Q4 2014 Holdings
Filed 2015-02-09 | 23 holdings | $43.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $20.5M | 737,600 | 47.4% |
| Adobe SYS Inc(ADBE) | COM | 00724F101 | $13.0M | 179,000 | 30.1% |
| Ciena Corp(CIEN) | COM | 171779309 | $9.4M | 483,817 | 21.7% |
| Facebook Inc(META) | CL A | 30303M102 | $31.8K | 408,000 | 0.1% |
| Baidu Inc(BIDUN) | SPON ADR REP A | 056752108 | $30.5K | 133,800 | 0.1% |
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $28.9K | 235,990 | 0.1% |
| Apple Inc(AAPL) | COM | 037833100 | $26.3K | 238,600 | 0.1% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $25.3K | 426,100 | 0.1% |
| Fortinet Inc(FTNT) | COM | 34959E109 | $20.8K | 678,500 | 0.0% |
| Dish Network Corp(DISH) | CL A | 25470M109 | $19.1K | 261,500 | 0.0% |
| Mellanox Technologies LTD | SHS | M51563113 | $18.8K | 439,800 | 0.0% |
| Yahoo Inc | COM | 984332106 | $18.6K | 368,100 | 0.0% |
| American Tower Corp New(AMT) | COM | 03027X100 | $16.7K | 168,500 | 0.0% |
| Ambarella Inc(AMBA) | SHS | G037AX101 | $12.9K | 255,100 | 0.0% |
| Pmc-Sierra Inc | COM | 69344F106 | $11.8K | 1,285,000 | 0.0% |
| Vipshop Hldgs LTD(VIPS) | SPONSORED ADR | 92763W103 | $11.4K | 582,000 | 0.0% |
| Lendingclub Corp | COM | 52603A109 | $10.9K | 429,500 | 0.0% |
| Silicon Motion Technology Co(SIMO) | SPONSORED ADR | 82706C108 | $10.5K | 443,900 | 0.0% |
| F5 Networks Inc(FFIV) | COM | 315616102 | $9.7K | 74,600 | 0.0% |
| Manhattan Assocs Inc(MANH) | COM | 562750109 | $8.3K | 205,000 | 0.0% |
| Qunar Cayman IS LTD | SPNS ADR CL B | 74906P104 | $8.3K | 293,000 | 0.0% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $8.1K | 85,500 | 0.0% |
| Nokia Corp(NOK) | SPONSORED ADR | 654902204 | $7.0K | 893,900 | 0.0% |