Q1 2019 Holdings
Filed 2019-05-15 | 13 holdings | $373.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Enphase Energy Inc(ENPH) | COM | 29355A107 | $41.5M | 4,500,000 | 11.1% |
| Carvana Co(CVNA) | CL A | 146869102 | $40.6M | 700,000 | 10.9% |
| FTI Consulting Inc(FCN) | COM | 302941109 | $36.5M | 475,000 | 9.8% |
| Childrens PL Inc(PLCE) | COM | 168905107 | $36.5M | 375,000 | 9.8% |
| Zynga Inc(ZNGAEUR) | CL A | 98986T108 | $33.3M | 6,250,000 | 8.9% |
| 2U Inc | COM | 90214J101 | $32.5M | 458,700 | 8.7% |
| AMC Entmt Hldgs Inc | CL A COM | 00165C104 | $29.7M | 2,000,000 | 8.0% |
| Criteo S A(CRTO) | SPONS ADS | 226718104 | $29.3M | 1,462,482 | 7.9% |
| Dominos Pizza Inc(DPZ) | COM | 25754A201 | $23.2M | 90,000 | 6.2% |
| Electronics for Imaging Inc(EFII) | COM | 286082102 | $23.2M | 863,126 | 6.2% |
| Viewray Inc(VRAYQ) | COM | 92672L107 | $17.4M | 2,350,000 | 4.7% |
| ACI Worldwide Inc(ACIW) | COM | 004498101 | $16.3M | 495,982 | 4.4% |
| Alarm COM Hldgs Inc(ALRM) | COM | 011642105 | $13.0M | 200,000 | 3.5% |