Q3 2013 Holdings
Filed 2013-11-13 | 21 holdings | $53.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Apple Inc(AAPL)Call | COM | 037833100 | $7.2K | 15,000 | 13.4% |
| Apple Inc(AAPL) | COM | 037833100 | $6.1K | 12,845 | 11.5% |
| American Tower Corp New(AMT) | COM | 03027X100 | $5.7K | 77,126 | 10.7% |
| Priceline COM Inc | COM NEW | 741503403 | $3.3K | 3,298 | 6.2% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $3.3K | 10,470 | 6.1% |
| Mastercard Inc(MA) | CL A | 57636Q104 | $3.2K | 4,820 | 6.1% |
| Vmware Inc(VMWEUR) | CL A COM | 928563402 | $3.2K | 39,701 | 6.0% |
| Facebook Inc(META) | CL A | 30303M102 | $2.9K | 57,478 | 5.4% |
| Cliffs NAT RES Inc | COM | 18683K101 | $2.6K | 128,462 | 4.9% |
| F5 Networks Inc(FFIV) | COM | 315616102 | $2.6K | 30,101 | 4.8% |
| Grainger W W Inc(GWW) | COM | 384802104 | $2.3K | 8,608 | 4.2% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $1.9K | 36,134 | 3.5% |
| Omnivision Technologies Inc | COM | 682128103 | $1.9K | 120,927 | 3.5% |
| Splunk Inc(SPLKCHF) | COM | 848637104 | $1.4K | 23,160 | 2.6% |
| Pandora Media Inc | COM | 698354107 | $1.2K | 46,271 | 2.2% |
| Ruckus Wireless Inc | COM | 781220108 | $982 | 58,320 | 1.8% |
| Tableau Software Inc(DATA) | CL A | 87336U105 | $960 | 13,478 | 1.8% |
| Cavium Inc | COM | 14964U108 | $955 | 23,186 | 1.8% |
| Infoblox Inc | COM | 45672H104 | $715 | 17,105 | 1.3% |
| Zillow Inc | CL A | 98954A107 | $692 | 8,203 | 1.3% |
| Groupon Inc | COM CL A | 399473107 | $454 | 40,531 | 0.8% |