Q1 2015 Holdings
Filed 2015-05-15 | 26 holdings | $7.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Chegg Inc(CHGG) | com | 163092109 | $6.0M | 750,000 | 85.6% |
| Twitter Inc(TWTRUSD) | com | 90184L102 | $200.3K | 4,000,000 | 2.9% |
| Tesla Motors(TSLA) | com | 88160R101 | $188.8K | 1,000,000 | 2.7% |
| Facebook Inc(META) | com | 30303M102 | $61.7K | 750,000 | 0.9% |
| Qorvo Inc(QRVO) | com | 74736K101 | $59.8K | 750,000 | 0.9% |
| Avago Technologies LTD | com | Y0486S104 | $44.4K | 350,000 | 0.6% |
| Jd.com Inc(JD) | com | 47215P106 | $44.1K | 1,500,000 | 0.6% |
| Lions Gate Entertainment Corporation | com | 535919203 | $42.4K | 1,250,000 | 0.6% |
| Palo Alto Networks(PANW) | com | 697435105 | $36.5K | 250,000 | 0.5% |
| Proofpoint Inc(PFPT) | com | 743424103 | $35.5K | 600,000 | 0.5% |
| Apple Inc(AAPL) | com | 037833100 | $31.1K | 250,000 | 0.4% |
| Integrated Device Technology Inc. | com | 458118106 | $30.0K | 1,500,000 | 0.4% |
| Qunar Cayman Islands LTD | com | 74906P104 | $29.9K | 725,000 | 0.4% |
| T-Mobile US Inc(TMUS) | com | 872590104 | $25.4K | 800,000 | 0.4% |
| Imperva Inc | com | 45321L100 | $22.4K | 525,000 | 0.3% |
| Cavium Networks Inc | com | 14964U108 | $21.2K | 300,000 | 0.3% |
| Cypress Semiconductor Corp(CYEUR) | com | 232806109 | $17.6K | 1,250,000 | 0.3% |
| Micron Technology Inc(MU) | com | 595112103 | $16.3K | 600,000 | 0.2% |
| Fireeye Inc(FEYECHF) | com | 31816Q101 | $15.7K | 400,000 | 0.2% |
| Atmel Corp | com | 049513104 | $14.4K | 1,750,000 | 0.2% |
| Varonis Systems Inc.(VRNS) | com | 922280102 | $14.1K | 550,000 | 0.2% |
| Ma-Com Technology Solutions(MTSI) | com | 55405Y100 | $13.0K | 350,000 | 0.2% |
| Altera Corp | com | 021441100 | $10.7K | 250,000 | 0.2% |
| Ambarella Inc(AMBA) | com | G037AX101 | $9.5K | 125,000 | 0.1% |
| Starz | com | 85571Q102 | $8.6K | 250,000 | 0.1% |
| Marvell Technology Group LTD(MRVL) | com | G5876H105 | $7.4K | 500,000 | 0.1% |