Q4 2019 Holdings
Filed 2020-02-14 | 12 holdings | $1.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Servicenow Inc(NOW) | COM | 81762P102 | $189.5K | 671,354 | 11.7% |
| PTC Inc(PTC) | COM | 69370C100 | $186.7K | 2,493,272 | 11.5% |
| Cornerstone Ondemand Inc(CSOD) | COM | 21925Y103 | $178.9K | 3,055,573 | 11.1% |
| Tyler Technologies Inc(TYL) | COM | 902252105 | $176.3K | 587,781 | 10.9% |
| Open Text Corp(OTEX) | COM | 683715106 | $157.4K | 3,572,280 | 9.7% |
| Masonite Intl Corp New(DOOREUR) | COM | 575385109 | $149.6K | 2,071,425 | 9.3% |
| Instructure Inc | COM | 45781U103 | $138.1K | 2,865,524 | 8.5% |
| Accenture PLC Ireland(ACN) | SHS CLASS A | G1151C101 | $132.7K | 630,035 | 8.2% |
| Applied Matls Inc(AMAT) | COM | 038222105 | $99.2K | 1,625,048 | 6.1% |
| Resideo Technologies Inc(REZI) | COM | 76118Y104 | $92.8K | 7,781,233 | 5.7% |
| Talend S A | ADS | 874224207 | $68.2K | 1,742,709 | 4.2% |
| Axalta Coating SYS LTD(AXTA) | COM | G0750C108 | $47.4K | 1,558,698 | 2.9% |