Q4 2013 Holdings
Filed 2014-02-13 | 56 holdings | $1.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| American Tower Corporation(AMT) | COM | 03027X100 | $65.6K | 822,000 | 4.9% |
| Facebook, Inc.(META) | CL A | 30303M102 | $60.6K | 1,108,900 | 4.5% |
| Comcast Corporation(CMCSA) | CL A | 20030N101 | $56.6K | 1,089,000 | 4.2% |
| Digitalglobe, Inc. | COM NEW | 25389M877 | $55.6K | 1,350,000 | 4.2% |
| Broadcom Corp | CL A | 111320107 | $54.3K | 1,830,000 | 4.1% |
| News Corporation(NWSA) | CL A | 65249B109 | $51.9K | 2,879,000 | 3.9% |
| Yahoo Inc | COM | 984332106 | $51.6K | 1,277,000 | 3.9% |
| Webmd Health Corp. | COM | 94770V102 | $50.4K | 1,276,000 | 3.8% |
| Cogent Communications Group Inc(CCOI) | COM NEW | 19239V302 | $50.4K | 1,246,700 | 3.8% |
| Loral Space &communication Inc. | COM | 543881106 | $49.1K | 605,799 | 3.7% |
| Activision Blizzard Inc(ATVIEUR) | COM | 00507V109 | $48.5K | 2,720,000 | 3.6% |
| Cognex Corp(CGNX) | COM | 192422103 | $38.3K | 1,002,000 | 2.9% |
| PDF Solutions Inc(PDFS) | COM | 693282105 | $36.7K | 1,432,285 | 2.7% |
| TW Telecom Inc. | COM | 87311L104 | $36.0K | 1,181,000 | 2.7% |
| CBS Corporation | CL B | 124857202 | $31.8K | 498,200 | 2.4% |
| IAC Ractivecorp(IACIEUR) | COM PAR $.001 | 44919P508 | $31.6K | 460,000 | 2.4% |
| Agilent Technologies, Inc.(A) | COM | 00846U101 | $29.3K | 512,600 | 2.2% |
| Expedia, Inc.(EXPE) | COM NEW | 30212P303 | $28.6K | 410,000 | 2.1% |
| E*trade Financial Corporation(ETRA) | COM NEW | 269246401 | $25.8K | 1,315,000 | 1.9% |
| Lions Gate Entertainment Corp | COM NEW | 535919203 | $24.2K | 765,300 | 1.8% |
| Realogy Hldgs Corp | COM | 75605Y106 | $23.5K | 475,000 | 1.8% |
| Allot Communications Ltd.(ALLT) | SHS | M0854Q105 | $23.4K | 1,545,000 | 1.8% |
| Immersion Corporation(IMMR) | COM | 452521107 | $22.5K | 2,166,568 | 1.7% |
| Move Inc | COM NEW | 62458M207 | $22.1K | 1,380,451 | 1.7% |
| Lumos Networks Corp | COM | 550283105 | $21.9K | 1,040,500 | 1.6% |
| Telephone and Data SYS Inc(TDS) | COM NEW | 879433829 | $20.2K | 785,000 | 1.5% |
| Freescale Semiconductor LTD | SHS | G3727Q101 | $20.1K | 1,255,000 | 1.5% |
| Interxion Holding N.V. | SHS | N47279109 | $19.3K | 818,500 | 1.4% |
| Demandware Inc.(DWREEUR) | COM | 24802Y105 | $19.1K | 297,400 | 1.4% |
| Descartes Systems GRP Inc.(DSGX) | COM | 249906108 | $18.3K | 1,363,950 | 1.4% |
| Interdigital Inc CMN(IDCC) | COM | 45867G101 | $17.4K | 591,700 | 1.3% |
| Scripps E W Co Ohio(SSP) | CL A NEW | 811054402 | $16.5K | 759,900 | 1.2% |
| The Madison Square Garden Co. | CL A | 55826P100 | $16.1K | 279,726 | 1.2% |
| Zynga Inc.(ZNGAEUR) | CL A | 98986T108 | $15.2K | 4,000,000 | 1.1% |
| Time Warner Cable Inc. | COM | 88732J207 | $15.0K | 110,500 | 1.1% |
| Gigamon Inc | COM | 37518B102 | $14.5K | 515,000 | 1.1% |
| Applied Micro Circuits Corp | COM NEW | 03822W406 | $13.4K | 1,000,000 | 1.0% |
| PLX Technology Inc | COM | 693417107 | $13.2K | 2,010,000 | 1.0% |
| Ebay Inc.(EBAY) | COM | 278642103 | $12.3K | 225,000 | 0.9% |
| Tessera Technologies, Inc. | COM | 88164L100 | $12.3K | 625,000 | 0.9% |
| Retailmenot, Inc. | COM SER 1 | 76132B106 | $11.5K | 400,000 | 0.9% |
| Riverbed Technology, Inc. | COM | 768573107 | $10.8K | 596,766 | 0.8% |
| Medidata Solutions, Inc. | COM | 58471A105 | $10.6K | 175,000 | 0.8% |
| NXP Semiconductors N.V.(NXPI) | COM | N6596X109 | $9.9K | 215,000 | 0.7% |
| Carmike Cinemas Inc | COM | 143436400 | $9.7K | 350,000 | 0.7% |
| Hawaiian Telcom Holdco, Inc. | COM | 420031106 | $8.0K | 273,344 | 0.6% |
| Unwired Planet Inc New | COM | 91531F103 | $6.5K | 4,745,107 | 0.5% |
| Ellie MAE, Inc. | COM | 28849P100 | $6.4K | 240,000 | 0.5% |
| Stamps COM Inc CMN(STMP) | COM NEW | 852857200 | $6.4K | 153,172 | 0.5% |
| Procera Networks, Inc. | COM NEW | 74269U203 | $6.4K | 425,000 | 0.5% |