Q2 2017 Holdings
Filed 2017-08-14 | 19 holdings | $7.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cars COM Inc(CARS) | COM | 14575E105 | $7.1M | 265,000 | 98.6% |
| Luxoft Hldg Inc | ORD SHS CL A | G57279104 | $18.6K | 306,481 | 0.3% |
| Gigamon Inc | COM | 37518B102 | $18.2K | 462,989 | 0.3% |
| Cognizant Technology Solutio(CTSH) | CL A | 192446102 | $8.6K | 129,396 | 0.1% |
| Ebay Inc(EBAY) | COM | 278642103 | $7.9K | 227,555 | 0.1% |
| Foot Locker Inc(WOO) | COM | 344849104 | $6.4K | 130,800 | 0.1% |
| Stamps COM Inc(STMP) | COM NEW | 852857200 | $6.2K | 39,781 | 0.1% |
| Yelp Inc(YELP) | CL A | 985817105 | $6.0K | 200,000 | 0.1% |
| Nutanix Inc(NTNX) | CL A | 67059N108 | $5.5K | 272,550 | 0.1% |
| Total SYS Svcs Inc(TSS) | COM | 891906109 | $5.5K | 93,919 | 0.1% |
| Jones Lang Lasalle Inc(JLL) | COM | 48020Q107 | $5.1K | 40,433 | 0.1% |
| Pure Storage Inc(PSTG) | CL A | 74624M102 | $4.7K | 363,464 | 0.1% |
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $3.1K | 23,000 | 0.0% |
| Check Point Software Tech LT(CHKP) | ORD | M22465104 | $1.5K | 13,393 | 0.0% |
| Zendesk Inc | COM | 98936J101 | $1.1K | 38,900 | 0.0% |
| Etsy Inc(ETSY) | COM | 29786A106 | $1.1K | 70,000 | 0.0% |
| Azul S A | SPONSR ADR PFD | 05501U106 | $800 | 37,968 | 0.0% |
| Cara Therapeutics Inc(CARAEUR) | COM | 140755109 | $770 | 50,000 | 0.0% |
| Fiesta Restaurant Group Inc | COM | 31660B101 | $685 | 33,168 | 0.0% |