Q1 2018 Holdings
Filed 2018-05-14 | 15 holdings | $65.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Autodesk Inc(ADSK) | COM | 052769106 | $65.1M | 518,000 | 99.0% |
| Yelp Inc(YELP) | CL A | 985817105 | $91.9K | 2,200,000 | 0.1% |
| Netflix Inc(NFLX) | COM | 64110L106 | $79.7K | 270,000 | 0.1% |
| New York Times Co(NYT) | CL A | 650111107 | $78.3K | 3,250,000 | 0.1% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $68.8K | 907,000 | 0.1% |
| Coupa Software Inc(COUPEUR) | COM | 22266L106 | $54.7K | 1,200,000 | 0.1% |
| Cyberark Software LTD | SHS | M2682V108 | $54.6K | 1,071,000 | 0.1% |
| Tesla Inc(TSLA) | COM | 88160R101 | $45.2K | 170,000 | 0.1% |
| Cornerstone Ondemand Inc(CSOD) | COM | 21925Y103 | $43.7K | 1,118,000 | 0.1% |
| American Tower Corp New(AMT) | COM | 03027X100 | $36.3K | 250,000 | 0.1% |
| Tripadvisor IncCall | COM | 896945901 | $30.7K | 750,000 | 0.0% |
| Cognizant Technology Solution(CTSH) | CL A | 192446102 | $25.8K | 320,000 | 0.0% |
| Tripadvisor Inc(TRIP) | COM | 896945201 | $25.4K | 622,000 | 0.0% |
| Autodesk IncCall | COM | 052769906 | $18.8K | 150,000 | 0.0% |
| New York Times CoCall | CL A | 650111907 | $12.1K | 500,000 | 0.0% |