Q1 2020 Holdings
Filed 2020-05-15 | 24 holdings | $8.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Chewy Inc(CHWY) | CL A | 16679L109 | $8.4M | 223,564 | 95.0% |
| Activision Blizzard Inc(ATVIEUR) | COM | 00507V109 | $41.5K | 697,246 | 0.5% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $34.7K | 359,020 | 0.4% |
| Square Inc(XYZ) | CL A | 852234103 | $34.4K | 657,422 | 0.4% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $31.4K | 27,041 | 0.4% |
| Restaurant Brands Intl Inc(QSR) | COM | 76131D103 | $23.9K | 598,014 | 0.3% |
| Comcast Corp New(CMCSA) | CL A | 20030N101 | $23.6K | 687,200 | 0.3% |
| Tesla Inc(TSLA) | COM | 88160R101 | $23.3K | 44,401 | 0.3% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $21.3K | 10,900 | 0.2% |
| Take-Two Interactive Softwar(TTWO) | COM | 874054109 | $20.7K | 174,660 | 0.2% |
| Twilio Inc(TWLO) | CL A | 90138F102 | $19.9K | 222,335 | 0.2% |
| Elastic N V(ESTC) | ORD SHS | N14506104 | $19.5K | 349,800 | 0.2% |
| Nvidia Corp(NVDA) | COM | 67066G104 | $18.6K | 70,448 | 0.2% |
| Micron Technology Inc(MU) | COM | 595112103 | $17.7K | 420,300 | 0.2% |
| Redfin Corp(RDFN) | COM | 75737F108 | $16.5K | 1,067,973 | 0.2% |
| Ulta Beauty Inc(ULTA) | COM | 90384S303 | $15.6K | 89,000 | 0.2% |
| Mcdonalds Corp(MCD) | COM | 580135101 | $15.5K | 93,800 | 0.2% |
| Dynatrace Inc(DT) | COM | 268150109 | $12.2K | 513,800 | 0.1% |
| Angi Homeservices Inc(ANGI1EUR) | COM CL A | 00183L102 | $11.5K | 2,193,475 | 0.1% |
| Roku Inc(ROKU) | COM CL A | 77543R102 | $10.4K | 118,685 | 0.1% |
| Carvana Co(CVNA) | CL A | 146869102 | $10.0K | 180,700 | 0.1% |
| PAR Technology Corp(PAR) | COM | 698884103 | $9.0K | 699,100 | 0.1% |
| Nike Inc(NKE) | CL B | 654106103 | $6.7K | 80,400 | 0.1% |
| Crowdstrike Hldgs Inc(CRWD) | CL A | 22788C105 | $6.0K | 107,800 | 0.1% |