Q1 2014 Holdings
Filed 2014-04-22 | 32 holdings | $114.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Fireeye Inc(FEYECHF) | COM | 31816Q101 | $9.7K | 157,875 | 8.5% |
| Aruba Networks Inc | COM | 043176106 | $6.7K | 355,100 | 5.8% |
| Infinera Corporation(INFNEUR) | COM | 45667G103 | $6.6K | 730,111 | 5.8% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $6.2K | 109,000 | 5.4% |
| Retailmenot Inc | COM SER 1 | 76132B106 | $5.7K | 177,250 | 4.9% |
| Pandora Media Inc | COM | 698354107 | $5.6K | 186,250 | 4.9% |
| Fusion-Io Inc | COM | 36112J107 | $5.6K | 530,750 | 4.9% |
| Google Inc | CL A | 38259P508 | $5.5K | 4,925 | 4.8% |
| Rocket Fuel Inc | COM | 773111109 | $5.3K | 122,575 | 4.6% |
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $4.8K | 70,000 | 4.2% |
| Infoblox | COM | 45672H104 | $4.4K | 217,400 | 3.8% |
| Imperva Inc | COM | 45321L100 | $4.3K | 77,500 | 3.8% |
| Yelp Inc(YELP) | CL A | 985817105 | $4.2K | 54,550 | 3.7% |
| Groupon Inc | COM CL A | 399473107 | $3.6K | 457,500 | 3.1% |
| Cornerstone Ondemand Inc(CSOD) | COM | 21925Y103 | $3.3K | 68,000 | 2.8% |
| Splunk Inc(SPLKCHF) | COM | 848637104 | $3.2K | 45,215 | 2.8% |
| Qlik Technologies Inc | COM | 74733T105 | $3.2K | 120,000 | 2.8% |
| E2open Inc | COM | 29788A104 | $2.9K | 125,000 | 2.6% |
| Proofpoint Inc(PFPT) | COM | 743424103 | $2.9K | 77,500 | 2.5% |
| Linkedin Corp | COM CL A | 53578A108 | $2.6K | 14,225 | 2.3% |
| Tableau Software Inc(DATA) | CL A | 87336U105 | $2.5K | 32,500 | 2.2% |
| Marketo Inc | COM | 57063L107 | $2.3K | 70,000 | 2.0% |
| Baidu Inc(BIDUN) | SPON ADR REP A | 056752108 | $2.3K | 15,000 | 2.0% |
| Fortinet(FTNT) | COM | 34959E109 | $2.1K | 95,000 | 1.8% |
| Mellanox Technologies LTD | SHS | M51363113 | $1.7K | 42,500 | 1.4% |
| Gigamon Inc | COM | 37518B102 | $1.5K | 50,000 | 1.3% |
| Ringcentral Inc(RNG) | CL A | 76680R206 | $1.4K | 75,400 | 1.2% |
| Yandex N V(NBIS) | SHS CLASS A | N97284108 | $1.4K | 45,000 | 1.2% |
| Voxeljet AG | ADS | 92912L107 | $1.2K | 47,500 | 1.0% |
| Youku Tudou Inc | SPONSORED ADR | 98742U100 | $1.1K | 38,750 | 0.9% |
| Netsuite Inc | COM | 64118Q107 | $782 | 8,250 | 0.7% |
| Boingo Wireless Inc(WIFI) | COM | 09739C102 | $370 | 54,583 | 0.3% |