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