Institution Information
Reportee Signature Date Report period Total Entries Total Value($)
CRESTWOOD CAPITAL MANAGEMENT LP 08-13-2019 06-30-2019 21 191,717,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%)
ICICI BK LTD ADR 1 $17,498,000 1,389,844 9.13 9.21 -30,104 -2.12
FERRARI N V COM 2 $17,067,000 105,730 8.90 8.18 -2,270 -2.10
FLEETCOR TECHNOLOGIES INC COM 3 $15,570,000 55,438 8.12 7.54 1,438 2.66
ADOBE INC COM 4 $15,166,000 51,471 7.91 7.69 471 0.92
ANSYS INC COM 5 $12,354,000 60,315 6.44 5.98 2,535 4.39
SERVICENOW INC COM 6 $11,471,000 41,777 5.98 6.78 -6,823 -14.04
NETFLIX INC COM 7 $10,559,000 28,745 5.51 3.79 9,953 52.96
BRINKS CO COM 8 $10,500,000 129,345 5.48 5.67 -3,495 -2.63
SHOPIFY INC CL A 9 $10,307,000 34,340 5.38 5.45 -12,249 -26.29
SEA LTD SPONSORED ADS 10 $10,293,000 309,855 5.37 4.82 -51,945 -14.36
FIVE BELOW INC COM 11 $9,876,000 82,289 5.15 5.23 7,857 10.56
DOMINOS PIZZA INC COM 12 $9,597,000 34,486 5.01 6.31 -8,714 -20.17
CARGURUS INC COM CL A 13 $8,694,000 240,766 4.53 240,766 +Inf
NIKE INC CL B 14 $8,287,000 98,714 4.32 3.55 24,194 32.47
KIRBY CORP COM 15 $6,458,000 81,750 3.37 3.44 750 0.93
AMAZON COM INC COM Liquidated $0 0 3.82 4,212 +Inf
INTERACTIVE BROKERS GROUP IN COM CL A Liquidated $0 0 3.49 5.00 -32,400 -21.40
ROKU INC COM CL A Liquidated $0 0 3.26 176,040 +Inf
VISA INC COM CL A 19 $4,966,000 28,615 2.59 4.06 -17,285 -37.66
AT HOME GROUP INC COM Liquidated $0 0 2.80 248,400 +Inf
PAGSEGURO DIGITAL LTD COM CL A 21 $4,061,000 104,213 2.12 1.84 -4,530 -4.17
SEA LTD ADR Liquidated $0 0 2.40 351,000 +Inf
CORPORACION AMER ARPTS S A COM 23 $3,599,000 446,028 1.88 2.07 4,099 0.93
MOODYS CORP COM 24 $3,303,000 16,910 1.72 1.32 4,074 31.74
S&P GLOBAL INC COM Liquidated $0 0 1.58 13,267 +Inf
WEX INC COM Liquidated $0 0 0.91 10,800 +Inf
LATAM AIRLS GROUP S A SPONSORED ADR 27 $1,259,000 134,381 0.66 0.49 53,381 65.90
CONTROLADORA VUELA CIA DE AV SPON ADR RP 10 Liquidated $0 0 0.54 112,739 +Inf
FLOOR & DECOR HLDGS INC CL A Liquidated $0 0 0.50 21,600 +Inf
MGP INGREDIENTS INC NEW COM Liquidated $0 0 0.47 10,800 +Inf
LUCKIN COFFEE INC SPONSORED ADS 31 $832,000 42,700 0.43 42,700 +Inf
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