Q1 2021 Holdings
Filed 2021-05-12 | 61 holdings | $50.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Zscaler, Inc.(ZS) | Common Stock | 98980G102 | $17.2K | 100,000 | 0.0% |
| Pinterest, Inc.(PINS) | Common Stock | 72352L106 | $19.2K | 260,000 | 0.0% |
| Cree, Inc. | Common Stock | 225447101 | $23.6K | 218,000 | 0.0% |
| Roku, Inc.(ROKU) | Common Stock | 77543R102 | $78.2K | 240,000 | 0.2% |
| Corning, Inc.(GLW) | Common Stock | 219350105 | $281.0K | 6,460 | 0.6% |
| Aspen Aerogels, Inc.(ASPN) | Common Stock | 04523Y105 | $712.0K | 35,000 | 1.4% |
| CytoDyn, Inc.(CYDY) | ADR | 23283M101 | $871.0K | 322,730 | 1.7% |
| Adobe Systems, Inc.(ADBE) | Common Stock | 00724F101 | $4.8M | 10,000 | 9.4% |
| Cloudflare, Inc.(NET) | Common Stock | 18915M107 | $7.0M | 100,000 | 14.0% |
| Bill.com Holdings, Inc.(BILL) | Common Stock | 090043100 | $7.3M | 50,000 | 14.4% |
| Chegg, Inc.(CHGG) | Common Stock | 163092109 | $29.1M | 340,000 | 57.8% |