Hedge Fund - Night Owl Capital Management

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No. Security Ticker Shares Value Activity % Port History
1. GOOGL 327,134 $60,002,981 -4% 8.97%
2. AMZN 295,384 $57,082,958 -5% 8.54%
3. MSFT 120,151 $53,701,271 -3% 8.03%
4. SAP 214,537 $43,274,258 -2% 6.47%
5. AON 141,233 $41,463,325 -2% 6.2%