Q2 2014 Holdings
Filed 2014-07-21 | 37 holdings | $124.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Fireeye Inc(FEYECHF) | COM | 31816Q101 | $7.6K | 187,875 | 6.1% |
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $7.1K | 85,000 | 5.7% |
| Infinera Corporation(INFNEUR) | COM | 45667G103 | $7.0K | 760,111 | 5.6% |
| Aruba Networks Inc | COM | 043176106 | $6.4K | 365,100 | 5.1% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $6.3K | 108,500 | 5.1% |
| Pandora Media Inc | COM | 698354107 | $6.2K | 211,250 | 5.0% |
| Splunk Inc(SPLKCHF) | COM | 848637104 | $5.4K | 97,715 | 4.3% |
| Tableau Software Inc(DATA) | CL A | 87336U105 | $5.2K | 72,500 | 4.2% |
| Yelp Inc(YELP) | CL A | 985817105 | $5.1K | 66,550 | 4.1% |
| Retailmenot Inc | COM SER 1 | 76132B106 | $4.7K | 177,250 | 3.8% |
| Proofpoint Inc(PFPT) | COM | 743424103 | $4.4K | 117,500 | 3.5% |
| Rocket Fuel Inc | COM | 773111109 | $4.4K | 140,075 | 3.5% |
| Baidu Inc(BIDUN) | SPON ADR REP A | 056752108 | $4.2K | 22,500 | 3.4% |
| Cornerstone Ondemand Inc(CSOD) | COM | 21925Y103 | $3.5K | 75,500 | 2.8% |
| E2open Inc | COM | 29788A104 | $3.3K | 160,000 | 2.7% |
| Linkedin Corp | COM CL A | 53578A108 | $3.3K | 19,225 | 2.7% |
| Grubhub Inc | COM | 400110102 | $3.2K | 91,000 | 2.6% |
| Groupon Inc | COM CL A | 399473107 | $3.1K | 462,500 | 2.5% |
| Qlik Technologies Inc | COM | 74733T105 | $2.8K | 122,500 | 2.2% |
| Yandex N V(NBIS) | SHS CLASS A | N97284108 | $2.7K | 75,000 | 2.1% |
| Service NOW Inc(NOW) | COM | 81762P102 | $2.6K | 42,500 | 2.1% |
| Google Inc | CL A | 38259P508 | $2.5K | 4,275 | 2.0% |
| Marketo Inc | COM | 57063L107 | $2.5K | 85,000 | 2.0% |
| Fortinet(FTNT) | COM | 34959E109 | $2.4K | 95,000 | 1.9% |
| Worday Inc(WDAY) | CL A | 98138H101 | $2.2K | 25,000 | 1.8% |
| Imperva Inc | COM | 45321L100 | $2.2K | 82,500 | 1.7% |
| Voxeljet AG | ADS | 92912L107 | $2.1K | 102,500 | 1.7% |
| Youku Tudou Inc | SPONSORED ADR | 98742U100 | $2.1K | 88,750 | 1.7% |
| Ringcentral Inc(RNG) | CL A | 76680R206 | $1.9K | 125,000 | 1.5% |
| Mellanox Technologies LTD | SHS | M51363113 | $1.7K | 50,000 | 1.4% |
| Google Inc | CL C | 38259P706 | $1.7K | 2,925 | 1.4% |
| 2U Inc. | COM | 90214J101 | $1.3K | 75,000 | 1.0% |
| Gigamon Inc | COM | 37518B102 | $957 | 50,000 | 0.8% |
| Infoblox | COM | 45672H104 | $821 | 62,400 | 0.7% |
| Netsuite Inc | COM | 64118Q107 | $716 | 8,250 | 0.6% |
| A10 Networks Inc(ATEN) | COM | 002121101 | $399 | 30,000 | 0.3% |
| Boingo Wireless Inc(WIFI) | COM | 09739C102 | $373 | 54,583 | 0.3% |