Q2 2020 Holdings
Filed 2020-08-14 | 9 holdings | $453.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Hubspot Inc(HUBS) | COM | 443573100 | $91.3K | 406,951 | 20.1% |
| Zendesk Inc | COM | 98936J101 | $72.5K | 818,700 | 16.0% |
| Splunk Inc(SPLKCHF) | COM | 848637104 | $56.3K | 283,116 | 12.4% |
| Hilton Grand Vacations Inc(HGV) | COM | 43283X105 | $55.4K | 2,831,858 | 12.2% |
| Spotify Technology S A(SPOT) | SHS | L8681T102 | $53.1K | 205,600 | 11.7% |
| API Group Corp(APG) | COM STK | 00187Y100 | $46.2K | 3,805,612 | 10.2% |
| Servicenow Inc(NOW) | COM | 81762P102 | $43.2K | 106,702 | 9.5% |
| Stitch FIX Inc(SFIX) | COM CL A | 860897107 | $24.7K | 992,041 | 5.5% |
| Wyndham Destinations Inc | COM | 98310W108 | $11.2K | 397,069 | 2.5% |