Q2 2017 Holdings
Filed 2017-08-14 | 24 holdings | $27.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Constellation Brands Inc(STZ) | CL A | 21036P108 | $11.2M | 57,780 | 41.0% |
| Adobe SYS Inc(ADBE) | COM | 00724F101 | $9.2M | 64,800 | 33.6% |
| Cars COM Inc(CARS) | COM | 14575E105 | $6.8M | 253,800 | 24.8% |
| Interactive Brokers Group in(IBKR) | COM | 45841N107 | $15.4K | 410,552 | 0.1% |
| Icici BK LTD(IBN) | ADR | 45104G104 | $14.5K | 1,620,000 | 0.1% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $11.4K | 12,236 | 0.0% |
| Comcast Corp New(CMCSA) | CL A | 20030N101 | $10.2K | 262,230 | 0.0% |
| Visa Inc(V) | COM CL A | 92826C839 | $10.1K | 108,013 | 0.0% |
| Ebay Inc(EBAY) | COM | 278642103 | $9.8K | 281,020 | 0.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $9.4K | 9,720 | 0.0% |
| Servicenow Inc(NOW) | COM | 81762P102 | $9.2K | 86,400 | 0.0% |
| Dolby Laboratories Inc(DLB) | COM | 25659T107 | $8.5K | 172,800 | 0.0% |
| Middleby Corp(MIDD) | COM | 596278101 | $7.2K | 58,870 | 0.0% |
| Five Below Inc(FIVE) | COM | 33829M101 | $6.9K | 140,400 | 0.0% |
| Globant S A(GLOB) | COM | L44385109 | $6.6K | 151,200 | 0.0% |
| SBA Communications Corp New(SBAC) | CL A | 78410G104 | $6.6K | 48,600 | 0.0% |
| Expedia Inc del(EXPE) | COM NEW | 30212P303 | $6.4K | 43,200 | 0.0% |
| S&P Global Inc(SPGI) | COM | 78409V104 | $6.3K | 43,200 | 0.0% |
| Priceline GRP Inc | COM NEW | 741503403 | $6.1K | 3,263 | 0.0% |
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $5.9K | 48,380 | 0.0% |
| Moodys Corp(MCO) | COM | 615369105 | $5.8K | 47,940 | 0.0% |
| Ctrip COM Intl LTD(CTRPUSD) | AMERICAN DEP SHS | 22943F100 | $4.7K | 86,400 | 0.0% |
| Proto Labs Inc(PRLB) | COM | 743713109 | $3.3K | 48,600 | 0.0% |
| GDS Hldgs LTD(GDS) | SPONSORED ADR | 36165L108 | $3.3K | 351,000 | 0.0% |