Q4 2013 Holdings
Filed 2014-02-14 | 27 holdings | $692.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Verisign Inc(VRSN) | COM | 92343E102 | $65.8K | 1,100,000 | 9.5% |
| Crown Castle Intl Corp | COM | 228227104 | $59.5K | 810,000 | 8.6% |
| Equinix Inc | COM NEW | 29444U502 | $55.0K | 310,000 | 7.9% |
| Google Inc | CL A | 38259P508 | $53.2K | 47,500 | 7.7% |
| Yandex N V(NBIS) | SHS CLASS A | N97284108 | $49.6K | 1,150,000 | 7.2% |
| Grupo Televisa SA(TLV) | SPON ADR REP ORD | 40049J206 | $42.4K | 1,400,000 | 6.1% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $39.9K | 100,000 | 5.8% |
| 21Vianet Group Inc(VNET) | SPONSORED ADR | 90138A103 | $35.3K | 1,500,000 | 5.1% |
| Micron Technology Inc(MU) | COM | 595112103 | $34.8K | 1,600,000 | 5.0% |
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $34.5K | 600,000 | 5.0% |
| Pegasystems Inc(PEGA) | COM | 705573103 | $29.5K | 600,000 | 4.3% |
| Facebook Inc(META) | CL A | 30303M102 | $27.3K | 500,000 | 3.9% |
| TAL ED Group(TAL) | ADS REPSTG COM | 874080104 | $26.3K | 1,197,720 | 3.8% |
| American Tower Corp New(AMT) | COM | 03027X100 | $20.8K | 260,000 | 3.0% |
| Twitter Inc(TWTRUSD) | COM | 90184L102 | $19.4K | 304,674 | 2.8% |
| New Oriental ED & Tech GRP I | SPON ADR | 647581107 | $15.8K | 500,000 | 2.3% |
| Zulily Inc | CL A | 989774104 | $13.5K | 325,000 | 1.9% |
| Vipshop Hldgs LTD(VIPS) | SPONSORED ADR | 92763W103 | $12.6K | 150,000 | 1.8% |
| Textura Corp | COM | 883211104 | $11.2K | 375,000 | 1.6% |
| 58 COM Inc(WUBAUSD) | SPON ADR REP A | 31680Q104 | $9.9K | 257,340 | 1.4% |
| Pandora Media Inc | COM | 698354107 | $9.3K | 350,000 | 1.3% |
| Nimble Storage Inc | COM | 65440R101 | $9.1K | 200,500 | 1.3% |
| Qunar Cayman IS LTD | SPNS ADR CL B | 74906P104 | $8.0K | 300,000 | 1.1% |
| Tableau Software Inc(DATA) | CL A | 87336U105 | $6.9K | 100,000 | 1.0% |
| Veeva SYS Inc(VEEV) | CL A COM | 922475108 | $1.1K | 35,000 | 0.2% |
| Fireeye Inc(FEYECHF) | COM | 31816Q101 | $1.1K | 25,000 | 0.2% |
| Barracuda Networks Inc | COM | 068323104 | $794 | 20,000 | 0.1% |