Q3 2014 Holdings
Filed 2014-11-14 | 27 holdings | $65.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $64.4M | 725,000 | 98.9% |
| Zulily Inc | CL A | 989774104 | $79.6K | 2,100,000 | 0.1% |
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $58.9K | 600,000 | 0.1% |
| Linkedin Corp | COM CL A | 53578A108 | $49.9K | 240,000 | 0.1% |
| Crown Castle Intl Corp | COM | 228227104 | $44.3K | 550,000 | 0.1% |
| Workday Inc(WDAY) | CL A | 98138H101 | $43.3K | 525,000 | 0.1% |
| Vipshop Hldgs LTD(VIPS) | SPONSORED ADR | 92763W103 | $42.5K | 225,000 | 0.1% |
| Servicenow Inc(NOW) | COM | 81762P102 | $42.3K | 720,000 | 0.1% |
| Verisign Inc(VRSN) | COM | 92343E102 | $41.3K | 750,000 | 0.1% |
| Grupo Televisa SA(TLV) | SPON ADR REP ORD | 40049J206 | $40.7K | 1,200,000 | 0.1% |
| Micron Technology Inc(MU) | COM | 595112103 | $39.4K | 1,150,000 | 0.1% |
| TAL ED Group(TAL) | ADS REPSTG COM | 874080104 | $34.9K | 1,000,000 | 0.1% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $32.2K | 100,000 | 0.0% |
| 58 COM Inc(WUBAUSD) | SPON ADR REP A | 31680Q104 | $30.7K | 825,000 | 0.0% |
| Veeva SYS Inc(VEEV) | CL A COM | 922475108 | $23.5K | 834,717 | 0.0% |
| American Tower Corp New(AMT) | COM | 03027X100 | $21.1K | 225,000 | 0.0% |
| Tableau Software Inc(DATA) | CL A | 87336U105 | $20.0K | 275,000 | 0.0% |
| Google Inc | CL A | 38259P508 | $18.5K | 31,500 | 0.0% |
| Google Inc | CL C | 38259P706 | $16.5K | 28,500 | 0.0% |
| Pandora Media Inc | COM | 698354107 | $12.1K | 500,000 | 0.0% |
| Facebook Inc(META) | CL A | 30303M102 | $11.9K | 150,000 | 0.0% |
| Costar Group Inc(CSGP) | COM | 22160N109 | $11.7K | 75,000 | 0.0% |
| Opower Inc | COM | 68375Y109 | $9.4K | 500,000 | 0.0% |
| Arista Networks Inc(ANETEUR) | COM | 040413106 | $8.6K | 97,350 | 0.0% |
| Tripadvisor Inc(TRIP) | COM | 896945201 | $4.6K | 50,000 | 0.0% |
| Cornerstone Ondemand Inc(CSOD) | COM | 21925Y103 | $2.6K | 75,000 | 0.0% |
| Mobileiron Inc(MOBL) | COM NEW | 60739U204 | $1.1K | 100,000 | 0.0% |