Q3 2017 Holdings
Filed 2017-11-14 | 23 holdings | $273.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Constellation Brands Inc(STZ) | CL A | 21036P108 | $113.4M | 568,766 | 41.5% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $82.1M | 475,487 | 30.0% |
| Adobe SYS Inc(ADBE) | COM | 00724F101 | $40.2M | 269,383 | 14.7% |
| Charter Communications Inc N(CHTR) | CL A | 16119P108 | $36.7M | 100,987 | 13.4% |
| Broadcom LTD(AVGO) | SHS | Y09827109 | $137.7K | 567,872 | 0.1% |
| Yandex N V(NBIS) | SHS CLASS A | N97284108 | $132.6K | 4,024,105 | 0.0% |
| PTC Inc(PTC) | COM | 69370C100 | $116.1K | 2,062,101 | 0.0% |
| Planet Fitness Inc(PLNT) | CL A | 72703H101 | $89.9K | 3,331,045 | 0.0% |
| Universal Display Corp(OLED) | COM | 91347P105 | $79.4K | 615,912 | 0.0% |
| Take-Two Interactive Softwar(TTWO) | COM | 874054109 | $78.3K | 765,802 | 0.0% |
| Berry Global Group Inc(BERYEUR) | COM | 08579W103 | $77.0K | 1,359,685 | 0.0% |
| Electronic Arts Inc(EA) | COM | 285512109 | $74.1K | 627,344 | 0.0% |
| Restaurant Brands Intl Inc(QSR) | COM | 76131D103 | $67.0K | 1,048,877 | 0.0% |
| F M C Corp(FMC) | COM NEW | 302491303 | $60.8K | 681,048 | 0.0% |
| Facebook Inc(META) | CL A | 30303M102 | $45.2K | 264,636 | 0.0% |
| Mohawk Inds Inc(MHK) | COM | 608190104 | $44.0K | 177,876 | 0.0% |
| Stamps COM Inc(STMP) | COM NEW | 852857200 | $38.2K | 188,733 | 0.0% |
| Netease Inc(NTES) | SPONSORED ADR | 64110W102 | $27.0K | 102,313 | 0.0% |
| Viavi Solutions Inc(VIAV) | COM | 925550105 | $25.4K | 2,682,313 | 0.0% |
| T Mobile US Inc(TMUS) | COM | 872590104 | $17.8K | 287,909 | 0.0% |