|
Q4 2024
|
10 |
495,013 |
GDDY, GLBE, WDAY, APP
|
13F-HR
|
2/14/2025 |
000142050625000518 |
|
Q3 2024
|
9 |
451,647 |
GDDY, APP, DT, MLNK
|
13F-HR
|
11/14/2024 |
000142050624002485 |
|
Q2 2024
|
9 |
408,446 |
GDDY, APP, MLNK, WDAY
|
13F-HR
|
8/14/2024 |
000142050624001489 |
|
Q1 2024
|
9 |
390,441 |
APP, GDDY, WDAY, MLNK
|
13F-HR
|
5/15/2024 |
000142050624000915 |
|
Q4 2023
|
9 |
424,337 |
MLNK, WDAY, APP, GDDY
|
13F-HR
|
2/14/2024 |
000142050624000387 |
|
Q3 2023
|
10 |
566,565 |
DT, APP, ARCE, WDAY
|
13F-HR
|
11/14/2023 |
000142050623002119 |
|
Q2 2023
|
10 |
558,272 |
DT, WDAY, NCNO, ARCE
|
13F-HR
|
8/14/2023 |
000142050623001635 |
|
Q1 2023
|
12 |
550,874 |
SMAR, WDAY, DT, GDDY
|
13F-HR
|
5/15/2023 |
000142050623001108 |
|
Q4 2022
|
12 |
498,637 |
DT, ARCE, SMAR, WDAY
|
13F-HR
|
2/14/2023 |
000142050623000692 |
|
Q3 2022
|
12 |
526,362 |
GDDY, SMAR, DT, JAMF
|
13F-HR
|
11/14/2022 |
000142050622002309 |
|
Q2 2022
|
11 |
525,502 |
DT, PING IDENTITY HLDG CORP, GDDY, JAMF
|
13F-HR
|
8/15/2022 |
000142050622001768 |
|
Q1 2022
|
13 |
714,746 |
PING IDENTITY HLDG CORP, ARCE, APP, GDDY
|
13F-HR
|
5/16/2022 |
000142050622001083 |
|
Q4 2021
|
15 |
791,802 |
APP, GDDY, ARCE, MNTV
|
13F-HR
|
2/14/2022 |
000142050622000443 |
|
Q3 2021
|
15 |
720,696 |
APP, MNTV, GDDY, ARCE
|
13F-HR
|
11/15/2021 |
000142050621001602 |
|
Q2 2021
|
14 |
729,573 |
GDDY, MNTV, ARCE, META
|
13F-HR
|
8/16/2021 |
000142050621001192 |
|
Q1 2021
|
13 |
601,433 |
GDDY, SVMK, ARCE, META
|
13F-HR
|
5/17/2021 |
000142050621000746 |
|
Q4 2020
|
13 |
617,580 |
SVMK, GDDY, ARCE, BABA
|
13F-HR
|
2/16/2021 |
000138713121002422 |
|
Q3 2020
|
13 |
498,086 |
SVMK, GDDY, BABA, META
|
13F-HR
|
11/16/2020 |
000138713120009960 |
|
Q2 2020
|
13 |
507,250 |
SVMK, GDDY, PING IDENTITY HLDG CORP, BABA
|
13F-HR
|
8/14/2020 |
000138713120007440 |
|
Q1 2020
|
14 |
366,198 |
GDDY, SVMK, PING IDENTITY HLDG CORP, ARCE
|
13F-HR
|
5/15/2020 |
000138713120004803 |
|
Q4 2019
|
13 |
304,368 |
GDDY, ARCE, BABA, PING IDENTITY HLDG CORP
|
13F-HR
|
2/14/2020 |
000138713120001600 |
|
Q3 2019
|
15 |
275,560 |
ARCE, GDDY, BABA, SAIL
|
13F-HR
|
11/14/2019 |
000138713119008656 |
|
Q2 2019
|
12 |
249,906 |
ARCE, GDDY, SAIL, BABA
|
13F-HR
|
8/14/2019 |
000138713119006065 |
|
Q1 2019
|
12 |
229,791 |
GDDY, SAIL, ARCE, SVMK
|
13F-HR
|
5/15/2019 |
000138713119003637 |
|
Q4 2018
|
13 |
183,212 |
GDDY, SAIL, AYX, ARCE
|
13F-HR
|
2/14/2019 |
000138713119001177 |
|
Q3 2018
|
14 |
222,370 |
AYX, GDDY, SAIL, DOCU puts
|
13F-HR
|
11/14/2018 |
000138713118006154 |
|
Q2 2018
|
15 |
212,619 |
AYX, GDDY, DOCU puts, SAIL
|
13F-HR
|
8/14/2018 |
000138713118003946 |
|
Q1 2018
|
14 |
171,354 |
AYX, GDDY, SAIL, META
|
13F-HR
|
5/15/2018 |
000138713118002133 |
|
Q4 2017
|
12 |
137,568 |
AYX, GDDY, SEND, SAIL
|
13F-HR
|
2/14/2018 |
000138713118000608 |