Q1 2021 Holdings
Filed 2021-05-17 | 22 holdings | $553.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Mercadolibre Inc(MELI) | COMMON STOCKS | 58733R102 | $65.5K | 44,500 | 11.8% |
| LAM Research Corp(LRCXEUR) | COMMON STOCKS | 512807108 | $59.6K | 100,128 | 10.8% |
| Nutanix Inc(NTNX) | CL A | 67059N108 | $57.2K | 2,151,758 | 10.3% |
| Palo Alto Networks Inc(PANW) | COMMON STOCKS | 697435105 | $54.1K | 167,917 | 9.8% |
| Carvana Co(CVNA) | CL A | 146869102 | $48.5K | 184,904 | 8.8% |
| Micron Technology Inc(MU) | COMMON STOCKS | 595112103 | $47.9K | 542,928 | 8.6% |
| Peloton Interactive Inc(PTON) | CL A COM | 70614W100 | $32.6K | 289,524 | 5.9% |
| Smart Global Holdings Inc(PENG) | SHS | G8232Y101 | $29.3K | 636,302 | 5.3% |
| Euronet Worldwide Inc(EEFT) | COMMON STOCKS | 298736109 | $26.9K | 194,436 | 4.9% |
| Marvell Technology Group LTD(MRVL) | ORD | G5876H105 | $24.2K | 494,966 | 4.4% |
| Crowdstrike Holdings Inc(CRWD) | CL A | 22788C105 | $22.5K | 123,237 | 4.1% |
| Salesforce.com Inc(CRM) | COMMON STOCKS | 79466L302 | $20.4K | 96,256 | 3.7% |
| Zendesk Inc | COMMON STOCKS | 98936J101 | $17.4K | 131,171 | 3.1% |
| I3 Verticals Inc(IIIV) | COMMON CL A | 46571Y107 | $11.0K | 353,062 | 2.0% |
| Cardlytics Inc(CDLX) | COMMON STOCKS | 14161W105 | $9.2K | 83,876 | 1.7% |
| Coupa Software Inc(COUPEUR) | COMMON STOCKS | 22266L106 | $7.6K | 29,901 | 1.4% |
| Avalara Inc(AVLRUSD) | COMMON STOCKS | 05338G106 | $5.5K | 41,362 | 1.0% |
| Eargo | COMMON STOCKS | 270087109 | $3.9K | 78,141 | 0.7% |
| Grid Dynamics Holdings Inc(GDYN) | CL A | 39813G109 | $3.3K | 207,536 | 0.6% |
| Fireeye Inc(FEYECHF) | COMMON STOCKS | 31816Q101 | $2.8K | 142,035 | 0.5% |
| Uber | COMMON STOCKS | 90353T900 | $2.3K | 45,000 | 0.4% |
| Casper Sleep Inc | COMMON STOCKS | 147626105 | $2.1K | 343,417 | 0.4% |