Q2 2014 Holdings
Filed 2014-08-13 | 26 holdings | $28.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| D R Horton Inc(DHI) | COM | 23331A109 | $27.6M | 1,123,320 | 98.4% |
| Facebook Inc(META) | CL A | 30303M102 | $58.2K | 864,270 | 0.2% |
| Mgic Invt Corp WIS(MTG) | COM | 552848103 | $42.9K | 4,644,947 | 0.2% |
| Google Inc | CL A | 38259P508 | $34.2K | 58,489 | 0.1% |
| Radian Group Inc(RDN) | COM | 750236101 | $29.0K | 1,956,628 | 0.1% |
| American Express Co(AXP) | COM | 025816109 | $28.1K | 296,120 | 0.1% |
| Tesla Mtrs Inc(TSLA) | COM | 88160R101 | $26.2K | 109,288 | 0.1% |
| Goldman Sachs Group Inc(GS) | COM | 38141G104 | $25.6K | 152,969 | 0.1% |
| Lennar Corp(LEN) | CL A | 526057104 | $24.1K | 573,671 | 0.1% |
| Bank of America Corporation(BAC) | COM | 060505104 | $22.3K | 1,448,626 | 0.1% |
| Linkedin Corp | COM CL A | 53578A108 | $19.8K | 115,741 | 0.1% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $19.5K | 60,050 | 0.1% |
| Toll Brothers Inc(TOL) | COM | 889478103 | $18.5K | 501,804 | 0.1% |
| Priceline COM Inc | COM NEW | 741503403 | $18.3K | 15,200 | 0.1% |
| Pulte Group Inc(PHM) | COM | 745867101 | $16.8K | 830,841 | 0.1% |
| Google Inc | CL C | 38259P706 | $13.3K | 23,048 | 0.0% |
| Ebay Inc(EBAY) | COM | 278642103 | $9.7K | 194,358 | 0.0% |
| Sandisk Corp | COM | 80004C101 | $8.2K | 78,824 | 0.0% |
| Tripadvisor Inc(TRIP) | COM | 896945201 | $7.4K | 67,946 | 0.0% |
| Mastercard Inc(MA) | CL A | 57636Q104 | $5.4K | 74,105 | 0.0% |
| Yelp Inc(YELP) | CL A | 985817105 | $5.2K | 68,057 | 0.0% |
| Weibo Corp(WB) | SPONSORED ADR | 948596101 | $4.3K | 210,645 | 0.0% |
| Baidu Inc(BIDUN) | SPON ADR REP A | 056752108 | $4.2K | 22,670 | 0.0% |
| Twitter Inc(TWTRUSD) | COM | 90184L102 | $3.9K | 95,544 | 0.0% |
| Zillow Inc | CL A | 98954A107 | $3.5K | 24,707 | 0.0% |
| Stratasys LTD(SSYS) | COM | M85548101 | $3.4K | 29,832 | 0.0% |