Q2 2019 Holdings
Filed 2019-08-14 | 13 holdings | $1.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cornerstone Ondemand Inc(CSOD) | COM | 21925Y103 | $187.8K | 3,241,474 | 11.7% |
| Servicenow Inc(NOW) | COM | 81762P102 | $170.0K | 619,256 | 10.6% |
| Accenture PLC Ireland(ACN) | SHS CLASS A | G1151C101 | $170.0K | 919,926 | 10.6% |
| PTC Inc(PTC) | COM | 69370C100 | $158.5K | 1,766,130 | 9.9% |
| Open Text Corp(OTEX) | COM | 683715106 | $149.6K | 3,632,083 | 9.3% |
| Axalta Coating SYS LTD(AXTA) | COM | G0750C108 | $133.4K | 4,480,394 | 8.3% |
| Tyler Technologies Inc(TYL) | COM | 902252105 | $129.1K | 597,482 | 8.0% |
| Instructure Inc | COM | 45781U103 | $114.7K | 2,699,741 | 7.1% |
| Resideo Technologies Inc(REZI) | COM | 76118Y104 | $101.0K | 4,608,486 | 6.3% |
| Masonite Intl Corp New(DOOREUR) | COM | 575385109 | $99.9K | 1,896,820 | 6.2% |
| Applied Matls Inc(AMAT) | COM | 038222105 | $74.1K | 1,650,214 | 4.6% |
| Talend S A | ADS | 874224207 | $68.3K | 1,770,724 | 4.3% |
| National Instrs Corp | COM | 636518102 | $48.4K | 1,153,158 | 3.0% |