Q1 2019 Holdings
Filed 2019-05-15 | 26 holdings | $19.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ascendis Pharma A S(ASND) | SPONSORED ADR | 04351P101 | $10.6M | 90,065 | 55.9% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $8.1M | 317,846 | 42.8% |
| Proofpoint Inc(PFPT) | COM | 743424103 | $15.9K | 130,665 | 0.1% |
| Twitter Inc(TWTRUSD) | COM | 90184L102 | $13.9K | 422,567 | 0.1% |
| Chipotle Mexican Grill Inc(CMG) | COM | 169656105 | $13.4K | 18,927 | 0.1% |
| Docusign Inc(DOCU) | COM | 256163106 | $12.8K | 247,580 | 0.1% |
| Arista Networks Inc(ANETEUR) | COM | 040413106 | $12.7K | 40,333 | 0.1% |
| Godaddy Inc(GDDY) | CL A | 380237107 | $12.5K | 166,603 | 0.1% |
| Everbridge Inc(EVBGEUR) | COM | 29978A104 | $12.3K | 163,681 | 0.1% |
| Equinix Inc(EQIX) | COM | 29444U700 | $11.7K | 25,912 | 0.1% |
| Quanta Svcs Inc(PWR) | COM | 74762E102 | $11.4K | 301,638 | 0.1% |
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $11.2K | 46,252 | 0.1% |
| Imax Corp(IMAX) | COM | 45245E109 | $11.0K | 484,919 | 0.1% |
| Dexcom Inc(DXCM) | COM | 252131107 | $10.9K | 91,528 | 0.1% |
| Ulta Beauty Inc(ULTA) | COM | 90384S303 | $10.8K | 30,874 | 0.1% |
| Redfin Corp(RDFN) | COM | 75737F108 | $10.6K | 521,403 | 0.1% |
| Alliance Data Systems Corp(BFH) | COM | 018581108 | $10.0K | 57,047 | 0.1% |
| Pacira Pharmaceuticals Inc(PCRX) | COM | 695127100 | $9.1K | 238,327 | 0.0% |
| Tableau Software Inc(DATA) | CL A | 87336U105 | $8.6K | 67,799 | 0.0% |
| Affiliated Managers Group in(AMG) | COM | 008252108 | $8.4K | 78,276 | 0.0% |
| Envestnet Inc(ENVUSD) | COM | 29404K106 | $8.2K | 125,782 | 0.0% |
| Nutanix Inc(NTNX) | CL A | 67059N108 | $7.9K | 209,636 | 0.0% |
| Twilio Inc(TWLO) | CL A | 90138F102 | $6.1K | 47,512 | 0.0% |
| Exact Sciences Corp(EXAS) | COM | 30063P105 | $5.1K | 58,802 | 0.0% |
| Splunk Inc(SPLKCHF) | COM | 848637104 | $4.7K | 37,420 | 0.0% |
| Tripadvisor Inc(TRIP) | COM | 896945201 | $496 | 9,631 | 0.0% |