Q4 2017 Holdings
Filed 2018-02-12 | 7 holdings | $247.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Appian Corp(APPN) | CL A | 03782L101 | $157.9M | 5,017,229 | 63.7% |
| Axon Enterprise Inc(AXON) | COM | 05464C101 | $82.0M | 3,092,945 | 33.1% |
| Cargurus Inc(CARG) | COM CL A | 141788109 | $7.5M | 250,000 | 3.0% |
| Shopify Inc(SHOP) | CL A | 82509L107 | $158.6K | 1,570,200 | 0.1% |
| Mimecast LTD | ORD SHS | G14838109 | $141.2K | 4,924,658 | 0.1% |
| Alteryx Inc(AYXEUR) | COM CL A | 02156B103 | $101.1K | 4,001,344 | 0.0% |
| Sturm Ruger & Co Inc(RGR) | COM | 864159108 | $16.8K | 300,000 | 0.0% |