Q4 2018 Holdings
Filed 2019-02-15 | 25 holdings | $263.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Chegg Inc(CHGG) | COM | 163092109 | $197.4M | 6,946,262 | 74.9% |
| Altice USA Inc(OPTU) | CL A | 02156K103 | $65.3M | 3,951,109 | 24.7% |
| Coupa Software Inc(COUPEUR) | COM | 22266L106 | $224.0K | 3,562,820 | 0.1% |
| Scientific Games Corp(LNWO) | COM | 80874P109 | $154.1K | 8,619,044 | 0.1% |
| Pagseguro Digital LTD(PAGS) | COM CL A | G68707101 | $99.9K | 5,335,244 | 0.0% |
| Five9 Inc(FIVN) | COM | 338307101 | $85.2K | 1,947,933 | 0.0% |
| Ellie MAE Inc | COM | 28849P100 | $79.7K | 1,268,787 | 0.0% |
| Impinj Inc(PI) | COM | 453204109 | $61.6K | 4,231,582 | 0.0% |
| WIX COM LTD(WIX) | SHS | M98068105 | $59.6K | 660,206 | 0.0% |
| Switch Inc | CL A | 87105L104 | $55.7K | 7,956,876 | 0.0% |
| Domo Inc(DOMO) | COM CL B | 257554105 | $46.9K | 2,388,392 | 0.0% |
| Carvana Co(CVNA) | CL A | 146869102 | $43.5K | 1,329,840 | 0.0% |
| Momo Inc | ADR | 60879B107 | $27.0K | 1,136,141 | 0.0% |
| Huya Inc(HUYA) | ADS REP SHS A | 44852D108 | $24.0K | 1,548,349 | 0.0% |
| Uniti Group Inc | COM | 91325V108 | $20.6K | 1,320,849 | 0.0% |
| YY Inc | ADS REPCOM CLA | 98426T106 | $13.7K | 228,308 | 0.0% |
| Viasat Inc(VSAT) | COM | 92552V100 | $11.4K | 192,762 | 0.0% |
| Greentree Hospitalty Group L(GHG) | SPONSORED ADS | 39579V100 | $9.9K | 758,975 | 0.0% |
| 21Vianet Group Inc(VNET) | SPONSORED ADR | 90138A103 | $6.5K | 746,662 | 0.0% |
| Tenable Hldgs Inc(TENB) | COM | 88025T102 | $6.3K | 285,304 | 0.0% |
| Docusign Inc(DOCU) | COM | 256163106 | $3.6K | 88,877 | 0.0% |
| Phoenix New Media LTD | SPONSORED ADS | 71910C103 | $3.0K | 946,433 | 0.0% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $2.4K | 17,724 | 0.0% |
| China Online ED Group | SPONSORED ADR | 16954L105 | $2.1K | 285,862 | 0.0% |
| Elastic N V(ESTC) | ORD SHS | N14506104 | $1.8K | 25,228 | 0.0% |