Q1 2020 Holdings
Filed 2020-05-08 | 37 holdings | $8.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $5.3M | 135,000 | 60.5% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $3.3M | 17,000 | 37.7% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $10.7K | 5,500 | 0.1% |
| Microsoft Corp(MSFT) | COM | 594918104 | $8.3K | 52,500 | 0.1% |
| HP Inc(HPQ) | COM | 40434L105 | $8.2K | 470,000 | 0.1% |
| Analog Devices Inc(ADI) | COM | 032654105 | $8.2K | 91,000 | 0.1% |
| Netflix Inc(NFLX) | COM | 64110L106 | $7.5K | 20,000 | 0.1% |
| Western Digital Corp.(WDC) | COM | 958102105 | $6.7K | 160,000 | 0.1% |
| Qorvo Inc(QRVO) | COM | 74736K101 | $6.5K | 80,000 | 0.1% |
| Micron Technology Inc(MU) | COM | 595112103 | $6.1K | 145,000 | 0.1% |
| LAM Research Corp(LRCXEUR) | COM | 512807108 | $5.8K | 24,000 | 0.1% |
| Intel Corp(INTC) | COM | 458140100 | $5.1K | 95,000 | 0.1% |
| JD COM Inc(JD) | SPON ADR CL A | 47215P106 | $4.9K | 120,000 | 0.1% |
| Fidelity Natl Information SV(FIS) | COM | 31620M106 | $4.8K | 39,500 | 0.1% |
| Nvidia Corp(NVDA) | COM | 67066G104 | $4.7K | 18,000 | 0.1% |
| Global Pmts Inc(GPN) | COM | 37940X102 | $4.5K | 31,500 | 0.1% |
| Take-Two Interactive Softwar(TTWO) | COM | 874054109 | $4.2K | 35,000 | 0.0% |
| Intuit(INTU) | COM | 461202103 | $4.1K | 18,000 | 0.0% |
| Fiserv Inc(FISV) | COM | 337738108 | $4.0K | 42,000 | 0.0% |
| Baidu Inc(BIDUN) | SPON ADR REP A | 056752108 | $3.8K | 38,000 | 0.0% |
| Ringcentral Inc(RNG) | CL A | 76680R206 | $3.7K | 17,500 | 0.0% |
| Zscaler Inc(ZS) | COM | 98980G102 | $3.7K | 60,000 | 0.0% |
| Datadog Inc(DDOG) | CL A COM | 23804L103 | $3.6K | 100,000 | 0.0% |
| Mongodb Inc(MDB) | CL A | 60937P106 | $3.4K | 25,000 | 0.0% |
| Qualcomm Inc(QCOM) | COM | 747525103 | $3.4K | 50,000 | 0.0% |
| Citrix SYS Inc(CTXSEUR) | COM | 177376100 | $3.1K | 22,000 | 0.0% |
| Vmware Inc(VMWEUR) | CL A COM | 928563402 | $3.0K | 25,000 | 0.0% |
| TAL Education Group(TAL) | SPONSORED ADS | 874080104 | $2.9K | 55,000 | 0.0% |
| Zoom Video Communications in(ZM) | CL A | 98980L101 | $2.9K | 20,000 | 0.0% |
| NXP Semiconductors N V(NXPI) | COM | N6596X109 | $2.9K | 35,000 | 0.0% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $2.9K | 30,000 | 0.0% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $2.7K | 18,500 | 0.0% |
| Slack Technologies Inc(WORK) | COM CL A | 83088V102 | $2.6K | 95,000 | 0.0% |
| Fortinet Inc(FTNT) | COM | 34959E109 | $2.5K | 25,000 | 0.0% |
| Facebook Inc(META) | CL A | 30303M102 | $2.3K | 14,000 | 0.0% |
| Ericsson(ERIC) | ADR B SEK 10 | 294821608 | $1.6K | 200,000 | 0.0% |
| Varonis SYS Inc(VRNS) | COM | 922280102 | $1.3K | 20,000 | 0.0% |