Q4 2014 Holdings
Filed 2015-02-25 | 63 holdings | $8.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Canadian Solar Inc(CSIQ) | COM | 136635109 | $3.0M | 124,864 | 35.8% |
| Akamai Technologies Inc(AKAM) | COM | 00971T101 | $2.0M | 31,102 | 23.2% |
| Crown Castle Intl Corp New(CCI) | COM | 22822V101 | $1.5M | 19,547 | 18.2% |
| Cadence Design System Inc(CDNS) | COM | 127387108 | $1.5M | 80,822 | 18.1% |
| Criteo S A(CRTO) | SPONS ADS | 226718104 | $312.0K | 7,730 | 3.7% |
| Google IncCall | CL A | 38259P508 | $6.6K | 12,400 | 0.1% |
| Facebook Inc(META) | CL A | 30303M102 | $5.4K | 69,591 | 0.1% |
| Broadcom Corp | CL A | 111320107 | $5.4K | 124,206 | 0.1% |
| Apple Inc(AAPL) | COM | 037833100 | $5.3K | 48,426 | 0.1% |
| Amazon COM Inc(AMZN)Call | COM | 023135106 | $3.8K | 12,400 | 0.0% |
| Fireeye Inc(FEYECHF) | COM | 31816Q101 | $3.7K | 117,692 | 0.0% |
| Applied Matls Inc(AMAT) | COM | 038222105 | $3.1K | 122,779 | 0.0% |
| Western Digital Corp(WDC) | COM | 958102105 | $3.0K | 27,490 | 0.0% |
| Google Inc | CL A | 38259P508 | $2.9K | 5,517 | 0.0% |
| Avago Technologies LTD | SHS | Y0486S104 | $2.7K | 26,822 | 0.0% |
| T Mobile US Inc(TMUS) | COM | 872590104 | $2.6K | 97,931 | 0.0% |
| Level 3 Communications Inc | COM NEW | 52729N308 | $2.5K | 49,877 | 0.0% |
| Nokia Corp(NOK) | SPONSORED ADR | 654902204 | $2.4K | 311,243 | 0.0% |
| E M C Corp Mass | COM | 268648102 | $2.4K | 81,053 | 0.0% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $2.2K | 37,322 | 0.0% |
| Ishares TR(IWM)Call | RUSSELL 2000 ETF | 464287655 | $1.9K | 15,500 | 0.0% |
| Tableau Software Inc(DATA) | CL A | 87336U105 | $1.7K | 19,986 | 0.0% |
| Apple Inc(AAPL)Call | COM | 037833100 | $1.6K | 14,900 | 0.0% |
| Micron Technology Inc(MU) | COM | 595112103 | $1.6K | 46,468 | 0.0% |
| Cypress Semiconductor Corp(CYEUR) | COM | 232806109 | $1.6K | 113,324 | 0.0% |
| Commscope Hldg Co Inc(VISN) | COM | 20337X109 | $1.5K | 67,161 | 0.0% |
| Integrated Device Technology | COM | 458118106 | $1.5K | 75,457 | 0.0% |
| Pandora Media Inc | COM | 698354107 | $1.4K | 77,234 | 0.0% |
| Twitter Inc(TWTRUSD)Call | COM | 90184L102 | $1.3K | 37,300 | 0.0% |
| Marvell Technology Group LTD(MRVL) | ORD | G5876H105 | $1.2K | 84,573 | 0.0% |
| American Tower Corp New(AMT) | COM | 03027X100 | $1.2K | 12,391 | 0.0% |
| Twitter Inc(TWTRUSD) | COM | 90184L102 | $1.1K | 31,090 | 0.0% |
| Super Micro Computer Inc(SMCIUSD) | COM | 86800U104 | $1.0K | 28,829 | 0.0% |
| LAM Research Corp(LRCXEUR) | COM | 512807108 | $986 | 12,427 | 0.0% |
| Dish Network Corp(DISH) | CL A | 25470M109 | $980 | 13,442 | 0.0% |
| Cnova N V | SHS | N20947102 | $860 | 108,722 | 0.0% |
| Servicenow Inc(NOW) | COM | 81762P102 | $841 | 12,391 | 0.0% |
| Oracle Corp(ORCL) | COM | 68389X105 | $791 | 17,585 | 0.0% |
| Linkedin Corp | COM CL A | 53578A108 | $765 | 3,331 | 0.0% |
| Hewlett Packard Co | COM | 428236103 | $747 | 18,624 | 0.0% |
| Nexstar Broadcasting Group I(NXST) | CL A | 65336K103 | $644 | 12,440 | 0.0% |
| Yahoo IncCall | COM | 984332106 | $626 | 12,400 | 0.0% |
| Clubcorp Hldgs Inc | COM | 18948M108 | $534 | 29,763 | 0.0% |
| Time Warner Inc | COM NEW | 887317303 | $531 | 6,220 | 0.0% |
| Atmel Corp | COM | 049513104 | $522 | 62,207 | 0.0% |
| Finisar Corp(FNSR) | COM NEW | 31787A507 | $378 | 19,468 | 0.0% |
| Intel Corp(INTC) | COM | 458140100 | $377 | 10,394 | 0.0% |
| Telecom Argentina S A(TEO) | SPON ADR REP B | 879273209 | $355 | 18,360 | 0.0% |
| Himax Technologies Inc(HIMX) | SPONSORED ADR | 43289P106 | $350 | 43,370 | 0.0% |
| Yandex N V(NBIS) | SHS CLASS A | N97284108 | $337 | 18,771 | 0.0% |