Q1 2015 Holdings
Filed 2015-05-15 | 20 holdings | $2.5M | 13F-HR/A | View on SEC ↗ · Holdings Table ↗
Amended (2015-05-15) | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Avis Budget Group(CAR) | COM | 053774105 | $590.2K | 10,000,000 | 23.3% |
| Solarcity Corp | COM | 83416T100 | $410.2K | 8,000,000 | 16.2% |
| Netflix Inc(NFLX) | COM | 64110L106 | $312.5K | 750,000 | 12.3% |
| Sunedison IncA | COM | 86732Y109 | $161.2K | 6,714,986 | 6.4% |
| Sunedison Semiconductor LTD | SHS | Y8213L102 | $161.2K | 6,714,986 | 0.3% |
| Hertz Global Holdings Inc | COM | 42805T105 | $128.8K | 5,941,166 | 5.1% |
| Fireeye Inc(FEYECHF) | COM | 31816Q101 | $127.6K | 3,250,000 | 5.0% |
| Solarwinds Inc | COM | 83416B109 | $123.0K | 2,400,000 | 4.9% |
| Powershares QQQ TrustCall | UNIT SER 1 | 73935A104 | $105.6K | 1,000,000 | 4.2% |
| Facebook Inc(META) | CL A | 30303M102 | $102.8K | 1,250,000 | 4.1% |
| Restoration Hardware Hldgs I | COM | 761283100 | $99.2K | 1,000,000 | 3.9% |
| Tableau Software Inc(DATA) | CL A | 87336U105 | $98.5K | 1,065,000 | 3.9% |
| Qualcomm Inc(QCOM) | COM | 747525103 | $69.3K | 1,000,000 | 2.7% |
| Autodesk Inc(ADSK)A | COM | 052769106 | $58.6K | 1,000,000 | 2.3% |
| Qihoo 360 Technology Co LTD | ADS | 74734M109 | $48.7K | 951,455 | 1.9% |
| Truecar Inc(5TC) | COM | 89785L107 | $35.7K | 2,000,000 | 1.4% |
| Servicenow Inc(NOW) | COM | 81762P102 | $27.3K | 346,096 | 1.1% |
| Momo Inc | ADR | 60879B107 | $14.3K | 1,350,700 | 0.6% |
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $7.7K | 52,700 | 0.3% |
| Terraform PWR Inc | CL A COM | 88104R100 | $7.3K | 200,000 | 0.3% |
| 3-D SYS Corp del(DDD) | COM NEW | 88554D205 | $4.2K | 153,094 | 0.2% |