Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
CRESTWOOD CAPITAL MANAGEMENT LP 11-13-2019 09-30-2019 22 179,305,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
FERRARI N V COM 1 $16,292,000 105,730 9.09 8.90 0 0.00 09-30-2019
FLEETCOR TECHNOLOGIES INC COM 2 $15,899,000 55,438 8.87 8.12 0 0.00 09-30-2019
ADOBE INC COM 3 $15,760,000 57,051 8.79 7.91 5,580 10.84 09-30-2019
ICICI BK LTD ADR 4 $13,808,000 1,133,668 7.70 9.13 -256,176 -18.43 09-30-2019
ANSYS INC COM 5 $13,272,000 59,958 7.40 6.44 -357 -0.59 09-30-2019
SERVICENOW INC COM 6 $10,605,000 41,777 5.91 5.98 0 0.00 09-30-2019
SHOPIFY INC CL A 7 $10,057,000 32,269 5.61 5.38 -2,071 -6.03 09-30-2019
FIVE BELOW INC COM 8 $9,688,000 76,825 5.40 5.15 -5,464 -6.64 09-30-2019
NETFLIX INC COM 9 $9,601,000 35,874 5.35 5.51 7,129 24.80 09-30-2019
KIRBY CORP COM 10 $8,747,000 106,467 4.88 3.37 24,717 30.23 09-30-2019
NIKE INC CL B 11 $8,657,000 92,174 4.83 4.32 -6,540 -6.63 09-30-2019
DOMINOS PIZZA INC COM 12 $8,435,000 34,486 4.70 5.01 0 0.00 09-30-2019
CARVANA CO CL A 13 $7,524,000 114,005 4.20 114,005 +Inf 09-30-2019
CARGURUS INC COM CL A 14 $6,545,000 211,466 3.65 4.53 -29,300 -12.17 09-30-2019
SEA LTD SPONSORED ADS 15 $6,318,000 204,125 3.52 5.37 -105,730 -34.12 09-30-2019
INTERACTIVE BROKERS GROUP IN COM CL A Liquidated $0 0 3.49 118,996 +Inf 06-30-2019
VISA INC COM CL A 17 $4,922,000 28,615 2.75 2.59 0 0.00 09-30-2019
MOODYS CORP COM 18 $3,095,000 15,111 1.73 1.72 -1,799 -10.64 09-30-2019
SYNOPSYS INC COM 19 $2,858,000 20,821 1.59 20,821 +Inf 09-30-2019
S&P GLOBAL INC COM Liquidated $0 0 1.58 13,267 +Inf 06-30-2019
CORPORACION AMER ARPTS S A COM 21 $2,469,000 545,000 1.38 1.88 98,972 22.19 09-30-2019
BRINKS CO COM 22 $2,358,000 28,421 1.32 5.48 -100,924 -78.03 09-30-2019
PAGSEGURO DIGITAL LTD COM CL A 23 $1,942,000 41,943 1.08 2.12 -62,270 -59.75 09-30-2019
CONTROLADORA VUELA CIA DE AV SPON ADR RP 10 Liquidated $0 0 0.54 112,739 +Inf 06-30-2019
FLOOR & DECOR HLDGS INC CL A Liquidated $0 0 0.50 21,600 +Inf 06-30-2019
MGP INGREDIENTS INC NEW COM Liquidated $0 0 0.47 10,800 +Inf 06-30-2019
LUCKIN COFFEE INC SPONSORED ADS Liquidated $0 0 0.43 42,700 +Inf 09-30-2019
LATAM AIRLS GROUP S A SPONSORED ADR 28 $453,000 40,781 0.25 0.66 -93,600 -69.65 09-30-2019
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