM | 00548A106 | $8.0K | 335,541 | 5.6% |
| Netscout SYS Inc(NTCT) | COM | 64115T104 | $3.3K | 123,756 | 2.3% |
| Check Point Software Tech LT(CHKP) | ORD | M22465104 | $2.0K | 20,120 | 1.4% |
| Acuity Brands Inc(AYI) | COM | 00508Y102 | $1.4K | 10,000 | 1.0% |
| Magnachip Semiconductor Corp(MX) | COM | 55933J203 | $1.3K | 140,000 | 0.9% |
| Renewable Energy Group Inc | COM NEW | 75972A301 | $1.3K | 100,000 | 0.9% |
| PTC Therapeutics Inc(PTCT) | COM | 69366J200 | $962 | 35,565 | 0.7% |
| Realogy Hldgs Corp | COM | 75605Y106 | $936 | 34,294 | 0.7% |
| Habit Restaurants Inc | COM CL A | 40449J103 | $748 | 85,000 | 0.5% |
| Flexion Therapeutics Inc | COM | 33938J106 | $713 | 31,800 | 0.5% |
| Impinj Inc(PI) | COM | 453204109 | $651 | 50,000 | 0.5% |
| Horizon Global Corp | COM | 44052W104 | $206 | 25,000 | 0.1% |