Q1 2022 Holdings
Filed 2022-05-16 | 7 holdings | $724.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Smartsheet Inc(SMARGBP) | COM CL A | 83200N103 | $207.4K | 3,786,303 | 28.6% |
| Hilton Grand Vacations Inc(HGV) | COM | 43283X105 | $206.2K | 3,963,685 | 28.4% |
| Workday Inc(WDAY) | CL A | 98138H101 | $137.3K | 573,342 | 18.9% |
| Zendesk Inc | COM | 98936J101 | $72.8K | 605,076 | 10.0% |
| Hubspot Inc(HUBS) | COM | 443573100 | $56.5K | 118,919 | 7.8% |
| OAK STR Health Inc(OSH3EUR) | COM | 67181A107 | $40.4K | 1,501,139 | 5.6% |
| Opendoor Technologies Inc(OPEN) | COM | 683712103 | $4.3K | 500,000 | 0.6% |