Q4 2019 Holdings
Filed 2020-02-14 | 12 holdings | $33.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cargurus Inc(CARG) | COM CL A | 141788109 | $18.9M | 536,718 | 56.8% |
| Appian Corp(APPN) | CL A | 03782L101 | $14.2M | 370,480 | 42.6% |
| Frontdoor Inc(FTDR) | COM | 35905A109 | $25.6K | 539,895 | 0.1% |
| Kirby Corp(KEX) | COM | 497266106 | $24.6K | 274,252 | 0.1% |
| FGL Hldgs | ORD SHS | G3402M102 | $22.5K | 2,116,422 | 0.1% |
| Trinity Inds Inc(TRN) | COM | 896522109 | $22.1K | 999,075 | 0.1% |
| New York Times Co(NYT) | CL A | 650111107 | $20.8K | 647,544 | 0.1% |
| PTC Inc(PTC) | COM | 69370C100 | $18.8K | 250,700 | 0.1% |
| Trupanion Inc(TRUP) | COM | 898202106 | $11.4K | 303,421 | 0.0% |
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $11.1K | 47,800 | 0.0% |
| Instructure Inc | COM | 45781U103 | $10.9K | 226,525 | 0.0% |
| Workiva Inc(WK) | COM CL A | 98139A105 | $8.1K | 193,035 | 0.0% |