Q3 2019 Holdings
Filed 2019-11-14 | 13 holdings | $1.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cornerstone Ondemand Inc(CSOD) | COM | 21925Y103 | $179.9K | 3,280,834 | 11.8% |
| Servicenow Inc(NOW) | COM | 81762P102 | $159.2K | 627,193 | 10.4% |
| Tyler Technologies Inc(TYL) | COM | 902252105 | $158.7K | 604,660 | 10.4% |
| Open Text Corp(OTEX) | COM | 683715106 | $150.0K | 3,674,960 | 9.8% |
| Axalta Coating SYS LTD(AXTA) | COM | G0750C108 | $136.8K | 4,537,880 | 9.0% |
| Accenture PLC Ireland(ACN) | SHS CLASS A | G1151C101 | $124.6K | 647,953 | 8.2% |
| PTC Inc(PTC) | COM | 69370C100 | $117.5K | 1,723,431 | 7.7% |
| Masonite Intl Corp New(DOOREUR) | COM | 575385109 | $111.4K | 1,920,701 | 7.3% |
| Instructure Inc | COM | 45781U103 | $105.8K | 2,731,524 | 6.9% |
| Resideo Technologies Inc(REZI) | COM | 76118Y104 | $87.6K | 6,102,881 | 5.7% |
| Applied Matls Inc(AMAT) | COM | 038222105 | $83.4K | 1,671,155 | 5.5% |
| Talend S A | ADS | 874224207 | $60.9K | 1,793,435 | 4.0% |
| National Instrs Corp | COM | 636518102 | $49.0K | 1,167,999 | 3.2% |