Q1 2017 Holdings
Filed 2017-05-15 | 11 holdings | $96.6K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Gigamon Inc | COM | 37518B102 | $19.6K | 552,300 | 20.3% |
| Cognizant Technology Solutio(CTSH) | CL A | 192446102 | $19.0K | 318,696 | 19.6% |
| Luxoft Hldg Inc | ORD SHS CL A | G57279104 | $17.8K | 284,089 | 18.4% |
| Jones Lang Lasalle Inc(JLL) | COM | 48020Q107 | $12.3K | 110,433 | 12.7% |
| Ebay Inc(EBAY) | COM | 278642103 | $7.6K | 227,555 | 7.9% |
| Total SYS Svcs Inc(TSS) | COM | 891906109 | $6.9K | 128,919 | 7.1% |
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $5.6K | 50,000 | 5.8% |
| Check Point Software Tech LT(CHKP) | ORD | M22465104 | $3.0K | 29,093 | 3.1% |
| Fiesta Restaurant Group Inc | COM | 31660B101 | $2.9K | 119,068 | 3.0% |
| Twitter Inc(TWTRUSD) | COM | 90184L102 | $1.4K | 95,970 | 1.5% |
| Pure Storage Inc(PSTG) | CL A | 74624M102 | $492 | 50,000 | 0.5% |