Q2 2019 Holdings
Filed 2019-08-14 | 12 holdings | $124.6M | 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 | $124.1M | 732,321 | 99.6% |
| Floor & Decor Hldgs Inc(FND) | CL A | 339750101 | $164.1K | 3,917,428 | 0.1% |
| Farfetch LTD(FTCHQ) | ORD SH CL A | 30744W107 | $108.3K | 5,206,224 | 0.1% |
| Microsoft Corp(MSFT) | COM | 594918104 | $104.9K | 783,000 | 0.1% |
| Cognex Corp(CGNX) | COM | 192422103 | $60.7K | 1,265,121 | 0.0% |
| Global Pmts Inc(GPN) | COM | 37940X102 | $33.1K | 207,000 | 0.0% |
| Spotify Technology S A(SPOT) | SHS | L8681T102 | $32.2K | 220,000 | 0.0% |
| Hexcel Corp New(HXL) | COM | 428291108 | $17.6K | 218,053 | 0.0% |
| Four Seasons ED Cayman Inc | ADR | 35101A101 | $3.2K | 1,801,499 | 0.0% |
| Lauder Estee COS Inc(EL) | CL A | 518439104 | $2.3K | 12,362 | 0.0% |
| TJX COS Inc New(TJX) | COM | 872540109 | $1.9K | 35,614 | 0.0% |
| The Realreal Inc(REAL) | COM | 88339P101 | $578 | 20,000 | 0.0% |