Q1 2018 Holdings
Filed 2018-05-15 | 21 holdings | $1.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Crown Castle Intl Corp New(CCI) | COM | 22822V101 | $421.0K | 3,842 | 27.4% |
| Netflix Inc(NFLX) | COM | 64110L106 | $214.5K | 726,410 | 14.0% |
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $105.7K | 603,250 | 6.9% |
| Facebook Inc(META) | CL A | 30303M102 | $96.4K | 603,220 | 6.3% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $87.4K | 60,360 | 5.7% |
| Zendesk Inc | COM | 98936J101 | $80.9K | 1,689,090 | 5.3% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $77.2K | 663,580 | 5.0% |
| Banco Macro SA(BMA) | SPON ADR B | 05961W105 | $64.9K | 600,967 | 4.2% |
| Adecoagro S A(AGRO) | COM | L00849106 | $63.6K | 8,462,958 | 4.1% |
| Alexanders Inc(ALX) | COM | 014752109 | $58.7K | 153,853 | 3.8% |
| Snap Inc(SNAP) | CL A | 83304A106 | $57.4K | 3,619,640 | 3.7% |
| PTC Inc(PTC) | COM | 69370C100 | $56.5K | 723,850 | 3.7% |
| Electronic Arts Inc(EA) | COM | 285512109 | $51.2K | 422,280 | 3.3% |
| Ellie MAE Inc | COM | 28849P100 | $38.8K | 422,500 | 2.5% |
| Take-Two Interactive Softwar(TTWO) | COM | 874054109 | $35.4K | 361,880 | 2.3% |
| Interxion Holding N.v | SHS | N47279109 | $16.5K | 265,764 | 1.1% |
| Powershares QQQ TrustPut | UNIT SER 1 | 73935A104 | $8.0K | 50,000 | 0.5% |
| Anheuser Busch Inbev SA(BUD) | SPONSORED ADR | 03524A108 | $1.8K | 16,700 | 0.1% |
| American Tower Corp New(AMT) | COM | 03027X100 | $589 | 4,050 | 0.0% |
| Equinix Inc(EQIX) | COM PAR $0.001 | 29444U700 | $309 | 739 | 0.0% |
| Weyerhaeuser Co(WY) | COM | 962166104 | $251 | 7,165 | 0.0% |