Q3 2019 Holdings
Filed 2019-11-14 | 33 holdings | $1.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Electronic Arts Inc(EA) | COM | 285512109 | $111.1K | 1,135,578 | 9.0% |
| Oracle Corp(ORCL) | COM | 68389X105 | $89.9K | 1,633,339 | 7.3% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $82.3K | 631,861 | 6.7% |
| Marvell Technology Group LTD(MRVL) | ORD | G5876H105 | $67.5K | 2,704,199 | 5.5% |
| Svmk Inc | COM | 78489X103 | $66.7K | 3,902,038 | 5.4% |
| Five9 Inc(FIVN) | COM | 338307101 | $63.6K | 1,184,339 | 5.2% |
| Symantec CorpCall | COM | 871503108 | $63.2K | 2,674,200 | 5.1% |
| Zynga Inc(ZNGAEUR) | CL A | 98986T108 | $62.8K | 10,783,633 | 5.1% |
| Stitch FIX Inc(SFIX) | COM CL A | 860897107 | $56.6K | 2,941,515 | 4.6% |
| Western Digital Corp(WDC) | COM | 958102105 | $56.3K | 943,819 | 4.6% |
| Liveramp Hldgs Inc(RAMP) | COM | 53815P108 | $54.6K | 1,270,839 | 4.4% |
| Zillow Group Inc(Z) | CL C CAP STK | 98954M200 | $51.5K | 1,727,866 | 4.2% |
| Liveperson Inc(LPSNUSD) | COM | 538146101 | $49.5K | 1,387,381 | 4.0% |
| Symantec Corp | COM | 871503108 | $42.3K | 1,788,724 | 3.4% |
| News Corp New(NWSA) | CL A | 65249B109 | $41.9K | 3,010,774 | 3.4% |
| Qorvo Inc(QRVO) | COM | 74736K101 | $41.5K | 559,273 | 3.4% |
| 8X8 Inc New(EGHT) | COM | 282914100 | $37.3K | 1,802,248 | 3.0% |
| Netflix Inc(NFLX)Call | COM | 64110L106 | $29.3K | 109,600 | 2.4% |
| Fidelity Natl Information SV(FIS) | COM | 31620M106 | $27.0K | 203,310 | 2.2% |
| Anaplan Inc(PLANUSD) | COM | 03272L108 | $26.3K | 559,105 | 2.1% |
| Keysight Technologies Inc(KEYS) | COM | 49338L103 | $19.2K | 197,503 | 1.6% |
| Snap Inc(SNAP) | CL A | 83304A106 | $18.8K | 1,192,738 | 1.5% |
| Qorvo Inc(QRVO)Call | COM | 74736K101 | $18.3K | 246,300 | 1.5% |
| New Relic Inc(NEWREUR)Put | COM | 64829B100 | $11.0K | 179,600 | 0.9% |
| Roku Inc(ROKU)Put | COM CL A | 77543R102 | $10.1K | 99,400 | 0.8% |
| Lyft Inc(LYFT)Call | CL A COM | 55087P104 | $9.9K | 241,700 | 0.8% |
| Lyft Inc(LYFT) | CL A COM | 55087P104 | $8.9K | 217,156 | 0.7% |
| Stitch FIX Inc(SFIX)Call | COM CL A | 860897107 | $6.8K | 352,700 | 0.6% |
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $5.8K | 28,320 | 0.5% |
| Datadog Inc(DDOG) | CL A COM | 23804L103 | $871 | 25,700 | 0.1% |
| Synaptics Inc(SYNA) | COM | 87157D109 | $766 | 19,167 | 0.1% |
| Pinterest Inc(PINS) | CL A | 72352L106 | $596 | 22,544 | 0.0% |
| Netflix Inc(NFLX) | COM | 64110L106 | $176 | 659 | 0.0% |