Q4 2020 Holdings
Filed 2021-02-16 | 6 holdings | $10.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Autodesk Inc(ADSK) | COM | 052769106 | $10.6M | 34,838 | 98.6% |
| Guidewire Software Inc(GWRE) | COM | 40171V100 | $38.7K | 300,762 | 0.4% |
| New York Times Co(NYT) | CL A | 650111107 | $34.2K | 660,155 | 0.3% |
| Transdigm Group Inc(TDG) | COM | 893641100 | $32.4K | 52,347 | 0.3% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $28.7K | 17,133 | 0.3% |
| Liberty Media Corp del(FWONKUSD) | COM SER C FRMLA | 531229854 | $17.9K | 420,695 | 0.2% |