Q2 2015 Holdings
Filed 2015-08-05 | 17 holdings | $41.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| D R Horton Inc(DHI) | COM | 23331A109 | $30.6M | 1,118,599 | 73.0% |
| Criteo S A(CRTO) | SPONS ADS | 226718104 | $10.9M | 229,130 | 26.1% |
| Facebook Inc(META) | CL A | 30303M102 | $64.6K | 752,878 | 0.2% |
| Goldman Sachs Group Inc(GS) | COM | 38141G104 | $50.0K | 239,690 | 0.1% |
| Mgic Invt Corp WIS(MTG) | COM | 552848103 | $48.3K | 4,245,788 | 0.1% |
| Apple Inc(AAPL) | COM | 037833100 | $47.0K | 374,510 | 0.1% |
| Google Inc | CL A | 38259P508 | $42.2K | 78,209 | 0.1% |
| Radian Group Inc(RDN) | COM | 750236101 | $39.5K | 2,108,139 | 0.1% |
| Lennar Corp(LEN) | CL A | 526057104 | $29.0K | 568,744 | 0.1% |
| Toll Brothers Inc(TOL) | COM | 889478103 | $18.1K | 473,597 | 0.0% |
| Baidu Inc(BIDUN) | SPON ADR REP A | 056752108 | $14.3K | 72,048 | 0.0% |
| Priceline COM Inc | COM NEW | 741503403 | $11.0K | 9,536 | 0.0% |
| Pulte Group Inc(PHM) | COM | 745867101 | $7.9K | 393,984 | 0.0% |
| Zillow Inc | CL A | 98954A107 | $6.9K | 79,458 | 0.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $5.8K | 13,387 | 0.0% |
| Tesla Mtrs Inc(TSLA) | COM | 88160R101 | $5.2K | 19,369 | 0.0% |
| Linkedin Corp | COM CL A | 53578A108 | $5.0K | 23,973 | 0.0% |