Q4 2019 Holdings
Filed 2020-02-14 | 11 holdings | $38.6M | 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 | $38.3M | 180,634 | 99.1% |
| SEA LTD(SE) | SPONSORED ADS | 81141R100 | $53.3K | 1,324,132 | 0.1% |
| Insperity Inc(NSP) | COM | 45778Q107 | $49.1K | 571,204 | 0.1% |
| Servicenow Inc(NOW) | COM | 81762P102 | $42.2K | 149,419 | 0.1% |
| Gogo Inc(GOGO) | COM | 38046C109 | $40.0K | 6,251,114 | 0.1% |
| Carvana Co(CVNA) | CL A | 146869102 | $38.8K | 421,235 | 0.1% |
| IAC Interactivecorp(IACIEUR) | COM | 44919P508 | $37.6K | 151,001 | 0.1% |
| Luckin Coffee Inc(LKNCY) | SPONSORED ADS | 54951L109 | $31.8K | 808,490 | 0.1% |
| Cision LTD | SHS | G1992S109 | $27.4K | 2,745,874 | 0.1% |
| Hubspot Inc(HUBS) | COM | 443573100 | $7.8K | 49,046 | 0.0% |
| Ares Management Corporation(ARES) | CL A COM STK | 03990B101 | $3.6K | 100,000 | 0.0% |