Q1 2019 Holdings
Filed 2019-05-13 | 46 holdings | $19.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Adobe Inc(ADBE) | COM | 00724F101 | $8.9M | 33,500 | 47.1% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $4.6M | 25,000 | 24.1% |
| Cadence Design System Inc(CDNS) | COM | 127387108 | $4.1M | 65,000 | 21.8% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $1.2M | 46,000 | 6.2% |
| Visa Inc(V) | COM CL A | 92826C839 | $7.4K | 47,500 | 0.0% |
| Vmware Inc(VMWEUR) | CL A COM | 928563402 | $7.2K | 40,000 | 0.0% |
| Kla-Tencor Corp(KLAC) | COM | 482480100 | $7.2K | 60,000 | 0.0% |
| Varonis SYS Inc(VRNS) | COM | 922280102 | $7.2K | 120,000 | 0.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $6.6K | 3,700 | 0.0% |
| Twilio Inc(TWLO) | CL A | 90138F102 | $6.5K | 50,000 | 0.0% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $6.3K | 40,000 | 0.0% |
| Analog Devices Inc(ADI) | COM | 032654105 | $6.3K | 60,000 | 0.0% |
| Worldpay Inc(WP) | CL A | 981558109 | $6.2K | 55,000 | 0.0% |
| Juniper Networks Inc(JNP) | COM | 48203R104 | $6.0K | 225,000 | 0.0% |
| Workday Inc(WDAY) | CL A | 98138H101 | $5.8K | 30,000 | 0.0% |
| Cypress Semiconductor Corp(CYEUR) | COM | 232806109 | $5.7K | 380,000 | 0.0% |
| Fiserv Inc(FISV) | COM | 337738108 | $5.3K | 60,000 | 0.0% |
| Broadcom Inc(AVGO) | COM | 11135F101 | $5.1K | 17,000 | 0.0% |
| Zendesk Inc | COM | 98936J101 | $5.1K | 60,000 | 0.0% |
| Tenable Hldgs Inc(TENB) | COM | 88025T102 | $5.0K | 157,500 | 0.0% |
| Pluralsight Inc | COM CL A | 72941B106 | $4.8K | 150,000 | 0.0% |
| ON Semiconductor Corp(ON) | COM | 682189105 | $4.6K | 225,000 | 0.0% |
| PTC Inc(PTC) | COM | 69370C100 | $4.6K | 50,000 | 0.0% |
| Marvell Technology Group LTD(MRVL) | ORD | G5876H105 | $4.6K | 230,000 | 0.0% |
| Netflix Inc(NFLX) | COM | 64110L106 | $4.3K | 12,000 | 0.0% |
| Cognizant Technology Solutio(CTSH) | CL A | 192446102 | $4.0K | 55,000 | 0.0% |
| Cloudera Inc(CLDR) | COM | 18914U100 | $3.9K | 360,000 | 0.0% |
| Take-Two Interactive Softwar(TTWO) | COM | 874054109 | $3.9K | 41,000 | 0.0% |
| Carbon Black Inc | COM | 14081R103 | $3.8K | 275,000 | 0.0% |
| Booking Hldgs Inc(BKNG) | COM | 09857L108 | $3.5K | 2,000 | 0.0% |
| Check Point Software Tech LT(CHKP) | ORD | M22465104 | $3.5K | 27,500 | 0.0% |
| Total SYS Svcs Inc(TSS) | COM | 891906109 | $3.1K | 32,500 | 0.0% |
| Intel Corp(INTC) | COM | 458140100 | $2.7K | 50,000 | 0.0% |
| Global Pmts Inc(GPN) | COM | 37940X102 | $2.6K | 19,000 | 0.0% |
| Skyworks Solutions Inc(SWKS) | COM | 83088M102 | $2.5K | 30,000 | 0.0% |
| Baidu Inc(BIDUN) | SPON ADR REP A | 056752108 | $2.5K | 15,000 | 0.0% |
| Lumentum Hldgs Inc(LITE) | COM | 55024U109 | $2.3K | 41,000 | 0.0% |
| Lyft Inc(LYFT) | CL A COM | 55087P104 | $2.0K | 25,000 | 0.0% |
| Arista Networks Inc(ANETEUR) | COM | 040413106 | $1.9K | 6,000 | 0.0% |
| Seagate Technology PLC(STX) | SHS | G7945M107 | $1.7K | 35,000 | 0.0% |
| Tripadvisor Inc(TRIP) | COM | 896945201 | $1.6K | 32,000 | 0.0% |
| Nutanix Inc(NTNX) | CL A | 67059N108 | $1.5K | 40,000 | 0.0% |
| JD COM Inc(JD) | SPON ADR CL A | 47215P106 | $1.5K | 50,000 | 0.0% |
| Yelp Inc(YELP) | CL A | 985817105 | $1.3K | 37,500 | 0.0% |
| Grubhub Inc | COM | 400110102 | $1.1K | 16,000 | 0.0% |
| Laix Inc | ADS | 50736W105 | $757 | 80,200 | 0.0% |