Q3 2020 Holdings
Filed 2020-11-16 | 12 holdings | $48.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Appian Corp(APPN) | CL A | 03782L101 | $28.1M | 433,228 | 58.5% |
| Cargurus Inc(CARG) | COM CL A | 141788109 | $19.7M | 910,308 | 41.1% |
| PTC Inc(PTC) | COM | 69370C100 | $34.5K | 417,403 | 0.1% |
| Frontdoor Inc(FTDR) | COM | 35905A109 | $34.3K | 881,283 | 0.1% |
| New York Times Co(NYT) | CL A | 650111107 | $29.3K | 683,567 | 0.1% |
| Trinity Inds Inc(TRN) | COM | 896522109 | $27.3K | 1,397,909 | 0.1% |
| Primo Water Corporation(BCBEUR) | COM | 74167P108 | $26.9K | 1,896,291 | 0.1% |
| Kirby Corp(KEX) | COM | 497266106 | $25.3K | 699,580 | 0.1% |
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $15.2K | 62,172 | 0.0% |
| Talend S A | ADS | 874224207 | $14.9K | 382,678 | 0.0% |
| Brinks Co(BCO) | COM | 109696104 | $4.4K | 107,500 | 0.0% |
| Johnson Outdoors Inc(JOUT) | CL A | 479167108 | $1.4K | 17,091 | 0.0% |