Q1 2020 Holdings
Filed 2020-05-12 | 25 holdings | $14.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Adobe Inc(ADBE) | COM | 00724F101 | $12.1M | 38,175 | 86.8% |
| Cargurus Inc(CARG) | COM CL A | 141788109 | $1.7M | 90,326 | 12.2% |
| Shopify Inc(SHOP) | CL A | 82509L107 | $12.4K | 29,812 | 0.1% |
| Ferrari N V(RACE) | COM | N3167Y103 | $11.4K | 74,520 | 0.1% |
| Ansys Inc(AKX) | COM | 03662Q105 | $11.1K | 47,923 | 0.1% |
| Dominos Pizza Inc(DPZ) | COM | 25754A201 | $10.6K | 32,821 | 0.1% |
| Icici Bank Limited(IBN) | ADR | 45104G104 | $9.4K | 1,107,068 | 0.1% |
| Synopsys Inc(SNPS) | COM | 871607107 | $8.8K | 68,050 | 0.1% |
| SEA LTD(SE) | SPONSORED ADS | 81141R100 | $8.3K | 186,670 | 0.1% |
| Carvana Co(CVNA) | CL A | 146869102 | $8.2K | 148,015 | 0.1% |
| Servicenow Inc(NOW) | COM | 81762P102 | $8.1K | 28,153 | 0.1% |
| Fleetcor Technologies Inc(FLT1EUR) | COM | 339041105 | $7.7K | 41,390 | 0.1% |
| Progyny Inc(PGNY) | COM | 74340E103 | $7.2K | 339,139 | 0.1% |
| Netflix Inc(NFLX) | COM | 64110L106 | $6.3K | 16,710 | 0.0% |
| Luckin Coffee Inc(LKNCY) | SPONSORED ADS | 54951L109 | $5.2K | 190,091 | 0.0% |
| Xilinx Inc(XLNXEUR) | COM | 983919101 | $4.9K | 63,017 | 0.0% |
| Five Below Inc(FIVE) | COM | 33829M101 | $4.6K | 65,243 | 0.0% |
| Nike Inc(NKE) | CL B | 654106103 | $3.9K | 46,899 | 0.0% |
| Avalara Inc(AVLRUSD) | COM | 05338G106 | $3.2K | 43,200 | 0.0% |
| Visa Inc(V) | COM CL A | 92826C839 | $2.7K | 17,011 | 0.0% |
| Moodys Corp(MCO) | COM | 615369105 | $2.0K | 9,540 | 0.0% |
| S&P Global Inc(SPGI) | COM | 78409V104 | $1.6K | 6,480 | 0.0% |
| Pagseguro Digital LTD(PAGS) | COM CL A | G68707101 | $1.3K | 66,335 | 0.0% |
| Corporacion Amer Arpts S A(CAAP) | COM | L1995B107 | $999 | 540,000 | 0.0% |
| Latam Airls Group S A | SPONSORED ADR | 51817R106 | $717 | 270,500 | 0.0% |