Q1 2018 Holdings
Filed 2018-05-15 | 17 holdings | $136.0M | 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 | $104.6M | 570,000 | 76.9% |
| Altice USA Inc(OPTU) | CL A | 02156K103 | $30.5M | 1,650,000 | 22.4% |
| Pagseguro Digital LTD(PAGS) | COM CL A | G68707101 | $96.0K | 2,505,000 | 0.1% |
| Facebook Inc(META) | CL A | 30303M102 | $95.9K | 600,000 | 0.1% |
| Talend S A | ADS | 874224207 | $81.8K | 1,700,000 | 0.1% |
| DXC Technology Co(DXC) | COM | 23355L106 | $69.6K | 692,000 | 0.1% |
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $63.5K | 350,000 | 0.0% |
| Ringcentral Inc(RNG) | CL A | 76680R206 | $63.5K | 1,000,000 | 0.0% |
| Sony Corp | COM | J76379106 | $56.3K | 1,166,000 | 0.0% |
| 8X8 Inc New(EGHT) | COM | 282914100 | $56.0K | 3,000,000 | 0.0% |
| Cloudera Inc(CLDR) | COM | 18914U100 | $52.0K | 2,410,000 | 0.0% |
| Servicenow Inc(NOW) | COM | 81762P102 | $49.6K | 300,000 | 0.0% |
| WIX COM LTD(WIX) | SHS | M98068105 | $47.7K | 600,000 | 0.0% |
| Expedia Group Inc(EXPE) | COM NEW | 30212P303 | $46.4K | 420,000 | 0.0% |
| Zendesk Inc | COM | 98936J101 | $43.1K | 900,000 | 0.0% |
| T Mobile US Inc(TMUS) | COM | 872590104 | $36.6K | 600,000 | 0.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $14.5K | 10,000 | 0.0% |