| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CARE COM INC | 2,450,000 | 30,650,000 | 25.26% | ||
| 2 | AXCELIS TECHNOLOGIES INC | 925,000 | 17,390,000 | 14.33% | ||
| 3 | YELP INC | 500,000 | 16,375,000 | 13.49% | ||
| 4 | CAREER EDUCATION CRP | 1,850,000 | 16,095,000 | 13.26% | ||
| 5 | CONTROL4 CORP | 825,000 | 13,027,000 | 10.73% | ||
| 6 | BRIGHTCOVE INC COM | 1,421,900 | 12,655,000 | 10.43% | ||
| 7 | LENDINGTREE INC NEW COM | 18,500 | 2,319,000 | 1.91% | ||
| 8 | EXPEDIA INC DEL | 18,000 | 2,271,000 | 1.87% | ||
| 9 | SNAP INC | 100,000 | 2,253,000 | 1.86% | ||
| 10 | MATCH GROUP INCORPORATED | 125,000 | 2,041,000 | 1.68% | ||
| 11 | BOSTON BEER INC | 13,000 | 1,880,000 | 1.55% | ||
| 12 | PURE STORAGE INC | 171,417 | 1,685,000 | 1.39% | ||
| 13 | NUTANIX INC | 75,000 | 1,408,000 | 1.16% | ||
| 14 | TWITTER INC | 50,000 | 748,000 | 0.62% | ||
| 15 | GRUBHUB INC | 16,464 | 542,000 | 0.45% | ||
| 16 | MEDALLION FINL CORP | 11,285 | 22,000 | 0.02% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001624095-17-000004, filed 2017.05.15).
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.
