Q1 2019 Holdings
Filed 2019-05-14 | 23 holdings | $184.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Adobe Inc(ADBE) | COM | 00724F101 | $47.5M | 178,203 | 25.8% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $46.7M | 255,691 | 25.3% |
| Carmax Inc(KMX) | COM | 143130102 | $45.7M | 655,145 | 24.8% |
| Centene Corp del(CNC) | COM | 15135B101 | $43.5M | 819,965 | 23.6% |
| Square Inc(XYZ)Put | CL A | 852234103 | $86.2K | 1,150,000 | 0.0% |
| Microsoft Corp(MSFT) | COM | 594918104 | $69.8K | 591,996 | 0.0% |
| Facebook Inc(META) | CL A | 30303M102 | $55.8K | 335,010 | 0.0% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $55.7K | 47,478 | 0.0% |
| T Mobile US Inc(TMUS) | COM | 872590104 | $54.3K | 786,504 | 0.0% |
| Icici BK LTD(IBN) | ADR | 45104G104 | $47.6K | 4,153,920 | 0.0% |
| Booking Hldgs Inc(BKNG) | COM | 09857L108 | $41.1K | 23,565 | 0.0% |
| Cigna Corp New(CI) | COM | 125523100 | $41.0K | 255,030 | 0.0% |
| Citigroup Inc(C) | COM NEW | 172967424 | $40.0K | 643,653 | 0.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $33.6K | 18,864 | 0.0% |
| Fleetcor Technologies Inc(FLT1EUR) | COM | 339041105 | $33.4K | 135,460 | 0.0% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $31.9K | 306,892 | 0.0% |
| Interactive Brokers Group in(IBKR) | COM CL A | 45841N107 | $30.8K | 594,448 | 0.0% |
| Nutanix Inc(NTNX) | CL A | 67059N108 | $28.5K | 756,016 | 0.0% |
| Fiserv Inc(FISV) | COM | 337738108 | $26.2K | 296,464 | 0.0% |
| Servicenow Inc(NOW) | COM | 81762P102 | $21.2K | 85,912 | 0.0% |
| Anthem Inc(ELV) | COM | 036752103 | $18.9K | 65,733 | 0.0% |
| Solaredge Technologies Inc(SEDG) | COM | 83417M104 | $14.8K | 393,977 | 0.0% |
| Sonos Inc(SONO) | COM | 83570H108 | $4.5K | 432,666 | 0.0% |