Q2 2014 Holdings
Filed 2014-08-14 | 26 holdings | $817.6K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Zulily Inc | CL A | 989774104 | $75.8K | 1,850,000 | 9.3% |
| Verisign Inc(VRSN) | COM | 92343E102 | $63.5K | 1,300,000 | 7.8% |
| 58 COM Inc(WUBAUSD) | SPON ADR REP A | 31680Q104 | $56.8K | 1,050,000 | 6.9% |
| Crown Castle Intl Corp | COM | 228227104 | $52.0K | 700,000 | 6.4% |
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $50.3K | 600,000 | 6.2% |
| Veeva SYS Inc(VEEV) | CL A COM | 922475108 | $50.3K | 1,975,000 | 6.1% |
| Grupo Televisa SA(TLV) | SPON ADR REP ORD | 40049J206 | $42.9K | 1,250,000 | 5.2% |
| Linkedin Corp | COM CL A | 53578A108 | $41.2K | 240,000 | 5.0% |
| TAL ED Group(TAL) | ADS REPSTG COM | 874080104 | $40.6K | 1,478,000 | 5.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $39.0K | 120,000 | 4.8% |
| Micron Technology Inc(MU) | COM | 595112103 | $37.9K | 1,150,000 | 4.6% |
| American Tower Corp New(AMT) | COM | 03027X100 | $36.0K | 400,000 | 4.4% |
| Equinix Inc | COM NEW | 29444U502 | $33.6K | 160,000 | 4.1% |
| Vipshop Hldgs LTD(VIPS) | SPONSORED ADR | 92763W103 | $28.2K | 150,000 | 3.4% |
| Google Inc | CL A | 38259P508 | $27.2K | 46,500 | 3.3% |
| Workday Inc(WDAY) | CL A | 98138H101 | $27.0K | 300,000 | 3.3% |
| Google Inc | CL C | 38259P706 | $25.0K | 43,500 | 3.1% |
| Jumei Intl Hldg LTD | SPONSORED ADR | 48138L107 | $23.1K | 850,000 | 2.8% |
| Tableau Software Inc(DATA) | CL A | 87336U105 | $22.5K | 315,000 | 2.7% |
| Facebook Inc(META) | CL A | 30303M102 | $10.1K | 150,000 | 1.2% |
| New Oriental ED & Tech GRP I | SPON ADR | 647581107 | $10.0K | 375,000 | 1.2% |
| Opower Inc | COM | 68375Y109 | $9.0K | 480,000 | 1.1% |
| Pandora Media Inc | COM | 698354107 | $6.5K | 220,000 | 0.8% |
| Arista Networks Inc(ANETEUR) | COM | 040413106 | $6.1K | 97,350 | 0.7% |
| Costar Group Inc(CSGP) | COM | 22160N109 | $2.4K | 15,000 | 0.3% |
| Mobileiron Inc(MOBL) | COM NEW | 60739U204 | $952 | 100,000 | 0.1% |