Q1 2019 Holdings
Filed 2019-05-14 | 8 holdings | $80.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| AppFolio Inc.(APPF) | COM CL A | 03783C100 | $76.8M | 967,124 | 95.2% |
| Charter Communications, Inc.(CHTR) | CL A New | 16119P108 | $3.8M | 10,958 | 4.7% |
| Instructure, Inc. | COM | 45781U103 | $74.0K | 1,570,305 | 0.1% |
| Twilio Inc(TWLO) | COM CL A | 90138F102 | $16.5K | 127,774 | 0.0% |
| Liberty Global PLC Series C | SHS CL C | G5480U120 | $7.0K | 289,812 | 0.0% |
| Tempur Sealy Intl Inc.(SGI) | COM | 88023U101 | $4.3K | 74,252 | 0.0% |
| Herbalife LTD(HLF) | COM | G4412G101 | $934 | 17,635 | 0.0% |
| Confidential | CONFIDENTIAL | 000000000 | $0 | 0 | 0.0% |