Q1 2014 Holdings
Filed 2014-05-09 | 30 holdings | $71.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Canadian Solar Inc.(CSIQ) | com | 136635109 | $56.1M | 1,750,000 | 78.4% |
| Criteo SA(CRTO) | com | 226718104 | $10.1M | 250,000 | 14.2% |
| Chegg Inc(CHGG) | com | 163092109 | $3.5M | 500,000 | 4.9% |
| Tesla Motors, Inc.(TSLA) | com | 88160R101 | $260.6K | 1,250,000 | 0.4% |
| Google Inc | com | 38259P508 | $222.9K | 200,000 | 0.3% |
| Twitter Inc(TWTRUSD) | com | 90184L102 | $210.0K | 4,500,000 | 0.3% |
| Apple Inc(AAPL) | com | 037833100 | $134.2K | 250,000 | 0.2% |
| Facebook Inc(META) | com | 30303M102 | $120.5K | 2,000,000 | 0.2% |
| Solarcity Corp | com | 83416T100 | $93.9K | 1,500,000 | 0.1% |
| Sunedison Inc | com | 86732Y109 | $65.9K | 3,500,000 | 0.1% |
| Opentable, Inc. | com | 68372A104 | $57.7K | 750,000 | 0.1% |
| Zillow Inc | com | 98954A107 | $52.9K | 600,000 | 0.1% |
| Netflix COM Inc(NFLX) | com | 64110L106 | $52.8K | 150,000 | 0.1% |
| ARM Holdings PLC ADR | com | 042068106 | $51.0K | 1,000,000 | 0.1% |
| Amazon.com Inc(AMZN) | com | 023135106 | $50.5K | 150,000 | 0.1% |
| Medidata Solutions, Inc. | com | 58471A105 | $48.9K | 900,000 | 0.1% |
| Workday Inc(WDAY) | com | 98138H101 | $45.7K | 500,000 | 0.1% |
| Tripadvisor Inc(TRIP) | com | 896945201 | $45.3K | 500,000 | 0.1% |
| Salesforce.com Inc(CRM) | com | 79466L302 | $42.8K | 750,000 | 0.1% |
| GT Advanced Technologies Inc. | com | 36191U106 | $42.6K | 2,500,000 | 0.1% |
| Splunk Inc(SPLKCHF) | com | 848637104 | $35.7K | 500,000 | 0.1% |
| Tableau Software Inc.(DATA) | com | 87336U105 | $30.4K | 400,000 | 0.0% |
| Ruckus Wireless Inc | com | 781220108 | $30.4K | 2,500,000 | 0.0% |
| Aruba Networks Inc | com | 043176106 | $28.1K | 1,500,000 | 0.0% |
| Jinkosolar Hldg(JKS) | com | 47759T100 | $28.0K | 1,000,000 | 0.0% |
| Fireeye, Inc.(FEYECHF) | com | 31816Q101 | $27.7K | 450,000 | 0.0% |
| Sunpower Corp(SPWRQ) | com | 867652406 | $16.1K | 500,000 | 0.0% |
| Applied Micro Circuits Corp | com | 03822W406 | $10.9K | 1,100,000 | 0.0% |
| Lions Gate Entertainment Corp | com | 535919203 | $6.7K | 250,000 | 0.0% |
| Ambarella Inc(AMBA) | com | G037AX101 | $4.0K | 150,000 | 0.0% |