Q4 2015 Holdings
Filed 2016-02-16 | 12 holdings | $61.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| D R Horton Inc(DHI) | COM | 23331A109 | $42.0M | 1,310,869 | 68.1% |
| Criteo S A(CRTO) | SPONS ADS | 226718104 | $19.3M | 486,565 | 31.3% |
| Facebook Inc(META) | CL A | 30303M102 | $100.5K | 960,148 | 0.2% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $90.9K | 116,879 | 0.1% |
| Mgic Invt Corp WIS(MTG) | COM | 552848103 | $47.8K | 5,410,098 | 0.1% |
| Apple Inc(AAPL) | COM | 037833100 | $46.9K | 445,640 | 0.1% |
| Lennar Corp(LEN) | CL A | 526057104 | $31.4K | 642,194 | 0.1% |
| Radian Group Inc(RDN) | COM | 750236101 | $31.2K | 2,329,859 | 0.1% |
| Zillow Inc(ZG) | CL A | 98954M101 | $21.5K | 826,323 | 0.0% |
| Priceline GRP Inc | COM NEW | 741503403 | $8.5K | 6,701 | 0.0% |
| Linkedin Corp | COM CL A | 53578A108 | $6.5K | 28,983 | 0.0% |
| Tesla Mtrs Inc(TSLA) | COM | 88160R101 | $5.6K | 23,369 | 0.0% |