Q3 2020 Holdings
Filed 2020-11-16 | 18 holdings | $1.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ringcentral Inc(RNG) | CL A | 76680R206 | $133.2K | 485,053 | 9.3% |
| Mongodb(MDB) | CL A | 60937P106 | $127.7K | 551,621 | 8.9% |
| Zoom Video Communications in(ZM) | CL A | 98980L101 | $113.2K | 240,896 | 7.9% |
| Servicenow Inc(NOW) | COM | 81762P102 | $112.3K | 231,619 | 7.8% |
| Five9 Inc(FIVN) | COM | 338307101 | $103.4K | 797,078 | 7.2% |
| Okta Inc(OKTA) | CL A | 679295105 | $98.9K | 462,553 | 6.9% |
| Twilio Inc(TWLO) | CL A | 90138F102 | $93.9K | 380,192 | 6.6% |
| Avalara Inc(AVLRUSD) | COM | 05338G106 | $85.6K | 672,339 | 6.0% |
| WIX COM LTD(WIX) | SHS | M98068105 | $85.2K | 334,212 | 5.9% |
| Paycom Inc(PAYC) | COM | 70432V102 | $82.2K | 264,209 | 5.7% |
| Pinterest Inc(PINS) | CL A | 72352L106 | $80.2K | 1,931,838 | 5.6% |
| Nice LTD(NSY) | SPONSORED ADR | 653656108 | $76.4K | 336,345 | 5.3% |
| Pega Systems(PEGA) | COM | 705573103 | $73.5K | 607,147 | 5.1% |
| Square Inc(XYZ) | CL A | 852234103 | $51.2K | 314,683 | 3.6% |
| Shopify Inc(SHOP) | CL A | 82509L107 | $46.3K | 45,297 | 3.2% |
| Planet Fitness Inc(PLNT) | CL A | 72703H101 | $40.7K | 660,054 | 2.8% |
| Medallia Inc(MDLA) | COM | 584021109 | $14.9K | 544,897 | 1.0% |
| Cornerstone Ondemand Inc(CSOD) | COM | 21925Y103 | $13.6K | 375,000 | 1.0% |