Q3 2018 Holdings
Filed 2018-11-14 | 15 holdings | $28.0M | 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 | $27.7M | 168,128 | 98.9% |
| Ametek Inc New(AME) | COM | 031100100 | $45.9K | 580,435 | 0.2% |
| Transdigm Group Inc(TDG) | COM | 893641100 | $37.3K | 100,200 | 0.1% |
| Siteone Landscape Supply Inc(SITE) | COM | 82982L103 | $29.6K | 393,031 | 0.1% |
| T Mobile US Inc(TMUS) | COM | 872590104 | $28.2K | 402,102 | 0.1% |
| Idex Corp(IEX) | COM | 45167R104 | $24.8K | 164,693 | 0.1% |
| Booking Hldgs Inc(BKNG) | COM | 09857L108 | $23.4K | 11,781 | 0.1% |
| AIR Prods & Chems Inc(APD) | COM | 009158106 | $19.8K | 118,268 | 0.1% |
| SBA Communications Corp New(SBAC) | CL A | 78410G104 | $19.2K | 119,748 | 0.1% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $18.9K | 215,485 | 0.1% |
| Aptiv PLC(APTV) | SHS | G6095L109 | $16.4K | 195,500 | 0.1% |
| Etsy Inc(ETSY) | COM | 29786A106 | $16.0K | 311,687 | 0.1% |
| Azul S A | SPONSR ADR PFD | 05501U106 | $15.4K | 867,501 | 0.1% |
| Grupo Televisa SA(TLV) | SPON ADR REP ORD | 40049J206 | $14.6K | 825,155 | 0.1% |
| Svmk Inc | COM | 78489X103 | $7.8K | 485,724 | 0.0% |