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 |
|---|---|---|---|---|---|
| Western Digital Corp(WDC) | COM | 958102105 | $5.5K | 60,000 | 0.0% |
| Applied Matls Inc(AMAT) | COM | 038222105 | $5.7K | 268,891 | 0.0% |
| Powershares QQQ TrustPut | UNIT SER 1 | 73935A104 | $5.8K | 54,700 | 0.0% |
| Autodesk Inc(ADSK) | COM | 052769106 | $640.0K | 10,907 | 4.0% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $833.0K | 10,001 | 5.1% |
| Criteo S A(CRTO) | SPONS ADS | 226718104 | $1.0M | 25,803 | 6.3% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $2.5M | 90,408 | 15.4% |
| Cadence Design System Inc(CDNS) | COM | 127387108 | $2.8M | 153,805 | 17.5% |
| Canadian Solar Inc(CSIQ) | COM | 136635109 | $3.2M | 96,106 | 19.8% |
| Akamai Technologies Inc(AKAM) | COM | 00971T101 | $5.1M | 71,216 | 31.3% |