Q1 2018 Holdings
Filed 2018-05-11 | 37 holdings | $92.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| BOX Inc(BOX) | CL A | 10316T104 | $23.8M | 1,159,200 | 25.7% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $23.5M | 548,800 | 25.4% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $22.6M | 123,300 | 24.4% |
| Crown Castle Intl Corp New(CCI) | COM | 22822V101 | $22.2M | 202,200 | 23.9% |
| Workday Inc(WDAY) | CL A | 98138H101 | $42.5K | 334,133 | 0.0% |
| Mellanox Technologies LTD | SHS | M51363113 | $32.7K | 448,435 | 0.0% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $29.6K | 254,100 | 0.0% |
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $25.4K | 139,900 | 0.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $24.2K | 16,690 | 0.0% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $19.9K | 19,200 | 0.0% |
| Intel Corp(INTC) | COM | 458140100 | $19.0K | 365,000 | 0.0% |
| Facebook Inc(META) | CL A | 30303M102 | $18.1K | 113,470 | 0.0% |
| Splunk Inc(SPLKCHF) | COM | 848637104 | $17.1K | 173,951 | 0.0% |
| Commscope Hldg Co Inc(VISN) | COM | 20337X109 | $16.4K | 410,100 | 0.0% |
| Netflix Inc(NFLX) | COM | 64110L106 | $15.9K | 53,800 | 0.0% |
| Viavi Solutions Inc(VIAV) | COM | 925550105 | $15.9K | 1,632,400 | 0.0% |
| New Relic Inc(NEWREUR) | COM | 64829B100 | $15.7K | 212,400 | 0.0% |
| Fireeye Inc(FEYECHF) | COM | 31816Q101 | $15.6K | 924,100 | 0.0% |
| Vipshop Hldgs LTD(VIPS) | SPONSORED ADR | 92763W103 | $14.0K | 840,971 | 0.0% |
| RED HAT Inc | COM | 756577102 | $13.2K | 88,600 | 0.0% |
| American Tower Corp New(AMT) | COM | 03027X100 | $13.2K | 90,600 | 0.0% |
| Fortinet Inc(FTNT) | COM | 34959E109 | $12.8K | 238,900 | 0.0% |
| Forescout Technologies Inc(FSCTEUR) | COM | 34553D101 | $11.1K | 341,600 | 0.0% |
| Pure Storage Inc(PSTG) | CL A | 74624M102 | $10.9K | 545,000 | 0.0% |
| Pegasystems Inc(PEGA) | COM | 705573103 | $10.5K | 173,900 | 0.0% |
| Interxion Holding N.v | SHS | N47279109 | $10.5K | 168,750 | 0.0% |
| T Mobile US Inc(TMUS) | COM | 872590104 | $10.3K | 168,200 | 0.0% |
| Take-Two Interactive Softwar(TTWO) | COM | 874054109 | $9.9K | 101,600 | 0.0% |
| Apple Inc(AAPL) | COM | 037833100 | $9.4K | 56,200 | 0.0% |
| Activision Blizzard Inc(ATVIEUR) | COM | 00507V109 | $9.2K | 136,700 | 0.0% |
| Discovery Communicatns New(DISCAUSD) | COM SER A | 25470F104 | $8.9K | 417,375 | 0.0% |
| Acacia Communications Inc(ACIA) | COM | 00401C108 | $8.9K | 230,200 | 0.0% |
| Lumentum Hldgs Inc(LITE) | COM | 55024U109 | $8.4K | 131,800 | 0.0% |
| Tableau Software Inc(DATA) | CL A | 87336U105 | $7.5K | 92,300 | 0.0% |
| Talend S A | ADS | 874224207 | $6.7K | 138,979 | 0.0% |
| Mongodb Inc(MDB) | CL A | 60937P106 | $4.0K | 92,718 | 0.0% |
| Zscaler Inc(ZS) | COM | 98980G102 | $2.1K | 73,200 | 0.0% |