Q4 2018 Holdings
Filed 2019-02-13 | 21 holdings | $15.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Adobe Inc(ADBE) | COM | 00724F101 | $15.2M | 67,200 | 99.0% |
| Icici BK LTD(IBN) | ADR | 45104G104 | $15.7K | 1,528,200 | 0.1% |
| Dominos Pizza Inc(DPZ) | COM | 25754A201 | $11.8K | 47,520 | 0.1% |
| Ferrari N V(RACE) | COM | N3167Y103 | $11.7K | 117,856 | 0.1% |
| Servicenow Inc(NOW) | COM | 81762P102 | $10.2K | 57,240 | 0.1% |
| Fleetcor Technologies Inc(FLT1EUR) | COM | 339041105 | $10.0K | 54,000 | 0.1% |
| Five Below Inc(FIVE) | COM | 33829M101 | $9.6K | 93,960 | 0.1% |
| Brinks Co(BCO) | COM | 109696104 | $9.1K | 141,480 | 0.1% |
| Interactive Brokers Group in(IBKR) | COM CL A | 45841N107 | $8.3K | 151,396 | 0.1% |
| Visa Inc(V) | COM CL A | 92826C839 | $8.1K | 61,020 | 0.1% |
| Kirby Corp(KEX) | COM | 497266106 | $8.0K | 118,800 | 0.1% |
| Ansys Inc(AKX) | COM | 03662Q105 | $7.0K | 48,708 | 0.0% |
| Shopify Inc(SHOP) | CL A | 82509L107 | $7.0K | 50,220 | 0.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $6.3K | 4,212 | 0.0% |
| Moodys Corp(MCO) | COM | 615369105 | $5.7K | 41,040 | 0.0% |
| Roku Inc(ROKU) | COM CL A | 77543R102 | $5.4K | 176,040 | 0.0% |
| AT Home Group Inc(HOME) | COM | 04650Y100 | $4.6K | 248,400 | 0.0% |
| SEA LTD(SE) | ADR | 81141R100 | $4.0K | 351,000 | 0.0% |
| Corporacion Amer Arpts S A(CAAP) | COM | L1995B107 | $3.6K | 540,000 | 0.0% |
| Pagseguro Digital LTD(PAGS) | COM CL A | G68707101 | $2.7K | 145,800 | 0.0% |
| WEX Inc(WEX) | COM | 96208T104 | $1.5K | 10,800 | 0.0% |