Q4 2019 Holdings
Filed 2020-02-14 | 25 holdings | $93.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ascendis Pharma A S(ASND) | SPONSORED ADR | 04351P101 | $34.9M | 250,972 | 37.4% |
| Affiliated Managers Group in(AMG) | COM | 008252108 | $30.0M | 353,589 | 32.1% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $27.8M | 606,288 | 29.8% |
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $42.3K | 182,835 | 0.0% |
| Proofpoint Inc(PFPT) | COM | 743424103 | $41.3K | 360,126 | 0.0% |
| Ulta Beauty Inc(ULTA) | COM | 90384S303 | $40.9K | 161,588 | 0.0% |
| Godaddy Inc(GDDY) | CL A | 380237107 | $40.3K | 593,911 | 0.0% |
| Pacira Biosciences(PCRX) | COM | 695127100 | $38.8K | 856,827 | 0.0% |
| Arista Networks Inc(ANETEUR) | COM | 040413106 | $37.9K | 186,276 | 0.0% |
| Nutanix Inc(NTNX) | CL A | 67059N108 | $37.7K | 1,205,453 | 0.0% |
| Exact Sciences Corp(EXAS) | COM | 30063P105 | $35.8K | 387,117 | 0.0% |
| Splunk Inc(SPLKCHF) | COM | 848637104 | $35.0K | 233,426 | 0.0% |
| Chipotle Mexican Grill Inc(CMG) | COM | 169656105 | $34.7K | 41,426 | 0.0% |
| Quanta Svcs Inc(PWR) | COM | 74762E102 | $33.8K | 830,843 | 0.0% |
| Twitter Inc(TWTRUSD) | COM | 90184L102 | $32.3K | 1,008,907 | 0.0% |
| Docusign Inc(DOCU) | COM | 256163106 | $31.5K | 424,884 | 0.0% |
| Svmk Inc | COM | 78489X103 | $30.1K | 1,686,994 | 0.0% |
| Redfin Corp(RDFN) | COM | 75737F108 | $30.1K | 1,424,415 | 0.0% |
| Everbridge Inc(EVBGEUR) | COM | 29978A104 | $26.4K | 337,756 | 0.0% |
| Vail Resorts Inc(MTN) | COM | 91879Q109 | $25.2K | 104,970 | 0.0% |
| Dexcom Inc(DXCM) | COM | 252131107 | $24.1K | 110,109 | 0.0% |
| Equinix Inc(EQIX) | COM | 29444U700 | $22.2K | 38,043 | 0.0% |
| Zuora Inc(ZUOUSD) | COM CL A | 98983V106 | $16.4K | 1,147,775 | 0.0% |
| Envestnet Inc(ENVUSD) | COM | 29404K106 | $16.4K | 235,084 | 0.0% |
| Imax Corp(IMAX) | COM | 45245E109 | $13.0K | 636,478 | 0.0% |