Q2 2019 Holdings
Filed 2019-08-14 | 12 holdings | $6.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Crowdstrike Holdings, Inc.(CRWD) | CL A | 22788C105 | $3.8M | 54,938,776 | 58.9% |
| Silk Road Medical, Inc. | COM | 82710M100 | $591.2K | 12,199,629 | 9.3% |
| Antero Midstream Corp | COM | 07367B102 | $459.7K | 40,109,589 | 7.2% |
| ZTO Express Cayman Inc.(ZTO) | SPONSORED ADR | 98980A105 | $381.0K | 19,927,109 | 6.0% |
| Brigham Minerals, Inc.(MNRLUSD) | COM | 10918L103 | $275.6K | 12,840,373 | 4.3% |
| Endurance Intl Group Hldgs, Inc(1)(EIGIEUR) | COM | 29272B105 | $252.3K | 52,562,956 | 4.0% |
| Cango Inc.(9C0A) | ADS | 137586103 | $184.8K | 26,715,562 | 2.9% |
| Laredo Petroleum, Inc. | COM | 516806106 | $148.4K | 51,170,146 | 2.3% |
| Avalara, Inc.(AVLRUSD) | COM | 05338G106 | $122.9K | 1,702,281 | 1.9% |
| Uxin LTD | ADS | 91818X108 | $82.3K | 37,399,103 | 1.3% |
| NIO Inc.(NIO) | SPONSORED ADS | 62914V106 | $70.8K | 27,773,772 | 1.1% |
| Cyren, Ltd. | SHS | M26895108 | $47.7K | 27,586,733 | 0.7% |