Q1 2020 Holdings
Filed 2020-05-15 | 17 holdings | $991.1K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ringcentral Inc(RNG) | CL A | 76680R206 | $120.0K | 566,194 | 12.1% |
| Mongodb Inc(MDB) | CL A | 60937P106 | $114.0K | 835,205 | 11.5% |
| Pegasystems Inc(PEGA) | COM | 705573103 | $86.7K | 1,217,590 | 8.8% |
| Okta Inc(OKTA) | CL A | 679295105 | $84.2K | 688,799 | 8.5% |
| Nice LTD(NSY) | SPONSORED ADR | 653656108 | $83.4K | 580,889 | 8.4% |
| Zendesk Inc | COM | 98936J101 | $60.8K | 950,585 | 6.1% |
| Twilio Inc(TWLO) | CL A | 90138F102 | $59.8K | 668,262 | 6.0% |
| WIX COM LTD(WIX) | SHS | M98068105 | $49.1K | 487,179 | 5.0% |
| Rapid7 Inc(RPD) | COM | 753422104 | $48.0K | 1,108,752 | 4.8% |
| Change Healthcare Inc(CHNGUSD) | COM | 15912K100 | $42.9K | 4,291,082 | 4.3% |
| Five9 Inc(FIVN) | COM | 338307101 | $39.7K | 519,136 | 4.0% |
| Servicenow Inc(NOW) | COM | 81762P102 | $39.6K | 138,057 | 4.0% |
| SS&C Technologies Hldgs Inc(SSNC) | COM | 78467J100 | $37.8K | 861,742 | 3.8% |
| Pinterest Inc(PINS) | CL A | 72352L106 | $36.4K | 2,358,646 | 3.7% |
| Avalara Inc(AVLRUSD) | COM | 05338G106 | $36.4K | 487,971 | 3.7% |
| Mimecast LTD | ORD SHS | G14838109 | $26.3K | 746,144 | 2.7% |
| Zuora Inc(ZUOUSD) | COM CL A | 98983V106 | $25.9K | 3,220,321 | 2.6% |