Q1 2018 Holdings
Filed 2018-05-14 | 57 holdings | $89.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| American Superconductor Corp(AMSC) | SHS NEW | 030111207 | $3.2M | 544,044 | 3.6% |
| Aspen Aerogels Inc(ASPN) | COM | 04523Y105 | $4.4M | 1,041,500 | 5.0% |
| Crown Castle Intl Corp New(CCI) | COM | 22822V101 | $7.7M | 70,000 | 8.6% |
| Cargurus Inc(CARG) | COM CL A | 141788109 | $8.5M | 220,000 | 9.5% |
| Appian Corp(APPN) | CL A | 03782L101 | $9.3M | 370,000 | 10.5% |
| Axon Enterprise Inc(AXON) | COM | 05464C101 | $19.7M | 500,000 | 22.1% |
| Codexis Inc(CDXS) | COM | 192005106 | $35.8M | 3,250,000 | 40.1% |