Q1 2019 Holdings
Filed 2019-05-15 | 17 holdings | $10.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $10.3M | 403,368 | 98.6% |
| Pegasystems Inc(PEGA) | COM | 705573103 | $14.9K | 229,640 | 0.1% |
| Xilinx Inc(XLNXEUR) | COM | 983919101 | $14.9K | 117,561 | 0.1% |
| NXP Semiconductors N V(NXPI) | COM | N6596X109 | $13.7K | 154,744 | 0.1% |
| Analog Devices Inc(ADI) | COM | 032654105 | $13.2K | 125,183 | 0.1% |
| S&P Global Inc(SPGI) | COM | 78409V104 | $12.9K | 61,405 | 0.1% |
| Msci Inc(MSCI) | COM | 55354G100 | $10.9K | 54,688 | 0.1% |
| Microsoft Corp(MSFT) | COM | 594918104 | $8.9K | 75,179 | 0.1% |
| Aptiv PLC(APTV) | SHS | G6095L109 | $8.8K | 110,786 | 0.1% |
| Twilio Inc(TWLO) | CL A | 90138F102 | $8.4K | 65,307 | 0.1% |
| Iqiyi Inc(IQ) | SPONSORED ADS | 46267X108 | $7.1K | 295,676 | 0.1% |
| Servicenow Inc(NOW) | COM | 81762P102 | $6.8K | 27,428 | 0.1% |
| Baidu Inc(BIDUN) | SPON ADR REP A | 056752108 | $6.7K | 40,546 | 0.1% |
| Nutanix Inc(NTNX) | CL A | 67059N108 | $6.5K | 172,837 | 0.1% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $5.9K | 5,052 | 0.1% |
| Instructure Inc | COM | 45781U103 | $4.3K | 90,513 | 0.0% |
| 111 Inc | ADS | 68247Q102 | $2.3K | 347,341 | 0.0% |