Q3 2019 Holdings
Filed 2019-11-13 | 22 holdings | $22.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Adobe Inc(ADBE) | COM | 00724F101 | $15.8M | 57,051 | 70.2% |
| Cargurus Inc(CARG) | COM CL A | 141788109 | $6.5M | 211,466 | 29.1% |
| Ferrari N V(RACE) | COM | N3167Y103 | $16.3K | 105,730 | 0.1% |
| Fleetcor Technologies Inc(FLT1EUR) | COM | 339041105 | $15.9K | 55,438 | 0.1% |
| Icici BK LTD(IBN) | ADR | 45104G104 | $13.8K | 1,133,668 | 0.1% |
| Ansys Inc(AKX) | COM | 03662Q105 | $13.3K | 59,958 | 0.1% |
| Servicenow Inc(NOW) | COM | 81762P102 | $10.6K | 41,777 | 0.0% |
| Shopify Inc(SHOP) | CL A | 82509L107 | $10.1K | 32,269 | 0.0% |
| Five Below Inc(FIVE) | COM | 33829M101 | $9.7K | 76,825 | 0.0% |
| Netflix Inc(NFLX) | COM | 64110L106 | $9.6K | 35,874 | 0.0% |
| Kirby Corp(KEX) | COM | 497266106 | $8.7K | 106,467 | 0.0% |
| Nike Inc(NKE) | CL B | 654106103 | $8.7K | 92,174 | 0.0% |
| Dominos Pizza Inc(DPZ) | COM | 25754A201 | $8.4K | 34,486 | 0.0% |
| Carvana Co(CVNA) | CL A | 146869102 | $7.5K | 114,005 | 0.0% |
| SEA LTD(SE) | SPONSORED ADS | 81141R100 | $6.3K | 204,125 | 0.0% |
| Visa Inc(V) | COM CL A | 92826C839 | $4.9K | 28,615 | 0.0% |
| Moodys Corp(MCO) | COM | 615369105 | $3.1K | 15,111 | 0.0% |
| Synopsys Inc(SNPS) | COM | 871607107 | $2.9K | 20,821 | 0.0% |
| Corporacion Amer Arpts S A(CAAP) | COM | L1995B107 | $2.5K | 545,000 | 0.0% |
| Brinks Co(BCO) | COM | 109696104 | $2.4K | 28,421 | 0.0% |
| Pagseguro Digital LTD(PAGS) | COM CL A | G68707101 | $1.9K | 41,943 | 0.0% |
| Latam Airls Group S A | SPONSORED ADR | 51817R106 | $453 | 40,781 | 0.0% |