Q2 2018 Holdings
Filed 2018-08-09 | 24 holdings | $20.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Adobe SYS Inc(ADBE) | COM | 00724F101 | $12.9M | 52,920 | 63.9% |
| Constellation Brands Inc(STZ) | CL A | 21036P108 | $7.1M | 32,526 | 35.3% |
| Ferrari N V(RACE) | COM | N3167Y103 | $14.7K | 109,140 | 0.1% |
| Icici BK LTD(IBN) | ADR | 45104G104 | $13.0K | 1,620,000 | 0.1% |
| WEX Inc(WEX) | COM | 96208T104 | $12.6K | 66,315 | 0.1% |
| Dominos Pizza Inc(DPZ) | COM | 25754A201 | $11.0K | 38,880 | 0.1% |
| Visa Inc(V) | COM CL A | 92826C839 | $10.7K | 81,000 | 0.1% |
| Servicenow Inc(NOW) | COM | 81762P102 | $10.6K | 61,560 | 0.1% |
| Kirby Corp(KEX) | COM | 497266106 | $10.4K | 124,038 | 0.1% |
| Moodys Corp(MCO) | COM | 615369105 | $9.4K | 55,080 | 0.0% |
| Netflix Inc(NFLX) | COM | 64110L106 | $9.1K | 23,328 | 0.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $8.6K | 5,076 | 0.0% |
| Five Below Inc(FIVE) | COM | 33829M101 | $8.4K | 86,400 | 0.0% |
| Interactive Brokers Group in(IBKR) | COM | 45841N107 | $7.0K | 108,196 | 0.0% |
| Shopify Inc(SHOP) | CL A | 82509L107 | $6.1K | 41,580 | 0.0% |
| Fleetcor Technologies Inc(FLT1EUR) | COM | 339041105 | $5.8K | 27,335 | 0.0% |
| Ctrip COM Intl LTD(CTRPUSD) | AMERICAN DEP SHS | 22943F100 | $5.7K | 118,800 | 0.0% |
| SEA LTD(SE) | ADR | 81141R100 | $5.5K | 367,200 | 0.0% |
| Stitch FIX Inc(SFIX) | COM CL A | 860897107 | $4.4K | 162,000 | 0.0% |
| Corporacion Amer Arpts S A(CAAP) | COM | L1995B107 | $4.3K | 505,916 | 0.0% |
| Greentree Hospitalty Group L(GHG) | SPONSORED ADS | 39579V100 | $4.2K | 232,948 | 0.0% |
| Best BUY Inc(BBY) | COM | 086516101 | $1.6K | 21,600 | 0.0% |
| Altair Engr Inc(ALTREUR) | COM CL A | 021369103 | $1.2K | 34,000 | 0.0% |
| Qudian Inc(HTT) | ADR | 747798106 | $947 | 106,925 | 0.0% |