Q1 2015 Holdings
Filed 2015-05-18 | 30 holdings | $40.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $39.9M | 479,897 | 97.7% |
| Apple Inc(AAPL) | COM | 037833100 | $82.0K | 658,777 | 0.2% |
| Facebook Inc(META) | CL A | 30303M102 | $60.5K | 735,849 | 0.1% |
| Qorvo Inc(QRVO) | COM | 74736K101 | $57.4K | 720,309 | 0.1% |
| Ellie MAE Inc | COM | 28849P100 | $55.4K | 1,001,716 | 0.1% |
| Infinera Corporation(INFNEUR) | COM | 45667G103 | $53.2K | 2,703,254 | 0.1% |
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $53.1K | 363,190 | 0.1% |
| Zendesk Inc | COM | 98936J101 | $52.2K | 2,301,480 | 0.1% |
| Netease Inc(NTES) | SPONSORED ADR | 64110W102 | $51.0K | 483,942 | 0.1% |
| Electronic Arts Inc(EA) | COM | 285512109 | $48.6K | 826,717 | 0.1% |
| Vipshop Hldgs LTD(VIPS) | SPONSORED ADR | 92763W103 | $44.4K | 1,508,637 | 0.1% |
| Grubhub Inc | COM | 400110102 | $42.8K | 943,483 | 0.1% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $39.5K | 106,105 | 0.1% |
| Tableau Software Inc(DATA) | CL A | 87336U105 | $39.4K | 425,445 | 0.1% |
| JD COM Inc(JD) | SPON ADR CL A | 47215P106 | $35.3K | 1,200,302 | 0.1% |
| International Business MachsPut | PUT | 459200951 | $29.7K | 184,800 | 0.1% |
| Google Inc | CL C | 38259P706 | $26.2K | 47,842 | 0.1% |
| Microsemi Corp | COM | 595137100 | $23.7K | 668,078 | 0.1% |
| Inphi Corp(IPHI) | COM | 45772F107 | $20.5K | 1,149,625 | 0.1% |
| LAM Research Corp(LRCXEUR) | COM | 512807108 | $17.6K | 250,958 | 0.0% |
| Google Inc | CL A | 38259P508 | $13.5K | 24,357 | 0.0% |
| Stmicroelectronics N V(STM) | NY REGISTRY | 861012102 | $13.1K | 1,408,240 | 0.0% |
| WIX COM LTD(WIX) | SHS | M98068105 | $12.0K | 624,920 | 0.0% |
| NXP Semiconductors N V(NXPI) | COM | N6596X109 | $11.7K | 116,455 | 0.0% |
| Avago Technologies LTD | SHS | Y0486S104 | $11.6K | 91,615 | 0.0% |
| Priceline GRP Inc | COM NEW | 741503403 | $11.0K | 9,423 | 0.0% |
| MA COM Technology Solutions(MTSI) | COM | 55405Y100 | $10.4K | 279,206 | 0.0% |
| Imperva Inc | COM | 45321L100 | $10.2K | 239,366 | 0.0% |
| Skyworks Solutions Inc(SWKS) | COM | 83088M102 | $5.9K | 59,666 | 0.0% |
| 58 COM Inc(WUBAUSD) | SPON ADR REP A | 31680Q104 | $4.5K | 85,540 | 0.0% |