Q3 2018 Holdings
Filed 2018-11-14 | 23 holdings | $18.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Adobe SYS Inc(ADBE) | COM | 00724F101 | $14.6M | 54,000 | 79.8% |
| Constellation Brands Inc(STZ) | CL A | 21036P108 | $3.5M | 16,326 | 19.3% |
| Icici BK LTD(IBN) | ADR | 45104G104 | $12.8K | 1,512,000 | 0.1% |
| Ferrari N V(RACE) | COM | N3167Y103 | $12.4K | 90,656 | 0.1% |
| Visa Inc(V) | COM CL A | 92826C839 | $12.2K | 81,000 | 0.1% |
| Dominos Pizza Inc(DPZ) | COM | 25754A201 | $11.5K | 38,880 | 0.1% |
| AT Home Group Inc(HOME) | COM | 04650Y100 | $10.2K | 324,000 | 0.1% |
| Servicenow Inc(NOW) | COM | 81762P102 | $9.9K | 50,760 | 0.1% |
| Kirby Corp(KEX) | COM | 497266106 | $9.8K | 118,638 | 0.1% |
| Shopify Inc(SHOP) | CL A | 82509L107 | $9.3K | 56,700 | 0.1% |
| Five Below Inc(FIVE) | COM | 33829M101 | $9.1K | 70,200 | 0.1% |
| Fleetcor Technologies Inc(FLT1EUR) | COM | 339041105 | $9.1K | 40,035 | 0.0% |
| Netflix Inc(NFLX) | COM | 64110L106 | $8.7K | 23,328 | 0.0% |
| WEX Inc(WEX) | COM | 96208T104 | $8.7K | 43,203 | 0.0% |
| Interactive Brokers Group in(IBKR) | COM | 45841N107 | $8.4K | 151,396 | 0.0% |
| Moodys Corp(MCO) | COM | 615369105 | $7.4K | 44,280 | 0.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $6.9K | 3,456 | 0.0% |
| Stitch FIX Inc(SFIX) | COM CL A | 860897107 | $6.4K | 146,880 | 0.0% |
| SEA LTD(SE) | ADR | 81141R100 | $5.1K | 367,200 | 0.0% |
| Roku Inc(ROKU) | COM CL A | 77543R102 | $4.7K | 64,800 | 0.0% |
| Corporacion Amer Arpts S A(CAAP) | COM | L1995B107 | $4.6K | 540,000 | 0.0% |
| Brinks Co(BCO) | COM | 109696104 | $3.8K | 54,000 | 0.0% |
| Greentree Hospitalty Group L(GHG) | SPONSORED ADS | 39579V100 | $2.5K | 198,631 | 0.0% |