Q2 2013 Holdings
Filed 2013-08-02 | 52 holdings | $248.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Facebook, Inc.(META) | COM | 30303M102 | $26.3K | 1,055,123 | 10.6% |
| Xoom Corporation | COM | 98419Q101 | $22.2K | 966,741 | 8.9% |
| Amazon.com(AMZN) | COM | 023135106 | $14.0K | 50,486 | 5.6% |
| Mercadolibre, Inc.(MELI) | COM | 58733R102 | $11.2K | 103,855 | 4.5% |
| Workday(WDAY) | COM | 98138H101 | $10.8K | 169,080 | 4.4% |
| Palo Alto Networks(PANW) | COM | 697435105 | $10.2K | 242,494 | 4.1% |
| Financial Engines, Inc. | COM | 317485100 | $10.0K | 220,014 | 4.0% |
| Linkedin Corporation | COM | 53578A108 | $9.9K | 55,550 | 4.0% |
| Imperva | COM | 45321L100 | $9.5K | 211,737 | 3.8% |
| NetSuite Inc. | COM | 64118Q107 | $9.3K | 101,502 | 3.7% |
| Guidewire Software(GWRE) | COM | 40171V100 | $9.2K | 219,525 | 3.7% |
| Google Inc | COM | 38259P508 | $8.9K | 10,095 | 3.6% |
| Qualcomm Inc(QCOM) | COM | 747525103 | $8.8K | 144,000 | 3.5% |
| Equinix | COM | 29444U502 | $8.7K | 47,000 | 3.5% |
| ServiceNow(NOW) | COM | 81762P102 | $7.9K | 195,166 | 3.2% |
| Marketo, Inc. | COM | 57063L107 | $7.8K | 315,206 | 3.2% |
| Baidu(BIDUN) | COM | 056752108 | $7.2K | 76,000 | 2.9% |
| ARM Holdings | COM | 042068106 | $6.7K | 184,295 | 2.7% |
| Informatica Corp. | COM | 45666Q102 | $5.8K | 167,024 | 2.4% |
| Proofpoint(PFPT) | COM | 743424103 | $5.8K | 240,424 | 2.3% |
| Salesforce.com Inc.(CRM) | COM | 79466L302 | $5.6K | 147,728 | 2.3% |
| Citrix Systems, Inc(CTXSEUR) | COM | 177376100 | $5.5K | 91,190 | 2.2% |
| Berk. Hath. Class B | COM | 084670207 | $3.1K | 27,650 | 1.2% |
| IBM(IBM) | COM | 459200101 | $2.9K | 15,000 | 1.2% |
| Linear Technology | COM | 535678106 | $1.6K | 43,001 | 0.6% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $1.5K | 17,428 | 0.6% |
| General Electric | COM | 369604103 | $1.3K | 56,016 | 0.5% |
| General Mills(GIS) | COM | 370334104 | $1.3K | 26,672 | 0.5% |
| Intel(INTC) | COM | 458140100 | $1.2K | 50,000 | 0.5% |
| Schlumberger Ltd.(SLB) | COM | 806857108 | $1.1K | 16,000 | 0.5% |
| Merck | COM | 589331107 | $1.1K | 23,068 | 0.4% |
| EMC Corporation | COM | 268648102 | $1.1K | 44,500 | 0.4% |
| AbbVie Inc. | COM | 002874Y10 | $1.0K | 25,000 | 0.4% |
| Halliburton Co.(HAL) | COM | 406216101 | $972 | 23,300 | 0.4% |
| Silver Spring Networks, Inc | COM | 82817Q103 | $925 | 37,083 | 0.4% |
| Visa, Inc.(V) | COM | 92826C839 | $914 | 5,000 | 0.4% |
| Target CP | COM | 239753106 | $905 | 13,140 | 0.4% |
| Abbott Laboratories(ABT) | COM | 002824100 | $872 | 25,000 | 0.4% |
| Oracle Corporation(ORCL) | COM | 68389X105 | $614 | 20,000 | 0.2% |
| CafePress | COM | 12769A103 | $610 | 97,353 | 0.2% |
| Dolby Laboratories, Inc.(DLB) | COM | 25659T107 | $502 | 15,000 | 0.2% |
| Automatic Data Processing, Inc(ADP) | COM | 053015103 | $476 | 6,911 | 0.2% |
| Apple Computer(AAPL) | COM | 037833100 | $476 | 1,200 | 0.2% |
| LogMeIn | COM | 54142L109 | $441 | 18,025 | 0.2% |
| Minnesota Mining | COM | 604059105 | $437 | 4,000 | 0.2% |
| Intuit, Inc.(INTU) | COM | 461202103 | $430 | 7,050 | 0.2% |
| Royal Dutch Shell PLC(RDS/A) | COM | 780259206 | $255 | 4,000 | 0.1% |
| Liberty Global Inc | COM | 530555101 | $234 | 3,450 | 0.1% |
| MakeMyTrip(MMYT) | COM | V5633W109 | $214 | 15,000 | 0.1% |
| Schwab Charles Corp(SCHW) | COM | 808513105 | $212 | 10,000 | 0.1% |