Q4 2017 Holdings
Filed 2018-02-14 | 17 holdings | $53.8M | 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 | $53.1M | 307,800 | 98.6% |
| Ringcentral Inc(RNG) | CL A | 76680R206 | $67.8K | 1,400,000 | 0.1% |
| Servicenow Inc(NOW) | COM | 81762P102 | $65.2K | 500,000 | 0.1% |
| DXC Technology Co(DXC) | COM | 23355L106 | $63.6K | 670,000 | 0.1% |
| Facebook Inc(META) | CL A | 30303M102 | $60.0K | 340,000 | 0.1% |
| 8X8 Inc New(EGHT) | COM | 282914100 | $54.4K | 3,860,000 | 0.1% |
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $53.2K | 367,202 | 0.1% |
| Talend S A | ADS | 874224207 | $51.3K | 1,370,000 | 0.1% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $50.3K | 43,000 | 0.1% |
| Ubiquiti Networks Inc | COM | 90347A100 | $49.6K | 698,544 | 0.1% |
| Sony Corp | COM | J76379106 | $46.8K | 1,037,500 | 0.1% |
| WIX COM LTD(WIX) | SHS | M98068105 | $40.3K | 700,000 | 0.1% |
| Pandora Media Inc | COM | 698354107 | $33.0K | 6,850,000 | 0.1% |
| Take-Two Interactive Softwar(TTWO) | COM | 874054109 | $32.8K | 299,000 | 0.1% |
| Uniti Group Inc | COM | 91325V108 | $32.4K | 1,820,000 | 0.1% |
| Zendesk Inc | COM | 98936J101 | $30.5K | 900,000 | 0.1% |
| Irobot Corp(IRBTQ) | COM | 462726100 | $21.9K | 285,000 | 0.0% |