Q4 2017 Holdings
Filed 2018-02-13 | 25 holdings | $69.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| BOX Inc(BOX) | CL A | 10316T104 | $33.9M | 1,606,800 | 48.9% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $25.9M | 150,000 | 37.3% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $9.3M | 243,100 | 13.4% |
| Activision Blizzard Inc(ATVIEUR) | COM | 00507V109 | $26.0K | 410,900 | 0.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $25.9K | 22,150 | 0.0% |
| Mellanox Technologies LTD | SHS | M51363113 | $24.3K | 376,315 | 0.0% |
| Facebook Inc(META) | CL A | 30303M102 | $24.0K | 135,800 | 0.0% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $22.6K | 21,500 | 0.0% |
| T Mobile US Inc(TMUS) | COM | 872590104 | $22.6K | 356,100 | 0.0% |
| Apple Inc(AAPL) | COM | 037833100 | $22.6K | 133,300 | 0.0% |
| Logmein Inc | COM | 54142L109 | $17.8K | 155,400 | 0.0% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $13.9K | 135,500 | 0.0% |
| Workday Inc(WDAY) | CL A | 98138H101 | $13.8K | 135,433 | 0.0% |
| Lumentum Hldgs Inc(LITE) | COM | 55024U109 | $11.4K | 233,900 | 0.0% |
| Tableau Software Inc(DATA) | CL A | 87336U105 | $11.4K | 164,600 | 0.0% |
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $11.4K | 78,500 | 0.0% |
| Twitter Inc(TWTRUSD) | COM | 90184L102 | $10.9K | 455,700 | 0.0% |
| Interxion Holding N.v | SHS | N47279109 | $9.6K | 162,600 | 0.0% |
| Netease Inc(NTES) | SPONSORED ADR | 64110W102 | $9.1K | 26,400 | 0.0% |
| Pure Storage Inc(PSTG) | CL A | 74624M102 | $8.1K | 508,900 | 0.0% |
| Take-Two Interactive Softwar(TTWO) | COM | 874054109 | $6.9K | 62,600 | 0.0% |
| Oclaro Inc | COM NEW | 67555N206 | $6.7K | 990,200 | 0.0% |
| Acacia Communications Inc(ACIA) | COM | 00401C108 | $6.2K | 171,100 | 0.0% |
| Talend S A | ADS | 874224207 | $4.5K | 121,200 | 0.0% |
| Vipshop Hldgs LTD(VIPS) | SPONSORED ADR | 92763W103 | $4.3K | 368,000 | 0.0% |