Q4 2020 Holdings
Filed 2021-02-16 | 23 holdings | $653.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Mercadolibre Inc(MELI) | COMMON STOCKS | 58733R102 | $89.1K | 46,670 | 13.6% |
| Palo Alto Networks Inc(PANW) | COMMON STOCKS | 697435105 | $64.3K | 166,107 | 9.8% |
| Carvana Co(CVNA) | CL A | 146869102 | $64.1K | 228,394 | 9.8% |
| Nutanix Inc(NTNX) | CL A | 67059N108 | $63.4K | 1,948,438 | 9.7% |
| LAM Research Corp(LRCXEUR) | COMMON STOCKS | 512807108 | $53.1K | 102,918 | 8.1% |
| Micron Technology Inc(MU) | COMMON STOCKS | 595112103 | $44.2K | 541,818 | 6.8% |
| Paypal Holdings Inc(PYPL) | COMMON STOCKS | 70450Y103 | $38.7K | 155,210 | 5.9% |
| Peloton Interactive Inc(PTON) | CL A COM | 70614W100 | $37.2K | 251,774 | 5.7% |
| Crowdstrike Holdings Inc(CRWD) | CL A | 22788C105 | $26.5K | 120,527 | 4.0% |
| Smart Global Holdings Inc(PENG) | SHS | G8232Y101 | $25.2K | 631,702 | 3.8% |
| Marvell Technology Group LTD(MRVL) | ORD | G5876H105 | $24.5K | 463,466 | 3.7% |
| Euronet Worldwide Inc(EEFT) | COMMON STOCKS | 298736109 | $24.4K | 190,116 | 3.7% |
| Salesforce.com Inc(CRM) | COMMON STOCKS | 79466L302 | $19.4K | 82,906 | 3.0% |
| Zendesk Inc | COMMON STOCKS | 98936J101 | $18.5K | 120,481 | 2.8% |
| Cardlytics Inc(CDLX) | COMMON STOCKS | 14161W105 | $14.3K | 105,986 | 2.2% |
| Coupa Software Inc(COUPEUR) | COMMON STOCKS | 22266L106 | $11.0K | 33,180 | 1.7% |
| I3 Verticals Inc(IIIV) | COMMON CL A | 46571Y107 | $10.2K | 335,012 | 1.6% |
| Avalara Inc(AVLRUSD) | COMMON STOCKS | 05338G106 | $8.7K | 53,102 | 1.3% |
| Grid Dynamics Holdings Inc(GDYN) | CL A | 39813G109 | $4.0K | 280,806 | 0.6% |
| Fireeye Inc(FEYECHF) | COMMON STOCKS | 31816Q101 | $3.7K | 169,439 | 0.6% |
| Casper Sleep Inc | COMMON STOCKS | 147626105 | $3.2K | 513,695 | 0.5% |
| Eargo | COMMON STOCKS | 270087109 | $3.1K | 76,481 | 0.5% |
| Uber | COMMON STOCKS | 90353T900 | $2.9K | 56,604 | 0.4% |