1. November 2017
3 D Systems (DDD) – short Position 23,7 %
Check Point Software (CHKP) – short Position 12,5 %
Estee Lauder (EL) – long Position 9,2 %
2. November 2017
Wayfair (W) – short Position 15,5 %
GoPro (GPRO) – short Position 10,2 %
Cyber Ark (CBRK) – long Position 11,1%
3. November 2017
Pandora Media (P) – short Position 24,6 %
Stamps (STMP) – short Position 22,6 %
Mercadolibre (MELI) – long Position 13,3 %
6. November 2017
Michael Kors (KORS) – long Position 14,6 %
7. November 2017
Weight Watchers (WTW) – long 13,6 %
Tripadvisor (TRIP) – short Position 23,2 %
Avis Budget (CAR) – short Position 15,1 %
Priceline (PCLN) – short Position 13,5 %
U.S.Silicon Holdings (SLCA) – long Position 9,6 %
8. November 2017
Fossil Group (FOSL) – short Position 17,2 %
Syanptics (SYNA) – long Position 18,6 %
Take Two Interactive Software (TTWO) – long Position 10,6 %
DaVita (DVA) – short Position 7,8 %
9. November 2017
Solar Edge Technology (SEDG) – long Position 19,4 %
Macy´s (M) – long Position 11,0 %
Canadian Solar (CSIQ) – short Position 10,8 %
10. November 2017
ICU Medical (ICUI) – long Position 10,2 %
15. November 2017
Macom Technology (MTSI) – short Position 18,0 %
16. November 2017
NetApp (NTAP) – long Position 15,9 %
S.M.Smucker Co. (SJM) – long Position 9,5 %
17. November 2017
Shoe Carnival (SCVL) – long Position 29,7 %
Splunk (SPLK) – long Position 17,9 %
Abercrombie & Fitch (ANF) – long Position 23,7 %
Foot Locker (FL) – long Position 28,2 %
21. November 2017
Signet Jewelers Ltd. (SIG) – short Position 30,4 %
Vipshop Holding (VIPS) – short Position 11,1 %
22. November 2017
Guess (GES) – short Position 13,0 %
Baozun (BZUN) – short Position 17,0 %
28. November 2017
Momo Inc. (MOMO) – short Position 18,8 %
29. November 2017
Autodesk (ADSK) – short Position 15,9 %
China Lodge Holding (HTHT) – short Position 10,2 %
30. November 2017
Kroger (KR) – long Position 12,0 % (Börsenschluss nur noch 6,1%)