| Position | #Shares | $Value | % | # vs. 2018Q3 | $ vs. 2018Q3 |
|---|---|---|---|---|---|
| CHEGG, INC ON STOCK | 1,002,007 | $28,477,000 | 38.20% | No Change | -$10,000 |
| Sunrun Inc. ON STOCK | 2,037,971 | $22,193,000 | 29.77% | No Change | -$3,159,000 |
| Alibaba Group Holding Ltd ADS | 138,155 | $18,937,000 | 25.40% | No Change | -$3,825,000 |
| Spotify Technology S.A. ON STOCK | 31,531 | $3,579,000 | 4.80% | +1,000 | -$1,942,000 |
| Tremor Video Inc ON STOCK | 368,034 | $1,005,000 | 1.35% | No Change | -$390,000 |
| RigNet, Inc. ON STOCK | 27,999 | $354,000 | 0.47% | -1,785 | -$252,000 |