Q4 2019 Holdings
Filed 2020-02-14 | 25 holdings | $49.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $31.9M | 695,100 | 64.1% |
| Cloudflare Inc(NET) | CL A COM | 18915M107 | $16.0M | 940,518 | 32.3% |
| Activision Blizzard Inc(ATVIEUR) | COM | 00507V109 | $281.5K | 4,737,788 | 0.6% |
| Uber Technologies Inc(UBER) | COM | 90353T100 | $153.6K | 5,163,236 | 0.3% |
| NXP Semiconductors N V(NXPI) | COM | N6596X109 | $127.0K | 997,744 | 0.3% |
| Docusign Inc(DOCU) | COM | 256163106 | $120.4K | 1,624,861 | 0.2% |
| Live Nation Entertainment in(LYV) | COM | 538034109 | $119.7K | 1,675,000 | 0.2% |
| Forescout Technologies Inc(FSCTEUR) | COM | 34553D101 | $109.7K | 3,345,094 | 0.2% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $105.4K | 974,000 | 0.2% |
| Splunk Inc(SPLKCHF) | COM | 848637104 | $103.6K | 692,000 | 0.2% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $94.0K | 1,617,932 | 0.2% |
| SEA LTD(SE) | SPONSORED ADS | 81141R100 | $77.6K | 1,929,754 | 0.2% |
| Interxion Holding N.v | SHS | N47279109 | $75.3K | 898,000 | 0.2% |
| Zendesk Inc | COM | 98936J101 | $69.1K | 901,716 | 0.1% |
| Micron Technology Inc(MU) | COM | 595112103 | $64.5K | 1,200,023 | 0.1% |
| Twitter Inc(TWTRUSD) | COM | 90184L102 | $59.1K | 1,843,235 | 0.1% |
| New Relic Inc(NEWREUR) | COM | 64829B100 | $39.1K | 594,904 | 0.1% |
| Nexstar Media Group Inc(NXST) | CL A | 65336K103 | $34.0K | 289,769 | 0.1% |
| Huazhu Group LTD(HTHT) | SPONSORED ADS | 44332N106 | $33.0K | 824,000 | 0.1% |
| Zillow Group Inc(Z) | CL C CAP STK | 98954M200 | $30.7K | 668,544 | 0.1% |
| Eldorado Resorts Inc(ERIEUR) | COM | 28470R102 | $30.3K | 508,407 | 0.1% |
| Baidu Inc(BIDUN) | SPON ADR REP A | 056752108 | $22.4K | 177,000 | 0.0% |
| 58 COM Inc(WUBAUSD) | SPON ADR REP A | 31680Q104 | $21.9K | 338,421 | 0.0% |
| 2U Inc | COM | 90214J101 | $19.2K | 798,385 | 0.0% |
| Staar Surgical Co(STAA) | COM PAR $0.01 | 852312305 | $7.4K | 209,982 | 0.0% |