| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | AMAZON COM INC | 119,200 | 70,762,000 | 28.54% | ||
| 2 | MASONITE INTL CORP NEW COM | 633,700 | 41,507,000 | 16.74% | ||
| 3 | INSULET CORPORATION | 1,101,600 | 36,529,000 | 14.73% | ||
| 4 | OASIS PETE INC NEW | 4,588,538 | 33,405,000 | 13.47% | ||
| 5 | SIX FLAGS ENTMT CORP NEW | 435,000 | 24,138,000 | 9.73% | ||
| 6 | ALIBABA GROUP HLDG LTD | 250,500 | 19,797,000 | 7.98% | ||
| 7 | MAKEMYTRIP LIMITED MAURITIUS | 605,300 | 10,950,000 | 4.42% | ||
| 8 | GRUBHUB INC | 433,300 | 10,889,000 | 4.39% | Call |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001635999-16-000009, filed 2016.05.16).
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
