Q4 2013 Holdings
Filed 2014-02-14 | 32 holdings | $106.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Apple Inc(AAPL) | COM | 037833100 | $7.7K | 13,800 | 7.3% |
| Athenahealth Inc | COM | 04685W103 | $6.9K | 51,000 | 6.5% |
| Vmware Inc(VMWEUR) | CL A COM | 928563402 | $6.3K | 70,000 | 5.9% |
| Google Inc | CL A | 38259P508 | $6.2K | 5,500 | 5.8% |
| Lululemon Athletica Inc(LULU) | COM | 550021109 | $5.8K | 98,000 | 5.5% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $5.4K | 13,500 | 5.1% |
| Deckers Outdoor Corp(DECK) | COM | 243537107 | $4.9K | 57,500 | 4.6% |
| Sandisk Corp | COM | 80004C101 | $4.2K | 60,000 | 4.0% |
| Informatica Corp | COM | 45666Q102 | $4.2K | 100,000 | 3.9% |
| Nordstrom Inc(JWNUSD) | COM | 655664100 | $3.9K | 63,000 | 3.7% |
| Macys Inc(M) | COM | 55616P104 | $3.5K | 65,000 | 3.3% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $3.3K | 60,000 | 3.1% |
| Citrix SYS Inc(CTXSEUR) | COM | 177376100 | $3.2K | 50,000 | 3.0% |
| Suntrust BKS Inc | COM | 867914103 | $3.1K | 85,000 | 3.0% |
| Capital One Finl Corp(COF) | COM | 14040H105 | $3.1K | 40,000 | 2.9% |
| Urban Outfitters Inc(URBN) | COM | 917047102 | $3.0K | 80,000 | 2.8% |
| ANN Inc | COM | 035623107 | $2.9K | 80,000 | 2.8% |
| Coach Inc | COM | 189754104 | $2.8K | 50,000 | 2.6% |
| Alliance Data Systems Corp(BFH) | COM | 018581108 | $2.6K | 10,000 | 2.5% |
| Maxlinear Inc(MXL) | CL A | 57776J100 | $2.6K | 250,000 | 2.5% |
| Ebay Inc(EBAY) | COM | 278642103 | $2.2K | 40,000 | 2.1% |
| Bristol Myers Squibb Co(BMY) | COM | 110122108 | $2.1K | 40,000 | 2.0% |
| Servicenow Inc(NOW) | COM | 81762P102 | $2.0K | 35,000 | 1.8% |
| Comerica Inc(CMA) | COM | 200340107 | $1.9K | 40,000 | 1.8% |
| F5 Networks Inc(FFIV) | COM | 315616102 | $1.8K | 20,000 | 1.7% |
| Trueblue Inc(TBI) | COM | 89785X101 | $1.8K | 70,000 | 1.7% |
| Sina Corp | ORD | G81477104 | $1.7K | 20,000 | 1.6% |
| Robert Half Intl Inc(RHI) | COM | 770323103 | $1.7K | 40,000 | 1.6% |
| Michael Kors Hldgs LTD | SHS | G60754101 | $1.6K | 20,000 | 1.5% |
| ON Assignment Inc | COM | 682159108 | $1.4K | 40,000 | 1.3% |
| Best BUY Inc(BBY) | COM | 086516101 | $1.2K | 30,000 | 1.1% |
| Broadcom Corp | CL A | 111320107 | $1.2K | 40,000 | 1.1% |