Q4 2017 Holdings
Filed 2018-02-14 | 25 holdings | $94.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $47.2M | 273,977 | 49.9% |
| Charter Communications Inc N(CHTR) | CL A | 16119P108 | $46.9M | 139,713 | 49.6% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $61.2K | 831,024 | 0.1% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $59.4K | 56,372 | 0.1% |
| Facebook Inc(META) | CL A | 30303M102 | $41.5K | 235,321 | 0.0% |
| Microsoft Corp(MSFT) | COM | 594918104 | $40.6K | 474,543 | 0.0% |
| Ellie MAE Inc | COM | 28849P100 | $38.4K | 429,739 | 0.0% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $35.7K | 349,389 | 0.0% |
| Stamps COM Inc(STMP) | COM NEW | 852857200 | $34.5K | 183,773 | 0.0% |
| Zayo Group Hldgs Inc | COM | 98919V105 | $33.0K | 896,758 | 0.0% |
| T Mobile US Inc(TMUS) | COM | 872590104 | $26.9K | 422,799 | 0.0% |
| Cogent Communications Hldgs(CCOI) | COM NEW | 19239V302 | $23.3K | 514,195 | 0.0% |
| Ctrip COM Intl LTD(CTRPUSD) | AMERICAN DEP SHS | 22943F100 | $6.7K | 151,777 | 0.0% |