Q2 2013 Holdings
Filed 2013-08-14 | 21 holdings | $453.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Verisign Inc(VRSN) | COM | 92343E102 | $55.8K | 1,250,000 | 12.3% |
| Crown Castle Intl Corp | COM | 228227104 | $52.5K | 725,000 | 11.6% |
| Yandex N V(NBIS) | SHS CLASS A | N97284108 | $45.3K | 1,640,000 | 10.0% |
| Google Inc | CL A | 38259P508 | $41.8K | 47,500 | 9.2% |
| Equinix Inc | COM NEW | 29444U502 | $31.4K | 170,000 | 6.9% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $26.4K | 95,000 | 5.8% |
| Sensata Technologies Hldg BV(ST) | SHS | N7902X106 | $24.4K | 700,000 | 5.4% |
| 21Vianet Group Inc(VNET) | SPONSORED ADR | 90138A103 | $24.1K | 2,130,000 | 5.3% |
| Nielsen Holdings N V | COM | N63218106 | $23.5K | 700,000 | 5.2% |
| Pegasystems Inc(PEGA) | COM | 705573103 | $23.2K | 700,000 | 5.1% |
| Tibco Software Inc | COM | 88632Q103 | $18.8K | 880,000 | 4.2% |
| Costar Group Inc(CSGP) | COM | 22160N109 | $16.1K | 125,000 | 3.6% |
| Pandora Media Inc | COM | 698354107 | $14.7K | 800,000 | 3.2% |
| TAL ED Group(TAL) | ADS REPSTG COM | 874080104 | $10.6K | 1,010,183 | 2.3% |
| Isoftstone Hldgs LTD | SPONSORED ADS | 46489B108 | $9.3K | 1,800,000 | 2.1% |
| Vipshop Hldgs LTD(VIPS) | SPONSORED ADR | 92763W103 | $8.7K | 300,000 | 1.9% |
| Workday Inc(WDAY) | CL A | 98138H101 | $8.0K | 125,000 | 1.8% |
| Tableau Software Inc(DATA) | CL A | 87336U105 | $5.5K | 100,000 | 1.2% |
| Riverbed Technology Inc | COM | 768573107 | $5.4K | 350,000 | 1.2% |
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $4.7K | 110,677 | 1.0% |
| Grupo Televisa SA(TLV) | SPON ADR REP ORD | 40049J206 | $2.5K | 100,000 | 0.5% |