Q1 2017 Holdings
Filed 2017-05-15 | 16 holdings | $147.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Chegg Inc(CHGG) | COM | 163092109 | $56.5M | 6,699,049 | 38.4% |
| Criteo S A(CRTO) | SPONS ADS | 226718104 | $52.0M | 1,041,052 | 35.4% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $37.5M | 347,680 | 25.5% |
| Scientific Games Corp(LNWO) | CL A | 80874P109 | $203.0K | 8,582,769 | 0.1% |
| Paycom Software Inc(PAYC) | COM | 70432V102 | $162.7K | 2,828,631 | 0.1% |
| Vipshop Hldgs LTD(VIPS) | SPONSORED ADR | 92763W103 | $145.5K | 10,909,199 | 0.1% |
| Ellie MAE Inc | COM | 28849P100 | $141.1K | 1,407,507 | 0.1% |
| Facebook Inc(META) | CL A | 30303M102 | $113.5K | 799,228 | 0.1% |
| Impinj Inc(PI) | COM | 453204109 | $88.9K | 2,936,851 | 0.1% |
| Solaredge Technologies Inc(SEDG) | COM | 83417M104 | $33.1K | 2,121,621 | 0.0% |
| Shake Shack Inc(SHAK) | CL A | 819047101 | $32.6K | 976,303 | 0.0% |
| Coupa Software Inc(COUPEUR) | COM | 22266L106 | $28.7K | 1,130,720 | 0.0% |
| Qiwi PLC | SPON ADR REP B | 74735M108 | $12.2K | 711,755 | 0.0% |
| Yirendai LTD(YRD) | SPONSORED ADR | 98585L100 | $9.2K | 367,605 | 0.0% |
| Trivago N V | SPON ADS A SHS | 89686D105 | $7.2K | 556,077 | 0.0% |
| 2U Inc | COM | 90214J101 | $479 | 12,084 | 0.0% |