Quarterly 13F snapshot: US-listed longs only, no performance figures — 13F data cannot support them.
As reported for the quarter ended June 30, 2020. Activity is the change in share count since the prior quarter's filing.
| Holding | % of portfolio | Activity | Shares | Value |
|---|---|---|---|---|
| Cloudflare | 95.0% | Unchanged | 2,662,046 | $95.7M |
| CP Constellation Pharmaceuticals | 3.9% | Unchanged | 132,026 | $3.97M |
| CH Castlight Health | 1.1% | Unchanged | 1,287,135 | $1.07M |
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