Q4 2020 Holdings
Filed 2021-02-09 | 17 holdings | $51.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $20.3M | 221,000 | 39.2% |
| Cerence Inc(CRNC) | COM | 156727109 | $16.3M | 162,500 | 31.6% |
| Bill COM Hldgs Inc(BILL) | COM | 090043100 | $15.0M | 110,000 | 29.0% |
| Palantir Technologies Inc(PLTR) | CL A | 69608A108 | $16.2K | 688,000 | 0.0% |
| Nuance Communications Inc | COM | 67020Y100 | $14.0K | 318,000 | 0.0% |
| Varonis SYS Inc(VRNS) | COM | 922280102 | $12.8K | 78,000 | 0.0% |
| Novocure LTD(NVCR) | ORD SHS | G6674U108 | $10.6K | 61,000 | 0.0% |
| Tandem Diabetes Care Inc(TNDM) | COM NEW | 875372203 | $9.7K | 101,000 | 0.0% |
| 8X8 Inc New(EGHT) | COM | 282914100 | $9.5K | 275,000 | 0.0% |
| 10X Genomics Inc(TXG) | CL A COM | 88025U109 | $6.5K | 46,000 | 0.0% |
| Weibo Corp(WB)Call | SPONSORED ADR | 948596101 | $4.1K | 100,000 | 0.0% |
| Bill COM Hldgs Inc(BILL)Call | COM | 090043100 | $4.1K | 30,000 | 0.0% |
| Alteryx Inc(AYXEUR)Call | COM CL A | 02156B103 | $3.7K | 30,000 | 0.0% |
| Tandem Diabetes Care Inc(TNDM)Call | COM NEW | 875372203 | $2.9K | 30,000 | 0.0% |
| Advanced Micro Devices Inc(AMD)Call | COM | 007903107 | $2.8K | 30,000 | 0.0% |
| Maxar Technologies Inc(MAXREUR) | COM | 57778K105 | $2.7K | 70,000 | 0.0% |
| Inspire MED SYS Inc(INSP) | COM | 457730109 | $2.3K | 12,000 | 0.0% |