| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | OLLIES BARGAIN OUTLET HLDGS IN COM | 60,000 | 2,556,000 | 0.52% | ||
| 2 | NETFLIX INC | 20,000 | 2,988,000 | 0.61% | ||
| 3 | BLACKHAWK NETWORK HLDGS INC | 80,000 | 3,488,000 | 0.71% | ||
| 4 | TRUECAR INC | 175,000 | 3,488,000 | 0.71% | ||
| 5 | MAKEMYTRIP LIMITED MAURITIUS | 110,000 | 3,691,000 | 0.75% | ||
| 6 | CORNERSTONE ONDEMAND INC | 120,000 | 4,290,000 | 0.87% | ||
| 7 | DYCOM INDS INC | 70,000 | 6,266,000 | 1.27% | Call | |
| 8 | ALBEMARLE CORP | 60,000 | 6,332,000 | 1.28% | ||
| 9 | GENERAL MTRS CO | 200,000 | 6,986,000 | 1.42% | ||
| 10 | ARAMARK | 180,000 | 7,376,000 | 1.49% | ||
| 11 | ETSY INC | 550,000 | 8,250,000 | 1.67% | Call | |
| 12 | LENDINGCLUB CORP | 1,500,000 | 8,265,000 | 1.67% | Call | |
| 13 | PROLOGIS INC | 144,000 | 8,444,000 | 1.71% | ||
| 14 | KROGER CO | 400,000 | 9,328,000 | 1.89% | Put | |
| 15 | PAYPAL HLDGS INC | 200,000 | 10,734,000 | 2.17% | Put | |
| 16 | MATCH GROUP INC | 760,000 | 13,209,000 | 2.68% | ||
| 17 | C H ROBINSON WORLDWIDE INC | 200,000 | 13,736,000 | 2.78% | Put | |
| 18 | GENERAL MTRS CO | 400,000 | 13,972,000 | 2.83% | Call | |
| 19 | TESLA INC | 40,000 | 14,464,000 | 2.93% | Put | |
| 20 | ZYNGA INC | 4,000,000 | 14,560,000 | 2.95% | ||
| 21 | XPO LOGISTICS INC | 250,000 | 16,158,000 | 3.27% | Put | |
| 22 | CINTAS CORP | 130,000 | 16,385,000 | 3.32% | ||
| 23 | MARVELL TECHNOLOGY GROUP LTD | 1,000,000 | 16,520,000 | 3.35% | Call | |
| 24 | LENDINGCLUB CORP | 3,200,000 | 17,632,000 | 3.57% | ||
| 25 | DISNEY WALT CO | 175,000 | 18,594,000 | 3.77% | Put | |
| 26 | WESTERN DIGITAL CORP | 250,000 | 22,150,000 | 4.49% | Put | |
| 27 | EBAY INC | 725,000 | 25,317,000 | 5.13% | ||
| 28 | DYCOM INDS INC | 300,000 | 26,856,000 | 5.44% | ||
| 29 | WESTERN DIGITAL CORP | 350,000 | 31,010,000 | 6.28% | ||
| 30 | UNITED PARCEL SERVICE INC | 300,000 | 33,177,000 | 6.72% | Call | |
| 31 | XPO LOGISTICS INC | 540,000 | 34,900,000 | 7.07% | ||
| 32 | ADOBE INC | 250,000 | 35,360,000 | 7.16% | Put | |
| 33 | ETSY INC | 2,474,500 | 37,118,000 | 7.52% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001164691-17-000141, filed 2017.08.14).
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.
