Q4 2019 Holdings
Filed 2020-02-04 | 45 holdings | $14.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cadence Design System Inc(CDNS) | COM | 127387108 | $5.5M | 80,000 | 39.5% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $2.3M | 50,000 | 16.3% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $2.1M | 10,000 | 15.1% |
| Adobe Inc(ADBE) | COM | 00724F101 | $2.0M | 6,000 | 14.1% |
| Ciena Corp(CIEN) | COM NEW | 171779309 | $1.9M | 45,000 | 13.7% |
| Fidelity Natl Information SV(FIS) | COM | 31620M106 | $11.0K | 79,000 | 0.1% |
| Intuit(INTU) | COM | 461202103 | $8.1K | 31,000 | 0.1% |
| Workday Inc(WDAY) | CL A | 98138H101 | $7.0K | 42,500 | 0.0% |
| Analog Devices Inc(ADI) | COM | 032654105 | $6.8K | 57,000 | 0.0% |
| ON Semiconductor Corp(ON) | COM | 682189105 | $6.6K | 270,000 | 0.0% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $6.5K | 40,000 | 0.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $6.3K | 3,400 | 0.0% |
| Varonis SYS Inc(VRNS) | COM | 922280102 | $6.2K | 80,000 | 0.0% |
| Applied Matls Inc(AMAT) | COM | 038222105 | $6.2K | 101,000 | 0.0% |
| Cornerstone Ondemand Inc(CSOD) | COM | 21925Y103 | $6.1K | 105,000 | 0.0% |
| Visa Inc(V) | COM CL A | 92826C839 | $5.6K | 30,000 | 0.0% |
| Mongodb Inc(MDB) | CL A | 60937P106 | $5.3K | 40,000 | 0.0% |
| Ringcentral Inc(RNG) | CL A | 76680R206 | $5.2K | 31,000 | 0.0% |
| Asml Holding N V(ASML) | N Y REGISTRY SHS | N07059210 | $5.2K | 17,500 | 0.0% |
| Netflix Inc(NFLX) | COM | 64110L106 | $5.2K | 16,000 | 0.0% |
| HP Inc(HPQ) | COM | 40434L105 | $5.1K | 250,000 | 0.0% |
| NXP Semiconductors N V(NXPI) | COM | N6596X109 | $5.1K | 40,000 | 0.0% |
| Global Pmts Inc(GPN) | COM | 37940X102 | $5.0K | 27,500 | 0.0% |
| Nvidia Corp(NVDA) | COM | 67066G104 | $4.9K | 21,000 | 0.0% |
| Apple Inc(AAPL) | COM | 037833100 | $4.7K | 16,000 | 0.0% |
| Avalara Inc(AVLRUSD) | COM | 05338G106 | $4.4K | 60,000 | 0.0% |
| Qorvo Inc(QRVO) | COM | 74736K101 | $4.3K | 37,000 | 0.0% |
| Micron Technology Inc(MU) | COM | 595112103 | $4.2K | 78,000 | 0.0% |
| Pinterest Inc(PINS) | CL A | 72352L106 | $4.2K | 225,000 | 0.0% |
| Activision Blizzard Inc(ATVIEUR) | COM | 00507V109 | $4.2K | 70,000 | 0.0% |
| Crowdstrike Hldgs Inc(CRWD) | CL A | 22788C105 | $4.1K | 82,500 | 0.0% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $4.1K | 70,000 | 0.0% |
| Paycom Software Inc(PAYC) | COM | 70432V102 | $4.0K | 15,000 | 0.0% |
| Seagate Technology PLC(STX) | SHS | G7945M107 | $3.9K | 65,000 | 0.0% |
| Ansys Inc(AKX) | COM | 03662Q105 | $3.3K | 13,000 | 0.0% |
| Fleetcor Technologies Inc(FLT1EUR) | COM | 339041105 | $3.2K | 11,000 | 0.0% |
| Smartsheet Inc(SMARGBP) | COM CL A | 83200N103 | $3.1K | 70,000 | 0.0% |
| Baidu Inc(BIDUN) | SPON ADR REP A | 056752108 | $2.7K | 21,500 | 0.0% |
| Zillow Group Inc(Z) | CL C CAP STK | 98954M200 | $2.6K | 57,500 | 0.0% |
| Twitter Inc(TWTRUSD) | COM | 90184L102 | $2.6K | 80,000 | 0.0% |
| New Oriental ED & Tech GRP I | SPON ADR | 647581107 | $2.5K | 21,000 | 0.0% |
| Lumentum Hldgs Inc(LITE) | COM | 55024U109 | $2.4K | 30,000 | 0.0% |
| Broadcom Inc(AVGO) | COM | 11135F101 | $2.4K | 7,500 | 0.0% |
| Tripadvisor Inc(TRIP) | COM | 896945201 | $2.0K | 65,000 | 0.0% |
| Vipshop Hldgs LTD(VIPS) | SPONSORED ADS A | 92763W103 | $1.6K | 115,000 | 0.0% |