Q3 2017 Holdings
Filed 2017-11-14 | 29 holdings | $74.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $32.0M | 185,480 | 43.0% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $16.3M | 1,277,844 | 21.9% |
| BOX Inc(BOX) | CL A | 10316T104 | $14.1M | 731,100 | 19.0% |
| Autodesk Inc(ADSK) | COM | 052769106 | $11.7M | 103,835 | 15.6% |
| Godaddy Inc(GDDY) | CL A | 380237107 | $32.7K | 752,304 | 0.0% |
| Logmein Inc | COM | 54142L109 | $31.7K | 287,961 | 0.0% |
| Realpage Inc(RP) | COM | 75606N109 | $26.3K | 659,471 | 0.0% |
| Stamps COM Inc(STMP) | COM NEW | 852857200 | $25.3K | 124,922 | 0.0% |
| Yandex N V(NBIS) | SHS CLASS A | N97284108 | $24.1K | 731,556 | 0.0% |
| Ringcentral Inc(RNG) | CL A | 76680R206 | $22.9K | 547,824 | 0.0% |
| Lumentum Hldgs Inc(LITE) | COM | 55024U109 | $21.7K | 399,064 | 0.0% |
| YY Inc | ADS REPCOM CLA | 98426T106 | $19.8K | 228,675 | 0.0% |
| Facebook Inc(META) | CL A | 30303M102 | $16.9K | 98,909 | 0.0% |
| Talend S A | ADS | 874224207 | $16.3K | 397,784 | 0.0% |
| Netflix Inc(NFLX) | COM | 64110L106 | $15.0K | 82,898 | 0.0% |
| Semtech Corp(SMTC) | COM | 816850101 | $14.7K | 390,844 | 0.0% |
| Stmicroelectronics N V(STM) | NY REGISTRY | 861012102 | $14.6K | 754,181 | 0.0% |
| Universal Display Corp(OLED) | COM | 91347P105 | $13.7K | 106,709 | 0.0% |
| Applied Matls Inc(AMAT) | COM | 038222105 | $13.7K | 262,202 | 0.0% |
| Cavium Inc | COM | 14964U108 | $13.6K | 205,956 | 0.0% |
| LAM Research Corp(LRCXEUR) | COM | 512807108 | $12.8K | 68,958 | 0.0% |
| Coupa Software Inc(COUPEUR) | COM | 22266L106 | $11.5K | 370,414 | 0.0% |
| Expedia Inc del(EXPE) | COM NEW | 30212P303 | $11.0K | 76,611 | 0.0% |
| Everbridge Inc(EVBGEUR) | COM | 29978A104 | $10.6K | 399,868 | 0.0% |
| Digimarc Corp New(DMRC) | COM | 25381B101 | $10.0K | 274,471 | 0.0% |
| Mulesoft Inc | CL A | 625207105 | $10.0K | 497,476 | 0.0% |
| Momo Inc | ADR | 60879B107 | $8.7K | 278,982 | 0.0% |
| Broadcom LTD(AVGO) | SHS | Y09827109 | $8.6K | 35,399 | 0.0% |
| Nutanix Inc(NTNX) | CL A | 67059N108 | $7.8K | 350,177 | 0.0% |