Q4 2018 Holdings
Filed 2019-02-14 | 15 holdings | $133.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Xilinx Inc(XLNXEUR) | COM | 983919101 | $18.0K | 211,226 | 13.5% |
| Analog Devices Inc(ADI) | COM | 032654105 | $15.3K | 178,771 | 11.5% |
| Nutanix Inc(NTNX) | CL A | 67059N108 | $13.7K | 329,364 | 10.3% |
| Sendgrid Inc | COM | 816883102 | $12.7K | 293,633 | 9.5% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $9.5K | 9,199 | 7.1% |
| NXP Semiconductors N V(NXPI) | COM | N6596X109 | $9.3K | 126,700 | 7.0% |
| Microsoft Corp(MSFT) | COM | 594918104 | $8.9K | 87,175 | 6.6% |
| Baidu Inc(BIDUN) | SPON ADR REP A | 056752108 | $7.3K | 46,310 | 5.5% |
| Monolithic PWR SYS Inc(MPWR) | COM | 609839105 | $7.3K | 63,081 | 5.5% |
| Pegasystems Inc(PEGA) | COM | 705573103 | $7.1K | 148,099 | 5.3% |
| Iqiyi Inc(IQ) | SPONSORED ADS | 46267X108 | $5.2K | 348,229 | 3.9% |
| Instructure Inc | COM | 45781U103 | $5.0K | 134,453 | 3.8% |
| Msci Inc(MSCI) | COM | 55354G100 | $5.0K | 34,200 | 3.8% |
| S&P Global Inc(SPGI) | COM | 78409V104 | $4.6K | 26,899 | 3.4% |
| Aptiv PLC(APTV) | SHS | G6095L109 | $4.3K | 70,249 | 3.2% |