Q2 2015 Holdings
Filed 2015-08-07 | 28 holdings | $64.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alibaba Group Holding Ltd(BABA) | com | 01609W102 | $57.6M | 700,000 | 89.3% |
| Chegg Inc(CHGG) | com | 163092109 | $5.9M | 750,000 | 9.1% |
| Tesla Motors(TSLA) | com | 88160R101 | $268.3K | 1,000,000 | 0.4% |
| Avago Technologies Ltd | com | Y0486S104 | $83.1K | 625,000 | 0.1% |
| Apple Inc(AAPL) | com | 037833100 | $62.7K | 500,000 | 0.1% |
| Qorvo Inc(QRVO) | com | 74736K101 | $56.2K | 700,000 | 0.1% |
| Twitter Inc(TWTRUSD) | com | 90184L102 | $54.3K | 1,500,000 | 0.1% |
| Lions Gate Entertainment Corporation | com | 535919203 | $46.3K | 1,250,000 | 0.1% |
| JD.Com Inc(JD) | com | 47215P106 | $44.3K | 1,300,000 | 0.1% |
| Facebook Inc(META) | com | 30303M102 | $42.9K | 500,000 | 0.1% |
| T-Mobile US Inc(TMUS) | com | 872590104 | $38.8K | 1,000,000 | 0.1% |
| Qunar Cayman Islands Ltd | com | 74906P104 | $34.3K | 800,000 | 0.1% |
| Proofpoint Inc(PFPT) | com | 743424103 | $31.8K | 500,000 | 0.0% |
| Imperva Inc | com | 45321L100 | $30.5K | 450,000 | 0.0% |
| Ctrip.Com Intl Ltd American Dep Shs(CTRPUSD) | com | 22943F100 | $25.4K | 350,000 | 0.0% |
| Atmel Corp | com | 049513104 | $23.2K | 2,350,000 | 0.0% |
| Nokia Corporation(NOK) | com | 654902204 | $20.6K | 3,000,000 | 0.0% |
| Netflix Com Inc(NFLX) | com | 64110L106 | $19.7K | 30,000 | 0.0% |
| Palo Alto Networks(PANW) | com | 697435105 | $17.5K | 100,000 | 0.0% |
| Cavium Networks Inc | com | 14964U108 | $17.2K | 250,000 | 0.0% |
| Integrated Device Technology Inc. | com | 458118106 | $16.3K | 750,000 | 0.0% |
| CyberArk Software Ltd | com | M2682V108 | $15.7K | 250,000 | 0.0% |
| Ma-Com Technology Solutions(MTSI) | com | 55405Y100 | $13.4K | 350,000 | 0.0% |
| FitBit Inc(FITEUR) | com | 33812L102 | $13.4K | 350,000 | 0.0% |
| LendingClub Corp | com | 52603A109 | $11.8K | 800,000 | 0.0% |
| Starz | com | 85571Q102 | $10.1K | 225,000 | 0.0% |
| Bitauto Holdings Ltd(2663134D) | com | 091727107 | $8.9K | 175,000 | 0.0% |
| Cypress Semiconductor Corp(CYEUR) | com | 232806109 | $7.6K | 650,000 | 0.0% |