Q1 2019 Holdings
Filed 2019-05-16 | 24 holdings | $220.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Chegg Inc(CHGG) | COM | 163092109 | $134.6M | 3,530,741 | 60.9% |
| Altice USA Inc(OPTU) | CL A | 02156K103 | $84.9M | 3,951,109 | 38.4% |
| Coupa Software Inc(COUPEUR) | COM | 22266L106 | $281.8K | 3,097,674 | 0.1% |
| Pagseguro Digital LTD(PAGS) | COM CL A | G68707101 | $215.4K | 7,214,422 | 0.1% |
| Scientific Games Corp(LNWO) | COM | 80874P109 | $176.0K | 8,619,044 | 0.1% |
| WIX COM LTD(WIX) | SHS | M98068105 | $140.3K | 1,161,506 | 0.1% |
| Five9 Inc(FIVN) | COM | 338307101 | $108.3K | 2,050,739 | 0.0% |
| Domo Inc(DOMO) | COM CL B | 257554105 | $103.4K | 2,562,689 | 0.0% |
| Switch Inc | CL A | 87105L104 | $86.8K | 8,420,525 | 0.0% |
| Huya Inc(HUYA) | ADS REP SHS A | 44852D108 | $79.8K | 2,836,867 | 0.0% |
| Impinj Inc(PI) | COM | 453204109 | $70.9K | 4,231,582 | 0.0% |
| Tenable Hldgs Inc(TENB) | COM | 88025T102 | $62.5K | 1,974,843 | 0.0% |
| Pinduoduo Inc(PDD) | SPONSORED ADS | 722304102 | $28.0K | 1,127,939 | 0.0% |
| Ellie MAE Inc | COM | 28849P100 | $25.3K | 256,616 | 0.0% |
| Everbridge Inc(EVBGEUR) | COM | 29978A104 | $17.5K | 233,598 | 0.0% |
| Uniti Group Inc | COM | 91325V108 | $15.6K | 1,390,318 | 0.0% |
| 21Vianet Group Inc(VNET) | SPONSORED ADS A | 90138A103 | $13.0K | 1,642,503 | 0.0% |
| Greentree Hospitalty Group L(GHG) | SPONSORED ADS | 39579V100 | $12.7K | 916,532 | 0.0% |
| SEA LTD(SE) | SPONSORED ADS | 81141R100 | $11.8K | 500,000 | 0.0% |
| YY Inc | SPONSORED ADS A | 98426T106 | $9.9K | 117,327 | 0.0% |
| Elastic N V(ESTC) | ORD SHS | N14506104 | $7.5K | 93,365 | 0.0% |
| Phoenix New Media LTD | SPONSORED ADS | 71910C103 | $4.1K | 983,560 | 0.0% |
| 8X8 Inc New(EGHT) | COM | 282914100 | $2.9K | 143,701 | 0.0% |
| China Online ED Group | SPONSORED ADR | 16954L105 | $1.8K | 285,862 | 0.0% |