Q3 2020 Holdings
Filed 2020-10-14 | 8 holdings | $168.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Amazon.com Inc(AMZN) | COM | 023135106 | $52.5K | 16,664 | 31.2% |
| GoDaddy Inc(GDDY) | CL A | 380237107 | $34.3K | 451,774 | 20.4% |
| Automatic Data Processing Inc(ADP) | COM | 053015103 | $24.2K | 173,156 | 14.4% |
| Peloton Interactive Inc(PTON) | CL A | 70614W100 | $19.5K | 196,747 | 11.6% |
| Microsoft Corp(MSFT) | COM | 594918104 | $18.2K | 86,344 | 10.8% |
| Talend SA | ADS | 874224207 | $15.4K | 394,241 | 9.1% |
| Select Energy Services Inc(WTTR) | CL A | 81617J301 | $2.7K | 692,412 | 1.6% |
| Forum Energy Technologies Inc(FETUSD) | COM | 34984V100 | $1.6K | 2,857,472 | 0.9% |