Q2 2013 Holdings
Filed 2013-08-14 | 33 holdings | $31.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ciena Corp(CIEN) | COM NEW | 171779309 | $15.5M | 800,000 | 49.4% |
| Autodesk Inc(ADSK) | COM | 052769106 | $15.3M | 450,000 | 48.6% |
| Priceline COM Inc | COM NEW | 741503403 | $49.6K | 60,000 | 0.2% |
| Liberty Media Corp Delaware | CL A | 531229102 | $38.0K | 300,000 | 0.1% |
| Western Digital Corp(WDC) | COM | 958102105 | $35.7K | 575,000 | 0.1% |
| Altera Corp | COM | 021441100 | $33.0K | 1,000,000 | 0.1% |
| Apple Inc(AAPL) | COM | 037833100 | $29.7K | 75,000 | 0.1% |
| Informatica Corp | COM | 45666Q102 | $29.7K | 850,000 | 0.1% |
| Yahoo Inc | COM | 984332106 | $28.9K | 1,150,000 | 0.1% |
| Cavium Inc | COM | 14964U108 | $27.4K | 775,000 | 0.1% |
| Riverbed Technology Inc | COM | 768573107 | $26.5K | 1,700,000 | 0.1% |
| Google Inc | CL A | 38259P508 | $26.4K | 30,000 | 0.1% |
| Pmc-Sierra Inc | COM | 69344F106 | $22.2K | 3,500,000 | 0.1% |
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $21.1K | 500,000 | 0.1% |
| Shutterfly Inc(SFLY) | COM | 82568P304 | $20.9K | 375,000 | 0.1% |
| Tessera Technologies Inc | COM | 88164L100 | $20.6K | 990,000 | 0.1% |
| Tesla Mtrs Inc(TSLA) | COM | 88160R101 | $20.4K | 190,000 | 0.1% |
| Ezchip Semiconductor Limited | ORD | M4146Y108 | $20.2K | 750,000 | 0.1% |
| Linkedin Corp | COM CL A | 53578A108 | $20.0K | 112,000 | 0.1% |
| Ishares TR(HDV) | HGH DIV EQT FD | 46429B663 | $19.9K | 300,000 | 0.1% |
| F5 Networks Inc(FFIV) | COM | 315616102 | $19.3K | 280,000 | 0.1% |
| National Cinemedia Inc | COM | 635309107 | $19.0K | 1,125,000 | 0.1% |
| Ultratech Inc | COM | 904034105 | $15.8K | 430,000 | 0.1% |
| Workday Inc(WDAY) | CL A | 98138H101 | $15.4K | 240,000 | 0.0% |
| Equinix Inc | COM NEW | 29444U502 | $12.9K | 70,000 | 0.0% |
| Logmein Inc | COM | 54142L109 | $12.8K | 525,000 | 0.0% |
| Micron Technology Inc(MU) | COM | 595112103 | $10.7K | 750,000 | 0.0% |
| Vmware Inc(VMWEUR) | CL A COM | 928563402 | $8.7K | 130,000 | 0.0% |
| Research in Motion LTD | COM | 760975102 | $4.7K | 450,000 | 0.0% |
| F5 Networks IncCall | CALL | 315616902 | $915 | 3,000 | 0.0% |
| Powershares QQQ TrustPut | PUT | 73935A954 | $679 | 7,500 | 0.0% |
| 3-D SYS Corp del(DDD) | COM NEW | 88554D205 | $659 | 15,000 | 0.0% |
| Select Sector Spdr TRPut | PUT | 81369Y957 | $656 | 6,250 | 0.0% |