Q3 2021 Holdings
Filed 2021-11-15 | 11 holdings | $211.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Smartsheet Inc(SMARGBP) | COM CL A | 83200N103 | $32.5K | 472,374 | 15.3% |
| Five9 Inc(FIVN) | COM | 338307101 | $32.0K | 200,315 | 15.1% |
| Avis Budget Group(CAR) | COM | 053774105 | $20.7K | 178,007 | 9.8% |
| Everbridge Inc(EVBGEUR) | COM | 29978A104 | $20.6K | 136,250 | 9.7% |
| Doordash Inc(DASH) | CL A | 25809K105 | $20.0K | 97,000 | 9.4% |
| Williams Sonoma Inc(WSM) | COM | 969904101 | $16.2K | 91,353 | 7.6% |
| ZTO Express Cayman Inc(ZTO) | SPONSORED ADS A | 98980A105 | $16.1K | 526,600 | 7.6% |
| Nexstar Media Group Inc(NXST) | CL A | 65336K103 | $15.5K | 102,000 | 7.3% |
| Twilio Inc(TWLO) | CL A | 90138F102 | $13.8K | 43,352 | 6.5% |
| Jd.com Inc(JD) | SPON ADR CL A | 47215P106 | $12.7K | 175,800 | 6.0% |
| Qualtrics Intl Inc | COM CL A | 747601201 | $11.6K | 271,622 | 5.5% |