Q2 2020 Holdings
Filed 2020-08-13 | 23 holdings | $125.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $55.7M | 258,221 | 44.6% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $41.6M | 1,183,970 | 33.3% |
| Centene Corp del(CNC) | COM | 15135B101 | $27.0M | 424,974 | 21.6% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $70.3K | 25,487 | 0.1% |
| Citigroup Inc(C) | COM NEW | 172967424 | $60.9K | 1,192,594 | 0.0% |
| T-Mobile US Inc(TMUS) | COM | 872590104 | $56.6K | 543,212 | 0.0% |
| Microsoft Corp(MSFT) | COM | 594918104 | $55.8K | 274,144 | 0.0% |
| 8X8 Inc New(EGHT) | COM | 282914100 | $49.8K | 3,114,338 | 0.0% |
| Servicemaster Global Hldgs I | COM | 81761R109 | $48.7K | 1,364,169 | 0.0% |
| Anthem Inc(ELV) | COM | 036752103 | $39.4K | 149,868 | 0.0% |
| Genpact Limited(G) | SHS | G3922B107 | $39.2K | 1,072,408 | 0.0% |
| Interactive Brokers Group in(IBKR) | COM CL A | 45841N107 | $38.7K | 925,817 | 0.0% |
| Zendesk Inc | COM | 98936J101 | $35.1K | 396,125 | 0.0% |
| TJX COS Inc New(TJX) | COM | 872540109 | $33.2K | 655,650 | 0.0% |
| PTC Inc(PTC) | COM | 69370C100 | $33.0K | 424,690 | 0.0% |
| Netflix Inc(NFLX) | COM | 64110L106 | $31.1K | 68,355 | 0.0% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $29.2K | 156,092 | 0.0% |
| Elastic N V(ESTC) | ORD SHS | N14506104 | $23.5K | 255,181 | 0.0% |
| 21Vianet Group Inc(VNET) | SPONSORED ADS A | 90138A103 | $20.1K | 843,719 | 0.0% |
| Deckers Outdoor Corp(DECK) | COM | 243537107 | $18.7K | 95,220 | 0.0% |
| WIX COM LTD(WIX) | SHS | M98068105 | $14.5K | 56,591 | 0.0% |
| 8X8 Inc New(EGHT)Call | COM | 282914100 | $9.6K | 600,000 | 0.0% |
| T-Mobile US Inc | RIGHT 07/27/2020 | 872590112 | $91 | 543,212 | 0.0% |