Q2 2019 Holdings
Filed 2019-08-14 | 56 holdings | $16.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $4.6M | 150,000 | 28.5% |
| Adobe Inc(ADBE) | COM | 00724F101 | $4.4M | 15,000 | 27.7% |
| ACI Worldwide Inc(ACIW) | COM | 004498101 | $3.4M | 100,000 | 21.5% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $3.4M | 20,000 | 21.2% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $14.0K | 100,000 | 0.1% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $9.5K | 5,000 | 0.1% |
| Take-Two Interactive Softwar(TTWO) | COM | 874054109 | $9.1K | 80,000 | 0.1% |
| Snap Inc(SNAP) | CL A | 83304A106 | $7.2K | 500,000 | 0.0% |
| 3M Co(MMM) | COM | 88579Y101 | $6.9K | 40,000 | 0.0% |
| Sony Corp(SONY) | SPONSORED ADR | 835699307 | $6.8K | 130,000 | 0.0% |
| Palo Alto Networks Inc(PANW)Call | COM | 697435105 | $6.6K | 32,300 | 0.0% |
| Fedex Corp(FDX)Call | COM | 31428X106 | $6.6K | 40,000 | 0.0% |
| Ferrari N V(RACE) | COM | N3167Y103 | $6.5K | 40,000 | 0.0% |
| 3M Co(MMM)Call | COM | 88579Y101 | $5.2K | 30,000 | 0.0% |
| Electronic Arts Inc(EA) | COM | 285512109 | $5.1K | 50,000 | 0.0% |
| Xilinx Inc(XLNXEUR)Call | COM | 983919101 | $4.7K | 40,000 | 0.0% |
| Lyft Inc(LYFT) | CL A COM | 55087P104 | $4.7K | 71,075 | 0.0% |
| Zynga Inc(ZNGAEUR) | CL A | 98986T108 | $4.6K | 750,000 | 0.0% |
| Microchip Technology Inc(MCHP)Call | COM | 595017104 | $4.3K | 50,000 | 0.0% |
| Ishares TR(FXI)Call | CHINA LG-CAP ETF | 464287184 | $4.3K | 100,000 | 0.0% |
| Hasbro Inc(HAS) | COM | 418056107 | $4.3K | 40,300 | 0.0% |
| Stitch FIX Inc(SFIX) | COM CL A | 860897107 | $4.2K | 130,000 | 0.0% |
| MSG Network Inc(MSGN)Call | CL A | 553573106 | $4.1K | 200,000 | 0.0% |
| Fidelity Natl Information SV(FIS) | COM | 31620M106 | $4.0K | 33,000 | 0.0% |
| Splunk Inc(SPLKCHF) | COM | 848637104 | $3.8K | 30,000 | 0.0% |
| Boeing Co(BA)Call | COM | 097023105 | $3.6K | 10,000 | 0.0% |
| Tableau Software Inc(DATA) | CL A | 87336U105 | $3.3K | 20,000 | 0.0% |
| Nvidia Corp(NVDA)Call | COM | 67066G104 | $3.3K | 20,000 | 0.0% |
| Yelp Inc(YELP) | CL A | 985817105 | $3.1K | 90,000 | 0.0% |
| Qualcomm Inc(QCOM) | COM | 747525103 | $3.0K | 40,000 | 0.0% |
| Maxim Integrated Prods Inc(MXIM)Call | COM | 57772K101 | $3.0K | 50,000 | 0.0% |
| Broadcom Inc(AVGO)Call | COM | 11135F101 | $2.9K | 10,000 | 0.0% |
| Broadcom Inc(AVGO) | COM | 11135F101 | $2.9K | 10,000 | 0.0% |
| Roku Inc(ROKU) | COM CL A | 77543R102 | $2.7K | 30,000 | 0.0% |
| Lattice Semiconductor Corp(LSCC) | COM | 518415104 | $2.2K | 150,000 | 0.0% |
| Hasbro Inc(HAS)Call | COM | 418056107 | $2.1K | 20,000 | 0.0% |
| NXP Semiconductors N V(NXPI) | COM | N6596X109 | $2.0K | 20,000 | 0.0% |
| Zillow Group Inc(Z) | CL C CAP STK | 98954M200 | $1.9K | 40,000 | 0.0% |
| Maxim Integrated Prods Inc(MXIM) | COM | 57772K101 | $1.8K | 30,000 | 0.0% |
| Deere & Co(DE) | COM | 244199105 | $1.7K | 10,000 | 0.0% |
| Talend S A | ADS | 874224207 | $1.5K | 40,000 | 0.0% |
| IPG Photonics Corp(IPGP) | COM | 44980X109 | $1.5K | 10,000 | 0.0% |
| Rapid7 Inc(RPD) | COM | 753422104 | $1.4K | 25,000 | 0.0% |
| Servicenow Inc(NOW) | COM | 81762P102 | $1.4K | 5,000 | 0.0% |
| Twilio Inc(TWLO) | CL A | 90138F102 | $1.4K | 10,000 | 0.0% |
| Applied Matls Inc(AMAT)Call | COM | 038222105 | $1.3K | 30,000 | 0.0% |
| Huya Inc(HUYA)Call | ADS REP SHS A | 44852D108 | $1.2K | 50,000 | 0.0% |
| Ringcentral Inc(RNG) | CL A | 76680R206 | $1.1K | 10,000 | 0.0% |
| IPG Photonics Corp(IPGP)Call | COM | 44980X109 | $1.0K | 6,800 | 0.0% |
| NXP Semiconductors N V(NXPI)Call | COM | N6596X109 | $976 | 10,000 | 0.0% |