Q2 2018 Holdings
Filed 2018-08-14 | 11 holdings | $378.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Facebook Inc(META) | CL A | 30303M102 | $82.1K | 422,382 | 21.7% |
| Dollar GEN Corp New(DG) | COM | 256677105 | $45.9K | 465,375 | 12.1% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $41.7K | 37,411 | 11.0% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $36.0K | 432,105 | 9.5% |
| Siteone Landscape Supply Inc(SITE) | COM | 82982L103 | $34.9K | 415,378 | 9.2% |
| Roper Technologies Inc(ROP) | COM | 776696106 | $28.3K | 102,739 | 7.5% |
| The Trade Desk Inc(TTD) | COM CL A | 88339J105 | $26.9K | 286,708 | 7.1% |
| Cimpress N V(CMPR) | SHS EURO | N20146101 | $26.8K | 184,980 | 7.1% |
| Ansys Inc(AKX) | COM | 03662Q105 | $26.3K | 150,704 | 6.9% |
| Workiva Inc(WK) | COM CL A | 98139A105 | $17.0K | 698,448 | 4.5% |
| Ebay Inc(EBAY) | COM | 278642103 | $12.8K | 351,761 | 3.4% |