Q1 2020 Holdings
Filed 2020-05-13 | 19 holdings | $88.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Datadog Inc(DDOG) | Cl A Com | 23804L103 | $18.8K | 523,338 | 21.3% |
| Slack Technologies Inc(WORK) | Com Cl A | 83088V102 | $11.1K | 413,936 | 12.6% |
| Elastic N V(ESTC) | Ord Shs | N14506104 | $10.8K | 193,486 | 12.2% |
| Farfetch Ltd(FTCHQ) | Ord Sh Cl A | 30744W107 | $7.8K | 982,334 | 8.8% |
| Smartsheet Inc(SMARGBP) | Com Cl A | 83200N103 | $7.5K | 180,553 | 8.5% |
| Guardant Health Inc(GH) | Com | 40131M109 | $7.4K | 106,630 | 8.4% |
| Crowdstrike Hldgs Inc(CRWD) | Cl A | 22788C105 | $6.8K | 122,934 | 7.7% |
| Pluralsight Inc | Com Cl A | 72941B106 | $3.5K | 319,981 | 4.0% |
| Square Inc(XYZ) | Cl A | 852234103 | $2.9K | 54,553 | 3.2% |
| Phreesia Inc(PHR) | Com | 71944F106 | $2.7K | 127,574 | 3.0% |
| Health Catalyst Inc(HCAT) | Com | 42225T107 | $2.2K | 83,235 | 2.5% |
| Sonos Inc(SONO) | Com | 83570H108 | $1.8K | 215,327 | 2.1% |
| Ceridian HCM Hldg Inc(DAY) | Com | 15677J108 | $1.6K | 25,469 | 1.9% |
| Facebook Inc(META) | Cl A | 30303M102 | $853 | 5,115 | 1.0% |
| Zuora Inc(ZUOUSD) | Com Cl A | 98983V106 | $839 | 104,235 | 0.9% |
| Uber Technologies Inc(UBER) | Com | 90353T100 | $827 | 29,613 | 0.9% |
| Pagerduty Inc(PD) | Com | 69553P100 | $745 | 44,069 | 0.8% |
| Dropbox Inc(DBX) | Cl A | 26210C104 | $189 | 10,464 | 0.2% |
| Syros Pharmaceuticals Inc | Com | 87184Q107 | $89 | 15,000 | 0.1% |