Q4 2019 Holdings
Filed 2020-02-10 | 22 holdings | $22.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Adobe Inc(ADBE) | COM | 00724F101 | $15.3M | 46,421 | 66.8% |
| Cargurus Inc(CARG) | COM CL A | 141788109 | $7.4M | 211,466 | 32.4% |
| Ferrari N V(RACE) | COM | N3167Y103 | $17.5K | 105,730 | 0.1% |
| Icici BK LTD(IBN) | ADR | 45104G104 | $16.6K | 1,100,968 | 0.1% |
| Fleetcor Technologies Inc(FLT1EUR) | COM | 339041105 | $16.0K | 55,438 | 0.1% |
| Shopify Inc(SHOP) | CL A | 82509L107 | $15.4K | 38,809 | 0.1% |
| Ansys Inc(AKX) | COM | 03662Q105 | $15.0K | 58,458 | 0.1% |
| Servicenow Inc(NOW) | COM | 81762P102 | $10.6K | 37,417 | 0.0% |
| Carvana Co(CVNA) | CL A | 146869102 | $10.5K | 114,505 | 0.0% |
| Netflix Inc(NFLX) | COM | 64110L106 | $10.4K | 32,124 | 0.0% |
| Dominos Pizza Inc(DPZ) | COM | 25754A201 | $9.7K | 33,126 | 0.0% |
| Five Below Inc(FIVE) | COM | 33829M101 | $9.7K | 75,555 | 0.0% |
| SEA LTD(SE) | SPONSORED ADS | 81141R100 | $9.6K | 239,264 | 0.0% |
| Progyny Inc(PGNY) | COM | 74340E103 | $7.9K | 287,700 | 0.0% |
| Nike Inc(NKE) | CL B | 654106103 | $7.0K | 69,134 | 0.0% |
| Luckin Coffee Inc(LKNCY) | SPONSORED ADS | 54951L109 | $6.1K | 154,600 | 0.0% |
| Visa Inc(V) | COM CL A | 92826C839 | $5.4K | 28,615 | 0.0% |
| Synopsys Inc(SNPS) | COM | 871607107 | $4.1K | 29,541 | 0.0% |
| Corporacion Amer Arpts S A(CAAP) | COM | L1995B107 | $3.3K | 545,000 | 0.0% |
| Pagseguro Digital LTD(PAGS) | COM CL A | G68707101 | $2.3K | 66,949 | 0.0% |
| Xilinx Inc(XLNXEUR) | COM | 983919101 | $2.0K | 20,000 | 0.0% |
| Moodys Corp(MCO) | COM | 615369105 | $357 | 1,503 | 0.0% |