Q4 2020 Holdings
Filed 2021-02-09 | 8 holdings | $174.1K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Amazon.com Inc(AMZN) | COM | 023135106 | $54.3K | 16,664 | 31.2% |
| GoDaddy Inc(GDDY) | CL A | 380237107 | $37.5K | 451,774 | 21.5% |
| Peloton Interactive Inc(PTON) | CL A | 70614W100 | $36.7K | 242,021 | 21.1% |
| Talend SA | ADS | 874224207 | $21.3K | 555,234 | 12.2% |
| Microsoft Corp(MSFT) | COM | 594918104 | $19.2K | 86,344 | 11.0% |
| Select Energy Services Inc(WTTR) | CL A | 81617J301 | $2.8K | 692,412 | 1.6% |
| Forum Energy Technologies Inc(FET) | COM | 34984V209 | $1.7K | 142,769 | 1.0% |
| Forum Energy Technologies Inc | NOTE | 34984VAC4 | $596 | 8,825 | 0.3% |