Q1 2019 Holdings
Filed 2019-04-18 | 11 holdings | $225.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| MercadoLibre Inc(MELI) | COM | 58733R102 | $36.9K | 72,642 | 16.3% |
| Spotify Technology SA(SPOT) | SHS | L8681T102 | $28.3K | 203,553 | 12.5% |
| Booking Holdings Inc(BKNG) | COM | 09857L108 | $27.7K | 15,865 | 12.3% |
| Amazon.com Inc(AMZN) | COM | 023135106 | $27.6K | 15,475 | 12.2% |
| Apollo Global Management LLC | CL A | 037612306 | $26.7K | 944,701 | 11.8% |
| GoDaddy Inc(GDDY) | CL A | 380237107 | $26.0K | 345,341 | 11.5% |
| Netflix Inc(NFLX) | COM | 64110L106 | $23.9K | 67,071 | 10.6% |
| Forum Energy Technologies Inc(FETUSD) | COM | 34984V100 | $12.1K | 2,361,295 | 5.3% |
| Select Energy Services Inc(WTTR) | CL A | 81617J301 | $8.3K | 692,412 | 3.7% |
| RTI Surgical Holdings Inc | COM | 74975N105 | $6.5K | 1,080,978 | 2.9% |
| Smartsheet Inc(SMARGBP) | CL A | 83200N103 | $1.9K | 46,285 | 0.8% |