Q1 2018 Holdings
Filed 2018-05-15 | 14 holdings | $38.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Blackline Inc(BL) | COM | 09239B109 | $14.9M | 380,000 | 39.1% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $12.8M | 70,000 | 33.7% |
| Appfolio Inc(APPF) | COM CL A | 03783C100 | $10.2M | 250,000 | 26.8% |
| Alteryx Inc(AYXEUR) | COM CL A | 02156B103 | $27.5K | 805,000 | 0.1% |
| Godaddy Inc(GDDY) | CL A | 380237107 | $25.8K | 420,000 | 0.1% |
| Sailpoint Technlgies Hldgs I | COM | 78781P105 | $18.6K | 900,000 | 0.0% |
| Facebook Inc(META) | CL A | 30303M102 | $15.2K | 95,000 | 0.0% |
| Sendgrid Inc | COM | 816883102 | $12.4K | 440,000 | 0.0% |
| Onesmart Intl ED Group LTD | SPONSORED ADS | 68276W103 | $11.0K | 1,021,381 | 0.0% |
| Twilio Inc(TWLO) | CL A | 90138F102 | $7.6K | 200,000 | 0.0% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $4.3K | 4,161 | 0.0% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $3.9K | 3,750 | 0.0% |
| Workday Inc(WDAY) | CL A | 98138H101 | $3.8K | 30,000 | 0.0% |
| Sunlands Online ED Group | ADS | 86740P108 | $3.3K | 400,000 | 0.0% |