Q4 2016 Holdings
Filed 2017-02-14 | 30 holdings | $1.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Marvell Technology Group LTD(MRVL) | ORD | G5876H105 | $134.8K | 9,717,354 | 9.6% |
| Amazon COM Inc(AMZN)Call | COM | 023135106 | $87.7K | 116,900 | 6.2% |
| Symantec Corp | COM | 871503108 | $86.3K | 3,612,624 | 6.1% |
| Nvidia Corp(NVDA) | COM | 67066G104 | $68.2K | 638,820 | 4.8% |
| Ishares TR(HEWJ) | HDG MSCI JAPAN | 46434V886 | $66.6K | 2,397,097 | 4.7% |
| Zynga Inc(ZNGAEUR) | CL A | 98986T108 | $63.6K | 24,732,404 | 4.5% |
| Grubhub Inc | COM | 400110102 | $62.1K | 1,650,157 | 4.4% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $61.6K | 82,213 | 4.4% |
| Wayfair Inc(W) | CL A | 94419L101 | $56.3K | 1,607,298 | 4.0% |
| Shopify Inc(SHOP) | CL A | 82509L107 | $55.7K | 1,298,367 | 3.9% |
| Qorvo Inc(QRVO) | COM | 74736K101 | $55.4K | 1,051,085 | 3.9% |
| IAC Interactivecorp(IACIEUR) | COM | 44919P508 | $51.9K | 801,196 | 3.7% |
| Netflix Inc(NFLX)Call | COM | 64110L106 | $51.1K | 412,400 | 3.6% |
| Computer Sciences Corp | COM | 205363104 | $50.6K | 851,417 | 3.6% |
| Netflix Inc(NFLX) | COM | 64110L106 | $49.5K | 399,448 | 3.5% |
| Broadcom LTD(AVGO) | SHS | Y09827109 | $48.4K | 273,656 | 3.4% |
| Pandora Media IncCall | COM | 698354107 | $48.4K | 3,709,100 | 3.4% |
| Logmein Inc | COM | 54142L109 | $43.6K | 452,009 | 3.1% |
| Broadcom LTD(AVGO)Call | SHS | Y09827109 | $33.5K | 189,400 | 2.4% |
| Priceline GRP Inc | COM NEW | 741503403 | $32.4K | 22,099 | 2.3% |
| Fitbit Inc(FITEUR)Call | CL A | 33812L102 | $27.1K | 3,698,800 | 1.9% |
| Workday Inc(WDAY)Call | CL A | 98138H101 | $25.7K | 389,500 | 1.8% |
| Intel Corp(INTC) | COM | 458140100 | $24.0K | 662,668 | 1.7% |
| Pegasystems Inc(PEGA) | COM | 705573103 | $23.8K | 661,696 | 1.7% |
| Pandora Media Inc | COM | 698354107 | $22.7K | 1,743,300 | 1.6% |
| Grubhub IncCall | COM | 400110102 | $22.0K | 585,100 | 1.6% |
| Paycom Software Inc(PAYC) | COM | 70432V102 | $21.1K | 463,644 | 1.5% |
| Expedia Inc del(EXPE) | COM NEW | 30212P303 | $17.5K | 154,565 | 1.2% |
| Gamestop Corp New(GME)Put | CL A | 36467W109 | $11.0K | 437,400 | 0.8% |
| Workday Inc(WDAY) | CL A | 98138H101 | $7.8K | 117,472 | 0.6% |