Q2 2017 Holdings
Filed 2017-08-14 | 15 holdings | $65.3M | 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 | $64.8M | 460,000 | 99.3% |
| Expedia Inc del(EXPE) | COM NEW | 30212P303 | $59.6K | 400,000 | 0.1% |
| Ringcentral Inc(RNG) | CL A | 76680R206 | $58.5K | 1,600,000 | 0.1% |
| Facebook Inc(META) | CL A | 30303M102 | $53.3K | 353,000 | 0.1% |
| Sony Corp | COM | J76379106 | $38.4K | 1,009,500 | 0.1% |
| Servicenow Inc(NOW) | COM | 81762P102 | $37.7K | 356,000 | 0.1% |
| 8X8 Inc New(EGHT) | COM | 282914100 | $36.4K | 2,500,000 | 0.1% |
| DXC Technology Co(DXC) | COM | 23355L106 | $35.3K | 460,000 | 0.1% |
| Talend S A | ADS | 874224207 | $31.3K | 900,000 | 0.0% |
| Cognizant Technology Solutio(CTSH) | CL A | 192446102 | $30.7K | 462,000 | 0.0% |
| Check Point Software Tech LT(CHKP) | ORD | M22465104 | $29.0K | 266,000 | 0.0% |
| Electronic Arts Inc(EA) | COM | 285512109 | $23.5K | 222,000 | 0.0% |
| Zendesk Inc | COM | 98936J101 | $18.9K | 681,000 | 0.0% |
| New Relic Inc(NEWREUR) | COM | 64829B100 | $18.8K | 436,000 | 0.0% |
| Nuance Communications Inc | COM | 67020Y100 | $14.3K | 820,000 | 0.0% |