Q3 2015 Holdings
Filed 2015-11-13 | 16 holdings | $227.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cornerstone Ondemand Inc(CSOD) | COM | 21925Y103 | $28.8K | 872,997 | 12.7% |
| Grubhub Inc | COM | 400110102 | $22.2K | 910,909 | 9.7% |
| Cavium Inc | COM | 14964U108 | $18.5K | 301,663 | 8.1% |
| Dunkin Brands Group Inc(DNKN) | COM | 265504100 | $18.5K | 377,654 | 8.1% |
| Fleetmatics Group PLC | COM | G35569105 | $17.9K | 365,605 | 7.9% |
| Zendesk Inc | COM | 98936J101 | $17.4K | 883,080 | 7.7% |
| Sprouts Fmrs MKT Inc(SFM) | COM | 85208M102 | $16.8K | 796,794 | 7.4% |
| Medidata Solutions Inc | COM | 58471A105 | $16.3K | 386,870 | 7.2% |
| Restoration Hardware Hldgs I | COM | 761283100 | $15.7K | 168,414 | 6.9% |
| Rubicon Proj Inc | COM | 78112V102 | $15.6K | 1,072,626 | 6.9% |
| Yelp Inc(YELP) | CL A | 985817105 | $10.1K | 464,386 | 4.4% |
| Financial Engines Inc | COM | 317485100 | $9.4K | 320,272 | 4.1% |
| China Lodging Group LTD | SPONSORED ADR | 16949N109 | $9.1K | 372,666 | 4.0% |
| Yelp IncCall | CALL | 985817905 | $5.0K | 230,000 | 2.2% |
| Envision Healthcare Hldgs in | COM | 29413U103 | $3.1K | 85,000 | 1.4% |
| Advisory BRD Co | COM | 00762W107 | $3.1K | 67,380 | 1.3% |