Q4 2020 Holdings
Filed 2021-02-17 | 1 holdings | $12.8K | 13F-HR/A | View on SEC ↗ · Holdings Table ↗
Amended (2021-02-23) | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $358.8M | 3,912,302 | 58.7% |
| Chegg Inc(CHGG) | COM | 163092109 | $248.7M | 2,753,233 | 40.7% |
| Elastic N V(ESTC) | ORD SHS | N14506104 | $687.6K | 4,705,317 | 0.1% |
| Pagseguro Digital LTD(PAGS) | COM CL A | G68707101 | $648.8K | 11,406,517 | 0.1% |
| 8X8 Inc New(EGHT) | COM | 282914100 | $461.3K | 13,381,513 | 0.1% |
| Enphase Energy Inc(ENPH) | COM | 29355A107 | $346.2K | 1,972,937 | 0.1% |
| Everbridge Inc(EVBGEUR) | COM | 29978A104 | $263.4K | 1,766,872 | 0.0% |
| Impinj Inc(PI) | COM | 453204109 | $184.1K | 4,397,337 | 0.0% |
| Sunnova Energy Intl Inc.(NOVAQ) | COM | 86745K104 | $99.0K | 2,192,812 | 0.0% |
| 21Vianet Group Inc(VNET) | SPONSORED ADS A | 90138A103 | $96.1K | 2,769,888 | 0.0% |
| Lattice Semiconductor Corp(LSCC) | COM | 518415104 | $87.7K | 1,914,222 | 0.0% |
| Chindata Group Hldgs LTD | ADS | 16955F107 | $85.9K | 3,586,190 | 0.0% |
| Lululemon Athletica Inc(LULU) | COM | 550021109 | $80.6K | 231,567 | 0.0% |
| Futu Hldgs LTD(FUTU) | SPON ADS CL A | 36118L106 | $61.1K | 1,335,910 | 0.0% |
| Onespan Inc(OSPN) | COM | 68287N100 | $39.3K | 1,900,605 | 0.0% |
| Pinduoduo Inc(PDD) | SPONSORED ADS | 722304102 | $32.3K | 181,979 | 0.0% |
| Youdao Inc(DAO) | SPONSORED ADS | 98741T104 | $31.1K | 1,171,204 | 0.0% |
| Interprivate Acquisition COR | COM | 46064A103 | $27.4K | 1,883,561 | 0.0% |
| Repay Hldgs Corp(RPAY) | COM CL A | 76029L100 | $21.7K | 794,625 | 0.0% |
| Zoom Video Communications in(ZM) | CL A | 98980L101 | $19.2K | 56,870 | 0.0% |
| China Online ED Group | SPONSORED ADR | 16954L105 | $14.3K | 527,976 | 0.0% |
| Yatsen Hldg LTD | ADS | 985194109 | $12.9K | 760,432 | 0.0% |
| 17 ED & Technology Group IncA | ADS | 81807M106 | $12.8K | 1,000,000 | 100.0% |
| Coupa Software Inc(COUPEUR) | COM | 22266L106 | $10.8K | 32,007 | 0.0% |
| Ihuman Inc | ADS COMMON | 45175B109 | $7.2K | 395,103 | 0.0% |
| South MTN Merger Corp | COM CL A | 838884104 | $980 | 60,756 | 0.0% |