| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Paypal Hldgs Inc(PYPL) | 155,748 | $37.8K | 16.21% |
| 2 | SEA LTD(SE) | 133,000 | $29.7K | 12.72% |
| 3 | Match Group Inc New(MTCH) | 157,210 | $21.6K | 9.26% |
| 4 | Snap Inc(SNAP) | 379,400 | $19.8K | 8.50% |
| 5 | Lululemon Athletica Inc(LULU) | 44,909 | $13.8K | 5.90% |
| 6 | Unity Software Inc(U) | 128,100 | $12.8K | 5.51% |
| 7 | Shopify Inc(SHOP) | 8,500 | $9.4K | 4.03% |
Latest filing, equity positions only