Q4 2018 Holdings
Filed 2019-02-12 | 18 holdings | $689.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ciena Corp (NYS)(CIEN) | COM NEW | 171779309 | $631.0K | 18,600 | 91.6% |
| EHI CAR Services | SPON ADS CL A | 26853A100 | $7.1K | 672,102 | 1.0% |
| Yelp Inc(nys)(YELP) | CL A | 985817105 | $7.1K | 201,600 | 1.0% |
| Mimecast LTD | ORD SHS | G14838109 | $6.7K | 200,373 | 1.0% |
| Logmein Inc | COM | 54142L109 | $5.5K | 67,800 | 0.8% |
| Servicenow Inc (NYS)(NOW) | COM | 81762P102 | $4.8K | 27,100 | 0.7% |
| Laureate Education Inc(LAUR) | CL A | 518613203 | $3.7K | 241,635 | 0.5% |
| Hubspot Inc(HUBS) | COM | 443573100 | $3.7K | 29,027 | 0.5% |
| Facebook Inc(META) | CL A | 30303M102 | $3.4K | 25,800 | 0.5% |
| Digimarc Corp(nsm)(DMRC) | COM | 25381B101 | $3.3K | 228,513 | 0.5% |
| IAC Ractivecorp(nsm)(IACIEUR) | COM | 44919P508 | $2.3K | 12,734 | 0.3% |
| Twilio Inc(TWLO) | CL A | 90138F102 | $2.3K | 25,700 | 0.3% |
| Atlassian Corp PLC(TEAM) | CL A | G06242104 | $2.3K | 25,500 | 0.3% |
| Gridsum Holding Inc | SPONSORED ADR | 398132100 | $2.1K | 957,385 | 0.3% |
| Bottomline Technologies (De)(nsm)(EPAYEUR) | COM | 101388106 | $2.1K | 43,500 | 0.3% |
| Broadcom Inc(AVGO) | COM | 11135F101 | $737 | 2,900 | 0.1% |
| Uxin LTD | ADS | 91818X108 | $507 | 104,408 | 0.1% |
| Dermira Inc(DERMEUR) | COM | 24983L104 | $423 | 58,900 | 0.1% |