Q4 2018 Holdings
Filed 2019-02-14 | 32 holdings | $359.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ringcentral Inc(RNG) | CL A | 76680R206 | $26.4K | 320,537 | 7.4% |
| Keysight Technologies Inc(KEYS) | COM | 49338L103 | $18.6K | 299,655 | 5.2% |
| Splunk Inc(SPLKCHF) | COM | 848637104 | $17.8K | 169,975 | 5.0% |
| Cornerstone Ondemand Inc(CSOD) | COM | 21925Y103 | $16.6K | 328,382 | 4.6% |
| Twitter Inc(TWTRUSD) | COM | 90184L102 | $15.5K | 540,628 | 4.3% |
| Zendesk Inc | COM | 98936J101 | $15.1K | 258,885 | 4.2% |
| Entegris Inc(ENTG) | COM | 29362U104 | $14.6K | 522,345 | 4.1% |
| Global Pmts Inc(GPN) | COM | 37940X102 | $14.4K | 140,090 | 4.0% |
| Motorola Solutions Inc(MSI) | COM NEW | 620076307 | $14.2K | 123,017 | 3.9% |
| Rapid7 Inc(RPD) | COM | 753422104 | $13.4K | 429,774 | 3.7% |
| Centurylink Inc(CTLEUR) | COM | 156700106 | $12.9K | 851,301 | 3.6% |
| Broadcom Inc(AVGO) | COM | 11135F101 | $12.7K | 49,801 | 3.5% |
| Euronet Worldwide Inc(EEFT) | COM | 298736109 | $11.9K | 116,645 | 3.3% |
| Activision Blizzard Inc(ATVIEUR) | COM | 00507V109 | $11.7K | 251,719 | 3.3% |
| Everbridge Inc(EVBGEUR) | COM | 29978A104 | $11.5K | 202,899 | 3.2% |
| WIX COM LTD(WIX) | SHS | M98068105 | $11.1K | 123,248 | 3.1% |
| Cypress Semiconductor Corp(CYEUR) | COM | 232806109 | $10.9K | 858,203 | 3.0% |
| Veeva SYS Inc(VEEV) | CL A COM | 922475108 | $10.4K | 116,338 | 2.9% |
| Five9 Inc(FIVN) | COM | 338307101 | $9.0K | 206,709 | 2.5% |
| Western UN Co(WU) | COM | 959802109 | $8.9K | 522,268 | 2.5% |
| Amdocs LTD(DOX) | SHS | G02602103 | $8.9K | 151,167 | 2.5% |
| Twilio Inc(TWLO) | CL A | 90138F102 | $8.8K | 98,995 | 2.5% |
| Verisk Analytics Inc(VRSK) | COM | 92345Y106 | $8.5K | 78,071 | 2.4% |
| Etsy Inc(ETSY) | COM | 29786A106 | $8.4K | 176,971 | 2.3% |
| Teradyne Inc(TER) | COM | 880770102 | $7.8K | 250,143 | 2.2% |
| Realpage Inc(RP) | COM | 75606N109 | $6.9K | 142,326 | 1.9% |
| Leidos Hldgs Inc(LDOS) | COM | 525327102 | $6.7K | 126,969 | 1.9% |
| Instructure Inc | COM | 45781U103 | $6.7K | 177,771 | 1.9% |
| Stamps COM Inc(STMP) | COM NEW | 852857200 | $6.6K | 42,092 | 1.8% |
| Facebook Inc(META) | CL A | 30303M102 | $5.5K | 42,267 | 1.5% |
| Forescout Technologies Inc(FSCTEUR) | COM | 34553D101 | $4.7K | 179,548 | 1.3% |
| Arco Platform LTD | COM CL A | G04553106 | $2.3K | 102,719 | 0.6% |