Q2 2013 Holdings
Filed 2013-08-15 | 28 holdings | $5.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Commvault Systems Inc(CVLT) | COM | 204166102 | $5.1M | 66,939 | 92.0% |
| Qihoo 360 Technology Co LTD | ADS | 74734M109 | $38.4K | 831,979 | 0.7% |
| Yahoo Inc | COM | 984332106 | $32.1K | 1,276,803 | 0.6% |
| Google Inc | CL A | 38259P508 | $31.4K | 35,627 | 0.6% |
| Linkedin Corp | COM CL A | 53578A108 | $30.5K | 171,091 | 0.6% |
| Priceline COM Inc | COM NEW | 741503403 | $26.0K | 31,451 | 0.5% |
| Changyou COM LTD | ADS REP CL A | 15911M107 | $23.4K | 769,436 | 0.4% |
| Tripadvisor Inc(TRIP) | COM | 896945201 | $22.2K | 364,029 | 0.4% |
| Medidata Solutions Inc | COM | 58471A105 | $21.4K | 276,883 | 0.4% |
| Melco Crown Entmt LTD(MLCO) | ADR | 585464100 | $20.9K | 932,506 | 0.4% |
| Pandora Media Inc | COM | 698354107 | $20.3K | 1,102,267 | 0.4% |
| Workday Inc(WDAY) | CL A | 98138H101 | $19.3K | 301,177 | 0.3% |
| Sodastream International LTD | USD SHS | M9068E105 | $18.9K | 260,036 | 0.3% |
| Asml Holding N V(ASML) | N Y REGISTRY SHS | N07059210 | $17.5K | 221,590 | 0.3% |
| Time Warner Inc | COM NEW | 887317303 | $16.2K | 279,549 | 0.3% |
| Giant Interactive Group Inc | ADR | 374511103 | $13.7K | 1,710,647 | 0.2% |
| Netflix Inc(NFLX) | COM | 64110L106 | $12.8K | 60,595 | 0.2% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $11.6K | 107,884 | 0.2% |
| E-Commerce China Dangdang in | SPN ADS COM A | 26833A105 | $10.6K | 1,524,699 | 0.2% |
| Splunk Inc(SPLKCHF) | COM | 848637104 | $10.3K | 222,414 | 0.2% |
| Micron Technology Inc(MU) | COM | 595112103 | $9.6K | 666,880 | 0.2% |
| CBS Corp New | CL B | 124857202 | $8.2K | 168,620 | 0.1% |
| Mastercard Inc(MA) | CL A | 57636Q104 | $8.0K | 13,967 | 0.1% |
| Ebay Inc(EBAY) | COM | 278642103 | $7.9K | 152,465 | 0.1% |
| Cree Inc | COM | 225447101 | $4.5K | 70,418 | 0.1% |
| Epam SYS Inc(EPAM) | COM | 29414B104 | $2.3K | 84,486 | 0.0% |
| Starwood HOTELS&RESORTS Wrld | PUT | 85590A951 | $1.0K | 380,000 | 0.0% |
| Tableau Software Inc(DATA) | CL A | 87336U105 | $28 | 499 | 0.0% |