Q4 2019 Holdings
Filed 2020-02-14 | 12 holdings | $405.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Tenable Hldgs Inc(TENB) | COM | 88025T102 | $47.9M | 2,000,000 | 11.8% |
| Enphase Energy Inc(ENPH) | COM | 29355A107 | $46.4M | 1,775,000 | 11.4% |
| Childrens PL Inc(PLCE) | COM | 168905107 | $46.3M | 740,000 | 11.4% |
| Carvana Co(CVNA) | CL A | 146869102 | $45.1M | 490,000 | 11.1% |
| FTI Consulting Inc(FCN) | COM | 302941109 | $37.1M | 335,550 | 9.2% |
| Boeing Co(BA)Put | COM | 097023105 | $32.6M | 100,000 | 8.0% |
| Alarm COM Hlds Inc(ALRM) | COM | 011642105 | $32.2M | 750,000 | 7.9% |
| Zynga Inc(ZNGAEUR) | CL A | 98986T108 | $30.6M | 5,000,000 | 7.5% |
| Smiledirectclub Inc(SDCCQ) | CL A COM | 83192H106 | $27.5M | 3,150,000 | 6.8% |
| Cars COM Inc(CARS) | COM | 14575E105 | $24.3M | 1,988,100 | 6.0% |
| AMC Entmt Hldgs Inc | CL A COM | 00165C104 | $23.9M | 3,300,000 | 5.9% |
| Dropbox Inc(DBX) | CL A | 26210C104 | $11.6M | 650,000 | 2.9% |