Q2 2013 Holdings
Filed 2013-08-09 | 10 holdings | $958.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Soufun Hldgs LTD | ADR | 836034108 | $373.1K | 15,033,851 | 38.9% |
| First REP BK SAN Francisco C(FRCB) | COM | 33616C100 | $116.0K | 3,015,175 | 12.1% |
| C&J Energy Svcs Inc | COM | 12467B304 | $101.7K | 5,248,508 | 10.6% |
| Facebook Inc(META) | CL A | 30303M102 | $99.2K | 3,987,456 | 10.3% |
| WEB COM Group Inc | COM | 94733A104 | $97.3K | 3,800,150 | 10.1% |
| Dice Hldgs Inc. | COM | 253017107 | $78.8K | 8,553,825 | 8.2% |
| NET 1 Ueps Technologies Inc(LSAK) | COM | 64107N206 | $47.2K | 6,409,091 | 4.9% |
| Bazaarvoice | COM | 073271108 | $26.7K | 2,829,522 | 2.8% |
| Servicesource Intl Inc | COM | 81763U100 | $17.7K | 1,899,700 | 1.8% |
| Vimicro Intl Corp | ADR | 92718N109 | $1.3K | 1,000,934 | 0.1% |