Q2 2019 Holdings
Filed 2019-08-13 | 21 holdings | $24.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Adobe Inc(ADBE) | COM | 00724F101 | $15.2M | 51,471 | 63.1% |
| Cargurus Inc(CARG) | COM CL A | 141788109 | $8.7M | 240,766 | 36.2% |
| Icici BK LTD(IBN) | ADR | 45104G104 | $17.5K | 1,389,844 | 0.1% |
| Ferrari N V(RACE) | COM | N3167Y103 | $17.1K | 105,730 | 0.1% |
| Fleetcor Technologies Inc(FLT1EUR) | COM | 339041105 | $15.6K | 55,438 | 0.1% |
| Ansys Inc(AKX) | COM | 03662Q105 | $12.4K | 60,315 | 0.1% |
| Servicenow Inc(NOW) | COM | 81762P102 | $11.5K | 41,777 | 0.0% |
| Netflix Inc(NFLX) | COM | 64110L106 | $10.6K | 28,745 | 0.0% |
| Brinks Co(BCO) | COM | 109696104 | $10.5K | 129,345 | 0.0% |
| Shopify Inc(SHOP) | CL A | 82509L107 | $10.3K | 34,340 | 0.0% |
| SEA LTD(SE) | SPONSORED ADS | 81141R100 | $10.3K | 309,855 | 0.0% |
| Five Below Inc(FIVE) | COM | 33829M101 | $9.9K | 82,289 | 0.0% |
| Dominos Pizza Inc(DPZ) | COM | 25754A201 | $9.6K | 34,486 | 0.0% |
| Nike Inc(NKE) | CL B | 654106103 | $8.3K | 98,714 | 0.0% |
| Kirby Corp(KEX) | COM | 497266106 | $6.5K | 81,750 | 0.0% |
| Visa Inc(V) | COM CL A | 92826C839 | $5.0K | 28,615 | 0.0% |
| Pagseguro Digital LTD(PAGS) | COM CL A | G68707101 | $4.1K | 104,213 | 0.0% |
| Corporacion Amer Arpts S A(CAAP) | COM | L1995B107 | $3.6K | 446,028 | 0.0% |
| Moodys Corp(MCO) | COM | 615369105 | $3.3K | 16,910 | 0.0% |
| Latam Airls Group S A | SPONSORED ADR | 51817R106 | $1.3K | 134,381 | 0.0% |
| Luckin Coffee Inc(LKNCY) | SPONSORED ADS | 54951L109 | $832 | 42,700 | 0.0% |