Q3 2020 Holdings
Filed 2020-11-16 | 14 holdings | $56.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cloudflare Inc(NET) | COMM | 18915M107 | $28.2M | 687,502 | 50.2% |
| Bill.com Holdings Inc(BILL) | COMM | 090043100 | $27.7M | 276,018 | 49.3% |
| Livongo Health Inc(LVGO) | COMM | 539183103 | $34.7K | 247,744 | 0.1% |
| Ringcentral Inc(RNG) | COMM | 76680R206 | $27.1K | 98,821 | 0.0% |
| Docusign Inc(DOCU) | COMM | 256163106 | $26.6K | 123,426 | 0.0% |
| Smartsheet Inc(SMARGBP) | COMM | 83200N103 | $24.7K | 498,961 | 0.0% |
| Elastic NV(ESTC) | COMM | N14506104 | $24.6K | 227,801 | 0.0% |
| Dynatrace Inc(DT) | COMM | 268150109 | $24.4K | 595,704 | 0.0% |
| Everbridge Inc(EVBGEUR) | COMM | 29978A104 | $23.3K | 185,113 | 0.0% |
| Q2 Holdings Inc(QTWO) | COMM | 74736L109 | $22.8K | 249,833 | 0.0% |
| Zendesk Inc | COMM | 98936J101 | $22.3K | 216,587 | 0.0% |
| Zscaler Inc(ZS) | COMM | 98980G102 | $21.5K | 153,155 | 0.0% |
| Avalara Inc(AVLRUSD) | COMM | 05338G106 | $20.6K | 161,515 | 0.0% |
| Berkley Lights Inc(BLIUSD) | COMM | 084310101 | $14.2K | 185,517 | 0.0% |