Q1 2014 Holdings
Filed 2014-06-26 | 25 holdings | $18.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| D R Horton Inc(DHI) | COM | 23331A109 | $17.8M | 820,131 | 98.1% |
| Facebook Inc(META) | CL A | 30303M102 | $37.7K | 625,023 | 0.2% |
| Google Inc | CL A | 38259P508 | $32.9K | 29,535 | 0.2% |
| Mgic Invt Corp WIS(MTG) | COM | 552848103 | $30.9K | 3,621,917 | 0.2% |
| Radian Group Inc(RDN) | COM | 750236101 | $21.9K | 1,454,981 | 0.1% |
| American Express Co(AXP) | COM | 025816109 | $19.1K | 212,366 | 0.1% |
| Goldman Sachs Group Inc(GS) | COM | 38141G104 | $17.6K | 107,713 | 0.1% |
| Priceline COM Inc | COM NEW | 741503403 | $16.4K | 13,785 | 0.1% |
| Bank of America Corporation(BAC) | COM | 060505104 | $16.4K | 951,993 | 0.1% |
| Pulte Group Inc(PHM) | COM | 745867101 | $16.2K | 842,874 | 0.1% |
| Visa Inc(V) | COM CL A | 92826C839 | $15.8K | 73,356 | 0.1% |
| Lennar Corp(LEN) | CL A | 526057104 | $15.7K | 395,778 | 0.1% |
| Tesla Mtrs Inc(TSLA) | COM | 88160R101 | $15.6K | 74,831 | 0.1% |
| Toll Brothers Inc(TOL) | COM | 889478103 | $14.4K | 401,450 | 0.1% |
| Linkedin Corp | COM CL A | 53578A108 | $13.0K | 70,554 | 0.1% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $11.4K | 33,813 | 0.1% |
| Mastercard Inc(MA) | CL A | 57636Q104 | $11.2K | 150,336 | 0.1% |
| Ebay Inc(EBAY) | COM | 278642103 | $10.9K | 197,153 | 0.1% |
| Zillow Inc | CL A | 98954A107 | $8.7K | 98,761 | 0.0% |
| Sandisk Corp | COM | 80004C101 | $6.5K | 79,949 | 0.0% |
| Yelp Inc(YELP) | CL A | 985817105 | $5.3K | 69,039 | 0.0% |
| 3-D SYS Corp del(DDD) | COM NEW | 88554D205 | $3.3K | 56,293 | 0.0% |
| Stratasys LTD(SSYS) | COM | M85548101 | $3.1K | 29,076 | 0.0% |
| Tripadvisor Inc(TRIP) | COM | 896945201 | $2.7K | 30,107 | 0.0% |
| Twitter Inc(TWTRUSD) | COM | 90184L102 | $1.8K | 38,220 | 0.0% |