Q4 2016 Holdings
Filed 2017-02-13 | 31 holdings | $121.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $8.2K | 65,810 | 6.8% |
| Servicenow Inc(NOW) | COM | 81762P102 | $7.7K | 103,500 | 6.3% |
| Apple Inc(AAPL) | COM | 037833100 | $7.2K | 62,500 | 5.9% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $7.0K | 9,340 | 5.8% |
| Athenahealth Inc | COM | 04685W103 | $6.4K | 61,080 | 5.3% |
| Micron Technology Inc(MU) | COM | 595112103 | $5.7K | 258,560 | 4.7% |
| Lululemon Athletica Inc(LULU) | COM | 550021109 | $5.4K | 82,770 | 4.4% |
| Nvidia Corp(NVDA)Put | COM | 67066G104 | $5.3K | 50,000 | 4.4% |
| Splunk Inc(SPLKCHF) | COM | 848637104 | $5.0K | 98,420 | 4.1% |
| Western Digital Corp(WDC) | COM | 958102105 | $5.0K | 73,120 | 4.1% |
| Broadcom LTD(AVGO) | SHS | Y09827109 | $4.4K | 24,900 | 3.6% |
| Cavium Inc | COM | 14964U108 | $4.0K | 64,100 | 3.3% |
| Silicon Laboratories Inc(SLAB) | COM | 826919102 | $3.8K | 58,900 | 3.1% |
| PVH Corp(PVH) | COM | 693656100 | $3.8K | 41,670 | 3.1% |
| Facebook Inc(META)Call | CL A | 30303M102 | $3.5K | 30,000 | 2.8% |
| Veeva SYS Inc(VEEV) | CL A COM | 922475108 | $3.4K | 82,700 | 2.8% |
| Macys Inc(M) | COM | 55616P104 | $3.2K | 90,000 | 2.6% |
| Coach Inc | COM | 189754104 | $3.2K | 90,000 | 2.6% |
| Dollar Tree Inc(DLTR) | COM | 256746108 | $3.1K | 40,000 | 2.5% |
| Maxlinear Inc(MXL) | CL A | 57776J100 | $3.1K | 140,000 | 2.5% |
| 2U Inc | COM | 90214J101 | $3.0K | 98,000 | 2.4% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $2.9K | 3,640 | 2.4% |
| Bristol Myers Squibb Co(BMY) | COM | 110122108 | $2.8K | 48,740 | 2.3% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $2.6K | 3,420 | 2.2% |
| Nordstrom Inc(JWNUSD) | COM | 655664100 | $2.4K | 50,000 | 2.0% |
| LAS Vegas Sands Corp(LVS) | COM | 517834107 | $2.1K | 40,000 | 1.8% |
| Tractor Supply Co(TSCO) | COM | 892356106 | $1.9K | 25,000 | 1.6% |
| Edwards Lifesciences Corp(EW) | COM | 28176E108 | $1.9K | 20,000 | 1.5% |
| L Brands Inc | COM | 501797104 | $1.6K | 25,000 | 1.4% |
| Jazz Pharmaceuticals PLC(JAZZ) | SHS USD | G50871105 | $1.6K | 14,630 | 1.3% |
| Vince Hldg Corp | COM | 92719W108 | $628 | 155,000 | 0.5% |