Q2 2016 Holdings
Filed 2016-08-15 | 10 holdings | $316.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Amazon COM Inc(AMZN) | COM | 023135106 | $65.8K | 92,000 | 20.8% |
| Masonite Intl Corp New(DOOREUR) | COM | 575385109 | $47.4K | 716,854 | 15.0% |
| Oasis Pete Inc New | COM | 674215108 | $42.9K | 4,688,538 | 13.5% |
| Insulet Corp(PODD) | COM | 45784P101 | $33.3K | 1,101,600 | 10.5% |
| Terraform Global Inc | CL A | 88104M101 | $25.7K | 7,882,919 | 8.1% |
| SIX Flags Entmt Corp New(SIXEUR) | COM | 83001A102 | $25.2K | 435,000 | 8.0% |
| Priceline GRP Inc | COM NEW | 741503403 | $23.2K | 18,600 | 7.3% |
| Makemytrip Limited Mauritius(MMYT) | SHS | V5633W109 | $18.4K | 1,239,600 | 5.8% |
| Solarcity Corp | COM | 83416T100 | $18.3K | 765,000 | 5.8% |
| SEI Investments Co(SEIC) | COM | 784117103 | $16.1K | 335,500 | 5.1% |