Q1 2017 Holdings
Filed 2017-05-15 | 27 holdings | $1.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Marvell Technology Group LTD(MRVL) | ORD | G5876H105 | $125.9K | 8,248,356 | 8.3% |
| Apple Inc(AAPL) | COM | 037833100 | $118.7K | 826,475 | 7.8% |
| Symantec Corp | COM | 871503108 | $85.9K | 2,800,271 | 5.7% |
| Pandora Media IncCall | COM | 698354107 | $81.1K | 6,868,700 | 5.4% |
| Qorvo Inc(QRVO) | COM | 74736K101 | $81.0K | 1,181,189 | 5.3% |
| IAC Interactivecorp(IACIEUR) | COM | 44919P508 | $77.6K | 1,052,539 | 5.1% |
| Expedia Inc del(EXPE) | COM NEW | 30212P303 | $75.5K | 598,260 | 5.0% |
| Logmein Inc | COM | 54142L109 | $73.6K | 755,179 | 4.9% |
| Netflix Inc(NFLX) | COM | 64110L106 | $70.5K | 477,257 | 4.7% |
| Zynga Inc(ZNGAEUR) | CL A | 98986T108 | $67.0K | 23,517,513 | 4.4% |
| Netflix Inc(NFLX)Call | COM | 64110L106 | $65.3K | 441,800 | 4.3% |
| Pegasystems Inc(PEGA) | COM | 705573103 | $55.8K | 1,272,893 | 3.7% |
| Zynga Inc(ZNGAEUR)Call | CL A | 98986T108 | $55.6K | 19,517,100 | 3.7% |
| Amazon COM Inc(AMZN)Call | COM | 023135106 | $55.3K | 62,400 | 3.7% |
| Computer Sciences Corp | COM | 205363104 | $54.4K | 787,870 | 3.6% |
| Wayfair Inc(W) | CL A | 94419L101 | $49.0K | 1,209,169 | 3.2% |
| Ultimate Software Group Inc | COM | 90385D107 | $48.7K | 249,322 | 3.2% |
| Shopify Inc(SHOP) | CL A | 82509L107 | $47.9K | 703,962 | 3.2% |
| Broadcom LTD(AVGO) | SHS | Y09827109 | $44.6K | 203,520 | 2.9% |
| Paycom Software Inc(PAYC) | COM | 70432V102 | $38.7K | 672,069 | 2.6% |
| Nvidia Corp(NVDA) | COM | 67066G104 | $34.8K | 319,420 | 2.3% |
| Priceline GRP Inc | COM NEW | 741503403 | $28.3K | 15,923 | 1.9% |
| Workday Inc(WDAY)Call | CL A | 98138H101 | $28.1K | 337,300 | 1.9% |
| Workday Inc(WDAY) | CL A | 98138H101 | $26.5K | 318,264 | 1.7% |
| Splunk Inc(SPLKCHF)Call | COM | 848637104 | $23.4K | 375,500 | 1.5% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $1.2K | 1,390 | 0.1% |
| Pandora Media Inc | COM | 698354107 | $185 | 15,666 | 0.0% |