Q2 2021 Holdings
Filed 2021-08-16 | 11 holdings | $170.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Smartsheet Inc(SMARGBP) | COM CL A | 83200N103 | $32.7K | 452,674 | 19.2% |
| Five9 Inc(FIVN) | COM | 338307101 | $19.6K | 107,015 | 11.5% |
| Everbridge Inc(EVBGEUR) | COM | 29978A104 | $18.5K | 136,250 | 10.9% |
| Williams Sonoma Inc(WSM) | COM | 969904101 | $17.6K | 110,153 | 10.3% |
| Twilio Inc(TWLO) | CL A | 90138F102 | $17.1K | 43,352 | 10.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $14.9K | 4,319 | 8.7% |
| Nexstar Media Group Inc(NXST) | CL A | 65336K103 | $13.5K | 91,500 | 7.9% |
| Qualtrics Intl Inc | COM CL A | 747601201 | $10.4K | 271,622 | 6.1% |
| Jd.com Inc(JD) | SPON ADR CL A | 47215P106 | $9.4K | 118,300 | 5.5% |
| Doordash Inc(DASH) | CL A | 25809K105 | $8.7K | 48,700 | 5.1% |
| Avis Budget Group(CAR) | COM | 053774105 | $7.9K | 101,007 | 4.6% |