Q4 2019 Holdings
Filed 2020-02-18 | 26 holdings | $131.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Chegg Inc(CHGG) | COM | 163092109 | $129.5M | 3,415,326 | 98.2% |
| Coupa Software Inc(COUPEUR) | COM | 22266L106 | $362.0K | 2,475,282 | 0.3% |
| Pagseguro Digital LTD(PAGS) | COM CL A | G68707101 | $288.5K | 8,444,348 | 0.2% |
| Elastic N V(ESTC) | ORD SHS | N14506104 | $270.0K | 4,199,555 | 0.2% |
| Scientific Games Corp(LNWO) | COM | 80874P109 | $230.8K | 8,619,044 | 0.2% |
| Five9 Inc(FIVN) | COM | 338307101 | $157.3K | 2,399,129 | 0.1% |
| Switch Inc | CL A | 87105L104 | $117.0K | 7,897,874 | 0.1% |
| WIX COM LTD(WIX) | SHS | M98068105 | $110.5K | 902,783 | 0.1% |
| Impinj Inc(PI) | COM | 453204109 | $109.4K | 4,231,582 | 0.1% |
| Everbridge Inc(EVBGEUR) | COM | 29978A104 | $104.4K | 1,337,148 | 0.1% |
| 8X8 Inc New(EGHT) | COM | 282914100 | $93.6K | 5,114,579 | 0.1% |
| Pinduoduo Inc(PDD) | SPONSORED ADS | 722304102 | $88.3K | 2,333,804 | 0.1% |
| Tenable Hldgs Inc(TENB) | COM | 88025T102 | $78.0K | 3,255,354 | 0.1% |
| Ehealth Inc(EHTH) | COM | 28238P109 | $75.6K | 786,852 | 0.1% |
| Domo Inc(DOMO) | COM CL B | 257554105 | $58.8K | 2,707,292 | 0.0% |
| Luckin Coffee Inc(LKNCY) | SPONSORED ADS | 54951L109 | $56.1K | 1,424,888 | 0.0% |
| Joyy Inc(JOYY) | ADS REPSTG COM A | 46591M109 | $50.8K | 962,184 | 0.0% |
| Huya Inc(HUYA) | ADS REP SHS A | 44852D108 | $45.6K | 2,541,534 | 0.0% |
| GSX Techedu Inc(GOTU) | SPONSORED ADS | 36257Y109 | $41.5K | 1,897,169 | 0.0% |
| Douyu International Hldngs L | SPONSORED ADS | 25985W105 | $28.5K | 3,366,428 | 0.0% |
| 21Vianet Group Inc(VNET) | SPONSORED ADS A | 90138A103 | $20.9K | 2,878,267 | 0.0% |
| Uniti Group Inc | COM | 91325V108 | $11.4K | 1,390,318 | 0.0% |
| Greentree Hospitalty Group L(GHG) | SPONSORED ADS | 39579V100 | $10.1K | 922,352 | 0.0% |
| Pinterest Inc(PINS) | CL A | 72352L106 | $3.9K | 209,750 | 0.0% |
| China Online ED Group | SPONSORED ADR | 16954L105 | $2.8K | 282,262 | 0.0% |
| Phoenix New Media LTD | SPONSORED ADS | 71910C103 | $1.9K | 983,560 | 0.0% |