Q3 2017 Holdings
Filed 2017-11-09 | 14 holdings | $73.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Autodesk Inc(ADSK) | COM | 052769106 | $38.8M | 346,000 | 53.2% |
| Akamai Technologies Inc(AKAM) | COM | 00971T101 | $33.7M | 692,000 | 46.2% |
| Yelp Inc(YELP) | CL A | 985817105 | $83.3K | 1,924,500 | 0.1% |
| Netflix Inc(NFLX) | COM | 64110L106 | $55.9K | 308,000 | 0.1% |
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $51.9K | 360,000 | 0.1% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $36.9K | 577,000 | 0.1% |
| Cornerstone Ondemand Inc(CSOD) | COM | 21925Y103 | $36.5K | 898,000 | 0.1% |
| Cyber ARK Software LTD | COM | M2682V108 | $35.1K | 855,000 | 0.0% |
| Coupa Software Inc(COUPEUR) | COM | 22266L106 | $34.9K | 1,120,000 | 0.0% |
| Cognizant Technology Solutions(CTSH) | CL A | 192446102 | $25.4K | 350,000 | 0.0% |
| Baidu Inc(BIDUN) | SPON ADR REP A | 056752108 | $18.6K | 75,000 | 0.0% |
| Akamai Technologies IncCall | COM | 00971T901 | $9.7K | 200,000 | 0.0% |
| Palo Alto Networks IncCall | COM | 697435905 | $7.2K | 50,000 | 0.0% |
| Cyber ARK Software LTDCall | COM | M2682V908 | $6.2K | 150,000 | 0.0% |