Q1 2020 Holdings
Filed 2020-05-15 | 29 holdings | $170.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Stars Group Inc | COM | 85570W100 | $108.1K | 5,161,050 | 63.5% |
| Yandex NV(NBIS) | SHS CL A | N97284108 | $10.4K | 303,500 | 6.1% |
| Zynga Inc(ZNGAEUR) | CL A | 98986T108 | $10.4K | 1,512,000 | 6.1% |
| Salesforce.com Inc(CRM) | COM | 79466L302 | $6.5K | 45,000 | 3.8% |
| FOX Corp - Class A - W/I(FOXA) | CLA | 35137L105 | $6.1K | 242,500 | 3.6% |
| Apollo Global Management Inc(APOEUR) | COM | 03768E105 | $5.9K | 176,000 | 3.5% |
| Uber Technologies Inc(UBER) | COM | 90353T100 | $5.3K | 177,500 | 3.1% |
| Diamond Eagle Acquisit | COM | 25258L109 | $5.3K | 428,500 | 3.1% |
| Luckin Coffee Inc(LKNCY) | ADR | 54951L109 | $3.9K | 132,200 | 2.3% |
| Tencent Music Entertainm(TME) | ADR | 88034P109 | $2.8K | 275,000 | 1.6% |
| Cardlytics Inc(CDLX) | COM | 14161W105 | $2.3K | 65,000 | 1.3% |
| Dell Technologies(DELL) | COM | 24703L202 | $2.0K | 50,000 | 1.2% |
| AIR Canada(ACDVF) | COM CL A | 008911877 | $1.4K | 127,500 | 0.8% |