Q2 2019 Holdings
Filed 2019-08-14 | 33 holdings | $1.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $118.1K | 846,040 | 7.9% |
| Zynga Inc(ZNGAEUR) | CL A | 98986T108 | $108.0K | 17,626,302 | 7.2% |
| Zillow Group Inc(Z) | CL C CAP STK | 98954M200 | $85.3K | 1,839,075 | 5.7% |
| Marvell Technology Group LTD(MRVL) | ORD | G5876H105 | $82.0K | 3,434,811 | 5.5% |
| Viacom Inc New(VIAB) | CL B | 92553P201 | $76.0K | 2,544,120 | 5.1% |
| Symantec Corp | COM | 871503108 | $69.5K | 3,195,745 | 4.6% |
| 8X8 Inc New(EGHT) | COM | 282914100 | $67.7K | 2,810,913 | 4.5% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $65.0K | 34,343 | 4.3% |
| Stitch FIX Inc(SFIX) | COM CL A | 860897107 | $63.8K | 1,992,949 | 4.3% |
| Five9 Inc(FIVN) | COM | 338307101 | $62.6K | 1,221,373 | 4.2% |
| Svmk Inc | COM | 78489X103 | $61.9K | 3,751,937 | 4.1% |
| Liveramp Hldgs Inc(RAMP) | COM | 53815P108 | $61.3K | 1,265,104 | 4.1% |
| Netflix Inc(NFLX) | COM | 64110L106 | $57.8K | 157,337 | 3.9% |
| Keysight Technologies Inc(KEYS) | COM | 49338L103 | $55.5K | 617,926 | 3.7% |
| News Corp New(NWSA) | CL A | 65249B109 | $53.0K | 3,927,425 | 3.5% |
| Verint SYS Inc(VTY) | COM | 92343X100 | $52.8K | 981,425 | 3.5% |
| Qualcomm Inc(QCOM)Call | COM | 747525103 | $49.9K | 655,600 | 3.3% |
| Square Inc(XYZ) | CL A | 852234103 | $34.0K | 468,222 | 2.3% |
| Pinterest Inc(PINS)Call | CL A | 72352L106 | $31.1K | 1,144,200 | 2.1% |
| Qorvo Inc(QRVO) | COM | 74736K101 | $29.1K | 437,202 | 1.9% |
| Wayfair Inc(W)Call | CL A | 94419L101 | $28.6K | 196,100 | 1.9% |
| Cloudera Inc(CLDR)Call | COM | 18914U100 | $27.5K | 5,221,300 | 1.8% |
| Wayfair Inc(W) | CL A | 94419L101 | $26.6K | 182,289 | 1.8% |
| Altair Engr Inc(ALTREUR) | COM CL A | 021369103 | $25.0K | 618,192 | 1.7% |
| CDK Global Inc(CDK) | COM | 12508E101 | $23.9K | 484,173 | 1.6% |
| T Mobile US Inc(TMUS) | COM | 872590104 | $16.7K | 224,999 | 1.1% |
| Qorvo Inc(QRVO)Call | COM | 74736K101 | $16.4K | 246,300 | 1.1% |
| Cloudera Inc(CLDR) | COM | 18914U100 | $16.1K | 3,055,399 | 1.1% |
| Lyft Inc(LYFT)Call | CL A COM | 55087P104 | $15.9K | 241,700 | 1.1% |
| Guidewire Software Inc(GWRE) | COM | 40171V100 | $14.3K | 141,015 | 1.0% |
| Pinterest Inc(PINS) | CL A | 72352L106 | $2.3K | 85,967 | 0.2% |
| Lyft Inc(LYFT) | CL A COM | 55087P104 | $1.5K | 22,281 | 0.1% |
| Synaptics Inc(SYNA) | COM | 87157D109 | $559 | 19,167 | 0.0% |