Q1 2019 Holdings
Filed 2019-05-15 | 24 holdings | $20.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $2.8K | 10,000 | 13.5% |
| Churchill Cap Corp | COM CL A | 17142R103 | $2.4K | 180,000 | 11.6% |
| Netflix Inc(NFLX) | COM | 64110L106 | $1.4K | 4,000 | 6.8% |
| CDK Global Inc(CDK) | COM | 12508E101 | $1.4K | 24,000 | 6.8% |
| Stericycle Inc(SRCLEUR) | COM | 858912108 | $1.1K | 20,000 | 5.2% |
| Twilio Inc(TWLO) | CL A | 90138F102 | $1.0K | 8,000 | 4.9% |
| Simply Good Foods Co(SMPL) | COM | 82900L102 | $808 | 39,251 | 3.9% |
| Danaher Corporation(DHR) | COM | 235851102 | $792 | 6,000 | 3.8% |
| Mastercard Inc(MA) | CL A | 57636Q104 | $706 | 3,000 | 3.4% |
| Iqvia Hldgs Inc(IQV) | COM | 46266C105 | $700 | 4,867 | 3.3% |
| Icici BK LTD(IBN) | ADR | 45104G104 | $688 | 60,000 | 3.3% |
| Global Pmts Inc(GPN) | COM | 37940X102 | $683 | 5,000 | 3.3% |
| Ceridian HCM Hldg Inc(DAY) | COM | 15677J108 | $664 | 12,947 | 3.2% |
| Vonage Hldgs Corp | COM | 92886T201 | $643 | 64,000 | 3.1% |
| Gartner Inc(IT) | COM | 366651107 | $637 | 4,200 | 3.0% |
| S&P Global Inc(SPGI) | COM | 78409V104 | $632 | 3,000 | 3.0% |
| Viavi Solutions Inc(VIAV) | COM | 925550105 | $613 | 49,488 | 2.9% |
| Booking Hldgs Inc(BKNG) | COM | 09857L108 | $576 | 330 | 2.8% |
| Match Group Inc(MTCHEUR) | COM | 57665R106 | $566 | 10,000 | 2.7% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $475 | 3,000 | 2.3% |
| Docusign Inc(DOCU) | COM | 256163106 | $415 | 8,000 | 2.0% |
| Keysight Technologies Inc(KEYS) | COM | 49338L103 | $391 | 4,479 | 1.9% |
| WIX COM LTD(WIX) | SHS | M98068105 | $362 | 3,000 | 1.7% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $356 | 200 | 1.7% |