Q2 2020 Holdings
Filed 2020-08-14 | 11 holdings | $54.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Constellation Brands Inc(STZ) | CL A | 21036P108 | $29.7M | 170,000 | 54.9% |
| Autozone Inc(AZO) | COM | 053332102 | $24.1M | 21,400 | 44.6% |
| Comcast Corp New(CMCSA) | CL A | 20030N101 | $56.0K | 1,437,100 | 0.1% |
| Dollar Tree Inc(DLTR) | COM | 256746108 | $38.8K | 418,700 | 0.1% |
| Nomad Foods LTD(NOMD) | USD ORD SHS | G6564A105 | $38.2K | 1,780,726 | 0.1% |
| T-Mobile US Inc(TMUS) | COM | 872590104 | $24.9K | 238,900 | 0.0% |
| Marriott Intl Inc New(MAR) | CL A | 571903202 | $21.1K | 245,945 | 0.0% |
| Wayfair Inc(W) | CL A | 94419L101 | $20.7K | 104,557 | 0.0% |
| Take-Two Interactive Softwar(TTWO) | COM | 874054109 | $18.3K | 131,433 | 0.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $17.9K | 6,500 | 0.0% |
| Expedia Group Inc(EXPE) | COM NEW | 30212P303 | $6.1K | 74,800 | 0.0% |