Q1 2017 Holdings
Filed 2017-05-15 | 128 holdings | $9.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| EHI CAR Svcs LTD | SPON ADS CL A | 26853A100 | $127 | 12,600 | 0.0% |
| Kearny Finl Corp MD(KRNY)Call | COM | 48716P108 | $200 | 13,300 | 0.0% |
| Coherent Inc(COHREUR) | COM | 192479103 | $206 | 1,000 | 0.0% |
| Truecar Inc(5TC) | COM | 89785L107 | $224 | 14,485 | 0.0% |
| China Online ED Group | SPONSORED ADR | 16954L105 | $240 | 12,500 | 0.0% |
| Monster Beverage Corp New(MNST) | COM | 61174X109 | $242 | 5,250 | 0.0% |
| Pure Storage Inc(PSTG) | CL A | 74624M102 | $246 | 25,000 | 0.0% |
| Skechers U S A Inc(SKAA) | CL A | 830566105 | $247 | 9,000 | 0.0% |
| Care COM Inc(CRCMGBP) | COM | 141633107 | $250 | 20,000 | 0.0% |
| Infinera Corporation(INFNEUR) | COM | 45667G103 | $256 | 25,000 | 0.0% |
| Check Point Software Tech LT(CHKP) | ORD | M22465104 | $257 | 2,500 | 0.0% |
| Aqua Metals Inc(AQMSEUR) | COM | 03837J101 | $272 | 13,905 | 0.0% |
| Cohu Inc(COHU) | COM | 192576106 | $277 | 15,000 | 0.0% |
| Ultra Clean Hldgs Inc(UCTT) | COM | 90385V107 | $278 | 16,500 | 0.0% |
| Tarena Intl Inc | ADR | 876108101 | $280 | 15,000 | 0.0% |
| Intevac Inc | COM | 461148108 | $313 | 25,000 | 0.0% |
| Siteone Landscape Supply Inc(SITE) | COM | 82982L103 | $315 | 6,500 | 0.0% |
| Illumina Inc(ILMN) | COM | 452327109 | $341 | 2,000 | 0.0% |
| Teladoc Inc(TDOC) | COM | 87918A105 | $388 | 15,500 | 0.0% |
| Logmein Inc | COM | 54142L109 | $390 | 4,000 | 0.0% |
| Trivago N VCall | SPON ADS A SHS | 89686D105 | $391 | 30,000 | 0.0% |
| Panera Bread Co | CL A | 69840W108 | $393 | 1,500 | 0.0% |
| Ichor Holdings(ICHR) | SHS | G4740B105 | $397 | 20,000 | 0.0% |
| Etsy Inc(ETSY) | COM | 29786A106 | $424 | 39,900 | 0.0% |
| Nvidia Corp(NVDA) | COM | 67066G104 | $436 | 4,000 | 0.0% |
| Marvell Technology Group LTD(MRVL) | ORD | G5876H105 | $458 | 30,000 | 0.0% |
| Mellanox Technologies LTD | SHS | M51363113 | $459 | 9,000 | 0.0% |
| Nova Measuring Instruments L(NVMI) | COM | M7516K103 | $465 | 25,000 | 0.0% |
| Inphi Corp(IPHI) | COM | 45772F107 | $488 | 10,000 | 0.0% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADR | 874039100 | $493 | 15,000 | 0.0% |
| Health INS Innovations Inc | COM CL A | 42225K106 | $504 | 31,500 | 0.0% |
| Cypress Semiconductor Corp(CYEUR) | COM | 232806109 | $516 | 37,500 | 0.0% |
| Weight Watchers Intl Inc New | COM | 948626106 | $522 | 33,500 | 0.0% |
| Q2 Hldgs Inc(QTWO) | COM | 74736L109 | $523 | 15,000 | 0.0% |
| JD COM Inc(JD) | SPON ADR CL A | 47215P106 | $544 | 17,500 | 0.0% |
| Trivago N V | SPON ADS A SHS | 89686D105 | $554 | 42,500 | 0.0% |
| Workday Inc(WDAY) | CL A | 98138H101 | $562 | 6,750 | 0.0% |
| Atlassian Corp PLC(TEAM) | CL A | G06242104 | $599 | 20,000 | 0.0% |
| Baidu Inc(BIDUN) | SPON ADR REP A | 056752108 | $604 | 3,500 | 0.0% |
| Splunk Inc(SPLKCHF) | COM | 848637104 | $623 | 10,000 | 0.0% |
| Callidus Software Inc(CALD) | COM | 13123E500 | $641 | 30,000 | 0.0% |
| Zillow Group Inc(Z) | CL C CAP STK | 98954M200 | $673 | 20,000 | 0.0% |
| Seagate Technology PLC(STX)Put | SHS | G7945M107 | $689 | 15,000 | 0.0% |
| Stmicroelectronics N V(STM) | NY REGISTRY | 861012102 | $696 | 45,000 | 0.0% |
| Kulicke & Soffa Inds Inc(KLIC) | COM | 501242101 | $711 | 35,000 | 0.0% |
| Impinj Inc(PI) | COM | 453204109 | $757 | 25,000 | 0.0% |
| Citrix SYS Inc(CTXSEUR) | COM | 177376100 | $834 | 10,000 | 0.0% |
| Brooks Automation Inc(AZTA) | COM | 114340102 | $840 | 37,500 | 0.0% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $860 | 20,000 | 0.0% |
| Ringcentral Inc(RNG) | CL A | 76680R206 | $891 | 31,500 | 0.0% |