Q2 2019 Holdings
Filed 2019-08-14 | 8 holdings | $80.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carvana Co(CVNA) | CL A | 146869102 | $12.6K | 201,217 | 15.7% |
| SS&C Technologies Hldgs Inc(SSNC) | COM | 78467J100 | $12.0K | 208,432 | 15.0% |
| Instructure Inc | COM | 45781U103 | $11.2K | 262,454 | 13.9% |
| Upland Software Inc(UPLD) | COM | 91544A109 | $11.0K | 240,588 | 13.7% |
| Zillow Group Inc(Z) | CL C CAP STK | 98954M200 | $10.2K | 220,300 | 12.8% |
| Cresud S A C I F Y A(CD8) | SPONSORED ADR | 226406106 | $9.2K | 878,499 | 11.5% |
| GCI Liberty Inc(GLIBAEUR) | COM CLASS A | 36164V305 | $8.0K | 129,384 | 9.9% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $5.9K | 5,500 | 7.4% |