Q3 2019 Holdings
Filed 2019-11-12 | 24 holdings | $31.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Adobe Inc(ADBE) | COM | 00724F101 | $16.8M | 60,750 | 53.3% |
| Cisco Sys Inc(CSCO) | COM | 17275R102 | $10.7M | 215,769 | 33.8% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $3.8M | 130,000 | 12.0% |
| Microsoft Corp(MSFT) | COM | 594918104 | $38.9K | 280,000 | 0.1% |
| Apple Inc(AAPL) | COM | 037833100 | $37.8K | 168,740 | 0.1% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $29.3K | 24,000 | 0.1% |
| International Business Machs(IBM) | COM | 459200101 | $22.5K | 155,000 | 0.1% |
| MicroChip Technology Inc(MCHP) | COM | 595017104 | $18.6K | 200,000 | 0.1% |
| Amazon Com Inc(AMZN) | COM | 023135106 | $17.4K | 10,000 | 0.1% |
| Intuit(INTU) | COM | 461202103 | $16.4K | 61,500 | 0.1% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $15.5K | 150,000 | 0.0% |
| Amdocs Ltd(DOX) | SHS | G02602103 | $14.5K | 220,000 | 0.0% |
| Electronic Arts Inc(EA) | COM | 285512109 | $12.2K | 125,000 | 0.0% |
| Oracle Corp(ORCL) | COM | 68389X105 | $12.1K | 220,000 | 0.0% |
| Salesforce Com Inc(CRM) | COM | 79466L302 | $11.9K | 80,000 | 0.0% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $9.2K | 7,526 | 0.0% |
| Citrix Sys Inc(CTXSEUR) | COM | 177376100 | $8.2K | 85,000 | 0.0% |
| eBay Inc(EBAY) | COM | 278642103 | $7.2K | 185,000 | 0.0% |
| Facebook Inc(META) | CL A | 30303M102 | $6.8K | 38,000 | 0.0% |
| Fireeye Inc(FEYECHF) | COM | 31816Q101 | $6.7K | 500,000 | 0.0% |
| Intel Corp(INTC) | COM | 458140100 | $6.4K | 125,000 | 0.0% |
| Netflix Inc(NFLX) | COM | 64110L106 | $2.7K | 10,000 | 0.0% |
| Activision Blizzard Inc(ATVIEUR) | COM | 00507V109 | $2.6K | 50,000 | 0.0% |
| Veoneer Incorporated | COM | 92336X109 | $1.2K | 80,000 | 0.0% |