Q1 2021 Holdings
Filed 2021-05-06 | 269 holdings | $99.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| MSC Indl Direct Inc(MSM) | CL A | 553530106 | $3.2K | 34,924 | 0.0% |
| Fortinet Inc(FTNT) | COM | 34959E109 | $3.3K | 18,082 | 0.0% |
| Waste Mgmt Inc del(WM) | COM | 94106L109 | $3.4K | 26,044 | 0.0% |
| Dolby Laboratories Inc(DLB) | COM CL A | 25659T107 | $3.4K | 34,031 | 0.0% |
| Robert Half Intl Inc(RHI) | COM | 770323103 | $3.4K | 43,235 | 0.0% |
| Bio-Techne Corp(TECH) | COM | 09073M104 | $3.4K | 8,948 | 0.0% |
| Match Group Inc New(MTCH) | COM | 57667L107 | $3.4K | 24,918 | 0.0% |
| Wayfair Inc(W) | CL A | 94419L101 | $3.4K | 10,921 | 0.0% |
| Snap on Inc(SNA) | COM | 833034101 | $3.4K | 14,923 | 0.0% |
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $3.6K | 11,187 | 0.0% |
| Nike Inc(NKE) | CL B | 654106103 | $3.7K | 27,492 | 0.0% |
| AON PLC(AON) | SHS CL A | G0403H108 | $3.7K | 16,062 | 0.0% |
| Workday Inc(WDAY) | CL A | 98138H101 | $3.8K | 15,245 | 0.0% |
| Interpublic Group COS Inc(IPG) | COM | 460690100 | $3.8K | 130,115 | 0.0% |
| Splunk Inc(SPLKCHF) | COM | 848637104 | $3.8K | 28,209 | 0.0% |
| Northrop Grumman Corp(NOC) | COM | 666807102 | $3.9K | 11,969 | 0.0% |
| Ebay Inc.(EBAY) | COM | 278642103 | $4.0K | 66,036 | 0.0% |
| Atlassian Corp PLC(TEAM) | CL A | G06242104 | $4.0K | 19,201 | 0.0% |
| Allstate Corp(ALL) | COM | 020002101 | $4.1K | 35,466 | 0.0% |
| Baidu Inc(BIDUN) | SPON ADR REP A | 056752108 | $4.1K | 18,838 | 0.0% |
| Paycom Software Inc(PAYC) | COM | 70432V102 | $4.2K | 11,419 | 0.0% |
| Etsy Inc(ETSY) | COM | 29786A106 | $4.3K | 21,105 | 0.0% |
| Dynatrace Inc(DT) | COM NEW | 268150109 | $4.3K | 88,344 | 0.0% |
| Avalara Inc(AVLRUSD) | COM | 05338G106 | $4.3K | 32,369 | 0.0% |
| Starbucks Corp(SBUX) | COM | 855244109 | $4.4K | 40,344 | 0.0% |
| Ringcentral Inc(RNG) | CL A | 76680R206 | $4.4K | 14,918 | 0.0% |
| Lowes COS Inc(LOW) | COM | 548661107 | $4.5K | 23,801 | 0.0% |
| Price T Rowe Group Inc(TROW) | COM | 74144T108 | $4.6K | 26,648 | 0.0% |
| Zynga Inc(ZNGAEUR) | CL A | 98986T108 | $4.6K | 454,741 | 0.0% |
| Tencent Music Entmt Group(TME) | SPON ADS | 88034P109 | $4.9K | 237,180 | 0.0% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $4.9K | 31,957 | 0.0% |
| Spotify Technology S A(SPOT) | SHS | L8681T102 | $4.9K | 18,175 | 0.0% |
| Zendesk Inc | COM | 98936J101 | $4.9K | 36,870 | 0.0% |
| Kimberly-Clark Corp(KMB) | COM | 494368103 | $4.9K | 35,229 | 0.0% |
| WIX COM LTD(WIX) | SHS | M98068105 | $5.0K | 17,828 | 0.0% |
| Coupa Software Inc(COUPEUR) | COM | 22266L106 | $5.0K | 19,814 | 0.0% |
| Mongodb Inc(MDB) | CL A | 60937P106 | $5.1K | 19,071 | 0.0% |
| Netease Inc(NTES) | SPONSORED ADS | 64110W102 | $5.2K | 50,102 | 0.0% |
| Unity Software Inc(U) | COM | 91332U101 | $5.4K | 54,158 | 0.0% |
| Twitter Inc(TWTRUSD) | COM | 90184L102 | $5.5K | 85,822 | 0.0% |
| Hubspot Inc(HUBS) | COM | 443573100 | $5.7K | 12,473 | 0.0% |
| Colgate Palmolive Co(CL) | COM | 194162103 | $6.1K | 77,205 | 0.0% |
| Okta Inc(OKTA) | CL A | 679295105 | $6.1K | 27,745 | 0.0% |
| AT&T Inc(T) | COM | 00206R102 | $6.2K | 203,237 | 0.0% |
| Zscaler Inc(ZS) | COM | 98980G102 | $6.3K | 36,980 | 0.0% |
| Intuit(INTU) | COM | 461202103 | $6.4K | 16,695 | 0.0% |
| The Trade Desk Inc(TTD) | COM CL A | 88339J105 | $6.5K | 9,974 | 0.0% |
| Kingsoft Cloud Hldgs LTD(KC) | ADS | 49639K101 | $6.7K | 170,298 | 0.0% |
| Zoominfo Technologies Inc(GTM) | COM CL A | 98980F104 | $6.8K | 138,685 | 0.0% |
| Palantir Technologies Inc(PLTR) | CL A | 69608A108 | $6.8K | 292,270 | 0.0% |