Q1 2020 Holdings
Filed 2020-05-15 | 11 holdings | $13.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Appian Corp(APPN) | CL A | 03782L101 | $12.9M | 321,410 | 98.6% |
| PTC Inc(PTC) | COM | 69370C100 | $33.1K | 540,078 | 0.3% |
| Kirby Corp(KEX) | COM | 497266106 | $31.0K | 713,972 | 0.2% |
| Frontdoor Inc(FTDR) | COM | 35905A109 | $29.1K | 835,877 | 0.2% |
| Trinity Inds Inc(TRN) | COM | 896522109 | $23.6K | 1,466,932 | 0.2% |
| New York Times Co(NYT) | CL A | 650111107 | $19.3K | 627,517 | 0.1% |
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $13.1K | 79,700 | 0.1% |
| Trupanion Inc(TRUP) | COM | 898202106 | $10.9K | 419,838 | 0.1% |
| Primo Water Corporation(BCBEUR) | COM | 74167P108 | $9.6K | 1,059,963 | 0.1% |
| Talend S A | ADS | 874224207 | $7.2K | 322,873 | 0.1% |
| Workiva Inc(WK) | COM CL A | 98139A105 | $3.9K | 119,595 | 0.0% |