| Position | #Shares | $Value | % | # vs. 2017Q4 | $ vs. 2017Q4 |
|---|---|---|---|---|---|
| RigNet, Inc. ON STOCK | 64,179 | $873,000 | 0.96% | No Change | -$86,000 |
| Tremor Video Inc ON STOCK | 368,034 | $1,384,000 | 1.52% | -182,114 | -$833,000 |
| Facebook Inc CL A ON STOCK | 79,671 | $12,731,000 | 14.01% | -65,000 | -$12,798,000 |
| Sunrun Inc. ON STOCK | 2,037,971 | $18,199,000 | 20.03% | No Change | +$6,175,000 |
| Alibaba Group Holding Ltd ADS | 138,155 | $25,357,000 | 27.90% | No Change | +$1,535,000 |
| CHEGG, INC ON STOCK | 1,564,950 | $32,332,000 | 35.58% | -105,630 | +$5,068,000 |