Q3 2019 Holdings
Filed 2019-11-13 | 15 holdings | $951.6K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Pegasystems Inc(PEGA) | COM | 705573103 | $121.8K | 1,789,632 | 12.8% |
| WIX COM LTD(WIX) | SHS | M98068105 | $96.3K | 824,930 | 10.1% |
| Mimecast LTD | ORD SHS | G14838109 | $76.2K | 2,136,354 | 8.0% |
| Rapid7 Inc(RPD) | COM | 753422104 | $75.3K | 1,658,341 | 7.9% |
| Mongodb Inc(MDB) | CL A | 60937P106 | $71.8K | 596,089 | 7.5% |
| Twilio Inc(TWLO) | CL A | 90138F102 | $69.9K | 635,393 | 7.3% |
| SS&C Technologies Hldgs Inc(SSNC) | COM | 78467J100 | $66.7K | 1,293,055 | 7.0% |
| Nice LTD(NSY) | SPONSORED ADR | 653656108 | $65.5K | 455,460 | 6.9% |
| Verint SYS Inc(VTY) | COM | 92343X100 | $55.6K | 1,300,634 | 5.8% |
| Ringcentral Inc(RNG) | CL A | 76680R206 | $55.3K | 440,398 | 5.8% |
| Pinterest Inc(PINS) | CL A | 72352L106 | $54.5K | 2,060,281 | 5.7% |
| Angi Homeservices Inc(ANGI1EUR) | COM CL A | 00183L102 | $51.9K | 7,328,458 | 5.5% |
| Okta Inc(OKTA) | CL A | 679295105 | $33.0K | 335,641 | 3.5% |
| Proofpoint Inc(PFPT) | COM | 743424103 | $29.3K | 227,327 | 3.1% |
| Zuora Inc(ZUOUSD) | COM CL A | 98983V106 | $28.4K | 1,887,135 | 3.0% |