Q3 2021 Holdings
Filed 2021-11-15 | 12 holdings | $37.0M | 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 | $27.4M | 184,900 | 73.9% |
| Autozone Inc(AZO) | COM | 053332102 | $8.4M | 4,940 | 22.7% |
| Carmax Inc(KMX) | COM | 143130102 | $985.0K | 7,701 | 2.7% |
| T-Mobile US Inc(TMUS) | COM | 872590104 | $60.0K | 469,800 | 0.2% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $48.6K | 14,782 | 0.1% |
| Lamb Weston Hldgs Inc(LW) | COM | 513272104 | $45.2K | 735,860 | 0.1% |
| Herbalife Nutrition LTD(HLF) | COM SHS | G4412G101 | $40.4K | 953,028 | 0.1% |
| Uber Technologies Inc(UBER) | COM | 90353T100 | $31.7K | 708,500 | 0.1% |
| Netflix Inc(NFLX) | COM | 64110L106 | $18.9K | 30,900 | 0.1% |
| New York Times Co(NYT) | CL A | 650111107 | $16.5K | 334,700 | 0.0% |
| Lyft Inc(LYFT) | CL A COM | 55087P104 | $10.8K | 202,400 | 0.0% |
| Dollar Tree Inc(DLTR) | COM | 256746108 | $1.1K | 11,300 | 0.0% |