Q1 2019 Holdings
Filed 2019-05-15 | 14 holdings | $1.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Appian Corp(APPN) | CL A | 03782L101 | $1.4M | 40,000 | 86.6% |
| Stars Group Inc | COM | 85570W100 | $103.5K | 5,910,000 | 6.5% |
| FOX Corp(FOXA) | CL A COM | 35137L105 | $31.2K | 850,000 | 2.0% |
| Yandex N V(NBIS) | SHS CLASS A | N97284108 | $17.2K | 500,000 | 1.1% |
| Zynga Inc(ZNGAEUR) | CL A | 98986T108 | $10.7K | 2,000,000 | 0.7% |
| Apollo Global Mgmt LLC | CL A SHS | 037612306 | $9.2K | 325,000 | 0.6% |
| Anthem Inc(ELV) | COM | 036752103 | $8.6K | 30,000 | 0.5% |
| SS&C Technologies Hldgs Inc(SSNC) | COM | 78467J100 | $8.3K | 130,000 | 0.5% |
| Copart Inc(CPRT) | COM | 217204106 | $7.9K | 130,000 | 0.5% |
| Stars Group IncCall | COM | 85570W100 | $5.3K | 300,000 | 0.3% |
| Tableau Software Inc(DATA) | CL A | 87336U105 | $4.5K | 35,000 | 0.3% |
| Pivotal Software Inc | COM CL A | 72582H107 | $4.2K | 200,000 | 0.3% |
| Descartes SYS Group Inc(DSGX) | COM | 249906108 | $1.8K | 50,000 | 0.1% |