Q4 2019 Holdings
Filed 2020-02-13 | 11 holdings | $146.5M | 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 | $146.0M | 688,471 | 99.6% |
| Floor & Decor Hldgs Inc(FND) | CL A | 339750101 | $167.9K | 3,305,034 | 0.1% |
| Microsoft Corp(MSFT) | COM | 594918104 | $140.8K | 893,000 | 0.1% |
| Global Pmts Inc(GPN) | COM | 37940X102 | $127.8K | 700,000 | 0.1% |
| Livent Corp(LTHM1EUR) | COM | 53814L108 | $33.5K | 3,917,195 | 0.0% |
| Spotify Technology S A(SPOT) | SHS | L8681T102 | $21.4K | 143,217 | 0.0% |
| Servicenow Inc(NOW) | COM | 81762P102 | $18.6K | 66,000 | 0.0% |
| Cognex Corp(CGNX) | COM | 192422103 | $6.1K | 108,121 | 0.0% |
| Farfetch LTD(FTCHQ) | ORD SH CL A | 30744W107 | $4.5K | 430,005 | 0.0% |
| Lauder Estee COS Inc(EL) | CL A | 518439104 | $3.4K | 16,422 | 0.0% |
| Four Seasons ED Cayman Inc | ADR | 35101A101 | $948 | 592,602 | 0.0% |