Q2 2013 Holdings
Filed 2013-08-14 | 23 holdings | $1.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Apple Inc(AAPL)Call | COM | 037833100 | $475.8K | 1,200,000 | 33.5% |
| Crown Castle Intl Corp | COM | 228227104 | $94.2K | 1,301,000 | 6.6% |
| Mcgraw Hill Finl Inc | COM | 580645109 | $83.1K | 1,563,000 | 5.9% |
| Moodys Corp(MCO) | COM | 615369105 | $77.8K | 1,277,400 | 5.5% |
| Melco Crown Entmt LTD(MLCO) | ADR | 585464100 | $66.1K | 2,956,852 | 4.7% |
| Google Inc | CL A | 38259P508 | $65.5K | 74,400 | 4.6% |
| Pandora Media Inc | COM | 698354107 | $65.3K | 3,547,427 | 4.6% |
| Qihoo 360 Technology Co LTD | ADS | 74734M109 | $47.5K | 1,029,504 | 3.3% |
| Informatica Corp | COM | 45666Q102 | $44.7K | 1,278,000 | 3.1% |
| Tripadvisor Inc(TRIP) | COM | 896945201 | $43.7K | 717,300 | 3.1% |
| Cogent Comm Group Inc(CCOI) | COM NEW | 19239V302 | $39.8K | 1,415,208 | 2.8% |
| CBS Corp New | CL B | 124857202 | $38.9K | 795,000 | 2.7% |
| Interxion Holding N.v | SHS | N47279109 | $37.5K | 1,433,550 | 2.6% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $37.0K | 343,100 | 2.6% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $36.3K | 575,000 | 2.6% |
| Alcatel-Lucent | SPONSORED ADR | 013904305 | $31.7K | 17,440,011 | 2.2% |
| Ctrip COM Intl LTD(CTRPUSD) | AMERICAN DEP SHS | 22943F100 | $26.8K | 821,350 | 1.9% |
| Equinix Inc | COM NEW | 29444U502 | $25.3K | 137,142 | 1.8% |
| Sina Corp | ORD | G81477104 | $20.3K | 365,000 | 1.4% |
| Verint SYS Inc(VTY) | COM | 92343X100 | $19.6K | 552,000 | 1.4% |
| Take-Two Interactive Softwar(TTWO) | COM | 874054109 | $17.9K | 1,193,000 | 1.3% |
| Nice SYS LTD(NSY) | SPONSORED ADR | 653656108 | $15.9K | 432,000 | 1.1% |
| Annies Inc | COM | 03600T104 | $9.6K | 224,870 | 0.7% |