Q1 2018 Holdings
Filed 2018-05-15 | 14 holdings | $85.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| BOX Inc Class(BOX) | CL A | 10316T104 | $84.3M | 4,101,658 | 99.2% |
| Pegasystems Inc(PEGA) | COM | 705573103 | $88.6K | 1,461,119 | 0.1% |
| Shutterfly Inc(SFLY) | COM | 82568P304 | $86.0K | 1,058,097 | 0.1% |
| Godaddy Inc(GDDY) | CL A | 380237107 | $77.9K | 1,268,697 | 0.1% |
| Stamps.com Inc(STMP) | COM NEW | 852857200 | $67.7K | 336,975 | 0.1% |
| Yelp Inc(YELP) | CL A | 985817105 | $67.5K | 1,617,543 | 0.1% |
| Apptio Inc | CL A | 03835C108 | $53.1K | 1,873,053 | 0.1% |
| Model N Inc(MODNEUR) | COM | 607525102 | $52.3K | 2,895,276 | 0.1% |
| Wix.com LTD(WIX) | SHS | M98068105 | $51.6K | 649,073 | 0.1% |
| IAC / Interactivecorp(IACIEUR) | COM | 44919P508 | $50.0K | 319,509 | 0.1% |
| Vonage Holdings Corp | COM | 92886T201 | $33.9K | 3,180,858 | 0.0% |
| Instructure Inc | COM | 45781U103 | $33.5K | 794,437 | 0.0% |
| Electronics for Imaging Inc(EFII) | COM | 286082102 | $30.1K | 1,100,851 | 0.0% |
| Zscaler Inc.(ZS) | COM | 98980G102 | $561 | 20,000 | 0.0% |