Q2 2019 Holdings
Filed 2019-08-02 | 9 holdings | $177.2K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Worldpay Inc(WP) | CL A | 981558109 | $41.1K | 335,700 | 23.2% |
| Stoneco LTD(STNE) | COM CL A | G85158106 | $28.2K | 951,674 | 15.9% |
| Pagseguro Digital LTD(PAGS) | COM CL A | G68707101 | $24.9K | 638,529 | 14.0% |
| Msci Inc(MSCI) | COM | 55354G100 | $17.8K | 74,600 | 10.1% |
| CME Group Inc(CME) | COM | 12572Q105 | $14.8K | 76,400 | 8.4% |
| Bank Amer Corp(BAC) | COM | 060505104 | $14.8K | 510,500 | 8.4% |
| Linx S A | SPONSORED ADS | 53619W101 | $12.9K | 1,410,500 | 7.3% |
| Grupo Supervielle S A(SUPV) | SPONSORED ADR | 40054A108 | $12.7K | 1,613,138 | 7.2% |
| Capital One Finl Corp(COF) | COM | 14040H105 | $10.0K | 110,100 | 5.6% |