Q1 2020 Holdings
Filed 2020-05-15 | 15 holdings | $2.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Boot Barn Hldgs Inc(BOOT) | COM | 099406100 | $1.9M | 149,000 | 98.2% |
| Fleetcor Technologies Inc(FLT1EUR) | COM | 339041105 | $5.1K | 27,200 | 0.3% |
| Carvana Co(CVNA) | CL A | 146869102 | $3.9K | 70,500 | 0.2% |
| NMI Hldgs Inc(NMIH) | CL A | 629209305 | $3.7K | 321,740 | 0.2% |
| Vail Resorts Inc(MTN) | COM | 91879Q109 | $3.4K | 22,900 | 0.2% |
| RH(RH) | COM | 74967X103 | $3.3K | 32,500 | 0.2% |
| Cardlytics Inc(CDLX) | COM | 14161W105 | $2.3K | 65,477 | 0.1% |
| Datadog Inc(DDOG) | CL A COM | 23804L103 | $2.1K | 58,700 | 0.1% |
| HCA Healthcare Inc(HCA) | COM | 40412C101 | $2.0K | 22,500 | 0.1% |
| Yeti Hldgs Inc(YETI) | COM | 98585X104 | $1.9K | 98,000 | 0.1% |
| Mgic Invt Corp WIS(MTG) | COM | 552848103 | $1.9K | 295,000 | 0.1% |
| Fastly Inc(FSLY) | CL A | 31188V100 | $1.8K | 95,200 | 0.1% |
| Wayfair Inc(W) | CL A | 94419L101 | $1.7K | 31,600 | 0.1% |
| Liveramp Hldgs Inc(RAMP) | COM | 53815P108 | $1.2K | 35,000 | 0.1% |
| Square Inc(XYZ) | CL A | 852234103 | $995 | 19,000 | 0.1% |