Q4 2013 Holdings
Filed 2014-02-14 | 25 holdings | $633.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Yahoo Inc | COM | 984332106 | $71.0K | 1,755,028 | 11.2% |
| Qihoo 360 Technology Co LTD | ADS | 74734M109 | $54.9K | 668,840 | 8.7% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $51.8K | 129,862 | 8.2% |
| Google Inc | CL A | 38259P508 | $42.5K | 37,939 | 6.7% |
| Priceline COM Inc | COM NEW | 741503403 | $35.0K | 30,144 | 5.5% |
| International Business MachsPut | PUT | 459200951 | $34.9K | 185,800 | 5.5% |
| Starwood HOTELS&RESORTS WrldPut | PUT | 85590A951 | $30.6K | 385,400 | 4.8% |
| Tripadvisor Inc(TRIP) | COM | 896945201 | $27.2K | 328,920 | 4.3% |
| Pandora Media Inc | COM | 698354107 | $27.0K | 1,016,362 | 4.3% |
| Workday Inc(WDAY) | CL A | 98138H101 | $25.9K | 311,078 | 4.1% |
| Melco Crown Entmt LTD(MLCO) | ADR | 585464100 | $24.8K | 632,853 | 3.9% |
| Yelp Inc(YELP) | CL A | 985817105 | $24.6K | 356,080 | 3.9% |
| Vipshop Hldgs LTD(VIPS) | SPONSORED ADR | 92763W103 | $23.4K | 279,283 | 3.7% |
| Netflix Inc(NFLX) | COM | 64110L106 | $23.0K | 62,587 | 3.6% |
| Twenty First Centy FOX Inc | CL B | 90130A200 | $20.2K | 583,969 | 3.2% |
| Himax Technologies Inc(HIMX) | SPONSORED ADR | 43289P106 | $16.9K | 1,151,032 | 2.7% |
| Splunk Inc(SPLKCHF) | COM | 848637104 | $15.8K | 229,726 | 2.5% |
| Asml Holding N V(ASML) | N Y REGISTRY SHS | N07059210 | $13.8K | 147,749 | 2.2% |
| Time Warner Inc | COM NEW | 887317303 | $13.6K | 195,739 | 2.2% |
| Mastercard Inc(MA) | CL A | 57636Q104 | $12.1K | 14,425 | 1.9% |
| IAC Interactivecorp(IACIEUR) | COM PAR $.001 | 44919P508 | $11.8K | 172,249 | 1.9% |
| CBS Corp New | CL B | 124857202 | $11.1K | 174,164 | 1.8% |
| Medidata Solutions Inc | COM | 58471A105 | $11.1K | 183,152 | 1.8% |
| Epam SYS Inc(EPAM) | COM | 29414B104 | $8.3K | 238,289 | 1.3% |
| Twenty First Centy FOX Inc | CL A | 90130A101 | $2.1K | 60,635 | 0.3% |