Q2 2021 Holdings
Filed 2021-08-12 | 20 holdings | $257.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Icici Bank Limited(IBN) | ADR | 45104G104 | $21.4K | 1,254,176 | 8.3% |
| Shopify Inc(SHOP) | CL A | 82509L107 | $20.8K | 14,242 | 8.1% |
| Spirit Aerosystems Hldgs Inc(S9Q) | COM CL A | 848574109 | $17.6K | 373,002 | 6.8% |
| Palantir Technologies Inc(PLTR) | CL A | 69608A108 | $17.5K | 664,670 | 6.8% |
| Ansys Inc(AKX) | COM | 03662Q105 | $17.3K | 49,952 | 6.7% |
| Carvana Co(CVNA) | CL A | 146869102 | $16.8K | 55,564 | 6.5% |
| Synopsys Inc(SNPS) | COM | 871607107 | $15.7K | 57,015 | 6.1% |
| Five Below Inc(FIVE) | COM | 33829M101 | $15.5K | 80,443 | 6.0% |
| Huazhu Group LTD(HTHT) | SPONSORED ADS | 44332N106 | $15.1K | 286,172 | 5.9% |
| Ferrari N V(RACE) | COM | N3167Y103 | $12.3K | 59,628 | 4.8% |
| Facebook Inc(META) | CL A | 30303M102 | $12.2K | 35,005 | 4.7% |
| Progyny Inc(PGNY) | COM | 74340E103 | $12.2K | 206,012 | 4.7% |
| Analog Devices Inc(ADI) | COM | 032654105 | $11.3K | 65,853 | 4.4% |
| Dollar GEN Corp New(DG) | COM | 256677105 | $11.2K | 51,897 | 4.4% |
| Sonos Inc(SONO) | COM | 83570H108 | $10.0K | 285,024 | 3.9% |
| Docusign Inc(DOCU) | COM | 256163106 | $9.6K | 34,161 | 3.7% |
| Spotify Technology S A(SPOT) | SHS | L8681T102 | $8.5K | 30,747 | 3.3% |
| Xometry Inc(XMTR) | CLASS A COM | 98423F109 | $6.7K | 76,791 | 2.6% |
| Atlas Crest Invt Corp | COM | 049284102 | $3.2K | 316,693 | 1.2% |
| WEX Inc(WEX) | COM | 96208T104 | $2.9K | 15,050 | 1.1% |