Q4 2020 Holdings
Filed 2021-02-16 | 14 holdings | $61.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cloudflare Inc(NET) | COMM | 18915M107 | $33.0M | 434,007 | 53.6% |
| Bill.com Holdings Inc(BILL) | COMM | 090043100 | $28.2M | 206,928 | 45.9% |
| Smartsheet Inc(SMARGBP) | COMM | 83200N103 | $29.9K | 432,160 | 0.0% |
| Q2 Holdings Inc(QTWO) | COMM | 74736L109 | $29.6K | 234,175 | 0.0% |
| Dynatrace Inc(DT) | COMM | 268150109 | $28.7K | 663,107 | 0.0% |
| Teladoc Inc(TDOC) | COMM | 87918A105 | $28.5K | 142,626 | 0.0% |
| Elastic NV(ESTC) | COMM | N14506104 | $28.5K | 194,871 | 0.0% |
| Ringcentral Inc(RNG) | COMM | 76680R206 | $28.4K | 74,838 | 0.0% |
| Zendesk Inc | COMM | 98936J101 | $27.6K | 193,135 | 0.0% |
| Zscaler Inc(ZS) | COMM | 98980G102 | $27.0K | 135,035 | 0.0% |
| Docusign Inc(DOCU) | COMM | 256163106 | $26.5K | 119,340 | 0.0% |
| Everbridge Inc(EVBGEUR) | COMM | 29978A104 | $23.8K | 159,667 | 0.0% |
| Avalara Inc(AVLRUSD) | COMM | 05338G106 | $23.1K | 139,790 | 0.0% |
| Berkley Lights Inc(BLIUSD) | COMM | 084310101 | $16.6K | 185,517 | 0.0% |