Q3 2013 Holdings
Filed 2013-11-14 | 23 holdings | $601.2K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Verisign Inc(VRSN) | COM | 92343E102 | $65.6K | 1,290,000 | 10.9% |
| Crown Castle Intl Corp | COM | 228227104 | $59.2K | 810,000 | 9.8% |
| Equinix Inc | COM NEW | 29444U502 | $56.9K | 310,000 | 9.5% |
| Yandex N V(NBIS) | SHS CLASS A | N97284108 | $54.6K | 1,500,000 | 9.1% |
| Grupo Televisa SA(TLV) | SPON ADR REP ORD | 40049J206 | $41.9K | 1,500,000 | 7.0% |
| Google Inc | CL A | 38259P508 | $41.6K | 47,500 | 6.9% |
| 21Vianet Group Inc(VNET) | SPONSORED ADR | 90138A103 | $34.4K | 2,085,007 | 5.7% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $31.3K | 100,000 | 5.2% |
| Pandora Media Inc | COM | 698354107 | $30.2K | 1,200,000 | 5.0% |
| Pegasystems Inc(PEGA) | COM | 705573103 | $27.9K | 700,000 | 4.6% |
| Sensata Technologies Hldg BV(ST) | SHS | N7902X106 | $23.0K | 600,000 | 3.8% |
| American Tower Corp New(AMT) | COM | 03027X100 | $19.3K | 260,000 | 3.2% |
| Tibco Software Inc | COM | 88632Q103 | $19.2K | 750,000 | 3.2% |
| Micron Technology Inc(MU) | COM | 595112103 | $17.5K | 1,000,000 | 2.9% |
| TAL ED Group(TAL) | ADS REPSTG COM | 874080104 | $17.1K | 1,178,000 | 2.8% |
| Vipshop Hldgs LTD(VIPS) | SPONSORED ADR | 92763W103 | $17.0K | 300,000 | 2.8% |
| RED HAT Inc | COM | 756577102 | $11.5K | 250,000 | 1.9% |
| Solarwinds Inc | COM | 83416B109 | $8.8K | 250,000 | 1.5% |
| Costar Group Inc(CSGP) | COM | 22160N109 | $8.4K | 50,000 | 1.4% |
| Tableau Software Inc(DATA) | CL A | 87336U105 | $7.1K | 100,000 | 1.2% |
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $4.0K | 110,677 | 0.7% |
| Realpage Inc(RP) | COM | 75606N109 | $3.5K | 151,000 | 0.6% |
| Isoftstone Hldgs LTD | SPONSORED ADS | 46489B108 | $1.3K | 271,218 | 0.2% |