Q4 2020 Holdings
Filed 2021-02-16 | 11 holdings | $34.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cargurus Inc(CARG) | COM CL A | 141788109 | $20.9M | 660,208 | 61.1% |
| Appian Corp(APPN) | CL A | 03782L101 | $13.1M | 80,578 | 38.1% |
| New York Times Co(NYT) | CL A | 650111107 | $41.6K | 804,267 | 0.1% |
| Frontdoor Inc(FTDR) | COM | 35905A109 | $40.8K | 812,458 | 0.1% |
| PTC Inc(PTC) | COM | 69370C100 | $38.7K | 323,465 | 0.1% |
| Trinity Inds Inc(TRN) | COM | 896522109 | $38.4K | 1,453,275 | 0.1% |
| Primo Water Corporation(BCBEUR) | COM | 74167P108 | $31.8K | 2,027,184 | 0.1% |
| Kirby Corp(KEX) | COM | 497266106 | $28.9K | 557,416 | 0.1% |
| Talend S A | ADS | 874224207 | $19.3K | 503,878 | 0.1% |
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $14.1K | 39,672 | 0.0% |
| Fastly Inc(FSLY) | CL A | 31188V100 | $9.8K | 111,800 | 0.0% |