Q4 2018 Holdings
Filed 2019-02-13 | 29 holdings | $4.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Chegg Inc(CHGG) | COM | 163092109 | $4.6M | 160,200 | 96.6% |
| Servicenow Inc(NOW) | COM | 81762P102 | $9.9K | 55,700 | 0.2% |
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $9.9K | 52,630 | 0.2% |
| Splunk Inc(SPLKCHF) | COM | 848637104 | $9.7K | 92,120 | 0.2% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $9.2K | 6,150 | 0.2% |
| Adobe SYS Inc(ADBE)Call | COM | 00724F101 | $9.1K | 40,000 | 0.2% |
| Tiffany & Co New(TIFEUR)Call | COM | 886547108 | $8.1K | 100,000 | 0.2% |
| Apple Inc(AAPL) | COM | 037833100 | $7.9K | 50,000 | 0.2% |
| Veeva SYS Inc(VEEV) | CL A COM | 922475108 | $7.9K | 88,100 | 0.2% |
| Palo Alto Networks Inc(PANW)Call | COM | 697435105 | $7.7K | 41,000 | 0.2% |
| Micron Technology Inc(MU) | COM | 595112103 | $6.7K | 211,260 | 0.1% |
| Lululemon Athletica Inc(LULU) | COM | 550021109 | $6.2K | 50,830 | 0.1% |
| Macys Inc(M) | COM | 55616P104 | $6.2K | 207,400 | 0.1% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $5.6K | 66,900 | 0.1% |
| 2U Inc | COM | 90214J101 | $4.8K | 97,100 | 0.1% |
| CVS Health Corp(CVS) | COM | 126650100 | $4.7K | 72,300 | 0.1% |
| Cisco SYS Inc(CSCO)Call | COM | 17275R102 | $4.5K | 102,900 | 0.1% |
| Silicon Laboratories Inc(SLAB) | COM | 826919102 | $4.4K | 56,400 | 0.1% |
| Nordstrom Inc(JWNUSD) | COM | 655664100 | $4.3K | 92,800 | 0.1% |
| Tapestry Inc(TPR) | COM | 876030107 | $4.2K | 125,000 | 0.1% |
| Lennar Corp(LEN) | CL A | 526057104 | $3.9K | 100,000 | 0.1% |
| Broadcom Inc(AVGO) | COM | 11135F101 | $3.8K | 15,100 | 0.1% |
| Jazz Pharmaceuticals PLC(JAZZ) | SHS USD | G50871105 | $3.5K | 28,060 | 0.1% |
| Workday Inc(WDAY) | CL A | 98138H101 | $3.4K | 21,600 | 0.1% |
| Maxlinear Inc(MXL) | CL A | 57776J100 | $3.4K | 192,800 | 0.1% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $3.1K | 3,000 | 0.1% |
| Weight Watchers Intl Inc New | COM | 948626106 | $3.1K | 80,000 | 0.1% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $2.9K | 2,810 | 0.1% |
| Okta Inc(OKTA) | CL A | 679295105 | $2.0K | 30,800 | 0.0% |