| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SBA COMMUNICATIONS CORPORATION | 96,019 | 9,914,000 | 6.92% | ||
| 2 | CORNERSTONE ONDEMAND INC | 233,856 | 9,894,000 | 6.90% | ||
| 3 | BLACKHAWK NETWORK COM USD0.001 | 250,127 | 9,423,000 | 6.57% | ||
| 4 | EXPEDIA INC DEL | 83,122 | 9,416,000 | 6.57% | ||
| 5 | EURONET WORLDWIDE INC | 118,118 | 8,555,000 | 5.97% | ||
| 6 | RITCHIE BROS AUCTIONEERS | 233,437 | 7,936,000 | 5.54% | ||
| 7 | FIDELITY NATL INFORMATION SV | 102,312 | 7,738,000 | 5.40% | ||
| 8 | SYMANTEC CORP | 320,789 | 7,663,000 | 5.35% | ||
| 9 | PAYPAL HLDGS INC | 180,754 | 7,134,000 | 4.98% | ||
| 10 | FLEX LTD | 493,737 | 7,095,000 | 4.95% | ||
| 11 | ZENDESK INC | 291,680 | 6,183,000 | 4.31% | ||
| 12 | ZILLOW GROUP INC | 167,725 | 6,113,000 | 4.26% | ||
| 13 | VANTIV INC | 100,100 | 5,967,000 | 4.16% | ||
| 14 | TWENTY FIRST CENTY FOX INC | 194,125 | 5,443,000 | 3.80% | ||
| 15 | AKAMAI TECH | 80,851 | 5,391,000 | 3.76% | ||
| 16 | NXP SEMICONDUCTORS N V | 54,964 | 5,387,000 | 3.76% | ||
| 17 | AUTODESK | 67,570 | 5,000,000 | 3.49% | ||
| 18 | COGNIZANT TECHNOLOGY SOLUTIO | 88,092 | 4,935,000 | 3.44% | ||
| 19 | DST SYSTEMS INC | 44,970 | 4,818,000 | 3.36% | ||
| 20 | SALESFORCE COM INC | 70,200 | 4,805,000 | 3.35% | ||
| 21 | TRUECAR INC | 362,964 | 4,537,000 | 3.17% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001420506-17-000199, filed 2017.02.14).
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.
