Q1 2019 Holdings
Filed 2019-05-15 | 27 holdings | $108.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $59.3M | 2,323,000 | 54.6% |
| Bilibili Inc(BILI) | SPONS ADS REP Z | 090040106 | $47.2M | 2,491,517 | 43.5% |
| Analog Devices Inc(ADI) | COM | 032654105 | $192.1K | 1,825,000 | 0.2% |
| SEA LTD(SE) | SPONSORED ADS | 81141R100 | $183.2K | 7,790,600 | 0.2% |
| Vmware Inc(VMWEUR) | CL A COM | 928563402 | $177.7K | 984,658 | 0.2% |
| Servicenow Inc(NOW) | COM | 81762P102 | $134.5K | 545,642 | 0.1% |
| Forescout Technologies Inc(FSCTEUR) | COM | 34553D101 | $129.4K | 3,087,794 | 0.1% |
| Square Inc(XYZ) | CL A | 852234103 | $122.8K | 1,639,631 | 0.1% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $109.2K | 215,000 | 0.1% |
| JD COM Inc(JD) | SPON ADR CL A | 47215P106 | $100.5K | 3,334,779 | 0.1% |
| Zendesk Inc | COM | 98936J101 | $96.3K | 1,133,296 | 0.1% |
| Micron Technology Inc(MU) | COM | 595112103 | $94.9K | 2,297,000 | 0.1% |
| Interxion Holding N.v | SHS | N47279109 | $81.4K | 1,220,000 | 0.1% |
| FOX Corp(FOXA) | CL A COM | 35137L105 | $78.8K | 2,146,000 | 0.1% |
| Keysight Technologies Inc(KEYS) | COM | 49338L103 | $70.4K | 807,900 | 0.1% |
| Sailpoint Technlgies Hldgs I | COM | 78781P105 | $70.4K | 2,449,748 | 0.1% |
| Sirius XM Hldgs Inc(SIRIEUR) | COM | 82968B103 | $65.0K | 11,460,000 | 0.1% |
| Arista Networks Inc(ANETEUR) | COM | 040413106 | $60.1K | 191,000 | 0.1% |
| Tableau Software Inc(DATA) | CL A | 87336U105 | $52.0K | 408,477 | 0.0% |
| Twilio Inc(TWLO) | CL A | 90138F102 | $47.7K | 369,500 | 0.0% |
| New Relic Inc(NEWREUR) | COM | 64829B100 | $46.4K | 469,968 | 0.0% |
| Yandex N V(NBIS) | SHS CLASS A | N97284108 | $44.2K | 1,287,000 | 0.0% |
| Scientific Games Corp(LNWO) | COM | 80874P109 | $42.2K | 2,068,923 | 0.0% |
| Xilinx Inc(XLNXEUR) | COM | 983919101 | $35.5K | 279,635 | 0.0% |
| The Trade Desk Inc(TTD) | COM CL A | 88339J105 | $35.2K | 178,000 | 0.0% |
| Huya Inc(HUYA) | ADS REP SHS A | 44852D108 | $30.4K | 1,080,646 | 0.0% |
| Lyft Inc(LYFT) | CL A COM | 55087P104 | $4.7K | 60,000 | 0.0% |