Q4 2018 Holdings
Filed 2019-02-14 | 14 holdings | $159.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Constellation Brands Inc(STZ) | CL A | 21036P108 | $86.2M | 536,185 | 54.1% |
| Adobe Inc(ADBE) | COM | 00724F101 | $72.3M | 319,661 | 45.4% |
| T Mobile US Inc(TMUS) | COM | 872590104 | $104.6K | 1,644,243 | 0.1% |
| Microsoft Corp(MSFT) | COM | 594918104 | $99.4K | 978,308 | 0.1% |
| Take-Two Interactive Softwar(TTWO) | COM | 874054109 | $92.4K | 897,279 | 0.1% |
| IAC Interactivecorp(IACIEUR) | COM | 44919P508 | $85.8K | 468,872 | 0.1% |
| Restaurant Brands Intl Inc(QSR) | COM | 76131D103 | $80.9K | 1,548,500 | 0.1% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $64.6K | 43,004 | 0.0% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $52.0K | 618,317 | 0.0% |
| Planet Fitness Inc(PLNT) | CL A | 72703H101 | $47.6K | 887,521 | 0.0% |
| Netflix Inc(NFLX) | COM | 64110L106 | $46.1K | 172,129 | 0.0% |
| Pagseguro Digital LTD(PAGS) | COM CL A | G68707101 | $45.5K | 2,429,626 | 0.0% |
| Lamb Weston Hldgs Inc(LW) | COM | 513272104 | $42.5K | 577,244 | 0.0% |
| Ishares TR(IWM) | RUSSELL 2000 ETF | 464287655 | $9.1K | 68,133 | 0.0% |