Q2 2020 Holdings
Filed 2020-08-14 | 18 holdings | $1.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Mongodb Inc(MDB) | CL A | 60937P106 | $134.6K | 594,621 | 10.4% |
| Ringcentral Inc(RNG) | CL A | 76680R206 | $127.4K | 446,950 | 9.9% |
| Okta Inc(OKTA) | CL A | 679295105 | $93.0K | 464,653 | 7.2% |
| Zendesk Inc | COM | 98936J101 | $92.9K | 1,049,610 | 7.2% |
| Five9 Inc(FIVN) | COM | 338307101 | $92.3K | 834,367 | 7.2% |
| Servicenow Inc(NOW) | COM | 81762P102 | $86.2K | 212,841 | 6.7% |
| Twilio Inc(TWLO) | CL A | 90138F102 | $84.7K | 386,192 | 6.6% |
| Zoom Video Communications in(ZM) | CL A | 98980L101 | $79.3K | 312,831 | 6.1% |
| Pegasystems Inc(PEGA) | COM | 705573103 | $76.5K | 755,677 | 5.9% |
| WIX COM LTD(WIX) | SHS | M98068105 | $71.6K | 279,617 | 5.5% |
| Nice LTD(NSY) | SPONSORED ADR | 653656108 | $68.7K | 362,918 | 5.3% |
| Avalara Inc(AVLRUSD) | COM | 05338G106 | $62.7K | 470,750 | 4.9% |
| Lamar Advertising Co New(LAMR) | CL A | 512816109 | $50.0K | 748,489 | 3.9% |
| SS&C Technologies Hldgs Inc(SSNC) | COM | 78467J100 | $45.5K | 805,048 | 3.5% |
| Paycom Software Inc(PAYC) | COM | 70432V102 | $45.1K | 145,619 | 3.5% |
| Pinterest Inc(PINS) | CL A | 72352L106 | $43.8K | 1,973,651 | 3.4% |
| Planet Fitness Inc(PLNT) | CL A | 72703H101 | $29.0K | 478,649 | 2.2% |
| Pros Holdings Inc(PRO) | COM | 74346Y103 | $7.9K | 177,148 | 0.6% |