Q1 2015 Holdings
Filed 2015-05-07 | 70 holdings | $6.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Royal Dutch Shell PLC(RDS/A) | SPONS ADR A | 780259206 | $1.8K | 30,000 | 0.0% |
| BP PLC(BP) | SPONSORED ADR | 055622104 | $1.9K | 48,000 | 0.0% |
| Fireeye Inc(FEYECHF) | COM | 31816Q101 | $2.0K | 50,000 | 0.0% |
| Procera Networks Inc | COM NEW | 74269U203 | $2.1K | 220,000 | 0.0% |
| Virtusa Corp | COM | 92827P102 | $2.1K | 50,000 | 0.0% |
| Glaxosmithkline PLC | SPONSORED ADR | 37733W105 | $2.1K | 45,000 | 0.0% |
| Cognizant Technology Solutio(CTSH) | CL A | 192446102 | $2.2K | 35,000 | 0.0% |
| Exar Corp | COM | 300645108 | $2.3K | 230,000 | 0.0% |
| Synchronoss Technologies Inc | COM | 87157B103 | $2.4K | 50,000 | 0.0% |
| Orbotech LTD | ORD | M75253100 | $2.4K | 150,000 | 0.0% |
| Google Inc | CL C | 38259P706 | $2.5K | 4,500 | 0.0% |
| Lendingtree Inc New(TREE) | COM | 52603B107 | $2.8K | 50,000 | 0.0% |
| Lifelock Inc | COM | 53224V100 | $2.8K | 200,000 | 0.0% |
| Allot Communications LTD(ALLT) | SHS | M0854Q105 | $4.3K | 490,000 | 0.1% |
| Igate Corp | COM | 45169U105 | $5.1K | 120,000 | 0.1% |
| Fairway Group Hldgs Corp | CL A | 30603D109 | $7.4K | 1,090,000 | 0.1% |
| WEB COM Group Inc | COM | 94733A104 | $8.1K | 430,000 | 0.1% |
| Calix Inc(CALX) | COM | 13100M509 | $1.7M | 200,000 | 28.0% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $2.1M | 75,000 | 34.4% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $2.2M | 37,000 | 36.1% |