| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Pandora Media Inc | 6,886,647 | 61,636,000 | 10.23% | ||
| 2 | WORKDAY A | 446,060 | 34,275,000 | 5.69% | ||
| 3 | PALO ALTO NETWORKS | 209,995 | 34,259,000 | 5.69% | ||
| 4 | FACEBOOK INC | 272,282 | 31,067,000 | 5.16% | ||
| 5 | SBA COMMUNICATIONS CORPORATION | 301,033 | 30,154,000 | 5.01% | ||
| 6 | BROADCOM LTD | 192,860 | 29,797,000 | 4.95% | ||
| 7 | EXPEDIA INC DEL | 263,075 | 28,365,000 | 4.71% | ||
| 8 | SYNAPTICS INC | 302,842 | 24,148,000 | 4.01% | ||
| 9 | ALPHABET INC | 29,991 | 22,880,000 | 3.80% | ||
| 10 | ZENDESK INC | 1,051,735 | 22,013,000 | 3.66% | ||
| 11 | CORELOGIC INC | 613,241 | 21,279,000 | 3.53% | ||
| 12 | LIFELOCK INC | 1,482,098 | 17,889,000 | 2.97% | ||
| 13 | SALESFORCE COM INC | 230,110 | 16,989,000 | 2.82% | ||
| 14 | CYRUSONE INC | 371,033 | 16,938,000 | 2.81% | ||
| 15 | CARBONITE INC | 2,085,377 | 16,621,000 | 2.76% | ||
| 16 | LAM RESEARCH CORP | 196,290 | 16,214,000 | 2.69% | ||
| 17 | EQUINIX | 48,960 | 16,192,000 | 2.69% | ||
| 18 | ELLIE MAE INCORPORATED | 175,100 | 15,871,000 | 2.64% | ||
| 19 | ALLIANCE DATA SYSTEM | 69,460 | 15,281,000 | 2.54% | ||
| 20 | VANTIV INC | 253,545 | 13,661,000 | 2.27% | ||
| 21 | INTERXION HOLDING N.V | 394,221 | 13,632,000 | 2.26% | ||
| 22 | HEALTHEQUITY INC COM | 534,278 | 13,181,000 | 2.19% | ||
| 23 | LIONS GATE ENTERTAINMENT ORD | 559,156 | 12,218,000 | 2.03% | ||
| 24 | PAYPAL HLDGS INC | 276,080 | 10,657,000 | 1.77% | ||
| 25 | IAC INTERACTIVECORP | 224,910 | 10,589,000 | 1.76% | ||
| 26 | RINGCENTRAL INC | 577,616 | 9,097,000 | 1.51% | ||
| 27 | PRESS GANEY HLDGS INC | 185,138 | 5,569,000 | 0.92% | ||
| 28 | Q2 Holdings Inc | 217,807 | 5,236,000 | 0.87% | ||
| 29 | CORNERSTONE ONDEMAND INC | 136,300 | 4,467,000 | 0.74% | ||
| 30 | FORMFACTOR INC COM | 573,959 | 4,173,000 | 0.69% | ||
| 31 | MARIN SOFTWARE INC | 1,357,017 | 4,098,000 | 0.68% | ||
| 32 | CPI CARD GROUP INC | 467,850 | 3,855,000 | 0.64% | ||
| 33 | EURONET WORLDWIDE INC | 38,166 | 2,828,000 | 0.47% | ||
| 34 | S&P GLOBAL INC | 26,660 | 2,639,000 | 0.44% | ||
| 35 | LINKEDIN CORP COM CL A | 22,730 | 2,599,000 | 0.43% | ||
| 36 | BAZAARVOICE INC COM | 824,722 | 2,598,000 | 0.43% | ||
| 37 | SHORETEL INC | 338,680 | 2,520,000 | 0.42% | ||
| 38 | PLANTRONICS INCORPORATED NEW | 60,400 | 2,367,000 | 0.39% | ||
| 39 | PDF SOLUTIONS INC COM | 126,719 | 1,696,000 | 0.28% | ||
| 40 | 8point3 Energy Partners LP | 106,171 | 1,561,000 | 0.26% | ||
| 41 | A10 NETWORKS INC COM | 70,034 | 415,000 | 0.07% | ||
| 42 | INFOBLOX INC | 23,939 | 409,000 | 0.07% | ||
| 43 | TubeMogul, Inc. | 25,860 | 335,000 | 0.06% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001140361-16-065484, filed 2016.05.16).
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
