Q4 2018 Holdings
Filed 2019-02-14 | 12 holdings | $119.1K | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| IAC rActivecorp(IACIEUR) | COM | 44919P508 | $19.6K | 107,225 | 16.5% |
| XPO Logistics Inc(XPO) | COM | 983793100 | $15.9K | 279,507 | 13.4% |
| Hubspot Inc(HUBS) | COM | 443573100 | $15.4K | 122,461 | 12.9% |
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $13.5K | 71,592 | 11.3% |
| Wix.Com Ltd(WIX) | COM | M98068105 | $12.9K | 142,772 | 10.8% |
| At Home Group Inc(HOME) | COM | 04650Y100 | $11.9K | 636,653 | 10.0% |
| Sharpspring Inc(SHSP) | COM | 820054104 | $10.2K | 810,798 | 8.6% |
| Carbon Black Inc | COM | 14081R103 | $10.1K | 752,600 | 8.5% |
| Rapid7 Inc(RPD) | COM | 753422104 | $4.7K | 151,199 | 4.0% |
| Carvana Co(CVNA) | COM | 146869102 | $2.1K | 64,321 | 1.8% |
| Blucora Inc(BCOREUR) | COM | 095229100 | $2.0K | 75,000 | 1.7% |
| Gogo Inc(GOGO) | COM | 38046C109 | $748 | 250,000 | 0.6% |