Q2 2020 Holdings
Filed 2020-08-14 | 11 holdings | $14.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Bandwidth Inc(BAND) | COM CL A | 05988J103 | $14.1M | 110,860 | 98.3% |
| Tower Semiconductor LTD(TSEM) | SHS NEW | M87915274 | $50.9K | 2,664,845 | 0.4% |
| Commscope Hldg Co Inc(VISN) | COM | 20337X109 | $47.3K | 5,676,240 | 0.3% |
| Nuance Communications Inc | COM | 67020Y100 | $30.6K | 1,209,612 | 0.2% |
| GLU Mobile Inc(GLUU) | COM | 379890106 | $30.6K | 3,297,087 | 0.2% |
| Eldorado Resorts Inc(ERIEUR) | COM | 28470R102 | $20.4K | 508,501 | 0.1% |
| Qorvo Inc(QRVO) | COM | 74736K101 | $20.2K | 182,787 | 0.1% |
| Zynga Inc(ZNGAEUR) | CL A | 98986T108 | $19.7K | 2,068,639 | 0.1% |
| Inphi Corp(IPHI) | COM | 45772F107 | $16.7K | 142,146 | 0.1% |
| Coherent Inc(COHREUR) | COM | 192479103 | $7.1K | 54,479 | 0.0% |
| Echostar Corp(SATS) | CL A | 278768106 | $3.7K | 132,261 | 0.0% |