Filing: 0001352272-24-000004
Total Filing Value
$117.27MIssuer | Symbol | Class | CUSIP | Value | Shares | Put/Call |
|---|---|---|---|---|---|---|
| MICROSOFT CORP | MSFT | COM | 594918104 | $16,828,800 | 40,000 | — |
| META PLATFORMS INC | META | CL A | 30303M102 | $9,711,600 | 20,000 | — |
| BOSTON SCIENTIFIC CORP | BSX | COM | 101137107 | $7,876,350 | 115,000 | — |
| NVIDIA CORPORATION | NVDA | COM | 67066G104 | $7,228,480 | 8,000 | — |
| APPFOLIO INC | APPF | COM CL A | 03783C100 | $6,168,500 | 25,000 | — |
| GALLAGHER ARTHUR J & CO | AJG | COM | 363576109 | $5,625,900 | 22,500 | — |
| NETFLIX INC | NFLX | COM | 64110L106 | $5,465,970 | 9,000 | — |
| ELI LILLY & CO | LLY | COM | 532457108 | $5,445,720 | 7,000 | — |
| AMAZON COM INC | AMZN | COM | 023135106 | $5,411,400 | 30,000 | — |
| EMCOR GROUP INC | EME | COM | 29084Q100 | $4,902,800 | 14,000 | — |
| BURFORD CAP LTD | BUR | ORD SHS | G17977110 | $4,391,750 | 275,000 | — |
| UNITED RENTALS INC | URI | COM | 911363109 | $4,326,660 | 6,000 | — |
| TRANSDIGM GROUP INC | TDG | COM | 893641100 | $4,310,600 | 3,500 | — |
| VISA INC | V | COM CL A | 92826C839 | $4,186,200 | 15,000 | — |
| INTERACTIVE BROKERS GROUP IN | IBKR | COM CL A | 45841N107 | $3,909,850 | 35,000 | — |
| DANAHER CORPORATION | DHR | COM | 235851102 | $3,745,800 | 15,000 | — |
| EATON CORP PLC | ETN | SHS | G29183103 | $3,126,800 | 10,000 | — |
| FERRARI N V | RACE | COM | N3167Y103 | $3,051,580 | 7,000 | — |
| SHOPIFY INC | SHOP | CL A | 82509L107 | $2,700,950 | 35,000 | — |
| DECKERS OUTDOOR CORP | DECK | COM | 243537107 | $2,353,150 | 2,500 | — |
Rows:
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