Q4 2018 Holdings
Filed 2019-02-14 | 20 holdings | $1.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cornerstone Ondemand Inc(CSOD) | COM | 21925Y103 | $99.8K | 1,979,526 | 8.4% |
| Verint Systems Inc(VTY) | COM | 92343X100 | $97.3K | 2,300,453 | 8.2% |
| LAM Research Corp(LRCXEUR) | COM | 512807108 | $85.8K | 630,284 | 7.2% |
| Manhattan Associates Inc(MANH) | COM | 562750109 | $79.2K | 1,869,961 | 6.6% |
| Tyler Technologies Inc(TYL) | COM | 902252105 | $76.6K | 411,977 | 6.4% |
| Cyberark Software LTD | COM | M2682V108 | $70.8K | 955,543 | 5.9% |
| Servicenow Inc(NOW) | COM | 81762P102 | $69.9K | 392,839 | 5.9% |
| Nuance Communications Inc | COM | 67020Y100 | $64.0K | 4,833,720 | 5.4% |
| Comscore Inc(SCOR1EUR) | COM | 20564W105 | $63.0K | 4,364,820 | 5.3% |
| Liveperson Inc(LPSNUSD) | COM | 538146101 | $58.4K | 3,094,844 | 4.9% |
| Monotype Imaging Holdings Inc | COM | 61022P100 | $57.5K | 3,703,397 | 4.8% |
| Entegris Inc(ENTG) | COM | 29362U104 | $52.3K | 1,876,193 | 4.4% |
| Nice LTD Spon ADR(NSY) | COM | 653656108 | $49.9K | 460,967 | 4.2% |
| Luminex Corp | COM | 55027E102 | $48.2K | 2,086,738 | 4.0% |
| Hortonworks Inc | COM | 440894103 | $47.6K | 3,303,404 | 4.0% |
| Liveramp Holdings Inc(RAMP) | COM | 53815P108 | $46.4K | 1,200,536 | 3.9% |
| Proofpoint Inc(PFPT) | COM | 743424103 | $39.5K | 471,096 | 3.3% |
| Ellie MAE Inc | COM | 28849P100 | $39.5K | 628,007 | 3.3% |
| Fortinet Inc(FTNT) | COM | 34959E109 | $30.5K | 433,727 | 2.6% |
| Versum Materials Inc | COM | 92532W103 | $15.2K | 549,914 | 1.3% |