Q2 2019 Holdings
Filed 2019-08-14 | 11 holdings | $390.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carvana Co(CVNA) | CL A | 146869102 | $56.3M | 900,000 | 14.4% |
| Enphase Energy Inc(ENPH) | COM | 29355A107 | $51.0M | 2,800,000 | 13.1% |
| Criteo S A(CRTO) | SPONS ADR | 226718104 | $41.7M | 2,422,621 | 10.7% |
| Zynga Inc(ZNGAEUR) | CL A | 98986T108 | $40.7M | 6,640,786 | 10.4% |
| Childrens PL Inc(PLCE) | COM | 168905107 | $40.5M | 425,000 | 10.4% |
| 2U Inc | COM | 90214J101 | $37.6M | 1,000,000 | 9.6% |
| FTI Consulting Inc(FCN) | COM | 302941109 | $33.5M | 400,000 | 8.6% |
| AMC Entmt Hldgs Inc | CL A COM | 00165C104 | $29.8M | 3,193,594 | 7.6% |
| Viewray Inc(VRAYQ) | COM | 92672L107 | $24.2M | 2,750,000 | 6.2% |
| Cars COM Inc(CARS) | COM | 14575E105 | $22.7M | 1,153,377 | 5.8% |
| Iridium Communications Inc(IRDM) | COM | 46269C102 | $12.2M | 525,000 | 3.1% |