Name,Ticker,Title of class,Class,Change,CUSIP,Value,Shares or principal amount,Weighting FACEBOOK INC,FB,cl a,Sell,30303M102,158872000.0,606612.0,23.606 WIX COM LTD,WIX,,Buy,M98068105,104594000.0,410415.0,15.541 ALPHABET INC,GOOG,cap stk cl c,Buy,02079K107,68993000.0,46947.0,10.251 UPWORK INC,UPWK,,Buy,91688F104,68894000.0,3950351.0,10.236 ROKU INC,ROKU,,Sell,77543R102,57277000.0,303373.0,8.51 PAYPAL HLDGS INC,PYPL,,Buy,70450Y103,50113000.0,254341.0,7.446 EBAY INC.,EBAY,,New,278642103,45383000.0,871076.0,6.743 SMARTSHEET INC,SMAR,,Sell,83200N103,43983000.0,889987.0,6.535 AVALARA INC,AVLR,,Buy,05338G106,37360000.0,293390.0,5.551 DESPEGAR COM CORP,DESP,,Sell,G27358103,26863000.0,4223698.0,3.991 ALTERYX INC,AYX,,Sell,02156B103,10695000.0,94189.0,1.589