Q1 2019 Holdings
Filed 2019-05-03 | 13 holdings | $106.2K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Frontdoor Inc(FTDR) | COM | 35905A109 | $15.4K | 446,600 | 14.5% |
| Iqvia Hldgs Inc(IQV) | COM | 46266C105 | $14.1K | 98,235 | 13.3% |
| Talend S A | ADS | 874224207 | $11.4K | 225,068 | 10.7% |
| Etsy Inc(ETSY) | COM | 29786A106 | $11.4K | 169,076 | 10.7% |
| Yext Inc(YEXT) | COM | 98585N106 | $11.1K | 506,877 | 10.4% |
| Ultimate Software Group Inc | COM | 90385D107 | $10.1K | 30,605 | 9.5% |
| 8X8 Inc New(EGHT) | COM | 282914100 | $8.8K | 434,244 | 8.3% |
| Twilio Inc(TWLO) | CL A | 90138F102 | $7.9K | 60,911 | 7.4% |
| Cboe Global Markets Inc(CBOE) | COM | 12503M108 | $6.7K | 70,272 | 6.3% |
| Pegasystems Inc(PEGA) | COM | 705573103 | $4.5K | 68,615 | 4.2% |
| Sanfilippo John B & SON Inc(JBSS)Put | COM | 800422107 | $2.6K | 35,500 | 2.4% |
| Proshares TR IIPut | ULTRA VIX SHORT | 74347W148 | $1.9K | 47,600 | 1.7% |
| Nautilus IncPut | COM | 63910B102 | $525 | 94,500 | 0.5% |