Q1 2020 Holdings
Filed 2020-05-15 | 25 holdings | $117.1M | 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 | $39.6M | 351,388 | 33.8% |
| Bright Horizons FAM SOL in D(BFAM) | COM | 109194100 | $38.5M | 377,866 | 32.9% |
| Affiliated Managers Group in(AMG) | COM | 008252108 | $38.2M | 646,082 | 32.6% |
| Docusign Inc(DOCU) | COM | 256163106 | $54.8K | 593,287 | 0.0% |
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $51.1K | 311,654 | 0.0% |
| Chipotle Mexican Grill Inc(CMG) | COM | 169656105 | $47.7K | 72,947 | 0.0% |
| Godaddy Inc(GDDY) | CL A | 380237107 | $47.2K | 826,243 | 0.0% |
| Exact Sciences Corp(EXAS) | COM | 30063P105 | $41.9K | 722,871 | 0.0% |
| Splunk Inc(SPLKCHF) | COM | 848637104 | $41.7K | 330,635 | 0.0% |
| Arista Networks Inc(ANETEUR) | COM | 040413106 | $41.4K | 204,281 | 0.0% |
| Ulta Beauty Inc(ULTA) | COM | 90384S303 | $41.3K | 234,995 | 0.0% |
| Proofpoint Inc(PFPT) | COM | 743424103 | $40.8K | 397,736 | 0.0% |
| Pacira Biosciences(PCRX) | COM | 695127100 | $39.9K | 1,190,537 | 0.0% |
| Svmk Inc | COM | 78489X103 | $36.3K | 2,689,068 | 0.0% |
| Twitter Inc(TWTRUSD) | COM | 90184L102 | $34.4K | 1,402,606 | 0.0% |
| Everbridge Inc(EVBGEUR) | COM | 29978A104 | $32.6K | 306,184 | 0.0% |
| Five Below Inc(FIVE) | COM | 33829M101 | $31.9K | 453,000 | 0.0% |
| Vail Resorts Inc(MTN) | COM | 91879Q109 | $29.5K | 199,513 | 0.0% |
| Nutanix Inc(NTNX) | CL A | 67059N108 | $26.5K | 1,676,619 | 0.0% |
| Lyft Inc(LYFT) | CL A COM | 55087P104 | $25.8K | 960,614 | 0.0% |
| Redfin Corp(RDFN) | COM | 75737F108 | $24.2K | 1,572,508 | 0.0% |
| Equinix Inc(EQIX) | COM | 29444U700 | $22.3K | 35,665 | 0.0% |
| Envestnet Inc(ENVUSD) | COM | 29404K106 | $21.5K | 399,610 | 0.0% |
| Dexcom Inc(DXCM) | COM | 252131107 | $18.4K | 68,485 | 0.0% |
| Zuora Inc(ZUOUSD) | COM CL A | 98983V106 | $17.5K | 2,178,243 | 0.0% |