Q3 2014 Holdings
Filed 2014-11-12 | 26 holdings | $24.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| D R Horton Inc(DHI) | COM | 23331A109 | $24.0M | 1,169,440 | 98.0% |
| Facebook Inc(META) | CL A | 30303M102 | $66.6K | 842,392 | 0.3% |
| Mgic Invt Corp WIS(MTG) | COM | 552848103 | $37.8K | 4,835,284 | 0.2% |
| Google Inc | CL A | 38259P508 | $37.1K | 63,039 | 0.2% |
| Goldman Sachs Group Inc(GS) | COM | 38141G104 | $33.4K | 182,137 | 0.1% |
| Radian Group Inc(RDN) | COM | 750236101 | $33.1K | 2,323,132 | 0.1% |
| Tesla Mtrs Inc(TSLA) | COM | 88160R101 | $31.3K | 128,977 | 0.1% |
| American Express Co(AXP) | COM | 025816109 | $27.0K | 308,173 | 0.1% |
| Linkedin Corp | COM CL A | 53578A108 | $27.0K | 129,709 | 0.1% |
| Priceline COM Inc | COM NEW | 741503403 | $25.8K | 22,307 | 0.1% |
| Lennar Corp(LEN) | CL A | 526057104 | $23.2K | 597,181 | 0.1% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $20.2K | 62,597 | 0.1% |
| Toll Brothers Inc(TOL) | COM | 889478103 | $16.3K | 522,457 | 0.1% |
| Pulte Group Inc(PHM) | COM | 745867101 | $15.3K | 864,746 | 0.1% |
| Google Inc | CL C | 38259P706 | $12.1K | 20,953 | 0.0% |
| Twitter Inc(TWTRUSD) | COM | 90184L102 | $12.1K | 234,131 | 0.0% |
| Baidu Inc(BIDUN) | SPON ADR REP A | 056752108 | $12.0K | 55,054 | 0.0% |
| Ebay Inc(EBAY) | COM | 278642103 | $11.5K | 202,443 | 0.0% |
| Sandisk Corp | COM | 80004C101 | $7.7K | 78,958 | 0.0% |
| Tripadvisor Inc(TRIP) | COM | 896945201 | $6.2K | 68,013 | 0.0% |
| Mastercard Inc(MA) | CL A | 57636Q104 | $5.7K | 77,435 | 0.0% |
| Zillow Inc | CL A | 98954A107 | $5.2K | 44,750 | 0.0% |
| Yelp Inc(YELP) | CL A | 985817105 | $4.9K | 71,106 | 0.0% |
| Truia Inc | COM | 897888103 | $4.4K | 90,651 | 0.0% |
| Weibo Corp(WB) | SPONSORED ADR | 948596101 | $4.1K | 220,097 | 0.0% |
| Stratasys LTD(SSYS) | COM | M85548101 | $3.8K | 31,737 | 0.0% |