Q4 2020 Holdings
Filed 2021-01-28 | 33 holdings | $13.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Chegg Inc(CHGG) | COM | 163092109 | $4.2M | 46,000 | 31.7% |
| Akamai Technologies Inc(AKAM) | COM | 00971T101 | $3.7M | 35,000 | 28.0% |
| Alibaba Group Hldg LTD(BABA) | ADS | 01609W102 | $2.8M | 12,000 | 21.3% |
| Crown Castle Intl(CCI) | COM | 22822V101 | $2.4M | 15,000 | 18.2% |
| Ringcentral Inc(RNG) | CL A | 76680R206 | $8.0K | 21,000 | 0.1% |
| Five9 Inc(FIVN) | COM | 338307101 | $7.7K | 44,000 | 0.1% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $7.0K | 20,000 | 0.1% |
| Microchip Technology(MCHP) | COM | 595017104 | $5.5K | 40,000 | 0.0% |
| Fireeye Inc(FEYECHF) | COM | 31816Q101 | $5.1K | 220,000 | 0.0% |
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $5.0K | 14,000 | 0.0% |
| Arista Networks Inc(ANETEUR) | COM | 040413106 | $4.9K | 17,000 | 0.0% |
| Broadcom Inc(AVGO) | COM | 11135F101 | $4.8K | 11,000 | 0.0% |
| Intuit(INTU) | COM | 461202103 | $4.7K | 12,400 | 0.0% |
| KLA Corp(KLAC) | COM NEW | 482480100 | $4.7K | 18,000 | 0.0% |
| Nuance Communications Inc | COM | 67020Y100 | $4.1K | 94,000 | 0.0% |
| Laboratory Corp Amer Hldgs | COM NEW | 50540R409 | $3.9K | 19,000 | 0.0% |
| Workday Inc(WDAY) | CL A | 98138H101 | $3.7K | 15,500 | 0.0% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $3.5K | 2,000 | 0.0% |
| Maxim Integrated Prods(MXIM) | COM | 57772K101 | $3.2K | 36,000 | 0.0% |
| CVS Health Corp(CVS) | COM | 126650100 | $3.1K | 45,000 | 0.0% |
| Cloudera Inc(CLDR) | COM | 18914U100 | $2.9K | 210,500 | 0.0% |
| Facebook Inc(META) | CL A | 30303M102 | $2.7K | 10,000 | 0.0% |
| HMS Holdings Corp(HMSY) | COM | 40425J101 | $2.5K | 67,000 | 0.0% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $2.5K | 1,405 | 0.0% |
| Maxlinear Inc(MXL) | COM | 57776J100 | $2.4K | 63,000 | 0.0% |
| New Relic Inc(NEWREUR) | COM | 64829B100 | $2.0K | 30,000 | 0.0% |
| Green DOT Corp(GDOT) | CL A | 39304D102 | $2.0K | 35,000 | 0.0% |
| Upwork Inc(UPWK) | COM | 91688F104 | $1.7K | 50,000 | 0.0% |
| Ooma Inc(OOMA) | COM | 683416101 | $1.6K | 108,500 | 0.0% |
| Natus MED Inc del | COM | 639050103 | $1.5K | 75,000 | 0.0% |
| Splunk Inc(SPLKCHF) | COM | 848637104 | $1.4K | 8,000 | 0.0% |
| Teladoc Health Inc(TDOC) | COM | 87918A105 | $1.0K | 5,000 | 0.0% |
| Zuora Inc(ZUOUSD) | COM CL A | 98983V106 | $174 | 12,500 | 0.0% |