Q3 2013 Holdings
Filed 2013-11-14 | 73 holdings | $14.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Tivo Inc | COM | 888706108 | $622 | 50,000 | 0.0% |
| Integrated Device Technology | COM | 458118106 | $707 | 75,000 | 0.0% |
| Broadsoft Inc | COM | 11133B409 | $1.4K | 40,000 | 0.0% |
| Jive Software Inc Call OptionCall | COM | 47760A108 | $1.5K | 120,000 | 0.0% |
| Barclays BK PLC Call OptionCall | IPATH S&P500 VIX | 06740C188 | $1.7K | 100,000 | 0.0% |
| Applied Micro Circuits Corp | COM NEW | 03822W406 | $1.9K | 150,000 | 0.0% |
| Mobile Telesystems Osjc | SPONSORED ADR | 607409109 | $2.2K | 100,000 | 0.0% |
| Pmc-Sierra Inc | COM | 69344F106 | $2.3K | 350,000 | 0.0% |
| Tibco Software Inc | COM | 88632Q103 | $2.6K | 100,000 | 0.0% |
| Solazyme Inc | COM | 83415T101 | $2.8K | 260,000 | 0.0% |
| Netease Inc(NTES) | SPONSORED ADR | 64110W102 | $2.9K | 40,000 | 0.0% |
| Sony Corp(SONY) | ADR NEW | 835699307 | $3.8K | 175,000 | 0.0% |
| LSI Corporation | COM | 502161102 | $3.9K | 500,000 | 0.0% |
| E M C Corp | COM | 268648102 | $4.0K | 155,000 | 0.0% |
| Marketo Inc | COM | 57063L107 | $4.0K | 125,000 | 0.0% |
| Webmd Health Corp | COM | 94770V102 | $4.0K | 140,000 | 0.0% |
| Homeaway Inc | COM | 43739Q100 | $4.3K | 155,000 | 0.0% |
| Invensense Inc Call OptionCall | COM | 46123D205 | $4.4K | 250,000 | 0.0% |
| Avago Technologies LTD | SHS | Y0486S104 | $4.5K | 105,000 | 0.0% |
| Activision Blizzard Inc(ATVIEUR) | COM | 00507V109 | $4.6K | 275,000 | 0.0% |
| Digitalglobe Inc | COM NEW | 25389M877 | $4.7K | 150,000 | 0.0% |
| JDS Uniphase Corp | COM PAR $0.001 | 46612J507 | $4.8K | 325,000 | 0.0% |
| Freescale Semiconductor LTD | SHS | G3727Q101 | $5.0K | 300,000 | 0.0% |
| Opentable Inc | COM | 68372A104 | $5.2K | 75,000 | 0.0% |
| Applied Matls Inc(AMAT) | COM | 038222105 | $5.3K | 300,000 | 0.0% |
| News Corp New(NWSA) | CL A | 65249B109 | $5.5K | 340,000 | 0.0% |
| Yandex N V(NBIS) | SHS CLASS A | N97284108 | $5.5K | 150,000 | 0.0% |
| Yume Inc | COM | 98872B104 | $5.7K | 533,853 | 0.0% |
| NXP Semiconductors N V(NXPI) | COM | N6596X109 | $5.8K | 155,000 | 0.0% |
| Athenahealth Inc | COM | 04685W103 | $6.0K | 55,000 | 0.0% |
| Infosys LTD(INFY) | SPONSORED ADR | 456788108 | $6.0K | 125,000 | 0.0% |
| Ericsson(ERIC) | ADR B SEK 10 | 294821608 | $6.2K | 465,000 | 0.0% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $6.7K | 50,000 | 0.0% |
| Broadsoft Inc Call OptionCall | COM | 11133B409 | $6.9K | 190,000 | 0.0% |
| Intel Corp(INTC) | COM | 458140100 | $6.9K | 300,000 | 0.0% |
| Take-Two Interactive Software(TTWO) | COM | 874054109 | $7.1K | 390,000 | 0.0% |
| Himax Technologies Inc(HIMX) | SPONSORED ADR | 43289P106 | $7.3K | 726,000 | 0.1% |
| Sandisk Corp | COM | 80004C901 | $7.4K | 125,000 | 0.1% |
| Grupo Televisa SA(TLV) | SPON ADR REP ORD | 40049J206 | $7.5K | 270,000 | 0.1% |
| LAM Research Corp(LRCXEUR) | COM | 512807108 | $7.7K | 150,000 | 0.1% |
| Baidu Inc(BIDUN) | SPON ADR REP A | 056752108 | $7.8K | 50,000 | 0.1% |
| Cornerstone Ondemand Inc(CSOD) | COM | 21925Y103 | $8.0K | 155,000 | 0.1% |
| Splunk Inc(SPLKCHF) | COM | 848637104 | $8.1K | 135,000 | 0.1% |
| TW Telecom Inc | COM | 87311L104 | $8.2K | 275,000 | 0.1% |
| Stratasys LTD(SSYS) | SHS | M85548101 | $8.8K | 87,000 | 0.1% |
| Linear Technology Corp | COM | 535678106 | $9.3K | 235,000 | 0.1% |
| Intuit(INTU) | COM | 461202103 | $9.9K | 150,000 | 0.1% |
| Altera Corp | COM | 021441100 | $10.0K | 270,000 | 0.1% |
| Xilinx Inc(XLNXEUR) | COM | 983919101 | $10.1K | 215,000 | 0.1% |
| Western Digital Corp(WDC) | COM | 958102105 | $10.1K | 160,000 | 0.1% |