Think Investments LP Activity Q4 2014-Q3 2023

Q3 2023

			Value		Shares		↓ Weighting
FUTU	Sell	FUTU HLDGS LTDspon ads cl a	$21,505,320	+26.5%	372,000	-13.0%	4.86%	+30.5%
SQ	Buy	BLOCK INCcl a	$20,948,258	-24.4%	473,300	+13.7%	4.73%	-22.0%
GOOG	Sell	ALPHABET INCcap stk cl c	$19,798,992	-35.8%	150,163	-41.1%	4.47%	-33.7%
S	New	SENTINELONE INCcl a	$19,633,588	–	1,164,507	–	4.43%	–
	Buy	THOUGHTWORKS HOLDING INC	$17,625,845	-13.9%	4,320,060	+59.3%	3.98%	-11.2%
TRIP	Buy	TRIPADVISOR INC	$15,270,180	+14.3%	921,000	+13.7%	3.45%	+17.9%
TASK	Sell	TASKUS INC	$12,363,836	-47.7%	1,191,121	-42.9%	2.79%	-46.0%
	New	FORTREA HLDGS INC	$11,041,458	–	386,200	–	2.49%	–
KWEB	Sell	KRANESHARES TRcall	$10,948,000	-18.7%	400,000	-20.0%	2.47%	-16.1%
BEKE	Sell	KE HLDGS INCsponsored ads	$6,706,192	-54.9%	432,100	-56.9%	1.51%	-53.5%
YTRA	Buy	YATRA ONLINE INC	$3,131,285	+13.0%	1,557,853	+11.3%	0.71%	+16.5%
FSR	New	FISKER INC	$2,099,340	–	327,000	–	0.47%	–

Q2 2023

			Value		Shares		↓ Weighting
CAR	New	AVIS BUDGET GROUP	$43,561,635	–	190,500	–	9.53%	–
AMZN	New	AMAZON COM INC	$43,448,988	–	333,300	–	9.51%	–
IBN	New	ICICI BANK LIMITEDadr	$36,928,000	–	1,600,000	–	8.08%	–
BABA	New	ALIBABA GROUP HLDG LTDsponsored ads	$33,623,390	–	403,400	–	7.36%	–
QCOM	New	QUALCOMM INC	$32,021,760	–	269,000	–	7.01%	–
GOOG	New	ALPHABET INCcap stk cl c	$30,823,156	–	254,800	–	6.75%	–
SQ	New	BLOCK INCcl a	$27,706,434	–	416,200	–	6.06%	–
TASK	New	TASKUS INC	$23,629,459	–	2,087,408	–	5.17%	–
CTLT	New	CATALENT INC	$23,223,616	–	535,600	–	5.08%	–
MELI	New	MERCADOLIBRE INC	$21,678,180	–	18,300	–	4.74%	–
	New	THOUGHTWORKS HOLDING INC	$20,470,262	–	2,711,293	–	4.48%	–
FUTU	New	FUTU HLDGS LTDspon ads cl a	$16,996,798	–	427,700	–	3.72%	–
SE	New	SEA LTDsponsord ads	$15,792,684	–	272,100	–	3.46%	–
HDB	New	HDFC BANK LTDsponsored ads	$15,630,016	–	224,247	–	3.42%	–
BEKE	New	KE HLDGS INCsponsored ads	$14,878,215	–	1,001,900	–	3.26%	–
KWEB	New	KRANESHARES TRcall	$13,465,000	–	500,000	–	2.95%	–
TRIP	New	TRIPADVISOR INC	$13,361,847	–	810,300	–	2.92%	–
TAL	New	TAL EDUCATION GROUPsponsored ads	$11,920,000	–	2,000,000	–	2.61%	–
ZG	New	ZILLOW GROUP INCcl a	$11,475,064	–	233,233	–	2.51%	–
	New	NEXTDOOR HOLDINGS INC	$3,519,421	–	1,079,577	–	0.77%	–
YTRA	New	YATRA ONLINE INC	$2,772,000	–	1,400,000	–	0.61%	–

Q4 2022

			Value		Shares		↓ Weighting
TAL	Exit	TAL EDUCATION GROUPsponsored ads	$0	–	-600,000	–	-0.91%	–
YTRA	Exit	YATRA ONLINE INC	$0	–	-1,400,000	–	-0.96%	–
SAVA	Exit	CASSAVA SCIENCES INC	$0	–	-111,661	–	-1.43%	–
OPEN	Exit	OPENDOOR TECHNOLOGIES INC	$0	–	-1,773,500	–	-1.69%	–
ZG	Exit	ZILLOW GROUP INCcl a	$0	–	-233,233	–	-2.05%	–
MQ	Exit	MARQETA INC	$0	–	-1,017,789	–	-2.22%	–
	Exit	NEXTDOOR HOLDINGS INC	$0	–	-2,600,000	–	-2.22%	–
DGNU	Exit	DRAGONEER GROWTH OPT CORP II	$0	–	-800,000	–	-2.40%	–
SQ	Exit	BLOCK INCcl a	$0	–	-186,000	–	-3.14%	–
	Exit	NU HLDGS LTD	$0	–	-2,756,000	–	-3.72%	–
HDB	Exit	HDFC BANK LTDsponsored ads	$0	–	-224,247	–	-4.02%	–
FUTU	Exit	FUTU HLDGS LTDspon ads cl a	$0	–	-363,394	–	-4.16%	–
CAR	Exit	AVIS BUDGET GROUP	$0	–	-112,157	–	-5.11%	–
TASK	Exit	TASKUS INC	$0	–	-1,100,000	–	-5.43%	–
MELI	Exit	MERCADOLIBRE INC	$0	–	-23,400	–	-5.94%	–
TTM	Exit	TATA MTRS LTDsponsored adr	$0	–	-802,493	–	-5.97%	–
BABA	Exit	ALIBABA GROUP HLDG LTDsponsored ads	$0	–	-250,000	–	-6.13%	–
BEKE	Exit	KE HLDGS INCsponsored ads	$0	–	-1,191,000	–	-6.40%	–
SE	Exit	SEA LTDsponsord ads	$0	–	-431,400	–	-7.42%	–
QCOM	Exit	QUALCOMM INC	$0	–	-261,300	–	-9.05%	–
AMZN	Exit	AMAZON COM INC	$0	–	-270,000	–	-9.36%	–
IBN	Exit	ICICI BANK LIMITEDadr	$0	–	-1,600,000	–	-10.29%	–

Q3 2022

			Value		Shares		↓ Weighting
BEKE	Sell	KE HLDGS INCsponsored ads	$20,866,000	+9.6%	1,191,000	-7.4%	6.40%	+15.3%
BABA	Buy	ALIBABA GROUP HLDG LTDsponsored ads	$19,998,000	+95.4%	250,000	+145.6%	6.13%	+105.6%
TTM	New	TATA MTRS LTDsponsored adr	$19,468,000	–	802,493	–	5.97%	–
TASK	New	TASKUS INC	$17,710,000	–	1,100,000	–	5.43%	–
CAR	Sell	AVIS BUDGET GROUP	$16,651,000	-29.1%	112,157	-17.9%	5.11%	-25.4%
HDB	New	HDFC BANK LTDsponsored ads	$13,101,000	–	224,247	–	4.02%	–
	New	NU HLDGS LTD	$12,126,000	–	2,756,000	–	3.72%	–
SQ	New	BLOCK INCcl a	$10,228,000	–	186,000	–	3.14%	–
	Buy	NEXTDOOR HOLDINGS INC	$7,254,000	-7.0%	2,600,000	+8.3%	2.22%	-2.1%
MQ	Sell	MARQETA INC	$7,247,000	-63.6%	1,017,789	-51.1%	2.22%	-61.6%
OPEN	Sell	OPENDOOR TECHNOLOGIES INC	$5,516,000	-63.2%	1,773,500	-40.4%	1.69%	-61.3%
YTRA	New	YATRA ONLINE INC	$3,122,000	–	1,400,000	–	0.96%	–
TAL	Sell	TAL EDUCATION GROUPsponsored ads	$2,964,000	-44.4%	600,000	-40.0%	0.91%	-41.5%
LEAPWS	Exit	RIBBIT LEAP LTD*w exp 09/09/202	$0	–	-344,568	–	-0.02%	–
TWLO	Exit	TWILIO INCcl a	$0	–	-50,000	–	-1.25%	–
CRWD	Exit	CROWDSTRIKE HLDGS INCcl a	$0	–	-82,300	–	-4.37%	–
FB	Exit	META PLATFORMS INCcl a	$0	–	-102,000	–	-4.78%	–
LEAP	Exit	RIBBIT LEAP LTD	$0	–	-1,722,840	–	-5.00%	–

Q2 2022

			Value		Shares		↓ Weighting
QCOM	New	QUALCOMM INC	$38,267,000	–	261,300	–	11.15%	–
SE	New	SEA LTDsponsord ads	$33,123,000	–	431,400	–	9.65%	–
IBN	New	ICICI BANK LIMITEDadr	$33,024,000	–	1,600,000	–	9.62%	–
AMZN	New	AMAZON COM INC	$33,016,000	–	270,000	–	9.62%	–
CAR	New	AVIS BUDGET GROUP	$23,488,000	–	136,600	–	6.84%	–
MQ	New	MARQETA INC	$19,885,000	–	2,082,200	–	5.79%	–
BEKE	New	KE HLDGS INCsponsored ads	$19,041,000	–	1,285,700	–	5.55%	–
MELI	New	MERCADOLIBRE INC	$18,808,000	–	23,400	–	5.48%	–
LEAP	New	RIBBIT LEAP LTD	$17,159,000	–	1,722,840	–	5.00%	–
FB	New	META PLATFORMS INCcl a	$16,393,000	–	102,000	–	4.78%	–
FUTU	New	FUTU HLDGS LTDspon ads cl a	$15,517,000	–	363,394	–	4.52%	–
CRWD	New	CROWDSTRIKE HLDGS INCcl a	$14,986,000	–	82,300	–	4.37%	–
OPEN	New	OPENDOOR TECHNOLOGIES INC	$14,986,000	–	2,973,500	–	4.37%	–
BABA	New	ALIBABA GROUP HLDG LTDsponsored ads	$10,236,000	–	101,800	–	2.98%	–
ZG	New	ZILLOW GROUP INCcl a	$8,140,000	–	233,233	–	2.37%	–
DGNU	New	DRAGONEER GROWTH OPT CORP II	$7,832,000	–	800,000	–	2.28%	–
	New	NEXTDOOR HOLDINGS INC	$7,800,000	–	2,400,000	–	2.27%	–
TAL	New	TAL EDUCATION GROUPsponsored ads	$5,330,000	–	1,000,000	–	1.55%	–
TWLO	New	TWILIO INCcl a	$4,280,000	–	50,000	–	1.25%	–
SAVA	New	CASSAVA SCIENCES INC	$1,880,000	–	111,661	–	0.55%	–
LEAPWS	New	RIBBIT LEAP LTD*w exp 09/09/202	$59,000	–	344,568	–	0.02%	–

Q4 2021

			Value		Shares		↓ Weighting
	Exit	CCC INTELLIGENT SOLUTIONS HL*w exp 07/30/202	$0	–	-504,702	–	-0.05%	–
LEAPWS	Exit	RIBBIT LEAP LTD*w exp 09/09/202	$0	–	-344,568	–	-0.05%	–
SNOW	Exit	SNOWFLAKE INCcl a	$0	–	-7,000	–	-0.24%	–
WKHS	Exit	WORKHORSE GROUP INC	$0	–	-401,480	–	-0.35%	–
AGCB	Exit	ALTIMETER GROWTH CORP 2	$0	–	-646,500	–	-0.74%	–
NNOX	Exit	NANO X IMAGING LTD	$0	–	-344,600	–	-0.89%	–
DGNU	Exit	DRAGONEER GROWTH OPT CORP II	$0	–	-800,000	–	-0.90%	–
EDU	Exit	NEW ORIENTAL ED & TECHNOLOGYspon adr	$0	–	-3,846,200	–	-0.91%	–
Z	Exit	ZILLOW GROUP INCcl c cap stk	$0	–	-90,800	–	-0.92%	–
	Exit	FRESHWORKS INC	$0	–	-200,000	–	-0.98%	–
DNMR	Exit	DANIMER SCIENTIFIC INC	$0	–	-535,000	–	-1.00%	–
TAL	Exit	TAL EDUCATION GROUPsponsored ads	$0	–	-1,911,200	–	-1.06%	–
DGNS	Exit	DRAGONEER GROWTH OPPTY CORP	$0	–	-990,000	–	-1.13%	–
BABA	Exit	ALIBABA GROUP HLDG LTDsponsored ads	$0	–	-101,800	–	-1.73%	–
OZON	Exit	OZON HLDGS PLCsponsored ads	$0	–	-300,000	–	-1.74%	–
LEAP	Exit	RIBBIT LEAP LTD	$0	–	-1,722,840	–	-2.00%	–
PINS	Exit	PINTEREST INCcl a	$0	–	-364,400	–	-2.14%	–
ZG	Exit	ZILLOW GROUP INCcl a	$0	–	-233,233	–	-2.38%	–
	Exit	ROCKET LAB USA INC	$0	–	-1,356,182	–	-2.52%	–
QCOM	Exit	QUALCOMM INC	$0	–	-213,800	–	-3.17%	–
MELI	Exit	MERCADOLIBRE INC	$0	–	-19,700	–	-3.80%	–
AFRM	Exit	AFFIRM HLDGS INC	$0	–	-300,000	–	-4.11%	–
CPNG	Exit	COUPANG INCcl a	$0	–	-1,292,100	–	-4.14%	–
FUTU	Exit	FUTU HLDGS LTDspon ads cl a	$0	–	-413,394	–	-4.33%	–
KVSB	Exit	KHOSLA VENTURES ACQUSTN CO I	$0	–	-3,743,648	–	-4.38%	–
AMZN	Exit	AMAZON COM INC	$0	–	-13,500	–	-5.10%	–
IBN	Exit	ICICI BANK LIMITEDadr	$0	–	-2,443,000	–	-5.30%	–
PODD	Exit	INSULET CORP	$0	–	-167,000	–	-5.46%	–
SE	Exit	SEA LTDsponsord ads	$0	–	-376,900	–	-13.81%	–
SPY	Exit	SPDR S&P 500 ETF TRcall	$0	–	-500,000	–	-24.67%	–

Q3 2021

			Value		Shares		↓ Weighting
SPY	New	SPDR S&P 500 ETF TRcall	$214,570,000	–	500,000	–	24.67%	–
KVSB	New	KHOSLA VENTURES ACQUSTN CO I	$38,110,000	–	3,743,648	–	4.38%	–
FUTU	Sell	FUTU HLDGS LTDspon ads cl a	$37,627,000	-55.9%	413,394	-13.2%	4.33%	-61.4%
CPNG	New	COUPANG INCcl a	$35,985,000	–	1,292,100	–	4.14%	–
AFRM	Sell	AFFIRM HLDGS INC	$35,739,000	-5.2%	300,000	-46.4%	4.11%	-17.1%
	New	ROCKET LAB USA INC	$21,875,000	–	1,356,182	–	2.52%	–
PINS	New	PINTEREST INCcl a	$18,566,000	–	364,400	–	2.14%	–
DGNS	Sell	DRAGONEER GROWTH OPPTY CORP	$9,851,000	-2.5%	990,000	-1.0%	1.13%	-14.6%
TAL	Buy	TAL EDUCATION GROUPsponsored ads	$9,250,000	-65.5%	1,911,200	+79.7%	1.06%	-69.8%
DNMR	New	DANIMER SCIENTIFIC INC	$8,742,000	–	535,000	–	1.00%	–
	New	FRESHWORKS INC	$8,538,000	–	200,000	–	0.98%	–
EDU	New	NEW ORIENTAL ED & TECHNOLOGYspon adr	$7,885,000	–	3,846,200	–	0.91%	–
WKHS	Sell	WORKHORSE GROUP INC	$3,071,000	-87.2%	401,480	-72.3%	0.35%	-88.8%
SNOW	Sell	SNOWFLAKE INCcl a	$2,117,000	-88.0%	7,000	-90.4%	0.24%	-89.5%
	New	CCC INTELLIGENT SOLUTIONS HL*w exp 07/30/202	$417,000	–	504,702	–	0.05%	–
DGNRWS	Exit	DRAGONEER GROWTH OPPORTUN CO*w exp 08/18/202	$0	–	-179,824	–	-0.05%	–
PCT	Exit	PURECYCLE TECHNOLOGIES INC	$0	–	-109,697	–	-0.34%	–
SPCE	Exit	VIRGIN GALACTIC HOLDINGS INC	$0	–	-204,500	–	-1.24%	–
DGNR	Exit	DRAGONEER GROWTH OPPORTUN CO	$0	–	-1,000,120	–	-1.31%	–
PLAN	Exit	ANAPLAN INC	$0	–	-217,000	–	-1.52%	–
VACQ	Exit	VECTOR ACQUISITION CORP	$0	–	-1,635,000	–	-2.34%	–
HLF	Exit	HERBALIFE NUTRITION LTD	$0	–	-421,000	–	-2.92%	–
AMZN	Exit	AMAZON COM INCcall	$0	–	-8,500	–	-3.84%	–
HGEN	Exit	HUMANIGEN INC	$0	–	-1,876,000	–	-4.28%	–

Q2 2021

			Value		Shares		↓ Weighting
SE	New	SEA LTDsponsord ads	$103,497,000	–	376,900	–	13.60%	–
FUTU	New	FUTU HLDGS LTDspon ads cl a	$85,247,000	–	476,000	–	11.20%	–
AMZN	New	AMAZON COM INC	$46,442,000	–	13,500	–	6.10%	–
PODD	New	INSULET CORP	$45,843,000	–	167,000	–	6.02%	–
IBN	New	ICICI BANK LIMITEDadr	$41,775,000	–	2,443,000	–	5.49%	–
AFRM	New	AFFIRM HLDGS INC	$37,716,000	–	560,000	–	4.95%	–
HGEN	New	HUMANIGEN INC	$32,605,000	–	1,876,000	–	4.28%	–
MELI	New	MERCADOLIBRE INC	$30,688,000	–	19,700	–	4.03%	–
QCOM	New	QUALCOMM INC	$30,558,000	–	213,800	–	4.01%	–
AMZN	New	AMAZON COM INCcall	$29,241,000	–	8,500	–	3.84%	–
ZG	New	ZILLOW GROUP INCcl a	$28,578,000	–	233,233	–	3.75%	–
TAL	New	TAL EDUCATION GROUPsponsored ads	$26,835,000	–	1,063,600	–	3.52%	–
WKHS	New	WORKHORSE GROUP INC	$24,042,000	–	1,449,200	–	3.16%	–
BABA	New	ALIBABA GROUP HLDG LTDsponsored ads	$23,086,000	–	101,800	–	3.03%	–
HLF	New	HERBALIFE NUTRITION LTD	$22,205,000	–	421,000	–	2.92%	–
LEAP	New	RIBBIT LEAP LTD	$18,417,000	–	1,722,840	–	2.42%	–
VACQ	New	VECTOR ACQUISITION CORP	$17,805,000	–	1,635,000	–	2.34%	–
OZON	New	OZON HLDGS PLCsponsored ads	$17,586,000	–	300,000	–	2.31%	–
SNOW	New	SNOWFLAKE INCcl a	$17,579,000	–	72,700	–	2.31%	–
PLAN	New	ANAPLAN INC	$11,566,000	–	217,000	–	1.52%	–
Z	New	ZILLOW GROUP INCcl c cap stk	$11,098,000	–	90,800	–	1.46%	–
NNOX	New	NANO X IMAGING LTD	$11,044,000	–	344,600	–	1.45%	–
DGNS	New	DRAGONEER GROWTH OPPTY CORP	$10,100,000	–	1,000,000	–	1.33%	–
DGNR	New	DRAGONEER GROWTH OPPORTUN CO	$9,961,000	–	1,000,120	–	1.31%	–
SPCE	New	VIRGIN GALACTIC HOLDINGS INC	$9,407,000	–	204,500	–	1.24%	–
DGNU	New	DRAGONEER GROWTH OPT CORP II	$8,000,000	–	800,000	–	1.05%	–
AGCB	New	ALTIMETER GROWTH CORP 2	$6,627,000	–	646,500	–	0.87%	–
PCT	New	PURECYCLE TECHNOLOGIES INC	$2,594,000	–	109,697	–	0.34%	–
LEAPWS	New	RIBBIT LEAP LTD*w exp 09/09/202	$772,000	–	344,568	–	0.10%	–
DGNRWS	New	DRAGONEER GROWTH OPPORTUN CO*w exp 08/18/202	$361,000	–	179,824	–	0.05%	–

Q4 2020

			Value		Shares		↓ Weighting
IBN	Exit	ICICI BANK LIMITEDcall	$0	–	-500,000	–	-0.91%	–
GOTU	Exit	GSX TECHEDU INCsponsored ads	$0	–	-62,900	–	-1.04%	–
ABUS	Exit	ARBUTUS BIOPHARMA CORP	$0	–	-2,000,000	–	-1.16%	–
SNOW	Exit	SNOWFLAKE INCcl a	$0	–	-28,000	–	-1.30%	–
DGNRU	Exit	DRAGONEER GROWTH OPPORTUN COunit 08/18/2027	$0	–	-899,118	–	-2.03%	–
FUTU	Exit	FUTU HLDGS LTDspon ads cl a	$0	–	-442,200	–	-2.33%	–
Z	Exit	ZILLOW GROUP INCcl c cap stk	$0	–	-139,900	–	-2.62%	–
HGEN	Exit	HUMANIGEN INC	$0	–	-1,337,808	–	-2.62%	–
DBX	Exit	DROPBOX INCcl a	$0	–	-750,000	–	-2.66%	–
PDD	Exit	PINDUODUO INCsponsored ads	$0	–	-283,600	–	-3.88%	–
LEAPU	Exit	RIBBIT LEAP LTDunit 99/99/9999	$0	–	-1,722,839	–	-4.13%	–
ZG	Exit	ZILLOW GROUP INCcl a	$0	–	-258,233	–	-4.84%	–
MELI	Exit	MERCADOLIBRE INC	$0	–	-24,300	–	-4.85%	–
TPX	Exit	TEMPUR SEALY INTL INC	$0	–	-297,200	–	-4.89%	–
ROKU	Exit	ROKU INC	$0	–	-146,400	–	-5.10%	–
AXP	Exit	AMERICAN EXPRESS CO	$0	–	-276,700	–	-5.12%	–
BABA	Exit	ALIBABA GROUP HLDG LTDsponsored ads	$0	–	-101,800	–	-5.52%	–
IBN	Exit	ICICI BANK LIMITEDadr	$0	–	-3,449,307	–	-6.25%	–
QCOM	Exit	QUALCOMM INC	$0	–	-310,600	–	-6.74%	–
PODD	Exit	INSULET CORP	$0	–	-202,300	–	-8.83%	–
AMZN	Exit	AMAZON COM INC	$0	–	-15,800	–	-9.18%	–
SE	Exit	SEA LTDsponsord ads	$0	–	-492,700	–	-14.00%	–

Q3 2020

			Value		Shares		↓ Weighting
SE	Sell	SEA LTDsponsord ads	$75,896,000	+30.0%	492,700	-9.5%	14.00%	-2.5%
PODD	Buy	INSULET CORP	$47,862,000	+35.1%	202,300	+11.0%	8.83%	+1.3%
IBN	Buy	ICICI BANK LIMITEDadr	$33,907,000	+13.7%	3,449,307	+7.4%	6.25%	-14.7%
AXP	New	AMERICAN EXPRESS CO	$27,739,000	–	276,700	–	5.12%	–
ROKU	New	ROKU INC	$27,640,000	–	146,400	–	5.10%	–
MELI	Buy	MERCADOLIBRE INC	$26,304,000	+49.9%	24,300	+36.5%	4.85%	+12.4%
LEAPU	New	RIBBIT LEAP LTDunit 99/99/9999	$22,397,000	–	1,722,839	–	4.13%	–
PDD	Sell	PINDUODUO INCsponsored ads	$21,029,000	-31.7%	283,600	-20.9%	3.88%	-48.8%
HGEN	New	HUMANIGEN INC	$14,234,000	–	1,337,808	–	2.62%	–
FUTU	New	FUTU HLDGS LTDspon ads cl a	$12,656,000	–	442,200	–	2.33%	–
DGNRU	New	DRAGONEER GROWTH OPPORTUN COunit 08/18/2027	$11,014,000	–	899,118	–	2.03%	–
SNOW	New	SNOWFLAKE INCcl a	$7,028,000	–	28,000	–	1.30%	–
ABUS	New	ARBUTUS BIOPHARMA CORP	$6,260,000	–	2,000,000	–	1.16%	–
GOTU	Sell	GSX TECHEDU INCsponsored ads	$5,668,000	-62.2%	62,900	-74.8%	1.04%	-71.7%
IBN	New	ICICI BANK LIMITEDcall	$4,915,000	–	500,000	–	0.91%	–
ZUO	Exit	ZUORA INC	$0	–	-491,000	–	-1.54%	–
GDX	Exit	VANECK VECTORS ETF TRgold miners etf	$0	–	-180,368	–	-1.63%	–
ACB	Exit	AURORA CANNABIS INC	$0	–	-628,849	–	-1.91%	–
TLRY	Exit	TILRAY INC	$0	–	-1,095,224	–	-1.92%	–
ANGI	Exit	ANGI HOMESERVICES INC	$0	–	-945,000	–	-2.82%	–
CRWD	Exit	CROWDSTRIKE HLDGS INCcl a	$0	–	-117,800	–	-2.91%	–
LEGN	Exit	LEGEND BIOTECH CORPsponsored ads	$0	–	-314,200	–	-3.29%	–

Q2 2020

			Value		Shares		↓ Weighting
SE	New	SEA LTDsponsored ads	$58,371,000	–	544,300	–	14.36%	–
AMZN	New	AMAZON COM INC	$43,589,000	–	15,800	–	10.72%	–
PODD	New	INSULET CORP	$35,414,000	–	182,300	–	8.71%	–
PDD	New	PINDUODUO INCsponsored ads	$30,782,000	–	358,600	–	7.57%	–
IBN	New	ICICI BANK LIMITEDadr	$29,823,000	–	3,210,201	–	7.34%	–
QCOM	New	QUALCOMM INC	$28,330,000	–	310,600	–	6.97%	–
BABA	New	ALIBABA GROUP HLDG LTDsponsored ads	$21,958,000	–	101,800	–	5.40%	–
TPX	New	TEMPUR SEALY INTL INC	$21,384,000	–	297,200	–	5.26%	–
MELI	New	MERCADOLIBRE INC	$17,547,000	–	17,800	–	4.32%	–
DBX	New	DROPBOX INCcl a	$16,328,000	–	750,000	–	4.02%	–
GOTU	New	GSX TECHEDU INCsponsored ads	$14,998,000	–	250,000	–	3.69%	–
ZG	New	ZILLOW GROUP INCcl a	$14,843,000	–	258,233	–	3.65%	–
LEGN	New	LEGEND BIOTECH CORPsponsored ads	$13,372,000	–	314,200	–	3.29%	–
CRWD	New	CROWDSTRIKE HLDGS INCcl a	$11,814,000	–	117,800	–	2.91%	–
ANGI	New	ANGI HOMESERVICES INC	$11,482,000	–	945,000	–	2.82%	–
Z	New	ZILLOW GROUP INCcl c cap stk	$8,060,000	–	139,900	–	1.98%	–
TLRY	New	TILRAY INC	$7,787,000	–	1,095,224	–	1.92%	–
ACB	New	AURORA CANNABIS INC	$7,777,000	–	628,849	–	1.91%	–
GDX	New	VANECK VECTORS ETF TRgold miners etf	$6,616,000	–	180,368	–	1.63%	–
ZUO	New	ZUORA INC	$6,260,000	–	491,000	–	1.54%	–

Q4 2019

			Value		Shares		↓ Weighting
LKNCY	Exit	LUCKIN COFFEE INCsponsored ads	$0	–	-65,000	–	-0.47%	–
OASPQ	Exit	OASIS PETE INC NEW	$0	–	-561,327	–	-0.74%	–
TLRY	Exit	TILRAY INC	$0	–	-221,253	–	-2.08%	–
Z	Exit	ZILLOW GROUP INCcl c cap stk	$0	–	-502,800	–	-5.70%	–
DBX	Exit	DROPBOX INCcl a	$0	–	-750,000	–	-5.75%	–
BABA	Exit	ALIBABA GROUP HLDG LTDsponsored ads	$0	–	-126,496	–	-8.04%	–
QCOM	Exit	QUALCOMM INC	$0	–	-328,166	–	-9.51%	–
SE	Exit	SEA LTDsponsored ads	$0	–	-862,600	–	-10.14%	–
MELI	Exit	MERCADOLIBRE INC	$0	–	-49,000	–	-10.26%	–
AMZN	Exit	AMAZON COM INC	$0	–	-15,800	–	-10.42%	–
PODD	Exit	INSULET CORP	$0	–	-178,600	–	-11.19%	–
HDB	Exit	HDFC BANK LTDsponsored ads	$0	–	-547,186	–	-11.86%	–
IBN	Exit	ICICI BK LTDadr	$0	–	-2,989,700	–	-13.84%	–

Q3 2019

			Value		Shares		↓ Weighting
IBN	Sell	ICICI BK LTDadr	$36,415,000	-18.0%	2,989,700	-15.2%	13.84%	-7.2%
HDB	New	HDFC BANK LTDsponsored ads	$31,217,000	–	547,186	–	11.86%	–
PODD	Sell	INSULET CORP	$29,457,000	+0.5%	178,600	-27.3%	11.19%	+13.8%
AMZN	Sell	AMAZON COM INC	$27,427,000	-33.6%	15,800	-27.5%	10.42%	-24.8%
MELI	Sell	MERCADOLIBRE INC	$27,010,000	-16.4%	49,000	-7.2%	10.26%	-5.3%
SE	Buy	SEA LTDsponsored ads	$26,697,000	+39.9%	862,600	+50.1%	10.14%	+58.4%
QCOM	Buy	QUALCOMM INC	$25,033,000	+8.3%	328,166	+8.0%	9.51%	+22.6%
BABA	Sell	ALIBABA GROUP HLDG LTDsponsored ads	$21,154,000	-17.7%	126,496	-16.6%	8.04%	-6.8%
Z	Sell	ZILLOW GROUP INCcl c cap stk	$14,993,000	-56.7%	502,800	-32.6%	5.70%	-50.9%
TLRY	Buy	TILRAY INC	$5,474,000	-22.1%	221,253	+46.5%	2.08%	-11.8%
OASPQ	Sell	OASIS PETE INC NEW	$1,942,000	-70.9%	561,327	-52.2%	0.74%	-67.0%
LKNCY	New	LUCKIN COFFEE INCsponsored ads	$1,235,000	–	65,000	–	0.47%	–
PINS	Exit	PINTEREST INCcl a	$0	–	-50,000	–	-0.46%	–
BEST	Exit	BEST INCsponsored ads	$0	–	-500,000	–	-0.92%	–
UBER	Exit	UBER TECHNOLOGIES INC	$0	–	-250,000	–	-3.89%	–

Q2 2019

			Value		Shares		↓ Weighting
IBN	New	ICICI BK LTDadr	$44,409,000	–	3,527,300	–	14.90%	–
AMZN	New	AMAZON COM INC	$41,281,000	–	21,800	–	13.85%	–
Z	New	ZILLOW GROUP INCcl c cap stk	$34,601,000	–	745,864	–	11.61%	–
MELI	New	MERCADOLIBRE INC	$32,301,000	–	52,800	–	10.84%	–
PODD	New	INSULET CORP	$29,320,000	–	245,600	–	9.84%	–
BABA	New	ALIBABA GROUP HLDG LTDsponsored ads	$25,689,000	–	151,600	–	8.62%	–
QCOM	New	QUALCOMM INC	$23,120,000	–	303,933	–	7.76%	–
SE	New	SEA LTDsponsored ads	$19,085,000	–	574,500	–	6.40%	–
DBX	New	DROPBOX INCcl a	$18,788,000	–	750,000	–	6.30%	–
UBER	New	UBER TECHNOLOGIES INC	$11,595,000	–	250,000	–	3.89%	–
TLRY	New	TILRAY INC	$7,031,000	–	151,000	–	2.36%	–
OASPQ	New	OASIS PETE INC NEW	$6,669,000	–	1,174,200	–	2.24%	–
BEST	New	BEST INCsponsored ads	$2,755,000	–	500,000	–	0.92%	–
PINS	New	PINTEREST INCcl a	$1,361,000	–	50,000	–	0.46%	–

Q4 2018

			Value		Shares		↓ Weighting
STMP	Exit	STAMPS COM INC	$0	–	-3,400	–	-0.28%	–
PTE	Exit	POLARITYTE INC	$0	–	-175,000	–	-1.21%	–
BEST	Exit	BEST INCsponsored ads	$0	–	-1,000,000	–	-2.15%	–
VRA	Exit	VERA BRADLEY INC	$0	–	-405,804	–	-2.25%	–
OASPQ	Exit	OASIS PETE INC NEW	$0	–	-561,327	–	-2.89%	–
QCOM	Exit	QUALCOMM INC	$0	–	-232,033	–	-6.06%	–
DBX	Exit	DROPBOX INCcl a	$0	–	-750,000	–	-7.30%	–
HLF	Exit	HERBALIFE NUTRITION LTD	$0	–	-432,266	–	-8.55%	–
FTV	Exit	FORTIVE CORP	$0	–	-365,500	–	-11.16%	–
BABA	Exit	ALIBABA GROUP HLDG LTDsponsored ads	$0	–	-253,900	–	-15.18%	–
PODD	Exit	INSULET CORP	$0	–	-533,800	–	-20.52%	–
AMZN	Exit	AMAZON COM INC	$0	–	-30,900	–	-22.45%	–

Q3 2018

			Value		Shares		↓ Weighting
PODD	Sell	INSULET CORP	$56,556,000	-4.5%	533,800	-22.8%	20.52%	+13.7%
FTV	Sell	FORTIVE CORP	$30,775,000	-7.2%	365,500	-15.1%	11.16%	+10.5%
HLF	Sell	HERBALIFE NUTRITION LTD	$23,580,000	-30.1%	432,266	-31.2%	8.55%	-16.8%
VRA	New	VERA BRADLEY INC	$6,193,000	–	405,804	–	2.25%	–
BEST	Sell	BEST INCsponsored ads	$5,920,000	-59.6%	1,000,000	-16.7%	2.15%	-51.9%
PTE	New	POLARITYTE INC	$3,343,000	–	175,000	–	1.21%	–
STMP	Sell	STAMPS COM INC	$769,000	-85.9%	3,400	-84.3%	0.28%	-83.3%
MDXG	Exit	MIMEDX GROUP INC	$0	–	-290,300	–	-0.56%	–
DDD	Exit	3-D SYS CORP DEL	$0	–	-864,000	–	-3.64%	–
PANW	Exit	PALO ALTO NETWORKS INC	$0	–	-116,600	–	-7.30%	–

Q2 2018

			Value		Shares		↓ Weighting
PODD	New	INSULET CORP	$59,244,000	–	691,300	–	18.05%	–
AMZN	New	AMAZON COM INC	$52,524,000	–	30,900	–	16.00%	–
BABA	New	ALIBABA GROUP HLDG LTDsponsored ads	$47,106,000	–	253,900	–	14.35%	–
HLF	New	HERBALIFE NUTRITION LTD	$33,746,000	–	628,186	–	10.28%	–
FTV	New	FORTIVE CORP	$33,180,000	–	430,300	–	10.11%	–
DBX	New	DROPBOX INCcl a	$24,315,000	–	750,000	–	7.41%	–
PANW	New	PALO ALTO NETWORKS INC	$23,958,000	–	116,600	–	7.30%	–
BEST	New	BEST INCsponsored ads	$14,664,000	–	1,200,000	–	4.47%	–
QCOM	New	QUALCOMM INC	$13,022,000	–	232,033	–	3.97%	–
DDD	New	3-D SYS CORP DEL	$11,932,000	–	864,000	–	3.64%	–
OASPQ	New	OASIS PETE INC NEW	$7,280,000	–	561,327	–	2.22%	–
STMP	New	STAMPS COM INC	$5,471,000	–	21,621	–	1.67%	–
MDXG	New	MIMEDX GROUP INC	$1,855,000	–	290,300	–	0.56%	–

Q4 2017

			Value		Shares		↓ Weighting
DDD	Exit	3-D SYS CORP DEL	$0	–	-785,000	–	-2.67%	–
GPORQ	Exit	GULFPORT ENERGY CORP	$0	–	-764,400	–	-2.78%	–
ESGC	Exit	EROS INTL PLC	$0	–	-906,004	–	-3.29%	–
BEST	Exit	BEST INCsponsored ads	$0	–	-1,200,000	–	-3.65%	–
	Exit	ISHARES SILVER TRUSTcall	$0	–	-1,100,000	–	-4.40%	–
FMSA	Exit	FAIRMOUNT SANTROL HLDGS INC	$0	–	-3,691,000	–	-4.48%	–
OASPQ	Exit	OASIS PETE INC NEW	$0	–	-1,972,000	–	-4.57%	–
	Exit	JD COM INCcall	$0	–	-536,100	–	-5.20%	–
QSR	Exit	RESTAURANT BRANDS INTL INC	$0	–	-384,200	–	-6.24%	–
FTV	Exit	FORTIVE CORP	$0	–	-355,500	–	-6.39%	–
AMZN	Exit	AMAZON COM INC	$0	–	-30,900	–	-7.55%	–
	Exit	ALIBABA GROUP HLDG LTDcall	$0	–	-200,000	–	-8.78%	–
BABA	Exit	ALIBABA GROUP HLDG LTDsponsored ads	$0	–	-203,900	–	-8.95%	–
PODD	Exit	INSULET CORP	$0	–	-691,300	–	-9.67%	–
JD	Exit	JD COM INCspon adr cl a	$0	–	-1,078,400	–	-10.46%	–
HLF	Exit	HERBALIFE LTD	$0	–	-633,583	–	-10.92%	–

Q3 2017

			Value		Shares		↓ Weighting
HLF	Buy	HERBALIFE LTD	$42,976,000	+37.5%	633,583	+44.6%	10.92%	+25.5%
PODD	Sell	INSULET CORP	$38,077,000	-5.0%	691,300	-11.5%	9.67%	-13.3%
BABA	Buy	ALIBABA GROUP HLDG LTDsponsored ads	$35,216,000	+126.2%	203,900	+84.5%	8.95%	+106.5%
	New	ALIBABA GROUP HLDG LTDcall	$34,542,000	–	200,000	–	8.78%	–
AMZN	Sell	AMAZON COM INC	$29,706,000	-28.0%	30,900	-27.5%	7.55%	-34.2%
	Sell	JD COM INCcall	$20,479,000	-73.5%	536,100	-72.8%	5.20%	-75.8%
FMSA	New	FAIRMOUNT SANTROL HLDGS INC	$17,643,000	–	3,691,000	–	4.48%	–
BEST	New	BEST INCsponsored ads	$14,364,000	–	1,200,000	–	3.65%	–
ESGC	New	EROS INTL PLC	$12,956,000	–	906,004	–	3.29%	–
DDD	New	3-D SYS CORP DEL	$10,511,000	–	785,000	–	2.67%	–
MMYT	Exit	MAKEMYTRIP LIMITED MAURITIUS	$0	–	-83,500	–	-0.78%	–
PSTG	Exit	PURE STORAGE INCcl a	$0	–	-571,238	–	-2.04%	–
OMER	Exit	OMEROS CORP	$0	–	-524,400	–	-2.90%	–

Q2 2017

			Value		Shares		↓ Weighting
	New	JD COM INCcall	$77,303,000	–	1,971,000	–	21.52%	–
JD	New	JD COM INCspon adr cl a	$42,295,000	–	1,078,400	–	11.77%	–
AMZN	New	AMAZON COM INC	$41,237,000	–	42,600	–	11.48%	–
PODD	New	INSULET CORP	$40,083,000	–	781,200	–	11.16%	–
HLF	New	HERBALIFE LTD	$31,250,000	–	438,100	–	8.70%	–
QSR	New	RESTAURANT BRANDS INTL INC	$24,028,000	–	384,200	–	6.69%	–
FTV	New	FORTIVE CORP	$22,521,000	–	355,500	–	6.27%	–
	New	ISHARES SILVER TRUSTcall	$17,281,000	–	1,100,000	–	4.81%	–
OASPQ	New	OASIS PETE INC NEW	$15,875,000	–	1,972,000	–	4.42%	–
BABA	New	ALIBABA GROUP HLDG LTDsponsored ads	$15,569,000	–	110,500	–	4.33%	–
GPORQ	New	GULFPORT ENERGY CORP	$11,275,000	–	764,400	–	3.14%	–
OMER	New	OMEROS CORP	$10,438,000	–	524,400	–	2.90%	–
PSTG	New	PURE STORAGE INCcl a	$7,318,000	–	571,238	–	2.04%	–
MMYT	New	MAKEMYTRIP LIMITED MAURITIUS	$2,801,000	–	83,500	–	0.78%	–

Q4 2016

			Value		Shares		↓ Weighting
GLBL	Exit	TERRAFORM GLOBAL INCcl a	$0	–	-2,985,200	–	-5.30%	–
SEIC	Exit	SEI INVESTMENTS CO	$0	–	-429,100	–	-8.45%	–
MMYT	Exit	MAKEMYTRIP LIMITED MAURITIUS	$0	–	-1,239,600	–	-12.64%	–
DOOR	Exit	MASONITE INTL CORP NEW	$0	–	-560,283	–	-15.05%	–
PODD	Exit	INSULET CORP	$0	–	-868,676	–	-15.36%	–
OASPQ	Exit	OASIS PETE INC NEW	$0	–	-3,734,700	–	-18.50%	–
AMZN	Exit	AMAZON COM INC	$0	–	-68,300	–	-24.70%	–

Q3 2016

			Value		Shares		↓ Weighting
AMZN	Sell	AMAZON COM INC	$57,188,000	-13.1%	68,300	-25.8%	24.70%	+18.7%
OASPQ	Sell	OASIS PETE INC NEW	$42,837,000	-0.0%	3,734,700	-20.3%	18.50%	+36.6%
PODD	Sell	INSULET CORP	$35,564,000	+6.8%	868,676	-21.1%	15.36%	+45.9%
DOOR	Sell	MASONITE INTL CORP NEW	$34,833,000	-26.5%	560,283	-21.8%	15.05%	+0.4%
SEIC	Buy	SEI INVESTMENTS CO	$19,571,000	+21.3%	429,100	+27.9%	8.45%	+65.7%
GLBL	Sell	TERRAFORM GLOBAL INCcl a	$12,269,000	-52.3%	2,985,200	-62.1%	5.30%	-34.8%
SCTY	Exit	SOLARCITY CORP	$0	–	-765,000	–	-5.78%	–
PCLN	Exit	PRICELINE GRP INC	$0	–	-18,600	–	-7.34%	–
SIX	Exit	SIX FLAGS ENTMT CORP NEW	$0	–	-435,000	–	-7.97%	–

Q2 2016

			Value		Shares		↓ Weighting
AMZN	New	AMAZON COM INC	$65,837,000	–	92,000	–	20.81%	–
DOOR	New	MASONITE INTL CORP NEW	$47,413,000	–	716,854	–	14.98%	–
OASPQ	New	OASIS PETE INC NEW	$42,857,000	–	4,688,538	–	13.54%	–
PODD	New	INSULET CORP	$33,312,000	–	1,101,600	–	10.53%	–
GLBL	New	TERRAFORM GLOBAL INCcl a	$25,698,000	–	7,882,919	–	8.12%	–
SIX	New	SIX FLAGS ENTMT CORP NEW	$25,208,000	–	435,000	–	7.97%	–
PCLN	New	PRICELINE GRP INC	$23,220,000	–	18,600	–	7.34%	–
MMYT	New	MAKEMYTRIP LIMITED MAURITIUS	$18,420,000	–	1,239,600	–	5.82%	–
SCTY	New	SOLARCITY CORP	$18,306,000	–	765,000	–	5.78%	–
SEIC	New	SEI INVESTMENTS CO	$16,141,000	–	335,500	–	5.10%	–

Q4 2015

			Value		Shares		↓ Weighting
CLF	Exit	CLIFFS NAT RES INC	$0	–	-1,100,000	–	-0.79%	–
ONVO	Exit	ORGANOVO HLDGS INC	$0	–	-2,378,249	–	-1.87%	–
ASHR	Exit	DBX ETF TRdbxtr har cs 300	$0	–	-200,000	–	-1.90%	–
SIX	Exit	SIX FLAGS ENTMT CORP NEW	$0	–	-162,900	–	-2.18%	–
SCTY	Exit	SOLARCITY CORP	$0	–	-204,000	–	-2.55%	–
BABA	Exit	ALIBABA GROUP HLDG LTDsponsored ads	$0	–	-151,300	–	-2.61%	–
X	Exit	UNITED STATES STL CORP NEW	$0	–	-1,000,000	–	-3.05%	–
MIK	Exit	MICHAELS COS INC	$0	–	-736,483	–	-4.98%	–
ATHM	Exit	AUTOHOME INCsp adr rp cl a	$0	–	-525,300	–	-5.01%	–
HTZ	Exit	HERTZ GLOBAL HOLDINGS INC	$0	–	-1,090,700	–	-5.35%	–
OASPQ	Exit	OASIS PETE INC NEW	$0	–	-2,472,700	–	-6.29%	–
XBI	Exit	SPDR SERIES TRUSTs&p biotech	$0	–	-360,000	–	-6.57%	–
PODD	Exit	INSULET CORP	$0	–	-1,101,600	–	-8.36%	–
TARO	Exit	TARO PHARMACEUTICAL INDS LTD	$0	–	-218,500	–	-9.15%	–
AAPL	Exit	APPLE INC	$0	–	-284,300	–	-9.19%	–
DOOR	Exit	MASONITE INTL CORP NEW	$0	–	-519,200	–	-9.22%	–
AMZN	Exit	AMAZON COM INC	$0	–	-62,000	–	-9.30%	–
	Exit	AUTODESK INCcall	$0	–	-900,000	–	-11.64%	–

Q3 2015

			Value		Shares		↓ Weighting
	New	AUTODESK INCcall	$39,726,000	–	900,000	–	11.64%	–
AMZN	New	AMAZON COM INC	$31,737,000	–	62,000	–	9.30%	–
AAPL	Buy	APPLE INC	$31,358,000	+9.8%	284,300	+24.8%	9.19%	+7.8%
TARO	Buy	TARO PHARMACEUTICAL INDS LTD	$31,221,000	+29.9%	218,500	+30.6%	9.15%	+27.6%
PODD	New	INSULET CORP	$28,542,000	–	1,101,600	–	8.36%	–
XBI	New	SPDR SERIES TRUSTs&p biotech	$22,410,000	–	360,000	–	6.57%	–
OASPQ	Buy	OASIS PETE INC NEW	$21,463,000	-8.3%	2,472,700	+67.4%	6.29%	-10.0%
ATHM	Buy	AUTOHOME INCsp adr rp cl a	$17,088,000	+8.0%	525,300	+67.8%	5.01%	+6.1%
MIK	New	MICHAELS COS INC	$17,013,000	–	736,483	–	4.98%	–
X	New	UNITED STATES STL CORP NEW	$10,420,000	–	1,000,000	–	3.05%	–
BABA	Sell	ALIBABA GROUP HLDG LTDsponsored ads	$8,922,000	-75.8%	151,300	-66.3%	2.61%	-76.3%
SIX	Sell	SIX FLAGS ENTMT CORP NEW	$7,458,000	-66.4%	162,900	-67.1%	2.18%	-67.0%
ASHR	New	DBX ETF TRdbxtr har cs 300	$6,468,000	–	200,000	–	1.90%	–
ONVO	Buy	ORGANOVO HLDGS INC	$6,374,000	-6.4%	2,378,249	+31.7%	1.87%	-8.0%
CLF	New	CLIFFS NAT RES INC	$2,684,000	–	1,100,000	–	0.79%	–
FIT	Exit	FITBIT INCcl a	$0	–	-50,000	–	-0.57%	–
FMSA	Exit	FMSA HLDGS INC	$0	–	-860,531	–	-2.10%	–
	Exit	GREENBRIER COS INCput	$0	–	-300,000	–	-4.19%	–
	Exit	ISHARES TRput	$0	–	-700,000	–	-26.07%	–

Q2 2015

			Value		Shares		↓ Weighting
	New	ISHARES TRput	$87,402,000	–	700,000	–	26.07%	–
BABA	New	ALIBABA GROUP HLDG LTDsponsored ads	$36,906,000	–	448,600	–	11.01%	–
DOOR	New	MASONITE INTL CORP NEW	$36,401,000	–	519,200	–	10.86%	–
AAPL	New	APPLE INC	$28,572,000	–	227,800	–	8.52%	–
TARO	New	TARO PHARMACEUTICAL INDS LTD	$24,038,000	–	167,289	–	7.17%	–
OASPQ	New	OASIS PETE INC NEW	$23,414,000	–	1,477,200	–	6.98%	–
SIX	New	SIX FLAGS ENTMT CORP NEW	$22,191,000	–	494,786	–	6.62%	–
HTZ	New	HERTZ GLOBAL HOLDINGS INC	$19,763,000	–	1,090,700	–	5.90%	–
ATHM	New	AUTOHOME INCsp adr rp cl a	$15,818,000	–	312,989	–	4.72%	–
	New	GREENBRIER COS INCput	$14,055,000	–	300,000	–	4.19%	–
SCTY	New	SOLARCITY CORP	$10,924,000	–	204,000	–	3.26%	–
FMSA	New	FMSA HLDGS INC	$7,048,000	–	860,531	–	2.10%	–
ONVO	New	ORGANOVO HLDGS INC	$6,810,000	–	1,806,377	–	2.03%	–
FIT	New	FITBIT INCcl a	$1,912,000	–	50,000	–	0.57%	–

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