Q4 2017 Holdings
Filed 2018-02-14 | 22 holdings | $266.7M | 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 | 496,210 | 42.5% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $87.4M | 506,962 | 32.8% |
| Adobe SYS Inc(ADBE) | COM | 00724F101 | $64.7M | 369,000 | 24.2% |
| Broadcom LTD(AVGO) | SHS | Y09827109 | $137.5K | 535,404 | 0.1% |
| Lamb Weston Hldgs Inc(LW) | COM | 513272104 | $129.7K | 2,297,935 | 0.0% |
| Planet Fitness Inc(PLNT) | CL A | 72703H101 | $113.1K | 3,266,420 | 0.0% |
| Universal Display Corp(OLED) | COM | 91347P105 | $106.5K | 616,897 | 0.0% |
| Yandex N V(NBIS) | SHS CLASS A | N97284108 | $104.8K | 3,198,965 | 0.0% |
| Take-Two Interactive Softwar(TTWO) | COM | 874054109 | $89.2K | 812,272 | 0.0% |
| Berry Global Group Inc(BERYEUR) | COM | 08579W103 | $79.9K | 1,361,773 | 0.0% |
| Spectrum Brands Hldgs Inc | COM | 84763R101 | $76.7K | 682,642 | 0.0% |
| Restaurant Brands Intl Inc(QSR) | COM | 76131D103 | $64.7K | 1,052,800 | 0.0% |
| PTC Inc(PTC) | COM | 69370C100 | $63.9K | 1,051,912 | 0.0% |
| Electronic Arts Inc(EA) | COM | 285512109 | $51.9K | 493,574 | 0.0% |
| F M C Corp(FMC) | COM NEW | 302491303 | $50.1K | 529,510 | 0.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $41.8K | 35,773 | 0.0% |
| Mohawk Inds Inc(MHK) | COM | 608190104 | $38.5K | 139,643 | 0.0% |
| Stamps COM Inc(STMP) | COM NEW | 852857200 | $35.1K | 186,453 | 0.0% |
| Facebook Inc(META) | CL A | 30303M102 | $33.9K | 192,163 | 0.0% |