Stock Taper 
RED CEDAR MANAGEMENT, LP
Latest 13F filing data - Q1 2020
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 QuinStreet, Inc. | QNST | 1M | $8.05M |
| EC ECHOSTAR CORP-A | SATS | 252.24K | $8.06M |
 Trip.com Group Limited | TCOM | 70K | $1.64M |
 The Charles Schwab Corporation | SCHW | 65K | $2.19M |
 Alarm.com Holdings, Inc. | ALRM | 60K | $2.33M |
 Morgan Stanley | MS | 60K | $2.04M |
 Vulcan Materials Company | VMC | 33K | $3.57M |
 QUALCOMM Incorporated | QCOM | 30K | $2.03M |
 American Express Company | AXP | 27K | $2.31M |
 Darden Restaurants, Inc. | DRI | 24K | $1.31M |
 SEI Investments Company | SEIC | 20.6K | $955K |
 WEX Inc. | WEX | 17.5K | $1.83M |
 The Home Depot, Inc. | HD | 14K | $2.61M |
 Meta Platforms, Inc. | META | 13.5K | $2.25M |
 The TJX Companies, Inc. | TJX | 12K | $574K |
 McDonald's Corporation | MCD | 10K | $1.65M |
 Amazon.com, Inc. | AMZN | 2.25K | $4.39M |