Q1 2017 Holdings
Filed 2017-05-15 | 12 holdings | $32.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $32.3M | 300,000 | 98.9% |
| Facebook Inc(META) | CL A | 30303M102 | $47.3K | 333,000 | 0.1% |
| Expedia Inc del(EXPE) | COM NEW | 30212P303 | $43.3K | 343,000 | 0.1% |
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $42.8K | 380,000 | 0.1% |
| Ringcentral Inc(RNG) | CL A | 76680R206 | $39.6K | 1,400,000 | 0.1% |
| Sony Corp | COM | J76379106 | $34.2K | 1,009,500 | 0.1% |
| Servicenow Inc(NOW) | COM | 81762P102 | $31.1K | 356,000 | 0.1% |
| Cognizant Technology Solutio(CTSH) | CL A | 192446102 | $29.8K | 500,000 | 0.1% |
| Check Point Software Tech LT(CHKP) | ORD | M22465104 | $27.3K | 266,000 | 0.1% |
| Electronic Arts Inc(EA) | COM | 285512109 | $27.2K | 304,000 | 0.1% |
| Cyberark Software LTD | SHS | M2682V108 | $25.4K | 500,000 | 0.1% |
| Coupa Software Inc(COUPEUR) | COM | 22266L106 | $12.7K | 500,000 | 0.0% |