Q4 2018 Holdings
Filed 2019-02-14 | 17 holdings | $172.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $21.6K | 20,892 | 12.5% |
| Energy Transfer LP(ET) | COM UT LTD PTN | 29273V100 | $21.2K | 1,602,451 | 12.3% |
| Amazon.com Inc(AMZN) | COM | 023135106 | $20.9K | 13,907 | 12.1% |
| Pros Holdings Inc(PRO) | COM | 74346Y103 | $20.8K | 662,347 | 12.0% |
| PayPal Holdings Inc(PYPL) | COM | 70450Y103 | $20.7K | 245,849 | 12.0% |
| MongoDB Inc(MDB) | CL A | 60937P106 | $17.7K | 211,388 | 10.2% |
| Attunity Ltd | SHS NEW | M15332121 | $12.8K | 649,322 | 7.4% |
| Yext Inc(YEXT) | COM | 98585N106 | $11.2K | 756,183 | 6.5% |
| QAD Inc(QADA) | CL A | 74727D306 | $9.8K | 248,894 | 5.7% |
| Envestnet Inc(ENVUSD) | COM | 29404K106 | $9.0K | 183,121 | 5.2% |
| Twilio Inc(TWLO) | CL A | 90138F102 | $2.0K | 22,176 | 1.1% |
| Pivotal Software Inc | COM CL A | 72582H107 | $1.4K | 86,394 | 0.8% |
| Facebook Inc(META) | CL A | 30303M102 | $1.2K | 9,399 | 0.7% |
| Domo Inc(DOMO) | COM CL B | 257554105 | $1.1K | 54,482 | 0.6% |
| Upland Software Inc(UPLD) | COM | 91544A109 | $914 | 33,614 | 0.5% |
| Smartsheet Inc(SMARGBP) | COM CL A | 83200N103 | $277 | 11,138 | 0.2% |
| Microsoft Corp(MSFT) | COM | 594918104 | $203 | 2,000 | 0.1% |