Q3 2017 Holdings
Filed 2017-11-14 | 17 holdings | $69.7M | 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 | $69.1M | 400,000 | 99.2% |
| Talend S A | ADS | 874224207 | $60.2K | 1,470,000 | 0.1% |
| Ringcentral Inc(RNG) | CL A | 76680R206 | $58.5K | 1,400,000 | 0.1% |
| DXC Technology Co(DXC) | COM | 23355L106 | $49.0K | 570,000 | 0.1% |
| Servicenow Inc(NOW) | COM | 81762P102 | $44.4K | 378,000 | 0.1% |
| 8X8 Inc New(EGHT) | COM | 282914100 | $44.3K | 3,280,000 | 0.1% |
| Sony Corp | COM | J76379106 | $43.8K | 1,176,500 | 0.1% |
| Facebook Inc(META) | CL A | 30303M102 | $43.7K | 256,000 | 0.1% |
| Ubiquiti Networks Inc | COM | 90347A100 | $35.3K | 630,000 | 0.1% |
| Cognizant Technology Solutio(CTSH) | CL A | 192446102 | $33.5K | 462,000 | 0.0% |
| Electronic Arts Inc(EA) | COM | 285512109 | $30.3K | 257,000 | 0.0% |
| Pandora Media Inc | COM | 698354107 | $24.6K | 3,200,000 | 0.0% |
| Uniti Group Inc | COM | 91325V108 | $23.9K | 1,630,000 | 0.0% |
| Nuance Communications Inc | COM | 67020Y100 | $23.6K | 1,500,000 | 0.0% |
| New Relic Inc(NEWREUR) | COM | 64829B100 | $21.7K | 436,000 | 0.0% |
| Zendesk Inc | COM | 98936J101 | $19.8K | 681,000 | 0.0% |
| WIX COM LTD(WIX) | SHS | M98068105 | $15.1K | 210,000 | 0.0% |