Q4 2019 Holdings
Filed 2020-01-21 | 10 holdings | $201.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Apollo Global Management Inc(APOEUR) | CL A | 03768E105 | $43.4K | 910,335 | 21.6% |
| MercadoLibre Inc(MELI) | COM | 58733R102 | $31.5K | 55,115 | 15.7% |
| Amazon.com Inc(AMZN) | COM | 023135106 | $29.7K | 16,078 | 14.8% |
| GoDaddy Inc(GDDY) | CL A | 380237107 | $26.4K | 389,233 | 13.1% |
| Netflix Inc(NFLX) | COM | 64110L106 | $21.7K | 67,071 | 10.8% |
| Spotify Technology SA(SPOT) | SHS | L8681T102 | $17.7K | 118,352 | 8.8% |
| Automatic Data Processing Inc(ADP) | COM | 053015103 | $16.7K | 97,847 | 8.3% |
| Select Energy Services Inc(WTTR) | CL A | 81617J301 | $6.4K | 692,412 | 3.2% |
| Forum Energy Technologies Inc(FETUSD) | COM | 34984V100 | $4.8K | 2,857,472 | 2.4% |
| RTI Surgical Holdings Inc | COM | 74975N105 | $3.0K | 1,080,978 | 1.5% |