Q1 2020 Holdings
Filed 2020-05-15 | 16 holdings | $11.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Bandwidth Inc(BAND) | COM CL A | 05988J103 | $10.9M | 161,284 | 97.7% |
| Tower Semiconductor LTD(TSEM) | SHS NEW | M87915274 | $39.6K | 2,490,321 | 0.4% |
| Commscope Hldg Co Inc(VISN) | COM | 20337X109 | $34.6K | 3,795,567 | 0.3% |
| Nutanix Inc(NTNX) | CL A | 67059N108 | $25.8K | 1,635,724 | 0.2% |
| Inphi Corp(IPHI) | COM | 45772F107 | $23.1K | 291,681 | 0.2% |
| Nvidia Corp(NVDA) | COM | 67066G104 | $18.4K | 69,734 | 0.2% |
| Zynga Inc(ZNGAEUR) | CL A | 98986T108 | $17.7K | 2,577,095 | 0.2% |
| Fabrinet(FN) | SHS | G3323L100 | $15.6K | 286,220 | 0.1% |
| Diamond Eagle Acquisition Co | COM CL A | 25258L109 | $13.2K | 1,068,759 | 0.1% |
| Broadcom Inc(AVGO) | COM | 11135F101 | $12.9K | 53,588 | 0.1% |
| Eldorado Resorts Inc(ERIEUR) | COM | 28470R102 | $11.4K | 789,315 | 0.1% |
| Liveperson Inc(LPSNUSD) | COM | 538146101 | $9.8K | 430,976 | 0.1% |
| Five9 Inc(FIVN) | COM | 338307101 | $9.0K | 117,070 | 0.1% |
| Qualcomm Inc(QCOM) | COM | 747525103 | $8.1K | 120,000 | 0.1% |
| Nuance Communications Inc | COM | 67020Y100 | $7.6K | 455,762 | 0.1% |
| Caesars Entmt Corp(CZREUR) | COM | 127686103 | $6.3K | 927,254 | 0.1% |