Carvana Cl A
(CVNA)
|
11.7 |
$55M |
|
247k |
223.06 |
Mercadolibre Common Stocks
(MELI)
|
10.7 |
$50M |
|
47k |
1082.49 |
Palo Alto Networks Common Stocks
(PANW)
|
8.4 |
$39M |
|
160k |
244.75 |
Lam Research Corp Common Stocks
(LRCX)
|
7.1 |
$33M |
|
100k |
331.75 |
Peloton Interactive Inc-a Cl A Com
(PTON)
|
7.0 |
$33M |
|
331k |
99.24 |
Paypal Holdings Common Stocks
(PYPL)
|
6.9 |
$32M |
|
165k |
197.03 |
Nutanix Inc - A Cl A
(NTNX)
|
5.6 |
$26M |
|
1.2M |
22.18 |
Fidelity National Info Serv Common Stocks
(FIS)
|
4.7 |
$22M |
|
150k |
147.21 |
Salesforce.com Common Stocks
(CRM)
|
4.0 |
$19M |
|
75k |
251.32 |
Smart Global Holdings SHS
(SGH)
|
3.8 |
$18M |
|
659k |
27.34 |
Crowdstrike Holdings Inc - A Cl A
(CRWD)
|
3.8 |
$18M |
|
128k |
137.32 |
Proofpoint Common Stocks
|
3.4 |
$16M |
|
153k |
105.55 |
Micron Technology Common Stocks
(MU)
|
3.2 |
$15M |
|
322k |
46.96 |
Zendesk Common Stocks
|
3.1 |
$15M |
|
141k |
102.92 |
Coupa Software Common Stocks
|
3.0 |
$14M |
|
51k |
274.25 |
Cardlytics Common Stocks
(CDLX)
|
2.8 |
$13M |
|
187k |
70.57 |
Euronet Worldwide Common Stocks
(EEFT)
|
2.7 |
$13M |
|
141k |
91.10 |
Marvell Technology Group Ord
|
2.5 |
$12M |
|
294k |
39.70 |
I3 Verticals Inc-class A Common Cl A
(IIIV)
|
1.7 |
$7.8M |
|
307k |
25.25 |
Avalara Common Stocks
|
1.4 |
$6.5M |
|
51k |
127.33 |
Casper Sleep Common Stocks
|
0.9 |
$4.0M |
|
560k |
7.19 |
Fireeye Common Stocks
|
0.5 |
$2.3M |
|
186k |
12.35 |
Formfactor Common Stocks
(FORM)
|
0.5 |
$2.2M |
|
88k |
24.93 |
Grid Dynamics Holdings Cl A
(GDYN)
|
0.4 |
$2.0M |
|
261k |
7.73 |
Sirius Xm Holdings Common Stocks
(SIRI)
|
0.2 |
$964k |
|
180k |
5.36 |