Q4 2017 Holdings
Filed 2018-02-14 | 17 holdings | $5.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Chegg Inc(CHGG) | COM | 163092109 | $5.4M | 328,000 | 96.7% |
| Celgene Corporation CMN(CELG) | COM | 151020104 | $27.1K | 260,000 | 0.5% |
| Powershares QQQ TrustPut | UNIT SER 1 | 073935104 | $23.4K | 150,000 | 0.4% |
| Equinix Inc CMN | COM | 29444U502 | $19.9K | 43,900 | 0.4% |
| Amazon.com Inc CMN(AMZN) | COM | 023135106 | $16.9K | 14,415 | 0.3% |
| Charter Communication | COM | 16117M305 | $11.7K | 34,800 | 0.2% |
| Jd.com, Inc.(JD) | COM | 47215P106 | $11.1K | 269,000 | 0.2% |
| Macquarie Infrastructure Co LL CMN | COM | 55608B105 | $9.6K | 150,000 | 0.2% |
| Accerlerate Diagnostics, Inc | COM | 00430H102 | $9.5K | 361,550 | 0.2% |
| Grubhub Inc. | COM | 400110102 | $9.4K | 131,000 | 0.2% |
| Priceline.com Inc CMN | COM | 741503403 | $8.7K | 5,000 | 0.2% |
| Alphabet Inc Class A | COM | 38259P508 | $7.1K | 6,700 | 0.1% |
| American Tower Corporation CMN(AMT) | COM | 03027X100 | $7.0K | 49,150 | 0.1% |
| Zillow Group Inc(Z) | COM | 98954M200 | $6.0K | 146,000 | 0.1% |
| Zillow Group Inc(ZG) | COM | 98954M101 | $5.3K | 130,000 | 0.1% |
| Facebook, Inc.(META) | COM | 30303M102 | $4.8K | 27,000 | 0.1% |
| Visa Inc. CMN Class A(V) | COM | 92826C839 | $4.6K | 40,000 | 0.1% |