Q2 2019 Holdings
Filed 2019-08-14 | 16 holdings | $1.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Pegasystems Inc(PEGA) | COM | 705573103 | $131.2K | 1,842,081 | 11.8% |
| WIX COM LTD(WIX) | SHS | M98068105 | $104.8K | 737,821 | 9.5% |
| Rapid7 Inc(RPD) | COM | 753422104 | $94.1K | 1,626,717 | 8.5% |
| Mimecast LTD | ORD SHS | G14838109 | $92.9K | 1,988,535 | 8.4% |
| Godaddy Inc(GDDY) | CL A | 380237107 | $86.6K | 1,233,973 | 7.8% |
| Angi Homeservices Inc(ANGI1EUR) | COM CL A | 00183L102 | $83.7K | 6,433,971 | 7.6% |
| Verint SYS Inc(VTY) | COM | 92343X100 | $79.9K | 1,485,545 | 7.2% |
| IAC Interactivecorp(IACIEUR) | COM | 44919P508 | $79.4K | 365,097 | 7.2% |
| Mongodb Inc(MDB) | CL A | 60937P106 | $65.7K | 431,935 | 5.9% |
| Zuora Inc(ZUOUSD) | COM CL A | 98983V106 | $55.7K | 3,633,876 | 5.0% |
| Ringcentral Inc(RNG) | CL A | 76680R206 | $50.6K | 440,293 | 4.6% |
| SS&C Technologies Hldgs Inc(SSNC) | COM | 78467J100 | $49.1K | 853,047 | 4.4% |
| Pivotal Software Inc | COM CL A | 72582H107 | $44.1K | 4,178,366 | 4.0% |
| Pinterest Inc(PINS) | CL A | 72352L106 | $40.7K | 1,495,902 | 3.7% |
| Twilio Inc(TWLO) | CL A | 90138F102 | $35.9K | 263,000 | 3.2% |
| Five9 Inc(FIVN) | COM | 338307101 | $12.9K | 251,507 | 1.2% |