Q1 2017 Holdings
Filed 2017-05-12 | 14 holdings | $30.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Autodesk Inc(ADSK) | COM | 052769106 | $30.3M | 350,000 | 99.2% |
| Yelp Inc(YELP) | CL A | 985817105 | $46.5K | 1,419,700 | 0.2% |
| Netflix Inc(NFLX) | COM | 64110L106 | $33.3K | 225,000 | 0.1% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $32.2K | 749,400 | 0.1% |
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $27.0K | 240,000 | 0.1% |
| Baidu Inc(BIDUN) | SPON ADR REP A | 056752108 | $24.2K | 140,000 | 0.1% |
| Cognizant Technology Solution(CTSH) | CL A | 192446102 | $20.8K | 350,000 | 0.1% |
| SBA Communications Corp New(SBAC) | CL A | 78410G104 | $18.1K | 150,000 | 0.1% |
| Gigamon Inc | COM | 37518B102 | $16.0K | 450,000 | 0.1% |
| Yelp IncCall | CL A | 985817905 | $10.2K | 310,000 | 0.0% |
| Microstrategy Inc(MSTR) | CL A NEW | 594972408 | $9.4K | 50,000 | 0.0% |
| Coupa Software Inc(COUPEUR) | COM | 22266L106 | $8.9K | 352,319 | 0.0% |
| Palo Alto Networks IncCall | COM | 697435905 | $5.6K | 50,000 | 0.0% |
| Cornerstone Ondemand Inc(CSOD) | COM | 21925Y103 | $3.9K | 100,000 | 0.0% |