Q4 2013 Holdings
Filed 2014-01-31 | 35 holdings | $58.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Canadian Solar Inc.(CSIQ) | com | 136635109 | $52.2M | 1,750,000 | 89.7% |
| Chegg Inc(CHGG) | com | 163092109 | $4.3M | 500,000 | 7.3% |
| Facebook Inc(META) | com | 30303M102 | $218.6K | 4,000,000 | 0.4% |
| Apple Inc(AAPL) | com | 037833100 | $196.4K | 350,000 | 0.3% |
| Google Inc | com | 38259P508 | $196.1K | 175,000 | 0.3% |
| Twitter Inc(TWTRUSD) | com | 90184L102 | $143.2K | 2,250,000 | 0.2% |
| Tesla Motors, Inc.(TSLA) | com | 88160R101 | $120.3K | 800,000 | 0.2% |
| Amazon.com Inc(AMZN) | com | 023135106 | $79.8K | 200,000 | 0.1% |
| ARM Holdings PLC ADR | com | 042068106 | $68.4K | 1,250,000 | 0.1% |
| Stratasys, LTD(SSYS) | com | M85548101 | $67.4K | 500,000 | 0.1% |
| Solarcity Corp | com | 83416T100 | $56.8K | 1,000,000 | 0.1% |
| Netflix COM Inc(NFLX) | com | 64110L106 | $55.2K | 150,000 | 0.1% |
| Opentable, Inc. | com | 68372A104 | $47.6K | 600,000 | 0.1% |
| Cree Inc | com | 225447101 | $46.9K | 750,000 | 0.1% |
| Priceline.com Incorporated | com | 741503403 | $40.7K | 35,000 | 0.1% |
| Sunedison Inc | com | 86732Y109 | $39.2K | 3,000,000 | 0.1% |
| Medidata Solutions, Inc. | com | 58471A105 | $36.3K | 600,000 | 0.1% |
| Salesforce.com Inc(CRM) | com | 79466L302 | $33.1K | 600,000 | 0.1% |
| Applied Micro Circuits Corp | com | 03822W406 | $30.1K | 2,250,000 | 0.1% |
| Yelp Inc(YELP) | com | 985817105 | $27.6K | 400,000 | 0.0% |
| Baidu Inc(BIDUN) | com | 056752108 | $26.7K | 150,000 | 0.0% |
| Ruckus Wireless Inc | com | 781220108 | $24.9K | 1,750,000 | 0.0% |
| Fleetcor Technology(FLT1EUR) | com | 339041105 | $23.4K | 200,000 | 0.0% |
| Sunpower Corp(SPWRQ) | com | 867652406 | $22.4K | 750,000 | 0.0% |
| First Solar, Inc.(FSLR) | com | 336433107 | $21.9K | 400,000 | 0.0% |
| Workday Inc(WDAY) | com | 98138H101 | $20.8K | 250,000 | 0.0% |
| Invensense Inc | com | 46123D205 | $20.8K | 1,000,000 | 0.0% |
| Aruba Networks Inc | com | 043176106 | $17.9K | 1,000,000 | 0.0% |
| Ambarella Inc(AMBA) | com | G037AX101 | $16.9K | 500,000 | 0.0% |
| Zillow Inc | com | 98954A107 | $16.3K | 200,000 | 0.0% |
| 3D Systems Corporation(DDD) | com | 88554D205 | $13.9K | 150,000 | 0.0% |
| Tableau Software Inc.(DATA) | com | 87336U105 | $13.8K | 200,000 | 0.0% |
| Fireeye, Inc.(FEYECHF) | com | 31816Q101 | $10.9K | 250,000 | 0.0% |
| Allot Communications LTD(ALLT) | com | M0854Q105 | $6.1K | 400,000 | 0.0% |
| Procera Networks, Inc. | com | 74269U203 | $4.5K | 300,000 | 0.0% |