Name,Ticker,Title of class,Class,Change,CUSIP,Value,Shares or principal amount,Weighting FACEBOOK INC,FB,cl a,Sell,30303M102,235238000.0,676536.0,17.738 SMARTSHEET INC,SMAR,,Buy,83200N103,231583000.0,3202198.0,17.462 WIX COM LTD,WIX,,Buy,M98068105,183113000.0,630815.0,13.808 EBAY INC.,EBAY,,Buy,278642103,160323000.0,2283476.0,12.089 PAYPAL HLDGS INC,PYPL,,Buy,70450Y103,159988000.0,548880.0,12.064 UPWORK INC,UPWK,,Buy,91688F104,125404000.0,2151378.0,9.456 DISNEY WALT CO,DIS,,New,254687106,124721000.0,709571.0,9.405 ALPHABET INC,GOOG,cap stk cl c,Sell,02079K107,61949000.0,24717.0,4.671 DESPEGAR COM CORP,DESP,,Sell,G27358103,43862000.0,3320397.0,3.307