Q1 2019 Holdings
Filed 2019-05-13 | 18 holdings | $246.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| MongoDB Inc(MDB) | CL A | 60937P106 | $31.0K | 210,831 | 12.6% |
| Amazon.com Inc(AMZN) | COM | 023135106 | $28.8K | 16,171 | 11.7% |
| Pros Holdings Inc(PRO) | COM | 74346Y103 | $27.4K | 648,252 | 11.1% |
| Energy Transfer LP(ET) | COM UT LTD PTN | 29273V100 | $24.6K | 1,602,451 | 10.0% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $24.5K | 20,842 | 9.9% |
| PayPal Holdings Inc(PYPL) | COM | 70450Y103 | $23.3K | 224,718 | 9.5% |
| Yext Inc(YEXT) | COM | 98585N106 | $17.8K | 813,050 | 7.2% |
| Facebook Inc(META) | CL A | 30303M102 | $16.5K | 99,199 | 6.7% |
| Attunity Ltd | SHS NEW | M15332121 | $16.3K | 694,734 | 6.6% |
| QAD Inc(QADA) | CL A | 74727D306 | $11.5K | 266,071 | 4.6% |
| Envestnet Inc(ENVUSD) | COM | 29404K106 | $10.1K | 154,450 | 4.1% |
| Pivotal Software Inc | COM CL A | 72582H107 | $6.8K | 328,132 | 2.8% |
| Twilio Inc(TWLO) | CL A | 90138F102 | $3.0K | 23,543 | 1.2% |
| Domo Inc(DOMO) | COM CL B | 257554105 | $2.2K | 54,482 | 0.9% |
| Upland Software Inc(UPLD) | COM | 91544A109 | $1.4K | 33,614 | 0.6% |
| Nutanix Inc(NTNX) | CL A | 67059N108 | $585 | 15,500 | 0.2% |
| Smartsheet Inc(SMARGBP) | COM CL A | 83200N103 | $454 | 11,138 | 0.2% |
| Microsoft Corp(MSFT) | COM | 594918104 | $236 | 2,000 | 0.1% |