CIK: 0001631543
Total reported value
$14.1M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MTN | Vail Resorts INC | Stock-Consumer Disc | 13.88% | — | — | |
| 2 | CHTR | Charter Communications, Inc. | Stock-Comm Services | 12.99% | — | — | |
| 3 | SBAC | SBA Communications Corporation | Stock-Real Estate | 12.27% | — | — | |
| 4 | LBTYA | Liberty Global Ltd. | Stock-Other | 10.20% | — | — | |
| 5 | EQIX | Equinix INC | Stock-Real Estate | 10.09% | — | — | |
| 6 | NOW | Servicenow INC | Stock-Tech | 7.22% | — | — | |
| 7 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 6.33% | — | — | |
| 8 | ✓ | Time Warner Cable INC | Stock-Other | 6.19% | — | — | |
| 9 | CRM | Salesforce INC | Stock-Tech | 5.23% | — | — | |
| 10 | EBAY | Ebay INC | Stock-Consumer Disc | 5.04% | — | — | |
| 11 | PYPL | Paypal Holdings INC | Stock-Financials | 4.98% | — | — | |
| 12 | NEWREUR | New Relic INC | Stock-Other | 3.04% | — | — | |
| 13 | AVGO | Broadcom Inc. | Stock-Tech | 1.93% | — | — | |
| 14 | PANW | Palo Alto Networks INC | Stock-Tech | 0.59% | — | — |