Q3 2013 Holdings
Filed 2013-11-14 | 31 holdings | $575.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Qihoo 360 Technology Co LTD | ADS | 74734M109 | $54.9K | 659,759 | 9.5% |
| Yahoo Inc | COM | 984332106 | $50.6K | 1,526,607 | 8.8% |
| Linkedin Corp | COM CL A | 53578A108 | $36.3K | 147,459 | 6.3% |
| Priceline COM Inc | COM NEW | 741503403 | $31.7K | 31,382 | 5.5% |
| Google Inc | CL A | 38259P508 | $28.5K | 32,514 | 4.9% |
| Yelp Inc(YELP) | CL A | 985817105 | $25.8K | 390,349 | 4.5% |
| Starwood Ppty TR IncPut | PUT | 85571B955 | $25.2K | 378,900 | 4.4% |
| Pandora Media Inc | COM | 698354107 | $24.7K | 981,845 | 4.3% |
| Workday Inc(WDAY) | CL A | 98138H101 | $24.3K | 300,514 | 4.2% |
| Tripadvisor Inc(TRIP) | COM | 896945201 | $24.1K | 317,749 | 4.2% |
| Medidata Solutions Inc | COM | 58471A105 | $22.2K | 224,803 | 3.9% |
| Asml Holding N V(ASML) | N Y REGISTRY SHS | N07059210 | $21.8K | 221,103 | 3.8% |
| Melco Crown Entmt LTD(MLCO) | ADR | 585464100 | $21.6K | 678,763 | 3.8% |
| Twenty First Centy FOX Inc | CL B | 90130A200 | $18.8K | 564,137 | 3.3% |
| Netflix Inc(NFLX) | COM | 64110L106 | $18.7K | 60,461 | 3.2% |
| Time Warner Inc | COM NEW | 887317303 | $18.4K | 278,934 | 3.2% |
| E-Commerce China Dangdang in | SPN ADS COM A | 26833A105 | $17.7K | 1,684,430 | 3.1% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $16.1K | 119,695 | 2.8% |
| Changyou COM LTD | ADS REP CL A | 15911M107 | $13.3K | 375,228 | 2.3% |
| Splunk Inc(SPLKCHF) | COM | 848637104 | $13.3K | 221,925 | 2.3% |
| Mastercard Inc(MA) | CL A | 57636Q104 | $9.4K | 13,936 | 1.6% |
| CBS Corp New | CL B | 124857202 | $9.3K | 168,249 | 1.6% |
| Vipshop Hldgs LTD(VIPS) | SPONSORED ADR | 92763W103 | $8.6K | 151,769 | 1.5% |
| Epam SYS Inc(EPAM) | COM | 29414B104 | $7.9K | 230,197 | 1.4% |
| Giant Interactive Group Inc | ADR | 374511103 | $7.9K | 865,695 | 1.4% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $6.4K | 20,466 | 1.1% |
| Soufun Hldgs LTD | ADR | 836034108 | $5.7K | 111,259 | 1.0% |
| Monolithic PWR SYS Inc(MPWR) | COM | 609839105 | $5.2K | 172,703 | 0.9% |
| GT Advanced Technologies Inc | COM | 36191U106 | $4.1K | 476,306 | 0.7% |
| Twenty First Centy FOX Inc | CL A | 90130A101 | $2.0K | 58,576 | 0.3% |
| Fleetmatics Group PLC | COM | G35569105 | $1.2K | 32,177 | 0.2% |