Q3 2018 Holdings
Filed 2018-11-14 | 24 holdings | $80.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Autodesk Inc(ADSK) | COM | 052769106 | $46.2M | 295,905 | 57.5% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $33.8M | 205,299 | 42.1% |
| T Mobile US Inc(TMUS) | COM | 872590104 | $45.2K | 644,253 | 0.1% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $41.7K | 474,524 | 0.1% |
| Pagseguro Digital LTD(PAGS) | COM CL A | G68707101 | $35.3K | 1,274,426 | 0.0% |
| Facebook Inc(META) | CL A | 30303M102 | $32.7K | 198,680 | 0.0% |
| Ellie MAE Inc | COM | 28849P100 | $31.9K | 337,033 | 0.0% |
| Stamps COM Inc(STMP) | COM NEW | 852857200 | $28.2K | 124,771 | 0.0% |
| Zayo Group Hldgs Inc | COM | 98919V105 | $24.6K | 708,003 | 0.0% |
| Micron Technology Inc(MU) | COM | 595112103 | $24.2K | 534,136 | 0.0% |
| GDS Hldgs LTD(GDS) | SPONSORED ADR | 36165L108 | $24.0K | 683,898 | 0.0% |
| Broadcom Inc(AVGO) | COM | 11135F101 | $18.5K | 74,849 | 0.0% |