Q1 2019 Holdings
Filed 2019-05-15 | 10 holdings | $133.2M | 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 | $132.8M | 727,621 | 99.7% |
| Floor & Decor Hldgs Inc(FND) | CL A | 339750101 | $172.8K | 4,192,887 | 0.1% |
| Cognex Corp(CGNX) | COM | 192422103 | $97.2K | 1,911,741 | 0.1% |
| Farfetch LTD(FTCHQ) | ORD SH CL A | 30744W107 | $74.5K | 2,767,848 | 0.1% |
| Microsoft Corp(MSFT) | COM | 594918104 | $48.1K | 408,000 | 0.0% |
| Spotify Technology S A(SPOT) | SHS | L8681T102 | $30.5K | 220,000 | 0.0% |
| Hexcel Corp New(HXL) | COM | 428291108 | $29.3K | 423,053 | 0.0% |
| Four Seasons ED Cayman Inc | ADR | 35101A101 | $3.4K | 1,900,148 | 0.0% |
| Lauder Estee COS Inc(EL) | CL A | 518439104 | $2.7K | 16,462 | 0.0% |
| TJX COS Inc New(TJX) | COM | 872540109 | $1.9K | 35,614 | 0.0% |