Q1 2020 Holdings
Filed 2020-05-14 | 10 holdings | $134.1M | 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 | $133.9M | 688,471 | 99.8% |
| Microsoft Corp(MSFT) | COM | 594918104 | $116.4K | 738,000 | 0.1% |
| Floor & Decor Hldgs Inc(FND) | CL A | 339750101 | $76.9K | 2,395,798 | 0.1% |
| Global Pmts Inc(GPN) | COM | 37940X102 | $29.6K | 205,000 | 0.0% |
| Livent Corp(LTHM1EUR) | COM | 53814L108 | $19.2K | 3,652,790 | 0.0% |
| Euronet Worldwide Inc(EEFT) | COM | 298736109 | $3.6K | 41,820 | 0.0% |
| Ceridian HCM Hldg Inc(DAY) | COM | 15677J108 | $3.0K | 60,537 | 0.0% |
| Lauder Estee COS Inc(EL) | CL A | 518439104 | $1.6K | 9,972 | 0.0% |
| Cognex Corp(CGNX) | COM | 192422103 | $1.2K | 28,121 | 0.0% |
| Four Seasons ED Cayman Inc | ADR | 35101A101 | $589 | 516,957 | 0.0% |