Q1 2022 Holdings
Filed 2022-05-13 | 13 holdings | $50.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Crocs Inc(CROX) | COM | 227046109 | $18.5M | 242,300 | 36.5% |
| Affirm Hldgs Inc(AFRM) | COM CL A | 00827B106 | $13.4M | 289,700 | 26.4% |
| Applovin Corp(APP) | COM CL A | 03831W108 | $9.5M | 171,855 | 18.7% |
| Align Technology Inc(ALGN) | COM | 016255101 | $9.2M | 21,200 | 18.2% |
| Match Group Inc New(MTCH) | COM | 57667L107 | $20.0K | 183,765 | 0.0% |
| Lululemon Athletica Inc(LULU) | COM | 550021109 | $17.1K | 46,949 | 0.0% |
| Olaplex Hldgs Inc(OLPX) | COM | 679369108 | $11.0K | 701,900 | 0.0% |
| Shopify Inc(SHOP) | CL A | 82509L107 | $10.1K | 15,012 | 0.0% |
| Farfetch LTD(FTCHQ) | ORD SH CL A | 30744W107 | $10.0K | 658,700 | 0.0% |
| Plby Group Inc(PLBY) | COM | 72814P109 | $8.2K | 625,063 | 0.0% |
| Figs Inc(FIGS) | CL A | 30260D103 | $8.0K | 369,719 | 0.0% |
| SEA LTD(SE) | SPONSORD ADS | 81141R100 | $7.2K | 60,061 | 0.0% |
| Dlocal LTD(DLO) | CLASS A COM | G29018101 | $6.4K | 203,230 | 0.0% |