Q2 2019 Holdings
Filed 2019-08-13 | 10 holdings | $177.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $26.1K | 128,188 | 14.7% |
| IAC Interactivecorp(IACIEUR) | COM | 44919P508 | $23.0K | 105,557 | 12.9% |
| Godaddy Inc(GDDY) | CL A | 380237107 | $20.0K | 284,711 | 11.2% |
| Carvana Co(CVNA) | CL A | 146869102 | $19.5K | 311,905 | 11.0% |
| SEA LTD(SE) | SPONSORED ADS | 81141R100 | $19.1K | 575,000 | 10.7% |
| Hilton Grand Vacations Inc(HGV) | COM | 43283X105 | $19.0K | 597,881 | 10.7% |
| XPO Logistics Inc(XPO) | COM | 983793100 | $17.8K | 308,254 | 10.0% |
| Trinet Group Inc(TNET) | COM | 896288107 | $13.6K | 200,000 | 7.6% |
| Gogo Inc(GOGO) | COM | 38046C109 | $13.5K | 3,404,355 | 7.6% |
| WIX COM LTD(WIX) | SHS | M98068105 | $6.3K | 44,317 | 3.5% |