Q4 2017 Holdings
Filed 2018-02-13 | 13 holdings | $47.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Autodesk Inc(ADSK) | COM | 052769106 | $47.2M | 450,000 | 98.9% |
| Yelp Inc(YELP) | CL A | 985817105 | $87.6K | 2,087,000 | 0.2% |
| Netflix Inc(NFLX) | COM | 64110L106 | $65.1K | 339,000 | 0.1% |
| Coupa Software Inc(COUPEUR) | COM | 22266L106 | $48.4K | 1,550,000 | 0.1% |
| New York Times Co(NYT) | CL A | 650111107 | $46.3K | 2,500,000 | 0.1% |
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $44.2K | 305,000 | 0.1% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $44.2K | 600,000 | 0.1% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $42.5K | 135,000 | 0.1% |
| Cyberark Software LTD | SHS | M2682V108 | $39.6K | 956,000 | 0.1% |
| Cornerstone Ondemand Inc(CSOD) | COM | 21925Y103 | $36.4K | 1,031,000 | 0.1% |
| Electronic Arts Inc(EA) | COM | 285512109 | $31.5K | 300,000 | 0.1% |
| Cognizant Technology Solutions(CTSH) | CL A | 192446102 | $21.3K | 300,000 | 0.0% |
| Autodesk IncCall | COM | 052769906 | $15.7K | 150,000 | 0.0% |