Q3 2019 Holdings
Filed 2019-11-14 | 10 holdings | $334.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Childrens PL Inc(PLCE) | COM | 168905107 | $53.9M | 700,000 | 16.1% |
| Zynga Inc(ZNGAEUR) | CL A | 98986T108 | $48.0M | 8,250,000 | 14.4% |
| Criteo S A(CRTO) | SPONS ADR | 226718104 | $47.5M | 2,539,981 | 14.2% |
| AMC Entmt Hldgs Inc | CL A COM | 00165C104 | $46.8M | 4,371,865 | 14.0% |
| Enphase Energy Inc(ENPH) | COM | 29355A107 | $38.9M | 1,750,000 | 11.6% |
| FTI Consulting Inc(FCN) | COM | 302941109 | $34.4M | 325,000 | 10.3% |
| Carvana Co(CVNA) | CL A | 146869102 | $19.8M | 300,000 | 5.9% |
| 2U Inc | COM | 90214J101 | $17.9M | 1,100,000 | 5.4% |
| Tenable Hlds Inc(TENB) | COM | 88025T102 | $16.1M | 720,026 | 4.8% |
| Cars COM Inc(CARS) | COM | 14575E105 | $10.8M | 1,200,000 | 3.2% |