Q1 2013 Holdings
Filed 2013-08-26 | 28 holdings | $13.1M | 13F-HR/A | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Autodesk Inc(ADSK) | COM | 052769106 | $12.4M | 300,000 | 94.5% |
| Altera Corp | COM | 021441100 | $67.4K | 1,900,000 | 0.5% |
| Western Digital Corp(WDC) | COM | 958102105 | $57.8K | 1,150,000 | 0.4% |
| Apple Inc(AAPL) | COM | 037833100 | $53.1K | 120,000 | 0.4% |
| Google Inc | CL A | 38259P508 | $47.7K | 60,000 | 0.4% |
| Priceline COM Inc | COM NEW | 741503403 | $44.7K | 65,000 | 0.3% |
| Liberty Media Corp Delaware | CL A | 531229102 | $41.9K | 375,000 | 0.3% |
| Informatica Corp | COM | 45666Q102 | $36.2K | 1,050,000 | 0.3% |
| F5 Networks Inc(FFIV) | COM | 315616102 | $35.6K | 400,000 | 0.3% |
| Ultratech Inc | COM | 904034105 | $31.6K | 800,000 | 0.2% |
| Pmc-Sierra Inc | COM | 69344F106 | $29.9K | 4,400,000 | 0.2% |
| Cavium Inc | COM | 14964U108 | $29.1K | 750,000 | 0.2% |
| Sandisk Corp | COM | 80004C101 | $28.9K | 525,000 | 0.2% |
| Riverbed Technology Inc | COM | 768573107 | $28.3K | 1,900,000 | 0.2% |
| Ezchip Semiconductor Limited | ORD | M4146Y108 | $27.8K | 1,150,000 | 0.2% |
| Shutterfly Inc(SFLY) | COM | 82568P304 | $25.4K | 575,000 | 0.2% |
| Workday Inc(WDAY) | CL A | 98138H101 | $24.0K | 390,000 | 0.2% |
| Yelp Inc(YELP) | CL A | 985817105 | $20.2K | 850,000 | 0.2% |
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $19.8K | 350,000 | 0.2% |
| Tessera Technologies Inc | COM | 88164L100 | $18.8K | 1,000,000 | 0.1% |
| National Cinemedia Inc | COM | 635309107 | $17.9K | 1,136,000 | 0.1% |
| Linkedin Corp | COM CL A | 53578A108 | $17.6K | 100,000 | 0.1% |
| Research in Motion LTD | COM | 760975102 | $7.2K | 500,000 | 0.1% |
| Tesla Mtrs Inc(TSLA) | COM | 88160R101 | $6.3K | 165,000 | 0.0% |
| Homeaway Inc | COM | 43739Q100 | $4.1K | 125,000 | 0.0% |
| Netapp Inc(NTAP) | COM | 64110D104 | $1.7K | 50,000 | 0.0% |
| Ishares TRPut | PUT | 464287955 | $836 | 7,500 | 0.0% |
| Acme Packet IncCall | CALL | 004764906 | $25 | 10,000 | 0.0% |