Q2 2017 Holdings
Filed 2017-08-10 | 15 holdings | $53.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Autodesk Inc(ADSK) | COM | 052769106 | $30.2M | 300,000 | 57.1% |
| Akamai Technologies Inc(AKAM) | COM | 00971T101 | $22.4M | 450,000 | 42.3% |
| Yelp Inc(YELP) | CL A | 985817105 | $53.3K | 1,774,500 | 0.1% |
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $38.8K | 290,000 | 0.1% |
| Netflix Inc(NFLX) | COM | 64110L106 | $34.7K | 232,000 | 0.1% |
| Baidu Inc(BIDUN) | SPON ADR REP A | 056752108 | $32.0K | 178,700 | 0.1% |
| Cognizant Technology Solutions(CTSH) | CL A | 192446102 | $29.9K | 450,000 | 0.1% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $26.8K | 500,000 | 0.1% |
| Coupa Software Inc(COUPEUR) | COM | 22266L106 | $20.3K | 700,000 | 0.0% |
| Gigamon Inc | COM | 37518B102 | $16.0K | 407,800 | 0.0% |
| SBA Communications Corp New(SBAC) | CL A | 78410G104 | $13.5K | 100,000 | 0.0% |
| Cornerstone Ondemand Inc(CSOD) | COM | 21925Y103 | $8.9K | 249,227 | 0.0% |
| Microstrategy Inc(MSTR) | CL A NEW | 594972408 | $7.9K | 41,100 | 0.0% |
| Yelp IncCall | CL A | 985817905 | $7.5K | 250,000 | 0.0% |
| Palo Alto Networks IncCall | COM | 697435905 | $6.7K | 50,000 | 0.0% |