Q1 2021 Holdings
Filed 2021-05-17 | 23 holdings | $1.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Facebook Inc(META) | CL A | 30303M102 | $116.5K | 395,500 | 10.8% |
| Adecoagro S A(AGRO) | COM | L00849106 | $91.9K | 11,692,837 | 8.5% |
| SEA LTD(SE) | SPONSORD ADS | 81141R100 | $88.3K | 395,500 | 8.2% |
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $80.4K | 225,780 | 7.4% |
| Nike Inc(NKE) | CL B | 654106103 | $75.0K | 564,490 | 6.9% |
| Alexanders Inc(ALX) | COM | 014752109 | $69.5K | 250,500 | 6.4% |
| SIX Flags Entmt Corp New(SIXEUR) | COM | 83001A102 | $68.2K | 1,468,400 | 6.3% |
| LAS Vegas Sands Corp(LVS) | COM | 517834107 | $54.9K | 904,000 | 5.1% |
| Uber Technologies Inc(UBER) | COM | 90353T100 | $49.3K | 904,000 | 4.6% |
| Carvana Co(CVNA) | CL A | 146869102 | $44.5K | 169,510 | 4.1% |
| Outfront Media Inc | COM | 69007J106 | $44.4K | 2,033,200 | 4.1% |
| Zillow Group Inc(Z) | CL C CAP STK | 98954M200 | $43.9K | 338,900 | 4.1% |
| Snap Inc(SNAP) | CL A | 83304A106 | $41.4K | 792,266 | 3.8% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $36.8K | 310,800 | 3.4% |
| Match Group Inc New(MTCH) | COM | 57667L107 | $31.0K | 226,000 | 2.9% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $30.2K | 124,360 | 2.8% |
| Carnival Corp(CCL) | UNIT 99/99/9999 | 143658300 | $30.0K | 1,130,000 | 2.8% |
| Live Nation Entertainment in(LYV) | COM | 538034109 | $28.7K | 338,960 | 2.7% |
| Replay Acquisition Corp | COM | G75130107 | $22.4K | 2,350,000 | 2.1% |
| Applied Matls Inc(AMAT) | COM | 038222105 | $15.1K | 113,000 | 1.4% |
| Canopy Growth CorpPut | COM | 138035100 | $8.1K | 251,600 | 0.7% |
| Canopy Growth Corp | COM | 138035100 | $8.1K | 251,600 | 0.7% |
| Replay Acquisition Corp | *W EXP 03/01/202 | G75130115 | $1.5K | 1,175,000 | 0.1% |