Q1 2019 Holdings
Filed 2019-05-15 | 24 holdings | $14.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Adobe Inc(ADBE) | COM | 00724F101 | $13.6M | 51,000 | 92.4% |
| Controladora Vuela CIA de AV(VLRS) | SPON ADR RP 10 | 21240E105 | $961.0K | 112,739 | 6.5% |
| Icici BK LTD(IBN) | ADR | 45104G104 | $16.3K | 1,419,948 | 0.1% |
| Ferrari N V(RACE) | COM | N3167Y103 | $14.5K | 108,000 | 0.1% |
| Fleetcor Technologies Inc(FLT1EUR) | COM | 339041105 | $13.3K | 54,000 | 0.1% |
| Servicenow Inc(NOW) | COM | 81762P102 | $12.0K | 48,600 | 0.1% |
| Dominos Pizza Inc(DPZ) | COM | 25754A201 | $11.2K | 43,200 | 0.1% |
| Ansys Inc(AKX) | COM | 03662Q105 | $10.6K | 57,780 | 0.1% |
| Brinks Co(BCO) | COM | 109696104 | $10.0K | 132,840 | 0.1% |
| Shopify Inc(SHOP) | CL A | 82509L107 | $9.6K | 46,589 | 0.1% |
| Five Below Inc(FIVE) | COM | 33829M101 | $9.2K | 74,432 | 0.1% |
| SEA LTD(SE) | SPONSORED ADS | 81141R100 | $8.5K | 361,800 | 0.1% |
| Visa Inc(V) | COM CL A | 92826C839 | $7.2K | 45,900 | 0.0% |
| Netflix Inc(NFLX) | COM | 64110L106 | $6.7K | 18,792 | 0.0% |
| Nike Inc(NKE) | CL B | 654106103 | $6.3K | 74,520 | 0.0% |
| Interactive Brokers Group in(IBKR) | COM CL A | 45841N107 | $6.2K | 118,996 | 0.0% |
| Kirby Corp(KEX) | COM | 497266106 | $6.1K | 81,000 | 0.0% |
| Corporacion Amer Arpts S A(CAAP) | COM | L1995B107 | $3.7K | 441,929 | 0.0% |
| Pagseguro Digital LTD(PAGS) | COM CL A | G68707101 | $3.2K | 108,743 | 0.0% |
| S&P Global Inc(SPGI) | COM | 78409V104 | $2.8K | 13,267 | 0.0% |
| Moodys Corp(MCO) | COM | 615369105 | $2.3K | 12,836 | 0.0% |
| Floor & Decor Hldgs Inc(FND) | CL A | 339750101 | $890 | 21,600 | 0.0% |
| Latam Airls Group S A | SPONSORED ADR | 51817R106 | $857 | 81,000 | 0.0% |
| MGP Ingredients Inc New(MGPI) | COM | 55303J106 | $833 | 10,800 | 0.0% |