Q1 2019 Holdings
Filed 2019-05-06 | 14 holdings | $51.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alibaba Group HD(BABA) | SPONSORED ADR | 01609W102 | $51.1M | 280,000 | 98.5% |
| Ollie's Bargain Outlet Holdings(OLLI) | COM | 681116109 | $119.5K | 1,400,000 | 0.2% |
| Intuit Inc(INTU) | COM | 461202103 | $94.1K | 360,000 | 0.2% |
| Visa Inc(V) | CL A | 92826C839 | $78.1K | 500,000 | 0.2% |
| Microsoft Corp(MSFT) | COM | 594918104 | $73.1K | 620,000 | 0.1% |
| Amazon.com Inc(AMZN) | COM | 023135106 | $65.9K | 37,000 | 0.1% |
| Netflix Inc(NFLX) | COM | 64110L106 | $60.6K | 170,000 | 0.1% |
| Salesforce.com Inc(CRM) | COM | 79466L302 | $60.2K | 380,000 | 0.1% |
| Tencent HD(TCEHY) | UNSPONSORED ADR | 88032Q109 | $55.2K | 1,200,000 | 0.1% |
| First Republic Bank/(FRCB) | COM | 33616C100 | $50.2K | 500,000 | 0.1% |
| New Oriental ADR | SPONSORED ADR | 647581107 | $45.0K | 500,000 | 0.1% |
| Skechers USA(SKAA) | CL A | 830566105 | $33.6K | 1,000,000 | 0.1% |
| Take-Two INT Softwre(TTWO) | COM | 874054109 | $24.5K | 260,000 | 0.0% |
| National Vision HD(EYE) | COM | 63845R107 | $11.0K | 350,000 | 0.0% |