Q4 2013 Holdings
Filed 2014-01-28 | 48 holdings | $286.2K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Facebook, Inc.(META) | COM | 30303M102 | $24.4K | 446,845 | 8.5% |
| Amazon.com(AMZN) | COM | 023135106 | $21.1K | 52,965 | 7.4% |
| Google Inc | COM | 38259P508 | $17.2K | 15,325 | 6.0% |
| Nimble Storage | COM | 65440R101 | $14.6K | 323,375 | 5.1% |
| Twitter(TWTRUSD) | COM | 90184L102 | $14.2K | 223,770 | 5.0% |
| Workday(WDAY) | COM | 98138H101 | $14.2K | 171,050 | 5.0% |
| Linkedin Corporation | COM | 53578A108 | $13.2K | 60,800 | 4.6% |
| Financial Engines, Inc. | COM | 317485100 | $12.6K | 181,749 | 4.4% |
| Mercadolibre, Inc.(MELI) | COM | 58733R102 | $12.2K | 112,795 | 4.2% |
| Imperva | COM | 45321L100 | $11.4K | 236,347 | 4.0% |
| Xoom Corporation | COM | 98419Q101 | $11.2K | 410,713 | 3.9% |
| Palo Alto Networks(PANW) | COM | 697435105 | $11.0K | 191,429 | 3.8% |
| Guidewire Software(GWRE) | COM | 40171V100 | $10.9K | 222,275 | 3.8% |
| ServiceNow(NOW) | COM | 81762P102 | $10.7K | 190,226 | 3.7% |
| Equinix | COM | 29444U502 | $10.1K | 56,710 | 3.5% |
| Salesforce.com Inc.(CRM) | COM | 79466L302 | $10.0K | 181,678 | 3.5% |
| NetSuite Inc. | COM | 64118Q107 | $9.8K | 95,294 | 3.4% |
| Qualcomm Inc(QCOM) | COM | 747525103 | $9.3K | 125,600 | 3.3% |
| Rally Software | COM | 751198102 | $6.4K | 329,641 | 2.2% |
| Baidu(BIDUN) | COM | 056752108 | $6.0K | 33,466 | 2.1% |
| YuMe, Inc | COM | 98872B104 | $5.2K | 702,642 | 1.8% |
| Berk. Hath. Class B | COM | 084670207 | $3.3K | 27,650 | 1.1% |
| IBM(IBM) | COM | 459200101 | $2.8K | 15,000 | 1.0% |
| Violin Memory, Inc | COM | 92763A101 | $2.2K | 544,499 | 0.8% |
| Linear Technology | COM | 535678106 | $2.0K | 43,001 | 0.7% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $1.6K | 17,428 | 0.6% |
| General Electric | COM | 369604103 | $1.6K | 56,016 | 0.5% |
| Schlumberger Ltd.(SLB) | COM | 806857108 | $1.4K | 16,000 | 0.5% |
| General Mills(GIS) | COM | 370334104 | $1.3K | 26,672 | 0.5% |
| AbbVie Inc. | COM | 002874Y10 | $1.3K | 25,000 | 0.5% |
| Intel(INTC) | COM | 458140100 | $1.3K | 50,000 | 0.5% |
| Halliburton Co.(HAL) | COM | 406216101 | $1.2K | 23,300 | 0.4% |
| Merck | COM | 589331107 | $1.2K | 23,068 | 0.4% |
| Visa, Inc.(V) | COM | 92826C839 | $1.1K | 5,000 | 0.4% |
| EMC Corporation | COM | 268648102 | $1.0K | 40,000 | 0.4% |
| Abbott Laboratories(ABT) | COM | 002824100 | $958 | 25,000 | 0.3% |
| Target CP | COM | 239753106 | $831 | 13,140 | 0.3% |
| Silver Spring Networks, Inc | COM | 82817Q103 | $779 | 37,083 | 0.3% |
| Oracle Corporation(ORCL) | COM | 68389X105 | $765 | 20,000 | 0.3% |
| Apple Computer(AAPL) | COM | 037833100 | $673 | 1,200 | 0.2% |
| Dolby Laboratories, Inc.(DLB) | COM | 25659T107 | $578 | 15,000 | 0.2% |
| Minnesota Mining | COM | 604059105 | $561 | 4,000 | 0.2% |
| Automatic Data Processing, Inc(ADP) | COM | 053015103 | $558 | 6,911 | 0.2% |
| Intuit, Inc.(INTU) | COM | 461202103 | $382 | 5,000 | 0.1% |
| Liberty Global Inc | COM | 530555101 | $291 | 3,450 | 0.1% |
| Royal Dutch Shell PLC(RDS/A) | COM | 780259206 | $285 | 4,000 | 0.1% |
| Schwab Charles Corp(SCHW) | COM | 808513105 | $260 | 10,000 | 0.1% |
| Nike, Inc(NKE) | COM | 654106103 | $204 | 2,600 | 0.1% |