Q4 2016 Holdings
Filed 2017-02-10 | 13 holdings | $19.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Autodesk Inc COM STK(ADSK) | COM | 052769106 | $19.3M | 261,300 | 99.1% |
| Netflix Inc COM STK(NFLX) | COM | 64110L106 | $27.2K | 220,000 | 0.1% |
| Yelp Inc(YELP) | CL A | 985817105 | $27.1K | 709,700 | 0.1% |
| SBA Communications Corp | COM | 78388J106 | $18.2K | 176,000 | 0.1% |
| Paypal Holdings Inc(PYPL) | COM | 70450Y103 | $17.8K | 450,000 | 0.1% |
| Palo Alto Network Inc(PANW) | COM | 697435105 | $16.3K | 130,000 | 0.1% |
| Cornerstone Ondemand Inc(CSOD) | COM | 21925Y103 | $12.7K | 300,000 | 0.1% |
| Cognizant Technology Solutions(CTSH) | CL A | 192446102 | $12.6K | 225,000 | 0.1% |
| Comscore Inc(SCOR1EUR) | COM | 20564W105 | $11.6K | 367,439 | 0.1% |
| Baidu Inc(BIDUN) | SPON ADR REP A | 056752108 | $10.7K | 65,000 | 0.1% |
| Microstrategy Inc COM STK(MSTR) | CL A NEW | 594972408 | $8.3K | 42,000 | 0.0% |
| Workday Inc(WDAY) | CL A | 98138H101 | $7.3K | 110,000 | 0.0% |
| Yelp US 01/19/18 C32 EquityCall | CL A | 985817905 | $648 | 60,000 | 0.0% |