Q2 2013 Holdings
Filed 2013-08-15 | 130 holdings | $271.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Pricesmart Inc(PSMT) | COM | 741511109 | $438 | 5,000 | 0.0% |
| RDA Microelectronics Inc | SPONSORED ADR | 749394102 | $499 | 45,000 | 0.0% |
| NQ Mobile Inc | ADR REPSTG CL A | 64118U108 | $1.2K | 150,200 | 0.0% |
| Ctrip COM Intl LTD(CTRPUSD) | AMERICAN DEP SHS | 22943F100 | $1.3K | 40,000 | 0.0% |
| Wabco Hldgs Inc(WBC1EUR) | COM | 92927K102 | $1.8K | 24,500 | 0.0% |
| Sciquest Inc New | COM | 80908T101 | $2.0K | 80,000 | 0.0% |
| LE Gaga Hldgs LTD | SPONSORED ADR | 521168104 | $3.5K | 940,369 | 0.0% |
| Sony Corp(SONY) | ADR NEW | 835699307 | $6.4K | 300,000 | 0.0% |
| Tractor Supply Co(TSCO) | COM | 892356106 | $11.0K | 93,786 | 0.0% |
| Qualys Inc(QLYS) | COM | 74758T303 | $11.4K | 709,763 | 0.0% |
| Pharmacyclics Inc | COM | 716933106 | $11.9K | 150,000 | 0.0% |
| Netease Inc(NTES) | SPONSORED ADR | 64110W102 | $14.2K | 224,507 | 0.0% |
| Shutterfly Inc(SFLY) | COM | 82568P304 | $14.6K | 261,300 | 0.0% |
| Omnivision Technologies Inc | COM | 682128103 | $14.9K | 800,000 | 0.0% |
| E-Commerce China Dangdang in | SPN ADS COM A | 26833A105 | $16.3K | 2,353,330 | 0.0% |
| Broadcom Corp | CL A | 111320107 | $19.0K | 560,975 | 0.0% |
| Atmel Corp | COM | 049513104 | $19.8K | 2,700,000 | 0.0% |
| Electronic Arts Inc(EA) | COM | 285512109 | $26.4K | 1,150,000 | 0.0% |
| Restoration Hardware Hldgs I | COM | 761283100 | $26.5K | 352,900 | 0.0% |
| Imperva Inc | COM | 45321L100 | $27.1K | 601,955 | 0.0% |
| Yelp Inc(YELP) | CL A | 985817105 | $28.4K | 816,205 | 0.0% |
| Youku Tudou Inc | SPONSORED ADR | 98742U100 | $28.6K | 1,491,100 | 0.0% |
| Groupon Inc | COM CL A | 399473107 | $34.2K | 4,000,000 | 0.0% |
| Guidewire Software Inc(GWRE) | COM | 40171V100 | $41.1K | 977,230 | 0.0% |
| Vishay Intertechnology Inc(VSH) | COM | 928298108 | $41.3K | 2,974,800 | 0.0% |
| Linkedin Corp | COM CL A | 53578A108 | $41.8K | 234,500 | 0.0% |
| Sohu COM Inc | COM | 83408W103 | $44.1K | 715,800 | 0.0% |
| Servicenow Inc(NOW) | COM | 81762P102 | $45.4K | 1,125,188 | 0.0% |
| Tumi Hldgs Inc | COM | 89969Q104 | $47.6K | 1,981,692 | 0.0% |
| Scripps Networks Interact in | CL A COM | 811065101 | $48.4K | 725,000 | 0.0% |
| Dunkin Brands Group Inc(DNKN) | COM | 265504100 | $48.5K | 1,133,633 | 0.0% |
| Tripadvisor Inc(TRIP) | COM | 896945201 | $49.0K | 804,260 | 0.0% |
| SIX Flags Entmt Corp New(SIXEUR) | COM | 83001A102 | $52.9K | 1,503,440 | 0.0% |
| Gilead Sciences Inc(GILD) | COM | 375558103 | $53.8K | 1,050,000 | 0.0% |
| Tibco Software Inc | COM | 88632Q103 | $55.9K | 2,612,142 | 0.0% |
| Alexion Pharmaceuticals Inc(ALXN) | COM | 015351109 | $57.7K | 625,000 | 0.0% |
| Applied Matls Inc(AMAT) | COM | 038222105 | $58.2K | 3,902,910 | 0.0% |
| Urban Outfitters Inc(URBN) | COM | 917047102 | $58.8K | 1,461,240 | 0.0% |
| Informatica Corp | COM | 45666Q102 | $59.6K | 1,703,034 | 0.0% |
| Wynn Resorts LTD(WYNN) | COM | 983134107 | $59.9K | 468,000 | 0.0% |
| Silicon Laboratories Inc(SLAB) | COM | 826919102 | $65.4K | 1,579,339 | 0.0% |
| Dollar Tree Inc(DLTR) | COM | 256746108 | $66.3K | 1,303,561 | 0.0% |
| Mastercard Inc(MA) | CL A | 57636Q104 | $72.6K | 126,338 | 0.0% |
| Aspen Technology Inc(AZPNUSD) | COM | 045327103 | $75.4K | 2,619,982 | 0.0% |
| Chipotle Mexican Grill Inc(CMG) | COM | 169656105 | $75.9K | 208,200 | 0.0% |
| Baidu Inc(BIDUN) | SPON ADR REP A | 056752108 | $77.2K | 815,647 | 0.0% |
| Ralph Lauren Corp(RL) | CL A | 751212101 | $77.2K | 444,149 | 0.0% |
| Time Warner Inc | COM NEW | 887317303 | $81.9K | 1,416,614 | 0.0% |
| Visa Inc(V) | COM CL A | 92826C839 | $82.1K | 449,384 | 0.0% |
| Cabelas Inc | COM | 126804301 | $85.0K | 1,312,830 | 0.0% |