Q1 2020 Holdings
Filed 2020-05-15 | 156 holdings | $94.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $9.8M | 50,487 | 10.4% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $10.9M | 239,198 | 11.5% |
| Burlington Stores Inc(BURL) | COM | 122017106 | $12.7M | 80,000 | 13.5% |
| Boston Beer Inc(SAM) | CL A | 100557107 | $15.8M | 42,939 | 16.8% |
| Autozone Inc(AZO) | COM | 053332102 | $32.3M | 38,178 | 34.3% |