Q4 2018 Holdings
Filed 2019-02-14 | 12 holdings | $58.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alarm COM Hldgs Inc(ALRM) | COM | 011642105 | $20.0M | 385,000 | 34.4% |
| ACI Worldwide Inc(ACIW) | COM | 004498101 | $19.6M | 710,000 | 33.9% |
| Criteo S A(CRTO) | SPONS ADS | 226718104 | $18.2M | 801,780 | 31.4% |
| FTI Consulting Inc(FCN) | COM | 302941109 | $25.9K | 389,323 | 0.0% |
| Goodyear Tire & Rubr Co(GT) | COM | 382550101 | $21.4K | 1,050,000 | 0.0% |
| Carvana Co(CVNA) | CL A | 146869102 | $20.8K | 635,000 | 0.0% |
| Zynga Inc(ZNGAEUR) | CL A | 98986T108 | $19.7K | 5,000,000 | 0.0% |
| Electronics for Imaging Inc(EFII) | COM | 286082102 | $19.6K | 790,000 | 0.0% |
| 2U Inc | COM | 90214J101 | $17.4K | 350,000 | 0.0% |
| Enphase Energy Inc(ENPH) | COM | 29355A107 | $13.5K | 2,844,259 | 0.0% |
| Euronet Worldwide Inc(EEFT) | COM | 298736109 | $8.7K | 85,000 | 0.0% |
| AMC Entmt Hldgs Inc | CL A COM | 00165C104 | $6.6K | 525,000 | 0.0% |