Q2 2019 Holdings
Filed 2019-07-23 | 12 holdings | $746.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Intuit Inc(INTU) | COM | 461202103 | $104.5K | 400,000 | 14.0% |
| Visa Inc(V) | CL A | 92826C839 | $104.1K | 600,000 | 13.9% |
| Ollie's Bargain Outlet Holdings(OLLI) | COM | 681116109 | $100.2K | 1,150,000 | 13.4% |
| Microsoft Corp(MSFT) | COM | 594918104 | $79.0K | 590,000 | 10.6% |
| Amazon.com Inc(AMZN) | COM | 023135106 | $70.1K | 37,000 | 9.4% |
| Netflix Inc(NFLX) | COM | 64110L106 | $62.4K | 170,000 | 8.4% |
| Salesforce.com Inc(CRM) | COM | 79466L302 | $57.7K | 380,000 | 7.7% |
| First Republic Bank/(FRCB) | COM | 33616C100 | $48.8K | 500,000 | 6.5% |
| New Oriental ADR | SPONSORED ADR | 647581107 | $48.3K | 500,000 | 6.5% |
| Skechers USA(SKAA) | CL A | 830566105 | $31.5K | 1,000,000 | 4.2% |
| Take-Two INT Softwre(TTWO) | COM | 874054109 | $29.5K | 260,000 | 4.0% |
| National Vision HD(EYE) | COM | 63845R107 | $10.8K | 350,000 | 1.4% |