Q1 2021 Holdings
Filed 2021-05-14 | 9 holdings | $136.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Salesforce COM Inc(CRM) | COM | 79466L302 | $39.0K | 183,900 | 28.6% |
| Farfetch LTD(FTCHQ) | ORD SH CL A | 30744W107 | $22.1K | 417,300 | 16.2% |
| Transunion(TRU) | COM | 89400J107 | $16.7K | 185,022 | 12.2% |
| IHS Markit LTD(IHS) | SHS | G47567105 | $14.1K | 145,279 | 10.3% |
| Stoneco LTD(STNE) | COM CL A | G85158106 | $11.6K | 190,273 | 8.5% |
| Vertiv Holdings Co(VRT) | COM CL A | 92537N108 | $11.3K | 562,845 | 8.2% |
| Cedar Fair LP | DEPOSITRY UNIT | 150185106 | $10.4K | 210,133 | 7.6% |
| Workday Inc(WDAY) | CL A | 98138H101 | $7.8K | 31,300 | 5.7% |
| Dada Nexus LTD(D0A) | ADS | 23344D108 | $3.5K | 130,364 | 2.6% |