Q1 2017 Holdings
Filed 2017-05-15 | 62 holdings | $31.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $9.5K | 11,252 | 0.0% |
| Citrix SYS Inc(CTXSEUR) | COM | 177376100 | $9.6K | 115,600 | 0.0% |
| Facebook Inc(META) | CL A | 30303M102 | $13.9K | 97,885 | 0.0% |
| Apple Inc(AAPL) | COM | 037833100 | $16.3K | 113,400 | 0.1% |
| Powershares QQQ TrustPut | UNIT SER 1 | 73935A104 | $34.4K | 260,000 | 0.1% |
| Cummins Inc(CMI) | COM | 231021106 | $1.5M | 10,100 | 4.8% |
| Biogen Inc(BIIB) | COM | 09062X103 | $1.6M | 6,000 | 5.1% |
| Autodesk Inc(ADSK) | COM | 052769106 | $3.6M | 41,671 | 11.3% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $5.1M | 47,673 | 16.1% |
| Adobe SYS Inc(ADBE) | COM | 00724F101 | $5.9M | 45,000 | 18.3% |
| Ciena Corp(CIEN) | COM NEW | 171779309 | $5.9M | 250,780 | 18.5% |
| Charter Communications Inc N(CHTR) | CL A | 16119P108 | $8.0M | 24,566 | 25.2% |