Q3 2020 Holdings
Filed 2020-11-12 | 257 holdings | $65.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Clorox Co del(CLX) | COM | 189054109 | $2.2K | 10,439 | 0.0% |
| Mondelez Intl Inc(MDLZ) | CL A | 609207105 | $2.3K | 39,472 | 0.0% |
| Moodys Corp(MCO) | COM | 615369105 | $2.3K | 7,966 | 0.0% |
| Fortinet Inc(FTNT) | COM | 34959E109 | $2.3K | 19,863 | 0.0% |
| Ebay Inc.(EBAY) | COM | 278642103 | $2.5K | 47,557 | 0.0% |
| WEC Energy Group Inc(WEC) | COM | 92939U106 | $2.5K | 25,651 | 0.0% |
| Abbott Labs(ABT) | COM | 002824100 | $2.6K | 23,962 | 0.0% |
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $2.6K | 7,797 | 0.0% |
| Waste Mgmt Inc del(WM) | COM | 94106L109 | $2.7K | 23,775 | 0.0% |
| Twitter Inc(TWTRUSD) | COM | 90184L102 | $2.7K | 60,653 | 0.0% |
| Match Group Inc New(MTCH) | COM | 57667L107 | $2.8K | 24,937 | 0.0% |
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $2.8K | 11,302 | 0.0% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $2.8K | 29,156 | 0.0% |
| Intuit(INTU) | COM | 461202103 | $3.0K | 9,126 | 0.0% |
| AON PLC(AON) | SHS CL A | G0403H108 | $3.0K | 14,661 | 0.0% |
| Workday Inc(WDAY) | CL A | 98138H101 | $3.0K | 14,120 | 0.0% |
| Allstate Corp(ALL) | COM | 020002101 | $3.0K | 32,357 | 0.0% |
| Splunk Inc(SPLKCHF) | COM | 848637104 | $3.1K | 16,422 | 0.0% |
| Price T Rowe Group Inc(TROW) | COM | 74144T108 | $3.1K | 24,323 | 0.0% |
| Nike Inc(NKE) | CL B | 654106103 | $3.1K | 25,084 | 0.0% |
| Starbucks Corp(SBUX) | COM | 855244109 | $3.2K | 36,815 | 0.0% |
| Hubspot Inc(HUBS) | COM | 443573100 | $3.4K | 11,566 | 0.0% |
| Northrop Grumman Corp(NOC) | COM | 666807102 | $3.4K | 10,932 | 0.0% |
| Lowes COS Inc(LOW) | COM | 548661107 | $3.6K | 21,728 | 0.0% |
| Avalara Inc(AVLRUSD) | COM | 05338G106 | $3.6K | 28,540 | 0.0% |
| Elastic N V(ESTC) | ORD SHS | N14506104 | $3.8K | 34,999 | 0.0% |
| Tencent Music Entmt Group(TME) | SPON ADS | 88034P109 | $3.8K | 255,796 | 0.0% |
| Ringcentral Inc(RNG) | CL A | 76680R206 | $3.8K | 14,004 | 0.0% |
| Anaplan Inc(PLANUSD) | COM | 03272L108 | $3.9K | 61,635 | 0.0% |
| Zendesk Inc | COM | 98936J101 | $3.9K | 38,141 | 0.0% |
| Wayfair Inc(W) | CL A | 94419L101 | $4.1K | 13,921 | 0.0% |
| Atlassian Corp PLC(TEAM) | CL A | G06242104 | $4.1K | 22,649 | 0.0% |
| WIX COM LTD(WIX) | SHS | M98068105 | $4.1K | 16,212 | 0.0% |
| Spotify Technology S A(SPOT) | SHS | L8681T102 | $4.3K | 17,761 | 0.0% |
| Zillow Group Inc(Z) | CL C CAP STK | 98954M200 | $4.3K | 42,435 | 0.0% |
| Farfetch LTD(FTCHQ) | ORD SH CL A | 30744W107 | $4.4K | 174,074 | 0.0% |
| Coupa Software Inc(COUPEUR) | COM | 22266L106 | $4.6K | 16,752 | 0.0% |
| Kimberly Clark Corp(KMB) | COM | 494368103 | $4.7K | 32,148 | 0.0% |
| Zynga Inc(ZNGAEUR) | CL A | 98986T108 | $4.9K | 535,438 | 0.0% |
| Twilio Inc(TWLO) | CL A | 90138F102 | $4.9K | 19,937 | 0.0% |
| Etsy Inc(ETSY) | COM | 29786A106 | $5.0K | 40,895 | 0.0% |
| Netease Inc(NTES) | SPONSORED ADS | 64110W102 | $5.0K | 10,978 | 0.0% |
| Mongodb Inc(MDB) | CL A | 60937P106 | $5.1K | 21,981 | 0.0% |
| Okta Inc(OKTA) | CL A | 679295105 | $5.2K | 24,169 | 0.0% |
| Smartsheet Inc(SMARGBP) | COM CL A | 83200N103 | $5.2K | 105,824 | 0.0% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $5.3K | 20,892 | 0.0% |
| AT&T Inc(T) | COM | 00206R102 | $5.3K | 184,683 | 0.0% |
| Colgate Palmolive Co(CL) | COM | 194162103 | $5.4K | 70,191 | 0.0% |
| Medtronic PLC(MDT) | SHS | G5960L103 | $5.5K | 52,777 | 0.0% |
| Zscaler Inc(ZS) | COM | 98980G102 | $5.5K | 39,068 | 0.0% |