Q4 2017 Holdings
Filed 2018-02-14 | 12 holdings | $35.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Blackline Inc(BL) | COM | 09239B109 | $12.5M | 380,000 | 35.6% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $12.1M | 70,000 | 34.5% |
| Appfolio Inc(APPF) | COM CL A | 03783C100 | $10.4M | 250,000 | 29.6% |
| Alteryx Inc(AYXEUR) | COM CL A | 02156B103 | $23.7K | 938,925 | 0.1% |
| Godaddy Inc(GDDY) | CL A | 380237107 | $21.1K | 420,000 | 0.1% |
| Sendgrid Inc | COM | 816883102 | $16.8K | 700,000 | 0.0% |
| Sailpoint Technlgies Hldgs I | COM | 78781P105 | $13.1K | 900,000 | 0.0% |
| Facebook Inc(META) | CL A | 30303M102 | $11.9K | 67,500 | 0.0% |
| Twilio Inc(TWLO) | CL A | 90138F102 | $4.7K | 200,000 | 0.0% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $4.4K | 4,161 | 0.0% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $4.0K | 3,750 | 0.0% |
| Workday Inc(WDAY) | CL A | 98138H101 | $3.1K | 30,000 | 0.0% |