Q2 2013 Holdings
Filed 2013-08-14 | 14 holdings | $1.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Qihoo 360 Technology Co LTD | ADS | 74734M109 | $318.6K | 6,900,000 | 23.8% |
| Avis Budget Group Inc(CAR) | COM | 053774105 | $287.5K | 10,000,000 | 21.4% |
| Hertz Global Holdings Inc | COM | 42805T105 | $198.4K | 8,000,000 | 14.8% |
| Qlik Technologies Inc | COM | 74733T105 | $93.0K | 3,288,501 | 6.9% |
| Flextronics Intl LTD(FLEX) | ORD | Y2573F102 | $89.0K | 11,498,991 | 6.6% |
| Netflix Inc(NFLX) | COM | 64110L106 | $63.3K | 300,000 | 4.7% |
| Google Inc | CL A | 38259P508 | $61.6K | 70,000 | 4.6% |
| Genpact LTD(G) | SHS | G3922B107 | $59.4K | 3,088,400 | 4.4% |
| Sensata Technologies Holding(ST) | SHS | N7902X106 | $52.4K | 1,500,000 | 3.9% |
| Yelp Inc(YELP) | CL A | 985817105 | $48.7K | 1,400,000 | 3.6% |
| Fortinet Inc(FTNT) | COM | 34959E109 | $27.4K | 1,564,376 | 2.0% |
| Realpage Inc(RP) | COM | 75606N109 | $17.6K | 962,190 | 1.3% |
| Allison Transmission Holding(ALSN) | COM | 01973R101 | $13.8K | 595,831 | 1.0% |
| Interxion Holding NV | SHS | N47279109 | $10.2K | 390,000 | 0.8% |