Q1 2014 Holdings
Filed 2014-05-15 | 25 holdings | $595.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Qihoo 360 Technology Co LTD | ADS | 74734M109 | $71.2K | 715,037 | 12.0% |
| Yahoo Inc | COM | 984332106 | $54.0K | 1,503,182 | 9.1% |
| Google Inc | CL A | 38259P508 | $42.2K | 37,863 | 7.1% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $36.1K | 107,154 | 6.1% |
| International Business MachsPut | PUT | 459200951 | $35.7K | 185,500 | 6.0% |
| Microsoft Corp(MSFT) | COM | 594918104 | $34.4K | 838,828 | 5.8% |
| Tripadvisor Inc(TRIP) | COM | 896945201 | $34.3K | 378,394 | 5.8% |
| Vipshop Hldgs LTD(VIPS) | SPONSORED ADR | 92763W103 | $33.9K | 227,178 | 5.7% |
| Pandora Media Inc | COM | 698354107 | $30.8K | 1,014,341 | 5.2% |
| Workday Inc(WDAY) | CL A | 98138H101 | $28.4K | 310,459 | 4.8% |
| Yelp Inc(YELP) | CL A | 985817105 | $26.9K | 349,562 | 4.5% |
| Netflix Inc(NFLX) | COM | 64110L106 | $22.0K | 62,462 | 3.7% |
| Priceline COM Inc | COM NEW | 741503403 | $17.7K | 14,875 | 3.0% |
| Invensense Inc | COM | 46123D205 | $16.2K | 684,176 | 2.7% |
| Himax Technologies Inc(HIMX) | SPONSORED ADR | 43289P106 | $16.0K | 1,390,050 | 2.7% |
| Apple Inc(AAPL) | COM | 037833100 | $14.6K | 27,247 | 2.5% |
| 58 COM Inc(WUBAUSD) | SPON ADR REP A | 31680Q104 | $14.4K | 345,144 | 2.4% |
| Epam SYS Inc(EPAM) | COM | 29414B104 | $11.5K | 350,338 | 1.9% |
| Envestnet Inc(ENVUSD) | COM | 29404K106 | $10.7K | 266,672 | 1.8% |
| LAM Research Corp(LRCXEUR) | COM | 512807108 | $10.2K | 184,908 | 1.7% |
| Twenty First Centy FOX Inc | CL B | 90130A200 | $9.3K | 298,644 | 1.6% |
| ICG Group Inc | COM | 44928D108 | $8.9K | 435,848 | 1.5% |
| Yandex N V | DEBT 1.125%12/1 | N97284AA6 | $8.6K | $283,932 | 1.4% |
| Facebook Inc(META) | CL A | 30303M102 | $5.7K | 94,979 | 1.0% |
| Twenty First Centy FOX Inc | CL A | 90130A101 | $1.9K | 60,514 | 0.3% |