Q4 2016 Holdings
Filed 2017-02-14 | 30 holdings | $197.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $74.6M | 849,111 | 37.8% |
| Charter Communications Inc N(CHTR) | CL A | 16119P108 | $68.9M | 239,306 | 34.9% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $52.5M | 4,628,851 | 26.6% |
| T Mobile US Inc(TMUS) | COM | 872590104 | $133.8K | 2,327,140 | 0.1% |
| Time Warner Inc | COM NEW | 887317303 | $121.1K | 1,255,000 | 0.1% |
| Marvell Technology Group LTD(MRVL) | ORD | G5876H105 | $103.2K | 7,438,391 | 0.1% |
| Dish Network Corp(DISH) | CL A | 25470M109 | $96.1K | 1,659,179 | 0.0% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $89.5K | 859,000 | 0.0% |
| Pandora Media Inc | COM | 698354107 | $78.9K | 6,047,818 | 0.0% |
| Sabre Corp(SABR) | COM | 78573M104 | $73.9K | 2,962,685 | 0.0% |
| MGM Resorts International(MGM) | COM | 552953101 | $72.5K | 2,514,926 | 0.0% |
| Stamps COM Inc(STMP) | COM NEW | 852857200 | $67.9K | 592,000 | 0.0% |
| Computer Sciences Corp | COM | 205363104 | $53.2K | 895,457 | 0.0% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $53.0K | 773,451 | 0.0% |
| Servicenow Inc(NOW) | COM | 81762P102 | $51.5K | 692,610 | 0.0% |
| Nvidia Corp(NVDA) | COM | 67066G104 | $43.7K | 409,000 | 0.0% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $43.0K | 275,103 | 0.0% |
| Arris Intl Inc | SHS | G0551A103 | $41.0K | 1,360,950 | 0.0% |
| Proofpoint Inc(PFPT) | COM | 743424103 | $40.5K | 573,167 | 0.0% |
| Zendesk Inc | COM | 98936J101 | $38.2K | 1,800,374 | 0.0% |
| Analog Devices Inc(ADI) | COM | 032654105 | $37.1K | 510,832 | 0.0% |
| Cypress Semiconductor Corp(CYEUR) | COM | 232806109 | $35.2K | 3,074,000 | 0.0% |
| Mobile Telesystems Pjsc | SPONSORED ADR | 607409109 | $32.3K | 3,550,000 | 0.0% |
| Texas Instrs Inc(TXN) | COM | 882508104 | $27.1K | 371,000 | 0.0% |
| Fireeye Inc(FEYECHF) | COM | 31816Q101 | $24.7K | 2,077,796 | 0.0% |
| Take-Two Interactive Softwar(TTWO) | COM | 874054109 | $19.8K | 400,968 | 0.0% |
| Xilinx Inc(XLNXEUR) | COM | 983919101 | $17.7K | 294,000 | 0.0% |
| Sprint Corp | COM SER 1 | 85207U105 | $17.4K | 2,067,000 | 0.0% |
| Marvell Technology Group LTD(MRVL)Call | ORD | G5876H105 | $13.9K | 1,000,000 | 0.0% |
| Fortinet Inc(FTNT) | COM | 34959E109 | $11.3K | 375,741 | 0.0% |