Q2 2019 Holdings
Filed 2019-08-14 | 11 holdings | $308.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alteryx Inc(AYXEUR) | COM CL A | 02156B103 | $70.9K | 650,000 | 23.0% |
| Okta Inc(OKTA) | CL A | 679295105 | $45.7K | 370,000 | 14.8% |
| Mongodb Inc(MDB) | CL A | 60937P106 | $41.8K | 275,000 | 13.5% |
| Coupa Software Inc(COUPEUR) | COM | 22266L106 | $35.5K | 280,000 | 11.5% |
| Everbridge Inc(EVBGEUR) | COM | 29978A104 | $29.5K | 330,000 | 9.6% |
| Twilio Inc(TWLO) | CL A | 90138F102 | $21.8K | 160,000 | 7.1% |
| Atlassian Corp PLC(TEAM) | CL A | G06242104 | $19.6K | 150,000 | 6.4% |
| Pluralsight Inc | COM CL A | 72941B106 | $19.0K | 625,000 | 6.1% |
| Smartsheet Inc(SMARGBP) | COM CL A | 83200N103 | $14.5K | 300,000 | 4.7% |
| Slack Technologies Inc(WORK) | COM CL A | 83088V102 | $9.9K | 265,000 | 3.2% |
| Zoom Video Communications Inc(ZM) | CL A | 98980L101 | $444 | 5,000 | 0.1% |