Q1 2018 Holdings
Filed 2018-05-15 | 20 holdings | $33.8M | 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 | $13.6M | 74,301 | 40.3% |
| Autonation Inc(AN) | COM | 05329W102 | $11.9M | 253,324 | 35.1% |
| Akamai Technologies Inc(AKAM) | COM | 00971T101 | $8.1M | 114,235 | 24.0% |
| KAR Auction Svcs Inc(OPLN) | COM | 48238T109 | $35.1K | 647,127 | 0.1% |
| Melco Resort Entertainment L(MLCO) | ADR | 585464100 | $23.0K | 792,197 | 0.1% |
| Tapestry Inc(TPR) | COM | 876030107 | $21.9K | 415,628 | 0.1% |
| Hyatt Hotels Corp(H) | COM CL A | 448579102 | $17.3K | 226,232 | 0.1% |
| Microsoft Corp(MSFT) | COM | 594918104 | $16.5K | 181,165 | 0.0% |
| Nike Inc(NKE) | CL B | 654106103 | $16.1K | 241,743 | 0.0% |
| T Mobile US Inc(TMUS) | COM | 872590104 | $13.8K | 226,229 | 0.0% |
| Godaddy Inc(GDDY) | CL A | 380237107 | $10.6K | 172,594 | 0.0% |
| Qorvo Inc(QRVO) | COM | 74736K101 | $9.1K | 129,063 | 0.0% |
| Carnival Corp(CCL) | UNIT 99/99/9999 | 143658300 | $7.5K | 114,402 | 0.0% |
| Ralph Lauren Corp(RL) | CL A | 751212101 | $6.5K | 58,288 | 0.0% |
| Amdocs LTD(DOX) | SHS | G02602103 | $6.4K | 95,958 | 0.0% |
| Apple Inc(AAPL) | COM | 037833100 | $6.4K | 38,053 | 0.0% |
| Dish Network Corp(DISH) | CL A | 25470M109 | $5.0K | 132,400 | 0.0% |
| Texas Roadhouse Inc(TXRH) | COM | 882681109 | $4.8K | 83,565 | 0.0% |
| Echostar Corp(SATS) | CL A | 278768106 | $2.7K | 50,901 | 0.0% |
| LA Quinta Hldgs Inc | COM | 50420D108 | $2.6K | 134,945 | 0.0% |