Q4 2017 Holdings
Filed 2018-02-14 | 27 holdings | $173.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Zendesk Inc | COM | 98936J101 | $10.1K | 299,393 | 5.8% |
| Microsemi Corp | COM | 595137100 | $10.0K | 193,069 | 5.7% |
| Fidelity Natl Information SV(FIS) | COM | 31620M106 | $9.5K | 101,016 | 5.5% |
| DXC Technology Co(DXC) | COM | 23355L106 | $9.2K | 96,507 | 5.3% |
| Electronic Arts Inc(EA) | COM | 285512109 | $8.7K | 82,611 | 5.0% |
| Godaddy Inc(GDDY) | CL A | 380237107 | $8.4K | 167,745 | 4.9% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $8.4K | 82,334 | 4.8% |
| Wageworks Inc(WAGE) | COM | 930427109 | $8.2K | 132,348 | 4.7% |
| Match Group Inc(MTCHEUR) | COM | 57665R106 | $7.8K | 250,638 | 4.5% |
| Vantiv Inc | CL A | 92210H105 | $7.7K | 104,769 | 4.4% |
| Travelport Worldwide LTD | SHS | G9019D104 | $7.6K | 579,429 | 4.4% |
| Healthequity Inc(HQY) | COM | 42226A107 | $7.5K | 159,681 | 4.3% |
| Dish Network Corp(DISH) | CL A | 25470M109 | $7.0K | 146,985 | 4.0% |
| Manhattan Assocs Inc(MANH) | COM | 562750109 | $6.6K | 133,460 | 3.8% |
| Fiserv Inc(FISV) | COM | 337738108 | $6.2K | 47,567 | 3.6% |
| Priceline GRP Inc | COM NEW | 741503403 | $6.2K | 3,567 | 3.6% |
| DST SYS Inc del | COM | 233326107 | $6.1K | 97,477 | 3.5% |
| Atlassian Corp PLC(TEAM) | CL A | G06242104 | $5.2K | 113,483 | 3.0% |
| Blackhawk Network Hldgs Inc | COM | 09238E104 | $5.1K | 142,455 | 2.9% |
| Coupa Software Inc(COUPEUR) | COM | 22266L106 | $5.1K | 162,031 | 2.9% |
| Yelp Inc(YELP) | CL A | 985817105 | $5.0K | 119,203 | 2.9% |
| Euronet Worldwide Inc(EEFT) | COM | 298736109 | $4.8K | 57,026 | 2.8% |
| The Trade Desk Inc(TTD) | COM CL A | 88339J105 | $3.9K | 85,437 | 2.2% |
| Green DOT Corp(GDOT) | CL A | 39304D102 | $3.6K | 58,914 | 2.0% |
| Fitbit Inc(FITEUR) | CL A | 33812L102 | $3.1K | 543,521 | 1.8% |
| 8X8 Inc New(EGHT) | COM | 282914100 | $2.2K | 159,103 | 1.3% |
| Vocera Communications Inc | COM | 92857F107 | $556 | 18,425 | 0.3% |