Q1 2020 Holdings
Filed 2020-05-14 | 22 holdings | $17.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Chewy Inc(CHWY) | CL A | 16679L109 | $7.5M | 200,000 | 44.1% |
| Chegg Inc(CHGG) | COM | 163092109 | $4.7M | 130,000 | 27.4% |
| Boot Barn Hldgs Inc(BOOT) | COM | 099406100 | $2.9M | 226,936 | 17.3% |
| Canada Goose Holdings Inc(GOOS) | SHS SUB VTG | 135086106 | $1.8M | 91,432 | 10.7% |
| Atlassian Corp PLC(TEAM) | CL A | G06242104 | $9.6K | 70,000 | 0.1% |
| Zscaler Inc(ZS) | COM | 98980G102 | $7.4K | 121,764 | 0.0% |
| Twilio Inc(TWLO) | CL A | 90138F102 | $7.2K | 79,916 | 0.0% |
| Coupa Software Inc(COUPEUR) | COM | 22266L106 | $6.8K | 48,866 | 0.0% |
| Copart Inc(CPRT) | COM | 217204106 | $6.8K | 99,470 | 0.0% |
| Smartsheet Inc(SMARGBP) | COM CL A | 83200N103 | $6.5K | 157,666 | 0.0% |
| Alteryx Inc(AYXEUR) | COM CL A | 02156B103 | $6.3K | 66,007 | 0.0% |
| Planet Fitness Inc(PLNT) | CL A | 72703H101 | $6.0K | 122,400 | 0.0% |
| Facebook Inc(META) | CL A | 30303M102 | $5.7K | 34,000 | 0.0% |
| IAC Interactivecorp(IACIEUR) | COM | 44919P508 | $5.6K | 31,307 | 0.0% |
| Netflix Inc(NFLX) | COM | 64110L106 | $5.3K | 14,000 | 0.0% |
| Liberty Broadband Corp(LBRDA) | COM SER A | 530307107 | $5.2K | 48,985 | 0.0% |
| Crowdstrike Hldgs Inc(CRWD) | CL A | 22788C105 | $5.0K | 90,000 | 0.0% |
| Mongodb Inc(MDB) | CL A | 60937P106 | $4.0K | 29,634 | 0.0% |
| Sinclair Broadcast Group Inc(2362120D) | CL A | 829226109 | $3.5K | 219,789 | 0.0% |
| Okta Inc(OKTA) | CL A | 679295105 | $3.4K | 27,500 | 0.0% |
| Shopify Inc(SHOP) | CL A | 82509L107 | $2.9K | 7,000 | 0.0% |
| Shake Shack Inc(SHAK) | CL A | 819047101 | $2.1K | 55,417 | 0.0% |