Q1 2018 Holdings
Filed 2018-05-09 | 24 holdings | $24.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Adobe SYS Inc(ADBE) | COM | 00724F101 | $12.6M | 58,320 | 51.7% |
| Constellation Brands Inc(STZ) | CL A | 21036P108 | $11.6M | 51,100 | 47.7% |
| Ferrari N V(RACE) | COM | N3167Y103 | $13.2K | 109,140 | 0.1% |
| Icici BK LTD(IBN) | ADR | 45104G104 | $11.6K | 1,313,300 | 0.0% |
| WEX Inc(WEX) | COM | 96208T104 | $11.6K | 73,875 | 0.0% |
| Servicenow Inc(NOW) | COM | 81762P102 | $10.7K | 64,800 | 0.0% |
| Interactive Brokers Group in(IBKR) | COM | 45841N107 | $9.8K | 145,800 | 0.0% |
| Dominos Pizza Inc(DPZ) | COM | 25754A201 | $9.1K | 38,880 | 0.0% |
| Moodys Corp(MCO) | COM | 615369105 | $8.0K | 49,680 | 0.0% |
| Visa Inc(V) | COM CL A | 92826C839 | $7.9K | 65,853 | 0.0% |
| Netflix Inc(NFLX) | COM | 64110L106 | $7.7K | 25,920 | 0.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $7.3K | 5,076 | 0.0% |
| Five Below Inc(FIVE) | COM | 33829M101 | $7.1K | 97,200 | 0.0% |
| Kirby Corp(KEX) | COM | 497266106 | $7.1K | 91,638 | 0.0% |
| Ctrip COM Intl LTD(CTRPUSD) | AMERICAN DEP SHS | 22943F100 | $5.5K | 118,800 | 0.0% |
| Fleetcor Technologies Inc(FLT1EUR) | COM | 339041105 | $5.2K | 25,920 | 0.0% |
| Expedia Group Inc(EXPE) | COM NEW | 30212P303 | $5.1K | 45,960 | 0.0% |
| Corporacion Amer Arpts S A(CAAP) | COM | L1995B107 | $4.6K | 375,236 | 0.0% |
| Performance Food Group Co(PFGC) | COM | 71377A103 | $4.2K | 140,400 | 0.0% |
| SBA Communications Corp New(SBAC) | CL A | 78410G104 | $2.7K | 15,664 | 0.0% |
| S&P Global Inc(SPGI) | COM | 78409V104 | $2.1K | 10,800 | 0.0% |
| Greentree Hospitalty Group L(GHG) | SPONSORED ADS | 39579V100 | $1.3K | 100,000 | 0.0% |
| Qudian Inc(HTT) | ADR | 747798106 | $1.3K | 106,925 | 0.0% |
| Iqiyi Inc(IQ) | SPONSORED ADS | 46267X108 | $880 | 56,600 | 0.0% |