Q1 2019 Holdings
Filed 2019-05-15 | 13 holdings | $133.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Bank Amer Corp(BAC)Call | COM | 060505104 | $22.1K | 800,000 | 16.5% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $22.1K | 212,500 | 16.5% |
| The Trade Desk Inc(TTD) | COM CL A | 88339J105 | $14.8K | 75,000 | 11.1% |
| Floor & Decor Hldgs Inc(FND) | CL A | 339750101 | $13.3K | 323,473 | 10.0% |
| Carvana Co(CVNA) | CL A | 146869102 | $9.7K | 167,500 | 7.3% |
| Visa Inc(V) | COM CL A | 92826C839 | $8.6K | 55,000 | 6.4% |
| Paypal Hldgs Inc(PYPL)Call | COM | 70450Y103 | $8.3K | 80,000 | 6.2% |
| Netflix Inc(NFLX) | COM | 64110L106 | $8.0K | 22,500 | 6.0% |
| Lendingtree Inc New(TREE) | COM | 52603B107 | $7.9K | 22,500 | 5.9% |
| Square Inc(XYZ) | CL A | 852234103 | $6.7K | 90,000 | 5.1% |
| Roku Inc(ROKU) | COM CL A | 77543R102 | $5.1K | 79,600 | 3.8% |
| Mastercard Inc(MA) | CL A | 57636Q104 | $4.7K | 20,000 | 3.5% |
| Invitae Corp(NVTA1EUR) | COM | 46185L103 | $2.0K | 85,649 | 1.5% |