Q3 2013 Holdings
Filed 2013-11-14 | 15 holdings | $1.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Qihoo 360 Technology Co LTD | ADS | 74734M109 | $416.5K | 5,005,900 | 25.1% |
| Avis Budget Group(CAR) | COM | 053774105 | $288.3K | 10,000,000 | 17.4% |
| Facebook Inc(META) | CL A | 30303M102 | $251.2K | 5,000,000 | 15.2% |
| Hertz Global Holdings Inc | COM | 42805T105 | $177.3K | 8,000,000 | 10.7% |
| Flextronics Intl LTD(FLEX) | ORD | Y2573F102 | $90.9K | 10,000,000 | 5.5% |
| Fortinet Inc(FTNT) | COM | 34959E109 | $86.1K | 4,250,000 | 5.2% |
| Qlik Technologies Inc | COM | 74733T105 | $68.5K | 2,000,000 | 4.1% |
| Genpact Limited(G) | SHS | G3922B107 | $58.3K | 3,088,400 | 3.5% |
| Sensata Technologies Hldg BV(ST) | SHS | N7902X106 | $57.4K | 1,500,000 | 3.5% |
| Solarcity Corp | COM | 83416T100 | $45.6K | 1,318,269 | 2.8% |
| Cole Real Estate Invts Inc | COM | 19329V105 | $36.8K | 3,000,000 | 2.2% |
| Solarwinds Inc | COM | 83416B109 | $35.1K | 1,000,000 | 2.1% |
| Twenty First Centy FOX Inc | CL A | 90130A101 | $25.1K | 750,000 | 1.5% |
| Allison Transmission Hldgs I(ALSN) | COM | 01973R101 | $14.9K | 595,831 | 0.9% |
| Interxion Holding N.v | SHS | N47279109 | $4.1K | 185,041 | 0.2% |