Q4 2019 Holdings
Filed 2020-02-13 | 14 holdings | $45.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Chewy Inc(CHWY) | CL A | 16679L109 | $13.0M | 448,500 | 28.6% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $12.7M | 59,718 | 27.8% |
| Coty Inc(COTY) | COM CL A | 222070203 | $7.9M | 702,853 | 17.4% |
| Crocs Inc(CROX) | COM | 227046109 | $7.4M | 176,100 | 16.2% |
| Constellation Brands Inc(STZ) | CL A | 21036P108 | $4.5M | 23,545 | 9.8% |
| Aarons Inc(AANUSD) | COM PAR $0.50 | 002535300 | $13.4K | 234,700 | 0.0% |
| Take-Two Interactive Softwar(TTWO) | COM | 874054109 | $11.0K | 89,700 | 0.0% |
| Carvana Co(CVNA) | CL A | 146869102 | $9.9K | 107,055 | 0.0% |
| Peloton Interactive Inc(PTON) | CL A COM | 70614W100 | $8.7K | 304,800 | 0.0% |
| TJX COS Inc New(TJX) | COM | 872540109 | $8.1K | 131,961 | 0.0% |
| SEA LTD(SE) | SPONSORED ADS | 81141R100 | $7.9K | 195,800 | 0.0% |
| Noodles & Co(NDLSUSD) | COM CL A | 65540B105 | $7.4K | 1,327,600 | 0.0% |
| RH(RH) | COM | 74967X103 | $4.4K | 20,566 | 0.0% |
| Purple Innovation Inc(PRPL) | COM | 74640Y106 | $4.3K | 490,000 | 0.0% |