Q3 2013 Holdings
Filed 2013-10-11 | 34 holdings | $13.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ciena Corp(CIEN) | COM NEW | 171779309 | $12.5M | 500,000 | 90.4% |
| Facebook Inc(META) | CL A | 30303M102 | $200.9K | 4,000,000 | 1.5% |
| Apple Inc(AAPL) | COM | 037833100 | $166.9K | 350,000 | 1.2% |
| Google Inc | CL A | 38259P508 | $153.3K | 175,000 | 1.1% |
| Tesla Mtrs Inc(TSLA) | COM | 88160R101 | $62.8K | 325,000 | 0.5% |
| Cree Inc | COM | 225447101 | $60.2K | 1,000,000 | 0.4% |
| Linkedin Corp | COM CL A | 53578A108 | $55.4K | 225,000 | 0.4% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $54.7K | 175,000 | 0.4% |
| Netflix Inc(NFLX) | COM | 64110L106 | $46.4K | 150,000 | 0.3% |
| Tripadvisor Inc(TRIP) | COM | 896945201 | $37.9K | 500,000 | 0.3% |
| Ruckus Wireless Inc | COM | 781220108 | $37.9K | 2,250,000 | 0.3% |
| Pandora Media Inc | COM | 698354107 | $37.7K | 1,500,000 | 0.3% |
| ARM Hldgs PLC | SPONSORED ADR | 042068106 | $36.1K | 750,000 | 0.3% |
| Invensense Inc | COM | 46123D205 | $35.2K | 2,000,000 | 0.3% |
| Juniper Networks Inc(JNP) | COM | 48203R104 | $34.8K | 1,750,000 | 0.3% |
| Ebay Inc(EBAY) | COM | 278642103 | $27.9K | 500,000 | 0.2% |
| Yelp Inc(YELP) | CL A | 985817105 | $26.5K | 400,000 | 0.2% |
| Priceline COM Inc | COM NEW | 741503403 | $25.3K | 25,000 | 0.2% |
| Omnivision Technologies Inc | COM | 682128103 | $23.0K | 1,500,000 | 0.2% |
| Finisar Corp(FNSR) | COM NEW | 31787A507 | $22.6K | 1,000,000 | 0.2% |
| Medidata Solutions Inc | COM | 58471A105 | $22.3K | 225,000 | 0.2% |
| Zillow Inc | CL A | 98954A107 | $21.1K | 250,000 | 0.2% |
| Opentable Inc | COM | 68372A104 | $21.0K | 300,000 | 0.2% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $20.8K | 400,000 | 0.2% |
| Applied Micro Circuits Corp | COM NEW | 03822W406 | $19.4K | 1,500,000 | 0.1% |
| Aruba Networks Inc | COM | 043176106 | $16.6K | 1,000,000 | 0.1% |
| Xoom Corp | COM | 98419Q101 | $11.1K | 350,000 | 0.1% |
| Stratasys LTD(SSYS) | SHS | M85548101 | $10.1K | 100,000 | 0.1% |
| NCR Corp New(VYX) | COM | 62886E108 | $9.9K | 250,000 | 0.1% |
| Xilinx Inc(XLNXEUR) | COM | 983919101 | $9.4K | 200,000 | 0.1% |
| Lions Gate Entmnt Corp | COM NEW | 535919203 | $8.8K | 250,000 | 0.1% |
| Workday Inc(WDAY) | CL A | 98138H101 | $8.1K | 100,000 | 0.1% |
| Procera Networks Inc | COM NEW | 74269U203 | $4.6K | 300,000 | 0.0% |
| Allot Communications LTD(ALLT) | SHS | M0854Q105 | $4.4K | 350,000 | 0.0% |