Q2 2020 Holdings
Filed 2020-08-13 | 21 holdings | $26.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Resmed Inc(RMD) | Common Stock | 761152107 | $8.6K | 45,000 | 32.2% |
| 58 COM Inc(WUBAUSD) | SPON ADR REP A | 31680Q104 | $5.2K | 96,764 | 19.5% |
| Acacia Communications Inc(ACIA) | Common Stock | 00401C108 | $2.1K | 31,226 | 7.8% |
| Mobile Mini Inc | Common Stock | 60740F105 | $1.4K | 51,511 | 5.4% |
| T-Mobile US Inc(TMUS) | Common Stock | 872590104 | $1.1K | 11,020 | 4.3% |
| Verizon Communications Inc(VZ) | Common Stock | 92343V104 | $1.1K | 20,000 | 4.1% |
| Grubhub Inc | Common Stock | 400110102 | $1.1K | 15,000 | 3.9% |
| Wesco Intl Inc(WCC) | Common Stock | 95082P105 | $1.0K | 29,331 | 3.8% |
| Growgeneration Corp(GRWG) | Common Stock | 39986L109 | $967 | 141,307 | 3.6% |
| Tech Data Corp | Common Stock | 878237106 | $635 | 5,000 | 2.4% |
| AT&T Inc(T) | Common Stock | 00206R102 | $605 | 20,000 | 2.3% |
| Schwab Charles Corp(SCHW) | Common Stock | 808513105 | $546 | 16,184 | 2.0% |
| TD Ameritrade Hldg Corp(AMT) | Common Stock | 87236Y108 | $543 | 14,919 | 2.0% |
| KKR & Co Inc(KKR) | Common Stock | 48251W104 | $463 | 15,000 | 1.7% |
| Crescent Acquisition Corp | Common Stock | 22564L105 | $376 | 35,970 | 1.4% |
| Apollo Global Mgmt Inc(APOEUR) | Common Stock | 03768E105 | $250 | 5,000 | 0.9% |
| Bristol-Myers Squibb Co(BMY-R) | RIGHT | 110122157 | $207 | 57,762 | 0.8% |
| Insurance Acquisition Corp | Common Stock | 457867109 | $190 | 14,683 | 0.7% |
| Neurotrope Inc | Common Stock | 64129T207 | $154 | 132,496 | 0.6% |
| Turquoise Hill RES LTD | Common Stock | 900435108 | $84 | 115,000 | 0.3% |
| Fitbit Inc(FITEUR) | Common Stock | 33812L102 | $65 | 10,000 | 0.2% |