Q4 2013 Holdings
Filed 2014-06-26 | 25 holdings | $22.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| D R Horton Inc(DHI) | COM | 23331A109 | $22.2M | 994,969 | 98.0% |
| Facebook Inc(META) | CL A | 30303M102 | $44.4K | 812,175 | 0.2% |
| Google Inc | CL A | 38259P508 | $40.7K | 36,326 | 0.2% |
| Tesla Mtrs Inc(TSLA) | COM | 88160R101 | $26.3K | 174,825 | 0.1% |
| Bank of America Corporation(BAC) | COM | 060505104 | $26.2K | 1,680,246 | 0.1% |
| Mgic Invt Corp WIS(MTG) | COM | 552848103 | $26.0K | 3,082,087 | 0.1% |
| American Express Co(AXP) | COM | 025816109 | $25.1K | 276,573 | 0.1% |
| Visa Inc(V) | COM CL A | 92826C839 | $24.8K | 111,438 | 0.1% |
| Priceline COM Inc | COM NEW | 741503403 | $21.6K | 18,546 | 0.1% |
| Mastercard Inc(MA) | CL A | 57636Q104 | $21.4K | 25,673 | 0.1% |
| Goldman Sachs Group Inc(GS) | COM | 38141G104 | $21.1K | 119,289 | 0.1% |
| Pulte Group Inc(PHM) | COM | 745867101 | $20.6K | 1,010,973 | 0.1% |
| Lennar Corp(LEN) | CL A | 526057104 | $18.7K | 472,120 | 0.1% |
| Radian Group Inc(RDN) | COM | 750236101 | $18.3K | 1,294,911 | 0.1% |
| Toll Brothers Inc(TOL) | COM | 889478103 | $17.6K | 476,678 | 0.1% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $17.6K | 44,012 | 0.1% |
| Linkedin Corp | COM CL A | 53578A108 | $16.4K | 75,851 | 0.1% |
| Ebay Inc(EBAY) | COM | 278642103 | $14.1K | 256,751 | 0.1% |
| Zillow Inc | CL A | 98954A107 | $12.7K | 155,976 | 0.1% |
| Qualcomm Inc(QCOM) | COM | 747525103 | $10.8K | 144,972 | 0.0% |
| Sandisk Corp | COM | 80004C101 | $10.7K | 151,954 | 0.0% |
| 3-D SYS Corp del(DDD) | COM NEW | 88554D205 | $6.8K | 73,310 | 0.0% |
| Stratasys LTD(SSYS) | COM | M85548101 | $5.1K | 37,853 | 0.0% |
| Yelp Inc(YELP) | CL A | 985817105 | $4.9K | 71,440 | 0.0% |
| Opentable Inc | COM | 68372A104 | $4.5K | 57,006 | 0.0% |