Institution Information
Reportee Signature Date Report period Total Entries Total Value($)
TORONADO PARTNERS LLC 08-13-2019 06-30-2019 12 227,670,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%)
VIAVI SOLUTIONS INC COM 1 $26,375,000 1,984,578 11.58 12.12 194,200 10.85
NEW RELIC INC COM 2 $22,994,000 265,797 10.10 8.36 110,908 71.60
EHEALTH INC COM 3 $22,877,000 265,701 10.05 12.68 -106,281 -28.57
CARBON BLACK INC COM 4 $22,324,000 1,335,192 9.81 4.92 690,469 107.10
INTERXION HOLDING N.V SHS 5 $22,282,000 292,831 9.79 10.73 -1,391 -0.47
GDS HLDGS LTD SPONSORED ADS 6 $21,804,000 580,368 9.58 11.60 -14,099 -2.37
IMPINJ INC COM 7 $21,531,000 752,312 9.46 9.24 -256,826 -25.45
BLACKLINE INC COM 8 $18,319,000 342,348 8.05 8.77 -3,940 -1.14
MAGNACHIP SEMICONDUCTOR CORP COM 9 $17,360,000 1,677,252 7.63 6.79 -339 -0.02
ZENDESK INC COM 10 $15,630,000 175,556 6.87 8.13 603 0.34
TWILIO INC CL A 11 $11,809,000 86,605 5.19 6.68 -8,000 -8.46
GDS HLDGS LTD SPONSORED ADR Liquidated $0 0 8.61 430,539 +Inf
IMPERVA INC COM Liquidated $0 0 7.08 146,659 +Inf
PALO ALTO NETWORKS INC COM Liquidated $0 0 3.90 23,928 +Inf
MITEK SYS INC COM NEW 15 $4,365,000 439,100 1.92 439,100 +Inf
PDF SOLUTIONS INC COM Liquidated $0 0 2.56 350,012 +Inf
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