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Subject:  Re: Mid-month update. What I've done and why Date:  1/19/2019  7:16 AM
Author:  SaulR80683 Number:  50642 of 60779

With the cash, I added the most to Nutanix (where I’ve gotten a lot more confidence back), also smaller amounts to...

I should have made clear that my highest conviction companies are still Twilio and Alteryx, but as they were both 20% positions I was reluctant to add (I couldn't help myself and did add a tiny bit to Twilio though a week ago).

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