Instuitional Investor - Dockyard Capital Management Lp

Filing Period:
No. Security Ticker Shares Value % Port
1. TTD 107,000 $7,410,000 10.49%
2. NOW 12,560 $6,995,000 9.9%
3. GOOG 48,000 $6,675,000 9.45%
4. AVGO 105,700 $6,656,000 9.42%
5. NVDA 200,000 $5,457,000 7.72%