Q1 2020 Holdings
Filed 2020-05-15 | 11 holdings | $153.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| News Corp New(NWSA) | CL A | 65249B109 | $22.0K | 2,454,510 | 14.4% |
| Upland Software Inc(UPLD) | COM | 91544A109 | $19.3K | 718,993 | 12.6% |
| SS&C Technologies Hldgs Inc(SSNC) | COM | 78467J100 | $17.8K | 406,789 | 11.6% |
| World Accep Corp del(WRLD) | COM | 981419104 | $17.5K | 320,566 | 11.4% |
| Sprout Social Inc(SPT) | COM CL A | 85209W109 | $17.3K | 1,085,352 | 11.3% |
| Pinterest Inc(PINS) | CL A | 72352L106 | $17.1K | 1,110,708 | 11.2% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $10.3K | 8,854 | 6.7% |
| Liberty Broadband Corp(LBRDK) | COM SER C | 530307305 | $9.2K | 83,293 | 6.0% |
| Herbalife Nutrition LTD(HLF) | COM SHS | G4412G101 | $9.1K | 311,982 | 5.9% |
| Carvana Co(CVNA) | CL A | 146869102 | $6.8K | 123,180 | 4.4% |
| SEA LTD(SE) | SPONSORED ADS | 81141R100 | $6.8K | 152,712 | 4.4% |