Q1 2020 Holdings
Filed 2020-05-15 | 21 holdings | $147.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ehealth Inc(EHTH) | COM | 28238P109 | $17.3K | 122,800 | 11.7% |
| Grand Canyon ED Inc(LOPE) | COM | 38526M106 | $16.5K | 216,600 | 11.2% |
| Five9 Inc(FIVN) | COM | 338307101 | $15.2K | 199,000 | 10.3% |
| American Tower Corp New(AMT) | COM | 03027X100 | $14.7K | 67,545 | 10.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $11.7K | 6,020 | 8.0% |
| Pool Corporation(POOL) | COM | 73278L105 | $10.2K | 52,050 | 7.0% |
| PJT Partners Inc(PJT) | COM CL A | 69343T107 | $9.9K | 227,700 | 6.7% |
| Microsoft Corp(MSFT) | COM | 594918104 | $9.7K | 61,200 | 6.6% |
| Nexstar Media Group Inc(NXST) | CL A | 65336K103 | $7.1K | 122,450 | 4.8% |
| Papa Johns Intl Inc(PZZA) | COM | 698813102 | $6.8K | 127,550 | 4.6% |
| OSI Systems Inc(OSIS) | COM | 671044105 | $6.7K | 97,150 | 4.5% |
| Green DOT Corp(GDOT) | CL A | 39304D102 | $5.2K | 204,100 | 3.5% |
| Orthopediatrics Corp(KIDS) | COM | 68752L100 | $4.5K | 112,250 | 3.0% |
| Silicon Motion Technology Co(SIMO) | SPONSORED ADR | 82706C108 | $2.9K | 79,500 | 2.0% |
| Euronet Worldwide Inc(EEFT) | COM | 298736109 | $2.4K | 28,550 | 1.7% |
| Avalara Inc(AVLRUSD) | COM | 05338G106 | $2.1K | 28,050 | 1.4% |
| Vista Outdoor Inc(VSTOEUR) | COM | 928377100 | $1.5K | 173,500 | 1.0% |
| Sportsmans Whse Hldgs Inc(SPWH) | COM | 84920Y106 | $943 | 153,100 | 0.6% |
| 8X8 Inc New(EGHT) | COM | 282914100 | $920 | 66,350 | 0.6% |
| Smart Global Hldgs Inc(PENG) | SHS | G8232Y101 | $744 | 30,600 | 0.5% |
| Smiledirectclub Inc(SDCCQ) | CL A COM | 83192H106 | $234 | 50,000 | 0.2% |