Q1 2018 Holdings
Filed 2018-05-15 | 26 holdings | $221.6M | 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 | $86.8M | 473,041 | 39.2% |
| Constellation Brands Inc(STZ) | CL A | 21036P108 | $71.7M | 314,602 | 32.4% |
| Adobe SYS Inc(ADBE) | COM | 00724F101 | $62.0M | 286,765 | 28.0% |
| Lamb Weston Hldgs Inc(LW) | COM | 513272104 | $151.1K | 2,594,897 | 0.1% |
| Take-Two Interactive Softwar(TTWO) | COM | 874054109 | $95.6K | 977,671 | 0.0% |
| Yandex N V(NBIS) | SHS CLASS A | N97284108 | $93.7K | 2,375,086 | 0.0% |
| Broadcom LTD(AVGO) | SHS | Y09827109 | $90.6K | 384,450 | 0.0% |
| Planet Fitness Inc(PLNT) | CL A | 72703H101 | $84.2K | 2,230,108 | 0.0% |
| Restaurant Brands Intl Inc(QSR) | COM | 76131D103 | $80.3K | 1,411,595 | 0.0% |
| Facebook Inc(META) | CL A | 30303M102 | $74.8K | 467,921 | 0.0% |
| New Oriental ED & Tech GRP I | SPON ADR | 647581107 | $71.1K | 811,176 | 0.0% |
| F M C Corp(FMC) | COM NEW | 302491303 | $64.8K | 846,023 | 0.0% |
| Stamps COM Inc(STMP) | COM NEW | 852857200 | $59.6K | 296,394 | 0.0% |
| PTC Inc(PTC) | COM | 69370C100 | $55.9K | 716,707 | 0.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $48.2K | 33,333 | 0.0% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $35.9K | 100,650 | 0.0% |
| Mohawk Inds Inc(MHK) | COM | 608190104 | $35.3K | 152,208 | 0.0% |
| Vulcan Matls Co(VMC) | COM | 929160109 | $34.9K | 305,423 | 0.0% |
| Pagseguro Digital LTD(PAGS) | COM CL A | G68707101 | $20.5K | 535,665 | 0.0% |
| Electronic Arts Inc(EA) | COM | 285512109 | $19.9K | 164,249 | 0.0% |
| Spectrum Brands Hldgs Inc | COM | 84763R101 | $19.0K | 182,841 | 0.0% |
| Netflix Inc(NFLX) | COM | 64110L106 | $17.7K | 59,893 | 0.0% |
| Microsoft Corp(MSFT) | COM | 594918104 | $4.6K | 50,852 | 0.0% |