Q1 2014 Holdings
Filed 2014-05-15 | 26 holdings | $738.1K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Crown Castle Intl Corp | COM | 228227104 | $62.7K | 850,000 | 8.5% |
| Verisign Inc(VRSN) | COM | 92343E102 | $58.0K | 1,075,000 | 7.9% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $57.2K | 170,000 | 7.7% |
| Google Inc | CL A | 38259P508 | $47.4K | 42,500 | 6.4% |
| Grupo Televisa SA(TLV) | SPON ADR REP ORD | 40049J206 | $46.6K | 1,400,000 | 6.3% |
| Zulily Inc | CL A | 989774104 | $43.9K | 875,000 | 6.0% |
| 58 COM Inc(WUBAUSD) | SPON ADR REP A | 31680Q104 | $43.5K | 1,045,000 | 5.9% |
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $41.2K | 600,000 | 5.6% |
| Linkedin Corp | COM CL A | 53578A108 | $39.8K | 215,000 | 5.4% |
| Micron Technology Inc(MU) | COM | 595112103 | $35.5K | 1,500,000 | 4.8% |
| Yandex N V(NBIS) | SHS CLASS A | N97284108 | $34.7K | 1,150,000 | 4.7% |
| TAL ED Group(TAL) | ADS REPSTG COM | 874080104 | $31.2K | 1,385,204 | 4.2% |
| Equinix Inc | COM NEW | 29444U502 | $27.7K | 150,000 | 3.8% |
| Textura Corp | COM | 883211104 | $26.3K | 1,043,096 | 3.6% |
| Vipshop Hldgs LTD(VIPS) | SPONSORED ADR | 92763W103 | $22.4K | 150,000 | 3.0% |
| American Tower Corp New(AMT) | COM | 03027X100 | $21.3K | 260,000 | 2.9% |
| Facebook Inc(META) | CL A | 30303M102 | $21.1K | 350,000 | 2.9% |
| Veeva SYS Inc(VEEV) | CL A COM | 922475108 | $18.0K | 675,000 | 2.4% |
| New Oriental ED & Tech GRP I | SPON ADR | 647581107 | $15.4K | 525,000 | 2.1% |
| Trulia Inc | COM | 897888103 | $14.1K | 425,000 | 1.9% |
| Pegasystems Inc(PEGA) | COM | 705573103 | $13.6K | 384,703 | 1.8% |
| Nimble Storage Inc | COM | 65440R101 | $7.6K | 200,500 | 1.0% |
| Twitter Inc(TWTRUSD) | COM | 90184L102 | $6.1K | 129,674 | 0.8% |
| Fireeye Inc(FEYECHF) | COM | 31816Q101 | $1.5K | 25,000 | 0.2% |
| 21Vianet Group Inc(VNET) | SPONSORED ADR | 90138A103 | $718 | 25,000 | 0.1% |
| Barracuda Networks Inc | COM | 068323104 | $679 | 20,000 | 0.1% |