Q3 2013 Holdings
Filed 2014-06-26 | 25 holdings | $11.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| D R Horton Inc(DHI) | COM | 23331A109 | $11.1M | 569,573 | 97.3% |
| Facebook Inc(META) | CL A | 30303M102 | $32.9K | 655,412 | 0.3% |
| Google Inc | CL A | 38259P508 | $25.7K | 29,320 | 0.2% |
| Tesla Mtrs Inc(TSLA) | COM | 88160R101 | $19.5K | 100,637 | 0.2% |
| Bank of America Corporation(BAC) | COM | 060505104 | $18.7K | 1,355,932 | 0.2% |
| Visa Inc(V) | COM CL A | 92826C839 | $17.2K | 89,929 | 0.2% |
| Priceline COM Inc | COM NEW | 741503403 | $17.2K | 16,980 | 0.2% |
| Mgic Invt Corp WIS(MTG) | COM | 552848103 | $16.1K | 2,215,725 | 0.1% |
| American Express Co(AXP) | COM | 025816109 | $15.8K | 209,030 | 0.1% |
| Goldman Sachs Group Inc(GS) | COM | 38141G104 | $15.2K | 96,270 | 0.1% |
| Linkedin Corp | COM CL A | 53578A108 | $15.1K | 61,216 | 0.1% |
| Mastercard Inc(MA) | CL A | 57636Q104 | $13.9K | 20,724 | 0.1% |
| Radian Group Inc(RDN) | COM | 750236101 | $12.4K | 888,518 | 0.1% |
| Ebay Inc(EBAY) | COM | 278642103 | $11.6K | 207,200 | 0.1% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $11.1K | 35,523 | 0.1% |
| Zillow Inc | CL A | 98954A107 | $10.6K | 125,867 | 0.1% |
| Pulte Group Inc(PHM) | COM | 745867101 | $9.2K | 558,441 | 0.1% |
| Lennar Corp(LEN) | CL A | 526057104 | $9.0K | 252,999 | 0.1% |
| Toll Brothers Inc(TOL) | COM | 889478103 | $8.1K | 248,772 | 0.1% |
| Qualcomm Inc(QCOM) | COM | 747525103 | $7.9K | 116,984 | 0.1% |
| Sandisk Corp | COM | 80004C101 | $7.3K | 122,623 | 0.1% |
| Yelp Inc(YELP) | CL A | 985817105 | $3.8K | 57,651 | 0.0% |
| Opentable Inc | COM | 68372A104 | $3.2K | 46,002 | 0.0% |
| 3-D SYS Corp del(DDD) | COM NEW | 88554D205 | $3.2K | 59,152 | 0.0% |
| Stratasys LTD(SSYS) | COM | M85548101 | $3.1K | 30,544 | 0.0% |