Q1 2019 Holdings
Filed 2019-05-15 | 84 holdings | $766.4M | 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 | $320.3M | 1,755,437 | 41.8% |
| Adobe Inc(ADBE) | COM | 00724F101 | $287.9M | 1,080,264 | 37.6% |
| Darden Restaurants Inc(DRI) | COM | 237194105 | $85.0M | 700,000 | 11.1% |
| Align Technology Inc(ALGN) | COM | 016255101 | $42.7M | 150,000 | 5.6% |
| Canada Goose Holdings Inc(GOOS) | SHS SUB VTG | 135086106 | $22.8M | 475,000 | 3.0% |
| Netflix Inc(NFLX) | COM | 64110L106 | $397.2K | 1,114,024 | 0.1% |
| LAS Vegas Sands Corp(LVS) | COM | 517834107 | $395.1K | 6,481,636 | 0.1% |
| Worldpay Inc(WP) | CL A | 981558109 | $383.2K | 3,375,835 | 0.1% |
| Servicenow Inc(NOW) | COM | 81762P102 | $357.8K | 1,451,610 | 0.0% |
| First Data Corp New(FDC) | COM CL A | 32008D106 | $337.0K | 12,828,172 | 0.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $324.6K | 182,295 | 0.0% |
| Mastercard Inc(MA) | CL A | 57636Q104 | $317.9K | 1,350,336 | 0.0% |
| Pagseguro Digital LTD(PAGS) | COM CL A | G68707101 | $300.3K | 10,059,985 | 0.0% |
| Netflix Inc(NFLX)Call | COM | 64110L106 | $292.4K | 820,000 | 0.0% |
| Iqvia Hldgs Inc(IQV) | COM | 46266C105 | $271.9K | 1,890,465 | 0.0% |
| Restaurant Brands Intl Inc(QSR) | COM | 76131D103 | $233.0K | 3,578,393 | 0.0% |
| Ferrari N V(RACE) | COM | N3167Y103 | $198.8K | 1,485,834 | 0.0% |
| Advance Auto Parts Inc(AAP) | COM | 00751Y106 | $184.2K | 1,080,271 | 0.0% |
| Deere & Co(DE) | COM | 244199105 | $178.1K | 1,114,028 | 0.0% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $168.9K | 1,066,543 | 0.0% |
| Electronic Arts Inc(EA) | COM | 285512109 | $164.7K | 1,620,409 | 0.0% |
| Fidelity Natl Information SV(FIS)Call | COM | 31620M106 | $153.8K | 1,360,000 | 0.0% |
| Adobe Inc(ADBE)Call | COM | 00724F101 | $143.9K | 540,000 | 0.0% |
| Lululemon Athletica Inc(LULU) | COM | 550021109 | $131.1K | 800,000 | 0.0% |
| Visa Inc(V) | COM CL A | 92826C839 | $125.0K | 800,000 | 0.0% |
| LAS Vegas Sands Corp(LVS)Call | COM | 517834107 | $124.4K | 2,041,200 | 0.0% |
| New Oriental ED & Tech GRP I | SPON ADR | 647581107 | $117.1K | 1,300,000 | 0.0% |
| Wynn Resorts LTD(WYNN) | COM | 983134107 | $116.3K | 975,000 | 0.0% |
| Twitter Inc(TWTRUSD) | COM | 90184L102 | $105.2K | 3,200,000 | 0.0% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $103.8K | 1,000,000 | 0.0% |
| Carvana Co(CVNA) | CL A | 146869102 | $101.6K | 1,750,000 | 0.0% |
| Laureate Education Inc(LAUR) | CL A | 518613203 | $99.2K | 6,625,000 | 0.0% |
| Target Corp(TGT)Put | COM | 87612E106 | $88.3K | 1,100,000 | 0.0% |
| Mcdonalds Corp(MCD) | COM | 580135101 | $85.5K | 450,000 | 0.0% |
| Intuit(INTU) | COM | 461202103 | $85.0K | 325,000 | 0.0% |
| Gartner Inc(IT) | COM | 366651107 | $83.4K | 550,000 | 0.0% |
| Facebook Inc(META) | CL A | 30303M102 | $83.3K | 500,000 | 0.0% |
| Costar Group Inc(CSGP) | COM | 22160N109 | $81.6K | 175,000 | 0.0% |
| Cooper COS Inc | COM NEW | 216648402 | $81.4K | 275,000 | 0.0% |
| Nike Inc(NKE) | CL B | 654106103 | $75.8K | 900,000 | 0.0% |
| Papa Johns Intl Inc(PZZA)Put | COM | 698813102 | $73.1K | 1,380,000 | 0.0% |
| Dominos Pizza Inc(DPZ) | COM | 25754A201 | $71.0K | 275,000 | 0.0% |
| Royal Caribbean Cruises LTD(RCL) | COM | V7780T103 | $65.9K | 575,000 | 0.0% |
| Kohls Corp(KSS)Put | COM | 500255104 | $65.3K | 950,000 | 0.0% |
| Docusign Inc(DOCU) | COM | 256163106 | $62.2K | 1,200,000 | 0.0% |
| Aptiv PLC(APTV) | SHS | G6095L109 | $55.6K | 700,000 | 0.0% |
| Booking Hldgs Inc(BKNG) | COM | 09857L108 | $52.3K | 30,000 | 0.0% |
| Lennar Corp(LEN) | CL A | 526057104 | $49.1K | 1,000,000 | 0.0% |
| Restaurant Brands Intl Inc(QSR)Call | COM | 76131D103 | $45.6K | 700,000 | 0.0% |
| Align Technology Inc(ALGN)Call | COM | 016255101 | $42.7K | 150,000 | 0.0% |