Q3 2013 Holdings
Filed 2013-11-14 | 25 holdings | $32.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ciena Corp(CIEN) | COM NEW | 171779309 | $20.0M | 800,000 | 60.9% |
| Autodesk Inc(ADSK) | COM | 052769106 | $12.4M | 300,000 | 37.6% |
| Apple Inc(AAPL) | COM | 037833100 | $42.9K | 90,000 | 0.1% |
| Priceline COM Inc | COM NEW | 741503403 | $40.4K | 40,000 | 0.1% |
| Facebook Inc(META) | CL A | 30303M102 | $37.7K | 750,000 | 0.1% |
| Altera Corp | COM | 021441100 | $37.2K | 1,000,000 | 0.1% |
| F5 Networks Inc(FFIV) | COM | 315616102 | $30.9K | 360,000 | 0.1% |
| Liberty Media Corp Delaware | CL A | 531229102 | $29.4K | 200,000 | 0.1% |
| Informatica Corp | COM | 45666Q102 | $29.2K | 750,000 | 0.1% |
| Cavium Inc | COM | 14964U108 | $26.8K | 650,000 | 0.1% |
| Vmware Inc(VMWEUR) | CL A COM | 928563402 | $26.3K | 325,000 | 0.1% |
| Micron Technology Inc(MU) | COM | 595112103 | $25.3K | 1,450,000 | 0.1% |
| Workday Inc(WDAY) | CL A | 98138H101 | $19.0K | 235,000 | 0.1% |
| National Cinemedia Inc | COM | 635309107 | $18.9K | 1,000,000 | 0.1% |
| Linkedin Corp | COM CL A | 53578A108 | $18.5K | 75,000 | 0.1% |
| Equinix Inc | COM NEW | 29444U502 | $18.4K | 100,000 | 0.1% |
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $18.3K | 400,000 | 0.1% |
| Tessera Technologies Inc | COM | 88164L100 | $18.1K | 935,000 | 0.1% |
| Shutterfly Inc(SFLY) | COM | 82568P304 | $15.4K | 275,000 | 0.0% |
| Logmein Inc | COM | 54142L109 | $14.7K | 475,000 | 0.0% |
| Tesla Mtrs Inc(TSLA) | COM | 88160R101 | $11.6K | 60,000 | 0.0% |
| Garmin LTD(GRMN) | SHS | H2906T109 | $11.3K | 250,000 | 0.0% |
| 3-D SYS Corp del(DDD) | COM NEW | 88554D205 | $4.3K | 80,000 | 0.0% |
| Research in Motion LTD | COM | 760975102 | $795 | 100,000 | 0.0% |
| IsharesPut | PUT | 464287955 | $277 | 2,000 | 0.0% |