Q3 2015 Holdings
Filed 2015-11-13 | 12 holdings | $50.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| D R Horton Inc(DHI) | COM | 23331A109 | $35.2M | 1,199,239 | 69.3% |
| Criteo S A(CRTO) | SPONS ADS | 226718104 | $15.3M | 406,295 | 30.0% |
| Facebook Inc(META) | CL A | 30303M102 | $72.7K | 809,028 | 0.1% |
| Google Inc | CL A | 38259P508 | $62.9K | 98,519 | 0.1% |
| Mgic Invt Corp WIS(MTG) | COM | 552848103 | $42.2K | 4,557,408 | 0.1% |
| Apple Inc(AAPL) | COM | 037833100 | $41.4K | 375,420 | 0.1% |
| Radian Group Inc(RDN) | COM | 750236101 | $31.1K | 1,952,669 | 0.1% |
| Lennar Corp(LEN) | CL A | 526057104 | $29.0K | 602,894 | 0.1% |
| Zillow Inc | CL A | 98954A107 | $19.9K | 692,873 | 0.0% |
| Priceline COM Inc | COM NEW | 741503403 | $6.9K | 5,591 | 0.0% |
| Tesla Mtrs Inc(TSLA) | COM | 88160R101 | $4.9K | 19,549 | 0.0% |
| Linkedin Corp | COM CL A | 53578A108 | $4.6K | 24,203 | 0.0% |