Q1 2021 Holdings
Filed 2021-05-17 | 17 holdings | $45.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $16.4M | 208,406 | 36.0% |
| Bill COM Hldgs Inc(BILL) | COM | 090043100 | $16.2M | 111,676 | 35.7% |
| Brooks Automation Inc New(AZTA) | COM | 114340102 | $12.7M | 155,461 | 27.9% |
| Nortonlifelock Inc(GEN) | COM | 668771108 | $23.2K | 1,093,001 | 0.1% |
| Marvell Technology Group LTD(MRVL) | ORD | G5876H105 | $21.6K | 440,910 | 0.0% |
| Analog Devices Inc(ADI) | COM | 032654105 | $16.5K | 106,237 | 0.0% |
| IAC Interactivecorp New | COM | 44891N109 | $15.9K | 73,534 | 0.0% |
| Pegasystems Inc(PEGA) | COM | 705573103 | $15.7K | 137,396 | 0.0% |
| S&P Global Inc(SPGI) | COM | 78409V104 | $15.5K | 43,954 | 0.0% |
| Micron Technology Inc(MU) | COM | 595112103 | $13.6K | 154,521 | 0.0% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $13.1K | 24,508 | 0.0% |
| Moodys Corp(MCO) | COM | 615369105 | $11.8K | 39,350 | 0.0% |
| Power Integrations Inc(POWI) | COM | 739276103 | $11.5K | 141,257 | 0.0% |
| Zillow Group Inc(ZG) | CL A | 98954M101 | $9.1K | 69,624 | 0.0% |
| Draftkings Inc(DKNG1USD) | COM CL A | 26142R104 | $6.8K | 110,248 | 0.0% |
| LAM Research Corp(LRCXEUR) | COM | 512807108 | $6.2K | 10,378 | 0.0% |
| Twilio Inc(TWLO) | CL A | 90138F102 | $408 | 1,196 | 0.0% |