Q4 2018 Holdings
Filed 2019-02-14 | 15 holdings | $121.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Symantec Corp | COM | 871503108 | $17.0K | 898,700 | 14.0% |
| Qurate Retail Inc(QVCAUSD) | COM SER A | 74915M100 | $13.4K | 685,500 | 11.0% |
| Sailpoint Technlgies Hldgs | COM | 78781P105 | $11.7K | 496,353 | 9.6% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $10.1K | 9,750 | 8.3% |
| Tiffany & Co New(TIFEUR) | COM | 886547108 | $9.5K | 118,100 | 7.8% |
| Insulet Corp(PODD) | COM | 45784P101 | $9.1K | 114,500 | 7.5% |
| TPI Composites Inc(TPICQ) | COM | 87266J104 | $8.5K | 347,500 | 7.0% |
| Stars Group Inc | COM | 85570W100 | $8.2K | 497,800 | 6.8% |
| Skechers U S A Inc(SKAA) | CL A | 830566105 | $7.7K | 337,051 | 6.3% |
| Fitbit Inc(FITEUR) | CL A | 33812L102 | $7.4K | 1,490,750 | 6.1% |
| XPO Logistics Inc(XPO) | COM | 983793100 | $5.7K | 100,200 | 4.7% |
| Trivago N V | SPON ADS A SHS | 89686D105 | $5.1K | 907,659 | 4.2% |
| Truecar Inc(5TC) | COM | 89785L107 | $4.4K | 490,947 | 3.7% |
| Talend S A | ADS | 874224207 | $3.1K | 84,200 | 2.6% |
| Urogen Pharma LTD(URGN) | COM | M96088105 | $537 | 12,482 | 0.4% |