Q4 2014 Holdings
Filed 2015-02-17 | 25 holdings | $52.6M | 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 | $52.0M | 500,000 | 98.7% |
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $61.3K | 500,000 | 0.1% |
| Linkedin Corp | COM CL A | 53578A108 | $55.1K | 240,000 | 0.1% |
| Servicenow Inc(NOW) | COM | 81762P102 | $48.9K | 720,000 | 0.1% |
| 58 COM Inc(WUBAUSD) | SPON ADR REP A | 31680Q104 | $44.7K | 1,075,000 | 0.1% |
| Zulily Inc | CL A | 989774104 | $44.5K | 1,900,000 | 0.1% |
| Vipshop Hldgs LTD(VIPS) | SPONSORED ADR | 92763W103 | $44.0K | 2,250,000 | 0.1% |
| Workday Inc(WDAY) | CL A | 98138H101 | $40.8K | 500,000 | 0.1% |
| Micron Technology Inc(MU) | COM | 595112103 | $40.3K | 1,150,000 | 0.1% |
| Verisign Inc(VRSN) | COM | 92343E102 | $39.9K | 700,000 | 0.1% |
| JD COM Inc(JD) | SPON ADR CL A | 47215P106 | $34.7K | 1,500,000 | 0.1% |
| Zayo Group Hldgs Inc | COM | 98919V105 | $33.2K | 1,085,860 | 0.1% |
| Grupo Televisa SA(TLV) | SPON ADR REP ORD | 40049J206 | $28.1K | 825,000 | 0.1% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $27.9K | 90,000 | 0.1% |
| Tripadvisor Inc(TRIP) | COM | 896945201 | $23.9K | 320,000 | 0.0% |
| Tableau Software Inc(DATA) | CL A | 87336U105 | $17.0K | 200,000 | 0.0% |
| TAL ED Group(TAL) | ADS REPSTG COM | 874080104 | $16.9K | 600,000 | 0.0% |
| Zillow Inc | CL A | 98954A107 | $15.4K | 145,000 | 0.0% |
| Costar Group Inc(CSGP) | COM | 22160N109 | $13.8K | 75,000 | 0.0% |
| Facebook Inc(META) | CL A | 30303M102 | $11.7K | 150,000 | 0.0% |
| Cornerstone Ondemand Inc(CSOD) | COM | 21925Y103 | $7.9K | 225,000 | 0.0% |
| Opower Inc | COM | 68375Y109 | $7.1K | 500,000 | 0.0% |
| Veeva SYS Inc(VEEV) | CL A COM | 922475108 | $6.6K | 250,000 | 0.0% |
| Pandora Media Inc | COM | 698354107 | $5.3K | 300,000 | 0.0% |
| Mobileiron Inc(MOBL) | COM NEW | 60739U204 | $996 | 100,000 | 0.0% |