Q1 2015 Holdings
Filed 2015-05-14 | 120 holdings | $16.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Akamai Technologies Inc(AKAM) | COM | 00971T101 | $5.1M | 71,216 | 31.3% |
| Canadian Solar Inc(CSIQ) | COM | 136635109 | $3.2M | 96,106 | 19.8% |
| Cadence Design System Inc(CDNS) | COM | 127387108 | $2.8M | 153,805 | 17.5% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $2.5M | 90,408 | 15.4% |
| Criteo S A(CRTO) | SPONS ADS | 226718104 | $1.0M | 25,803 | 6.3% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $833.0K | 10,001 | 5.1% |
| Autodesk Inc(ADSK) | COM | 052769106 | $640.0K | 10,907 | 4.0% |
| Powershares QQQ TrustPut | UNIT SER 1 | 73935A104 | $5.8K | 54,700 | 0.0% |
| Applied Matls Inc(AMAT) | COM | 038222105 | $5.7K | 268,891 | 0.0% |
| Western Digital Corp(WDC) | COM | 958102105 | $5.5K | 60,000 | 0.0% |
| Cypress Semiconductor Corp(CYEUR) | COM | 232806109 | $5.2K | 370,219 | 0.0% |
| Fireeye Inc(FEYECHF) | COM | 31816Q101 | $4.2K | 105,903 | 0.0% |
| Apple Inc(AAPL) | COM | 037833100 | $4.1K | 33,096 | 0.0% |
| Avago Technologies LTD | SHS | Y0486S104 | $4.1K | 31,938 | 0.0% |
| Level 3 Communications Inc | COM NEW | 52729N308 | $4.0K | 74,929 | 0.0% |
| Broadcom Corp | CL A | 111320107 | $3.9K | 90,043 | 0.0% |
| JDS Uniphase Corp | COM PAR $0.001 | 46612J507 | $3.3K | 249,186 | 0.0% |
| Groupon Inc | COM CL A | 399473107 | $3.2K | 440,976 | 0.0% |
| Marvell Technology Group LTD(MRVL) | ORD | G5876H105 | $3.2K | 216,186 | 0.0% |
| Super Micro Computer Inc(SMCIUSD) | COM | 86800U104 | $2.9K | 86,721 | 0.0% |
| Twitter Inc(TWTRUSD) | COM | 90184L102 | $2.7K | 52,989 | 0.0% |
| Facebook Inc(META) | CL A | 30303M102 | $2.6K | 31,643 | 0.0% |
| Linkedin Corp | COM CL A | 53578A108 | $2.5K | 10,003 | 0.0% |
| Integrated Device Technology | COM | 458118106 | $2.4K | 121,497 | 0.0% |
| Tableau Software Inc(DATA) | CL A | 87336U105 | $2.4K | 25,815 | 0.0% |
| Nokia Corp(NOK) | SPONSORED ADR | 654902204 | $2.2K | 292,657 | 0.0% |
| China Mobile Limited | SPONSORED ADR | 16941M109 | $2.0K | 30,154 | 0.0% |
| Time Warner Cable Inc | COM | 88732J207 | $1.9K | 12,937 | 0.0% |
| T Mobile US Inc(TMUS) | COM | 872590104 | $1.9K | 61,007 | 0.0% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $1.8K | 17,425 | 0.0% |
| Dish Network Corp(DISH) | CL A | 25470M109 | $1.8K | 25,987 | 0.0% |
| 21Vianet Group Inc(VNET) | SPONSORED ADR | 90138A103 | $1.8K | 101,913 | 0.0% |
| Zayo Group Hldgs Inc | COM | 98919V105 | $1.7K | 60,000 | 0.0% |
| Vmware Inc(VMWEUR) | CL A COM | 928563402 | $1.7K | 20,405 | 0.0% |
| Finisar Corp(FNSR) | COM NEW | 31787A507 | $1.6K | 76,325 | 0.0% |
| MA COM Technology Solutions(MTSI) | COM | 55405Y100 | $1.3K | 35,469 | 0.0% |
| Nexstar Broadcasting Group I(NXST) | CL A | 65336K103 | $1.2K | 21,143 | 0.0% |
| Disney Walt Co(DIS)Call | COM DISNEY | 254687106 | $1.0K | 10,000 | 0.0% |
| Cyrusone Inc(CONE1EUR) | COM | 23283R100 | $999 | 32,120 | 0.0% |
| Cnova N V | SHS | N20947102 | $925 | 147,063 | 0.0% |
| E M C Corp Mass | COM | 268648102 | $770 | 30,139 | 0.0% |
| Jabil Circuit Inc(JBL) | COM | 466313103 | $702 | 30,000 | 0.0% |
| Comcast Corp New(CMCSA) | CL A | 20030N101 | $645 | 11,420 | 0.0% |
| Ruckus Wireless Inc | COM | 781220108 | $643 | 50,000 | 0.0% |
| NXP Semiconductors N V(NXPI) | COM | N6596X109 | $638 | 6,354 | 0.0% |
| Interxion Holding N.v | SHS | N47279109 | $637 | 22,590 | 0.0% |
| Rubicon Proj Inc | COM | 78112V102 | $620 | 34,591 | 0.0% |
| Lendingtree Inc New(TREE) | COM | 52603B107 | $591 | 10,545 | 0.0% |
| Telecom Argentina S A(TEO) | SPON ADR REP B | 879273209 | $550 | 24,193 | 0.0% |
| Synnex Corp(SNX) | COM | 87162W100 | $541 | 7,000 | 0.0% |