Q4 2018 Holdings
Filed 2019-02-14 | 9 holdings | $316.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Appian Corp(APPN) | CL A | 03782L101 | $199.1M | 7,454,291 | 62.9% |
| Axon Enterprise Inc(AXON) | COM | 05464C101 | $108.3M | 2,475,862 | 34.2% |
| Cargurus Inc(CARG) | COM CL A | 141788109 | $8.4M | 250,000 | 2.7% |
| Alteryx Inc(AYXEUR) | COM CL A | 02156B103 | $307.2K | 5,166,199 | 0.1% |
| Shopify Inc(SHOP) | CL A | 82509L107 | $256.4K | 1,851,997 | 0.1% |
| Mimecast LTD | ORD SHS | G14838109 | $185.6K | 5,518,775 | 0.1% |
| Zuora Inc(ZUOUSD) | COM CL A | 98983V106 | $24.7K | 1,359,600 | 0.0% |
| Ceridian HCM Hldg Inc(DAY) | COM | 15677J108 | $13.8K | 400,000 | 0.0% |
| Cannae Hldgs Inc(CNNE) | COM | 13765N107 | $11.0K | 640,000 | 0.0% |