Portfolio at end of April 2020. Order by weight. Watching a few others as well. Cap at 30 positions:  $AYX $TTD $NOW $ZS $PLAN $YY $PAYC $ADBE $ESTC $TEAM $FFIV $BIDU $BZUN $ZEN $EXPO $CVET $APPF $MA $ATVI $TYL $DKNG $STNE $EVBG $FTI