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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | NETFLIX, INC. | $37.0M | 385000 | 36.77% |
| 2 | SALESFORCE, INC | $16.2M | 87000 | 16.13% |
| 3 | SPROUTS FARMERS MARKET, INC. | $16.1M | 209000 | 16.01% |
| 4 | LULULEMON ATHLETICA INC. | $16.0M | 104200 | 15.84% |
| 5 | ASML HOLDING N V | $9.4M | 7101 | 9.32% |
| 6 | LOWE'S COMPANIES, INC. | $2.4M | 10001 | 2.35% |
| 7 | POOL CORPORATION | $1.7M | 8501 | 1.71% |
| 8 | PAYPAL HOLDINGS, INC. | $1.6M | 35001 | 1.57% |
| 9 | NIKE INC | $106K | 2001 | 0.11% |
| 10 | INVESCO QQQ TRPUT | $96K | 1054 | 0.10% |
| 11 | POOL CORPORATIONCALL | $76K | 220 | 0.08% |
| 12 | CHIPOTLE MEXICAN GRILL INC | $32K | 1000 | 0.03% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.