Q4 2020 Holdings
Filed 2021-02-16 | 18 holdings | $35.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Bill COM Hldgs Inc(BILL) | COM | 090043100 | $16.5M | 121,013 | 47.1% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $12.4M | 135,556 | 35.4% |
| Brooks Automation Inc New(AZTA) | COM | 114340102 | $6.0M | 87,693 | 16.9% |
| Nortonlifelock Inc(GEN) | COM | 668771108 | $29.5K | 1,420,292 | 0.1% |
| Pegasystems Inc(PEGA) | COM | 705573103 | $28.1K | 211,129 | 0.1% |
| Marvell Technology Group LTD(MRVL) | ORD | G5876H105 | $23.7K | 497,849 | 0.1% |
| IAC Interactivecorp New | COM | 44891N109 | $16.2K | 85,316 | 0.0% |
| Micron Technology Inc(MU) | COM | 595112103 | $15.1K | 201,059 | 0.0% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $14.4K | 27,657 | 0.0% |
| Analog Devices Inc(ADI) | COM | 032654105 | $13.8K | 93,088 | 0.0% |
| WEX Inc(WEX) | COM | 96208T104 | $13.1K | 64,561 | 0.0% |
| S&P Global Inc(SPGI) | COM | 78409V104 | $11.9K | 36,065 | 0.0% |
| Power Integrations Inc(POWI) | COM | 739276103 | $11.0K | 134,713 | 0.0% |
| SEA LTD(SE) | SPONSORD ADS | 81141R100 | $10.6K | 53,192 | 0.0% |
| Zillow Group Inc(ZG) | CL A | 98954M101 | $8.3K | 61,063 | 0.0% |
| Crowdstrike Hldgs Inc(CRWD) | CL A | 22788C105 | $6.2K | 29,094 | 0.0% |
| 111 Inc | ADS | 68247Q102 | $3.9K | 562,788 | 0.0% |
| Synaptics Inc(SYNA) | COM | 87157D109 | $503 | 5,221 | 0.0% |