Q4 2019 Holdings
Filed 2020-02-14 | 14 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 | $128.8K | 1,617,224 | 11.9% |
| WIX COM LTD(WIX) | SHS | M98068105 | $107.7K | 879,687 | 9.9% |
| Mongodb Inc(MDB) | CL A | 60937P106 | $104.1K | 790,958 | 9.6% |
| Ringcentral Inc(RNG) | CL A | 76680R206 | $99.0K | 586,890 | 9.1% |
| Nice LTD(NSY) | SPONSORED ADR | 653656108 | $93.9K | 605,112 | 8.7% |
| Twilio Inc(TWLO) | CL A | 90138F102 | $93.6K | 952,043 | 8.6% |
| SS&C Technologies Hldgs Inc(SSNC) | COM | 78467J100 | $93.0K | 1,514,871 | 8.6% |
| Mimecast LTD | ORD SHS | G14838109 | $77.9K | 1,794,931 | 7.2% |
| Rapid7 Inc(RPD) | COM | 753422104 | $69.0K | 1,231,934 | 6.4% |
| Pinterest Inc(PINS) | CL A | 72352L106 | $62.0K | 3,324,744 | 5.7% |
| Zuora Inc(ZUOUSD) | COM CL A | 98983V106 | $45.4K | 3,170,557 | 4.2% |
| Okta Inc(OKTA) | CL A | 679295105 | $42.5K | 368,160 | 3.9% |
| Angi Homeservices Inc(ANGI1EUR) | COM CL A | 00183L102 | $38.6K | 4,562,716 | 3.6% |
| Change Healthcare Inc(CHNGUSD) | COM | 15912K100 | $28.6K | 1,747,719 | 2.6% |