Q4 2018 Holdings
Filed 2019-02-14 | 11 holdings | $5.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Canada Goose Holdings Inc(GOOS) | SHS SUB VTG | 135086106 | $5.5M | 125,000 | 98.8% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $13.5K | 160,000 | 0.2% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $10.1K | 6,750 | 0.2% |
| The Trade Desk Inc(TTD) | COM CL A | 88339J105 | $7.5K | 65,000 | 0.1% |
| Lendingtree Inc New(TREE) | COM | 52603B107 | $7.1K | 32,500 | 0.1% |
| Spirit Airls Inc(SAVEEUR) | COM | 848577102 | $6.7K | 115,000 | 0.1% |
| XPO Logistics Inc(XPO) | COM | 983793100 | $6.4K | 112,230 | 0.1% |
| Square Inc(XYZ) | CL A | 852234103 | $4.5K | 80,000 | 0.1% |
| Visa Inc(V) | COM CL A | 92826C839 | $4.0K | 30,000 | 0.1% |
| Roku Inc(ROKU) | COM CL A | 77543R102 | $3.1K | 100,000 | 0.1% |
| Floor & Decor Hldgs Inc(FND) | CL A | 339750101 | $2.0K | 77,500 | 0.0% |