Q1 2020 Holdings
Filed 2020-04-09 | 29 holdings | $2.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Crown Castle Intl Corp New(CCI) | COM | 22822V101 | $2.3M | 15,639 | 96.7% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $8.1K | 4,151 | 0.3% |
| Activision Blizzard Inc(ATVIEUR) | COM | 00507V109 | $6.7K | 113,264 | 0.3% |
| Mastercard Inc(MA) | CL A | 57636Q104 | $4.9K | 20,179 | 0.2% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $4.6K | 3,937 | 0.2% |
| Global Pmts Inc(GPN) | COM | 37940X102 | $4.5K | 30,874 | 0.2% |
| Facebook Inc(META) | CL A | 30303M102 | $4.4K | 26,341 | 0.2% |
| Microsoft Corp(MSFT) | COM | 594918104 | $4.1K | 25,825 | 0.2% |
| Godaddy Inc(GDDY) | CL A | 380237107 | $3.8K | 67,401 | 0.2% |
| Splunk Inc(SPLKCHF) | COM | 848637104 | $3.8K | 30,319 | 0.2% |
| Visa Inc(V) | COM CL A | 92826C839 | $3.8K | 23,553 | 0.2% |
| Apple Inc(AAPL) | COM | 037833100 | $3.4K | 13,368 | 0.1% |
| Amphenol Corp New(APH) | CL A | 032095101 | $2.8K | 38,423 | 0.1% |
| Analog Devices Inc(ADI) | COM | 032654105 | $2.5K | 27,585 | 0.1% |
| Mimecast LTD | ORD SHS | G14838109 | $2.2K | 61,996 | 0.1% |
| Equinix Inc(EQIX) | COM | 29444U700 | $2.2K | 3,449 | 0.1% |
| Vonage Hldgs Corp | COM | 92886T201 | $2.0K | 280,712 | 0.1% |
| Silicon Laboratories Inc(SLAB) | COM | 826919102 | $1.9K | 22,420 | 0.1% |
| Applied Matls Inc(AMAT) | COM | 038222105 | $1.5K | 33,695 | 0.1% |
| Faro Technologies Inc(FARO) | COM | 311642102 | $1.4K | 31,511 | 0.1% |
| Marvell Technology Group LTD(MRVL) | ORD | G5876H105 | $1.4K | 60,985 | 0.1% |
| Broadcom Inc(AVGO) | COM | 11135F101 | $1.3K | 5,455 | 0.1% |
| Ringcentral Inc(RNG) | CL A | 76680R206 | $1.2K | 5,879 | 0.1% |
| Smartsheet Inc(SMARGBP) | COM CL A | 83200N103 | $1.2K | 29,435 | 0.1% |
| Sailpoint Technlgies Hldgs I | COM | 78781P105 | $1.2K | 76,765 | 0.1% |
| NXP Semiconductors N V(NXPI) | COM | N6596X109 | $1.1K | 13,839 | 0.0% |
| Power Integrations Inc(POWI) | COM | 739276103 | $1.1K | 12,438 | 0.0% |
| Cognex Corp(CGNX) | COM | 192422103 | $629 | 14,893 | 0.0% |
| Angi Homeservices Inc(ANGI1EUR) | COM CL A | 00183L102 | $471 | 89,626 | 0.0% |