Q3 2019 Holdings
Filed 2019-11-12 | 23 holdings | $1.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Darden Restaurants Inc(DRI) | COM | 237194105 | $981.0K | 8,300 | 67.5% |
| Canada Goose Holdings Inc(GOOS) | SHS SUB VTG | 135086106 | $352.0K | 8,000 | 24.2% |
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $13.4K | 65,800 | 0.9% |
| Instructure Inc | COM | 45781U103 | $12.8K | 330,229 | 0.9% |
| Digimarc Corp New(DMRC) | COM | 25381B101 | $7.6K | 194,785 | 0.5% |
| Invesco QQQ TR(QQQ) | UNIT SER 1 | 46090E103 | $7.6K | 40,000 | 0.5% |
| Medallia Inc(MDLA) | COM | 584021109 | $7.4K | 269,379 | 0.5% |
| Twilio Inc(TWLO) | CL A | 90138F102 | $6.5K | 59,500 | 0.5% |
| Spotify Technology S A(SPOT) | SHS | L8681T102 | $6.3K | 55,600 | 0.4% |
| Zogenix Inc | COM NEW | 98978L204 | $6.2K | 154,500 | 0.4% |
| Yandex N V(NBIS) | SHS CLASS A | N97284108 | $5.8K | 166,100 | 0.4% |
| Uxin LTD | ADS | 91818X108 | $5.1K | 2,078,697 | 0.4% |
| Radware LTD(RDWR) | ORD | M81873107 | $5.0K | 206,161 | 0.3% |
| Pegasystems Inc(PEGA) | COM | 705573103 | $5.0K | 73,100 | 0.3% |
| Advance Auto Parts Inc(AAP) | COM | 00751Y106 | $4.8K | 28,900 | 0.3% |
| Pagseguro Digital LTD(PAGS) | COM CL A | G68707101 | $4.4K | 95,200 | 0.3% |
| Hubspot Inc(HUBS) | COM | 443573100 | $3.6K | 23,600 | 0.2% |
| Ferrari N V(RACE) | COM | N3167Y103 | $3.6K | 23,100 | 0.2% |
| Okta Inc(OKTA) | CL A | 679295105 | $3.4K | 34,768 | 0.2% |
| Ringcentral Inc(RNG) | CL A | 76680R206 | $3.4K | 26,775 | 0.2% |
| New York Times Co(NYT) | CL A | 650111107 | $3.4K | 117,800 | 0.2% |
| Coupa Software Inc(COUPEUR) | COM | 22266L106 | $2.2K | 17,200 | 0.2% |
| Yelp Inc(YELP) | CL A | 985817105 | $2.0K | 57,222 | 0.1% |