Q2 2019 Holdings
Filed 2019-08-09 | 11 holdings | $119.6K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Frontdoor Inc(FTDR) | COM | 35905A109 | $18.3K | 419,868 | 15.3% |
| Iqvia Hldgs Inc(IQV) | COM | 46266C105 | $18.1K | 112,593 | 15.1% |
| Yext Inc(YEXT) | COM | 98585N106 | $16.6K | 825,274 | 13.9% |
| Etsy Inc(ETSY) | COM | 29786A106 | $13.9K | 227,001 | 11.6% |
| Alteryx Inc(AYXEUR) | COM CL A | 02156B103 | $12.9K | 118,236 | 10.8% |
| Pegasystems Inc(PEGA) | COM | 705573103 | $10.4K | 145,813 | 8.7% |
| QAD Inc(QADA) | CL A | 74727D306 | $9.7K | 240,822 | 8.1% |
| Twilio Inc(TWLO) | CL A | 90138F102 | $9.3K | 68,289 | 7.8% |
| Talend S A | ADS | 874224207 | $8.7K | 225,068 | 7.3% |
| Proshares TR IIPut | ULTRA VIX SHORT | 74347W148 | $1.5K | 47,600 | 1.3% |
| Nautilus IncPut | COM | 63910B102 | $209 | 94,500 | 0.2% |